William Street Wealth
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
This is the second time we’ve used WSWM for a mortgage. We went back to them after a great first experience with Jack and once again he’s been absolutely brilliant. Explained what options we had very clearly and got our current lender to port our mortgage which helped massively. Have already recommended them to family and friends but wouldn’t hesitate to recommend to anyone.
I had a friendly chat with Alex who was extremely helpful in listening to my financial details and confirming that I was generally on track. I would certainly feel comfortable after that meeting to go back to Alex if I wanted further financial advice etc.
Jack Banks was a great help to us in getting our mortgage offer. He made the process simple and pain free. When there were problems he was on hand and helped us get a great offer
Great experience working with Alex over the past few years. Professional, friendly and makes things really clear and easy to understand. Highly recommended!
The best wealth managment company, 100% would recommend, they invest for me and have regular catch ups. I'm able to see my catalogue grow and know there's people on the other side making wise decisions. Especially Alex Phillips, very professional and weel envisioned!
We'd like to extend a huge thank you to Jack for his outstanding support throughout our home-buying journey. As first-time buyers, we were initially worried that the process would be stressful and overwhelming. However, Jack made the entire experience incredibly smooth and straightforward. He took the time to explain everything clearly and in a way that was easy to understand, which really helped us feel confident in making informed decisions. From start to finish, Jack was professional, approachable, and always happy to help. The service we received was exceptional — we genuinely couldn't fault it. Highly recommended!
We are very happy with the help and support Jack provided. As first-time buyers, we had many questions about the process and application, and Jack was always patient and thorough in explaining everything. He guided us in choosing the best option for our mortgage, and his knowledge gave us real confidence in our decision. We felt fully supported from start to finish. Highly recommended!
Financial advisers in London compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in London are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Cameron James - Pension Transfer Expert | ★ 5,0 | 274 | Yes |
| 2 | Trinity Finance London | ★ 5,0 | 171 | No |
| 3 | First Wealth | ★ 5,0 | 146 | No |
| 4 | William Street Wealth (this page) | ★ 5,0 | 127 | No |
| 5 | Off Piste Wealth | Independent Financial Adviser London | ★ 5,0 | 39 | No |