Audit & Consulting in Bristol

“Peter and Amber were great when dealing with our mortgage. Being first time buyers, they helped us understand everything you need to know about mortgages which enabled us to obtain our mortgage offer very quickly and efficiently. They also checked in with us throughout the journey, whilst we were waiting for our solicitors and even helped to chase and clarify the few problems that arose between our solicitors and the sellers. Great service and will be using again when we come to remortgage.”

“I have been working with Stephanie Beddis of Kilsaran Financial Planning for over 5 years now and I can confidently say that her financial advice service has always been great. What sets her apart from other financial advisors is that she makes the process feel like working or talking to a friend. Her approachable and friendly demeanor makes it easy to discuss important financial decisions and ask questions. I highly recommend Stephanie to anyone looking for a financial advisor who is knowledgeable, professional, and personable.”

“Future wealth management have handled my financial affairs with great professionalism. Nick Woodford and the team have done this in a friendly and likeable manor. I would have no hesitation in recommending them, to anyone who wishes to make investments.”

“Adam has been my financial advisor for a year now, and I am delighted with his advice and investments on my behalf. Returns have exceeded expectations in the current febrile market conditions. He is also very personable, easy to get along with and doesn’t speak in financial technobabble. Recommended.”

“Just had our financial review meeting with James, who has taken over looking after us from Mike Marigold. Excellent work all round with managing our financials. Been with Montgomery Charles for twenty years. Highly recommend them and thanks again James.”

“If, like me, you are somebody who has recently retired and is looking to plan and make decisions about their financial future and is wondering where to go for advice you can trust, Eleven.2 and Greg Moss in particular, provide an excellent service. I can not praise Greg enough for his wise, knowledgeable, and balanced approach to the complexity of money matters, mixed with a respectful, kindly and listening manner to his client, bringing confidence and positivity to the customer-advisor relationship. Starting with face to face meetings and an analysis of my risk profile, Greg has helped me create a portfolio that includes careful spending and investment over time, offering a secure budgeting road map for me and my children and opening up possibilities in the present and into the future. Greg has helped me with my pension applications and online accounting and banking matters, not to mention pointing me in the direction of reliable people for drawing up a will and a power of attorney. I feel happy and safe with Greg's honest, thoughtful and personal financial advice, tailored to my circumstances, and I am grateful for his consistent availability and patience before all my queries.”

“We have been with Ifamax since 2019, and are very happy with the service they provide. We initially went for a second opinion and review of our financial situation, and after the meeting, we were impressed and decided to switch to Ifamax. Having spent a significant time abroad we had quite complicated financial affairs. After our initial meeting, Kattrina and Ashton devised a plan to simplify our finances and they have done a great job with that. Their ability to understand our ongoing financial needs and to work with us on a plan, has been invaluable. We would highly recommend them.”

“Alex is very professional, well prepared for every meeting and puts you at ease with his friendly demeanour, knowledge and advice.”

“I came to Tim with some fairly unique and complicated challenges, and he’s been brilliant at helping me work through them. What really stood out was how he took the time to fully understand my situation before recommending anything, and then put together clear, practical plans. Everything was explained in a way that made sense, and I always felt my best interests were being looked after. I’m now, and will be in a much better position thanks to his advice and support. Couldn’t recommend him more highly.”

“Me and my wife used Plan Financial, for our pensions. We were introduced to Plan Financial by my cousin for help and advice on our retirement. We contacted them by telephone where we had a very helpful and constructive conversation, we then made an appointment to see Craig. We were told in advance what documents to bring for our first meeting, we sat with the consultant and discussed our pensions, savings etc, he looked at each pension in detail and we left the meeting feeling very pleased and confident we had seen and received the correct information. We completed forms to give them access to our pension companies. After several months we then had another meeting with the same advisor, who had in-depth details to plan out our financial future. We went through the risk factor etc with the advisor in detail and on our final meeting/presentation by Plan Financial we signed up with them for our retirement future. We followed their advice to the letter and as such i have retired at 63 and my wife will retire soon. We would like to say, that our circumstances were a bit different to others as i had very little warning i was about to be either unemployed or retiring. After using Plan Financial the outcome was very good for me and service we received was outstanding, if you think you know about pensions, then think again unless your in the profession. Since using them i have spoken and recommended them to so many people to them. We would highly recommend this company to anyone thinking of taking their pension. Thank you for the professional advice received and the pension schemes recommend to us.”

“Approaching retirement raises a number of important questions and they’re not just about finances. Dale looks at the bigger picture before providing options. With his depth of understanding he was able to bring clarity and peace of mind at every stage. I do not hesitate to recommend their uncomplicated guidance, know-how and experience. This is how Pensions should be managed.”

“As I approached retirement I realised I needed clear, honest and informed help to restructure my somewhat patchy investments, to build a sensible pension package. James and his team have provided this and more - steady, straightforward and consistent advice based on my personal needs and perspective. Being able to meet and discuss things in person was a big plus for me, allowing us to explore options and ask questions in detail. I would highly recommend James and his team.”

“While running a local independent estate agency, I always try to deliver exceptional service to all my clients, whether they are sellers, purchasers, or in a supporting role. Likewise, I always try to seek the same personally and occasionally change if I feel I am not getting what I would reasonably expect. I joined Ellis Davies Financial Planning nearly 18 months ago, needing to make a change from another financial advisor, and since then, I have been very impressed. My relationship financial advisor is Nick Davies, who has been exceptional, but I have also found the whole team to be great. If I had to single out one other, then it would be Jack Thompson. Not only has the service been great, but the performance of the investment strategy they recommended has surpassed all my expectations. So, congratulations, to you all, and now will be hoping for a continued great relationship in future years.”

“I have always found the team at Churchill extremely helpful. They go above and beyond to make sure they keep me informed, explain everything in detail and maximise the return I can achieve. Would highly recommend”

“I was referred to Ken Simmonds by a colleague who uses Moneo’s Financial Planning services. I was a little apprehensive about seeing a financial advisor having been approached by a few on LinkedIn. I decided I wanted to speak to someone recommended to me and I’m really happy that I saw Ken. He was really approachable and really patient explaining the murky world of tax and pensions. Ken was able to clarify the key things I need to consider, including how much money I would need to fund my retirement, the asset allocation of my pension funds, the appropriate contribution levels to retain tax allowances, the pros and cons of property Vs investing, and how to build up funds so I can help my children get on to the property ladder.”

“I want to say huge thank you for Michelle- my mortgage advisor. I was first time buyer and had a lot of questions. She answered everything on the same day, and always been supportive towards my journey. I had the best experience and would highly recommend to choose Michelle as your mortgage advisor. I’m looking forward to keep her as my mortgage advisor in the future. Thanks Michelle, you really been a star.”

“I’ve been with Paradigm Norton for over 10 years, having started with them on retirement, and I couldn’t be happier. They take a truly holistic approach to wealth management, with secure communication and a transparent, client-first culture. The team is highly professional, friendly and consistently adds real value to my financial planning. My annual charges have always been fair and justifiable, and I feel completely at ease knowing I made - and continue to make - the right choice. Highly recommend.”

“I found Washington Square through the website Unbiased and used their services for Life Insurance purposes. Paddy and Vikki have both gone above and beyond to ensure my needs are met, they have offered me honest and unbiased guidance and at no point have I felt any pressure. I find financial matters quite anxiety inducing at times but I always felt I was in safe hands with Washington Square. I would recommend wholeheartedly.”

“Very good, highly recommend. Easy to deal with and informative. Complete transparency, explain everything and answers any questions we have.”

“I was lucky enough to be given the contact details for Andersons (part of St James’s Place) by a friend who had found them invaluable. I wasn’t particularly hopeful as I had tried a few financial advisors and failed to find the combination of financial acumen and interpersonal ‘soft’ skills that I was looking for. And I never found anyone I felt able to trust completely. Enter Marcus. Of course it was important that I experienced him as genuine and transparent and not without a sense of humour, but I also realised quite quickly that my finances, once transferred to Anderson’s were going to grow exponentially. I am not rich, I didn’t have huge amounts to invest, but despite this Marcus and Andersons have demonstrated complete professionalism alongside excellent results . If you like me have been hesitant about the investment world but want to do better than 1% (if that) from banks, give them a try. The initial appointment is free. You don’t have anything to lose”

“I tried Financial planners before and hated the experience, it always felt like so much admin and I never met someone who gave me confidence. Wince was a game-changer for me, recommended to me and took time to get to know me before taking everything away and sorting it for me. He's gone the extra mile on more than one occasion, and I look forward to a relationship with him until the day I die (which, thanks to Wince, will be a good day for my wife)”

“I found a lot of great reviews on Simon Hicks on VouchedFor. After meeting him I was impressed straight away. I only needed a mortgage, but he seemed to know a great deal about pensions, life cover and investments too. He was able to advise on the most suitable mortgage initially, rather than just picking a standard 5 year fixed off the shelf like a mortgage broker would do. Look forward to moving on to the investing side. Have told friends and family about Simon and would always recommend”

“Martin and his team are an absolute delight and pleasure to work with. The moment I met Martin I knew his calm, clear thinking and his desire to provide the best accountancy service for his clients, that his company, Vincent Ventures Ltd was for me. It is one of the best business investments I have made, saving me huge amounts of time and effort dealing with things that are just not my strength.....They are Martins though and therefore we are a great fit....The cherry on top of the cake is me and my business feel cared for, our best interests at heart, that's such a rare experience in todays fast paced world. Thanks Martin and the team :)”

“John really did go above and beyond for us in our first ever mortgage application and life insurance policy as first time buyers. He took the stress completely out of the process especially as our circumstances weren’t entirely straightforward. John took any of our curve ball questions in his stride and nothing was too much trouble! He is personable and friendly, taking time to explain things in terms that we can understand. He is also not pushy in the slightest - we decided to take out our own buildings insurance separately which John was completely fine with. Communication was excellent keeping us updated throughout. We would DEFINITELY recommend John to anyone requiring a mortgage or insurance. We will certainly be returning when it’s time for renewal!”

“Qaz has now helped me secure my initial mortgage plus the remortgage and I will definitely be reaching out again in the future for every time I'm looking for a mortgage. He is very professional yet personal at the same time. Very easy to reach out to and more than happy to answer any questions you have no matter how simple or complex. That said, the best part of the service is Qaz goes the extra mile and will be constantly looking out for the best rates and terms you can get hold of. Can't recommend him enough, he makes the process simple and stress-free while saving you a lot of money.”

“I’ve used Goodwille a couple of times now to support with re-mortgaging. Andy in particular makes it super easy, I’m always confident he has found the best rate/deal for me and communication is regular and always responsive! Thanks Goodwille!”

“Patty was brilliant throughout the entire mortgage process. She was incredibly easy to communicate with, and provided responses often within minutes - no question was too small, or silly. Would highly recommend to anyone looking for mortgage advice!”

“After a chance meeting at a local business event several years ago Josh has helped us convert a rather dormant pension into a significant asset. His always professional, yet friendly demeanour makes him a pleasure to do business with and changes we have jointly agreed upon have always been swiftly actioned. I have no hesitation in recommending Josh to anyone looking for qualified financial advice from someone who takes time to discuss things fully and whom they can truly trust.”

“ForrestBrown have proved themselves professional and very knowledgeable, and it has been a pleasure working with them. Over the last 3 years we've been successful in claiming against our R&D expenses and ForrestBrown have assisted in identifying additional items we had overlooked or not considered. We can highly recommend their service.”

“I have been a client at Evans&Partners for over 20years . In particular Jason has provided excellent advice and help with my personal tax situation and preparation of accounts. I would highly recommend Evans & Partners if you are looking for professional accountancy services .”