31
Address: 5 Monmouth Place, Bath BA1 2AT, United Kingdom
Phone: +44 1225 464499
Website: taxassist.co.uk
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32
“Whenever I visit Moneywise I am received by a relaxed and professional reception team who after inviting me to have a coffee .pass me on to Bob C. for what is always a friendly and highly professional discussion.Never rushed always comfortable and invariably I leave knowing an old and respected friend will do all the donkey work, what more could you ask ???”
Address: James Street West, Bath BA1 2BT, United Kingdom
Phone: +44 1225 471100
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33
“Martin and his PA Debbie are a fantastic team and really helped us set up our mortgage and life assurance. As first time buyers we had no idea what we were doing and Martin made it as simple as it could be. What made the service great was he saw us at times that suited our working schedule and at times when usual banks would have closed or stopped taking appointments. Would recommend Martin to everyone (and have).”
Address: 3 Fountain Buildings, Bath BA1 5DU, United Kingdom
Phone: +44 1225 789880
Website: watsonfinancial.co.uk
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34
“Imma be honest I straight up did not go here but I found it fascinating you could review a city financial planning company.”
Address: George Street, Bath BA1 2ED, United Kingdom
Phone: +44 1225 314999
Website: cityfinancialplanning.co.uk
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35
“I highly recommend Matheson Charles for financial advice and guidance, especially the services provided by Toby Bain. Our family’s personal experience with Toby has been outstanding, and we have confidently referred him to numerous clients and friends Toby's commitment to his clients’ best interests, even when it did not result in financial gain for himself, speaks volumes about his integrity and professionalism.”
Address: 6/7 Trim Street, Bath BA1 1HB, United Kingdom
Phone: +44 1225 683156
Website: mathesoncharles.com
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36
“Jon is an experienced independent advisor. Over the years he has taken a straightforward, practical approach to my retirement planning, ensuring it is tailored to my circumstances (and stays on track!). Happy to recommend.”
Address: 28 Brock Street, Bath BA1 2LN, United Kingdom
Phone: +44 1225 683082
Website: synthesis-wealth.co.uk
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37
“Received advice from Matt at Hartsfield. Very knowledgeable and provided excellent guidance on managing my various pension pots to my advantage. Took his time to help me understand my options, and then to move forward with a solution. Highly recommended.”
Address: Bath Road, Box, Corsham SN13 8AA, United Kingdom
Phone: +44 800 612 6633
Website: hartsfield.co.uk
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38
“I worked in Financial Services for 28 years and thought I knew how to spot a good Financial Adviser, but prior to meeting Jonothan made the mistake of accepting a personal recommendation to a well known national firm, and repented at my leisure (as they say). So with Jonothan I got to know him well first, did my due diligence and the track record of delighted clients and national recognition (e.g. Financial Adviser of the Year, Retirement & later Life Advice Specialist of the year to name but two) backed all this research up. Even so, having got my fingers burnt, I was still very cautious and asked lots of questions. Jonothan was extremely patient, knowledgeable and structured in his whole approach. His communications were prefect through the whole transfer process (which was complicated by Lloyds Pension Administrators being changed 'mid-transfer') and Jonothan dealt with the problems as they arose and together even got the new administrators to resolve a complaint when mistakes were made during the transfer process. I am confident that we now have a solid investment strategy and he is now advising my wife too on her pension investments. So I'd not only add my endorsement I would thoroughly recommend Jonothan to anyone looking for pension or pension transfer advice, especially those 55+ Lloyds / TSB Ex-employees that are trying to work out the pros / cons of leaving their pension where it is”
Address: 38 Gay Street, Bath BA1 2NT, United Kingdom
Phone: +44 1225 471462
Website: cfsorg.com
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39
Address: London Road, Bath BA1 6PL, United Kingdom
Phone: +44 1225 338600
Website: advanceinvestments.com
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40
“I've known David Ithier at Morgan Financial for many years now and have consulted him countless times for his stellar financial expertise. He is by far the most clued up financial advisor I have met. If you are looking for some solid financial advice, then get in touch with David - I couldn't recommend him enough. 5 Stars *****”
Address: 41 Gay Street, Bath BA1 2NT, United Kingdom
Phone: +44 1225 429471
Website: mfgl.com
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41
“Our IFA, Darren Pearce, is friendly and his advice has been spot-on.”
Address: 20 Manvers Street, Bath BA1 1JW, United Kingdom
Phone: +44 345 609 2002
Website: chasedevere.co.uk
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42
“Graham has always given us good honest advice over the years, I would not hesitate to recommend Graham and sneddon financial services to anyone!”
Address: 474 e Bath Road, Saltford, Bristol BS31 3DJ, United Kingdom
Phone: +44 1225 874950
Website: sneddonfp.co.uk
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43
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44
Address: Bath Street, Cheddar BS27 3AA, United Kingdom
Phone: +44 1934 611822
Website: meldonandco.uk
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45
Address: 4 Queen Street, Bath BA1 1HE, United Kingdom
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46
“I found these people easy to deal with, very professional from the word go, excellent return on investment, I highly recommend.”
Address: George Street, Bath BA1 2FJ, United Kingdom
Phone: +44 1225 683066
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47
“I am very happy with this company. My advisor is friendly, approachable, honest and reliable. He takes account of what I have to say and advises accordingly. He is never pushy and stays within my comfort zone. Happy to recommend.”
Address: Marksbury, Bath BA2 9HN, United Kingdom
Phone: +44 7789 690336
Website: alphahousewm.co.uk
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48
Address: 470 Bath Road, Arno's Vale, Bristol BS4 3HQ, United Kingdom
Phone: +44 117 452 3523
Website: taxassist.co.uk
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49
“A prompt and efficient accountant”
Address: Bath BA1 5DZ, United Kingdom
Phone: +44 1225 429610
Website: rogerhatherall.co.uk
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50
“Having used ZigZag since 2021 they have been fantastic. Fast responses whether that’s email or WhatsApp, diligent advice and genuinely nice people. If you’re looking for accountancy in Bath / South West these are the only option!”
Address: 14 Queen Square, Bath BA1 2HN, United Kingdom
Phone: +44 1225 300490
Website: zigzagca.com
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51
“We’ve been using Art Accountants for 7 years now and they’ve been absolutely faultless. Always available to answer any questions or queries we may have and incredibly knowledgeable - it fills you with complete confidence knowing your accounts are in safe hands.”
Address: 11 Manvers Street, Bath BA1 1JQ, United Kingdom
Phone: +44 1225 444259
Website: artaccountants.co.uk
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52
“Mark has been my accountant now for over twenty years, he is very easy to work with and he always gets the job done, well done Mark!”
Address: 29 Bath Road, Peasedown Saint John, Bath BA2 8DJ, United Kingdom
Phone: +44 1761 436436
Website: bijok.net
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53
“Excellent Accountants, possibly the best kept secret in Bath if you run a small business. No matter the question or query regards year end accounts, VAT or payroll Mutu have come up with a solution or answer that I understand and am happy with. Emma and her team are beyond helpful. Cost of services are very fair, There is no over selling and each company is treated as an individual and given bespoke services according to need. You will not find better accountants in Bath.”
Address: 7 Chelsea Road, Bath BA1 3DU, United Kingdom
Phone: +44 1225 582582
Website: mutu.uk
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54
“Cannot recommend enough. Rachel has saved me a lot of time and stress in managing my business book keeping needs.”
Address: 3 Bath Road, Willsbridge, Bristol BS30 6EE, United Kingdom
Phone: +44 7758 316935
Website: rachelsbookkeeping.co.uk
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55
“This is a 5 star Accountants they have made a very worried man happy many thanks”
Address: 1 North Parade, Bath BA1 1NX, United Kingdom
Phone: +44 1225 446661
Website: charltonbaker.co.uk
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56
“As a business we have dealt with Berkeley Hall Marshall Ltd for a number of years. Always there to help and give advice. A very happy customer! Thanks again.”
Address: 6 Charlotte Street, Bath BA1 2NE, United Kingdom
Phone: +44 1225 428139
Website: berkeleyhallmarshall.com
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57
Address: 71 Bath Road, Bitton, Bristol BS30 6HP, United Kingdom
Phone: +44 117 932 4769
Website: cleevewoodaccountancy.co.uk
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58
“Zenith computerised our bookkeeping and showed us how to process our invoices quickly and easily. Would highly recommend their services.”
Address: 16 Bay Tree Road, Bath BA1 6NB, United Kingdom
Phone: +44 7986 322277
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59
“Fab service! Have been working with Justin for a number of years now and he is great. We are based in Manchester and have no issues at all with a remote working relationship.”
Address: 825 Bath Road, Brislington, Bristol BS4 5RT, United Kingdom
Phone: +44 117 972 0519
Website: davidsonservices.co.uk
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60
“I've been using Miles for the last year and he has been very helpful in setting up a pension fund for me. He is very knowlegable and responsive with any queries I have had. Highly recommended.”
Address: 470 Bath Road, Arno's Vale, Bristol BS4 3AP, United Kingdom
Phone: +44 7971 261024
Website: miles-finch.trulyifa.co.uk
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“TaxAssist Bath has been very good from the beginning—professional and efficient. Everybody has been helpful. I do recommend them.”