Finance & Loans in Bristol

“Katie has been brilliant. She helped us with our first house purchase and has recently assisted us with our second mortgage offer. On both counts she's assuaged any confusion, answered queries promptly and was great at getting both offers over the line with plenty of time to spare. Meandering through first house purchases can be confusing and worrying so having Katie on board to hold our hands and be so good at clarifying queries was invaluable. I couldn't recommend her more highly!”

“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.”

“If I could give more than 5 stars, then I would. We used Paul to sort a remortgage last year and again more recently to arrange the mortgage for our house move, and he did an amazing job. Paul is extremely knowledgeable in the products available and even though he secured us the best rate open to us, he continued to review the market every month for rate changes to ensure we continue to take advantage of the best deals. We wouldn’t hesitate to contact Paul again in the future and would be more than happy to recommend him to anyone else needing expert mortgage advice. Thanks Paul ⭐️ ⭐️⭐️⭐️⭐️⭐️”

“The whole process of applying for our mortgage was made extremely easy and a lot less painful than what we thought it would be, due to the fact that we are self-employed and applying at probably the worst time possible due to the economic climate and for the fact that we were mid way through a pandemic lock down. At all times we felt completely up to date with the progress of our application, reassured at every step of the process and all our questions were answered in a timely and professional manner by Paul. We would not have any hesitations in recommending Mast Financial Services to anyone looking for a mortgage and we will not hesitate in getting in touch again should we ever need a similar service.”

“Jamie Skinner has done an outstanding job in securing our first time buyers mortgage and made it so much less stressful, we've had some trouble getting on the ladder and he worked tirelessly to get us sorted even going out of his way and assisting us with solicitors when they we're being difficult. Jamie is very experienced and has always made time to help us out when we needed it. I highly recommend Jamie.”

“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 have used Total Books to do my self assessment tax return for 2 years now and they are wonderful. Very patient with my bookkeeping, always explain every step and I file with the confidence I haven't over paid my taxes but also that I am being completely transparent. Completely recommend.”

“Highly recommend Bristol Residential Letting Co & big thank you to Lucy for all her help in finding temporary accommodation for my mum. It was easy to book in a viewing & Lucy had lots of patience in showing us around & answering all of mum's questions (after living in the same house for 40 years, this temporary change was big) It's great to know the team are there if needed and at the end of the phone for any questions or problems. Many thanks again!”

“Nick has been great helping us secure our Mortgage, We have had lots of questions and Nick has always made sure he has responded to everything no matter how big or small. Would highly recommend if you are looking at getting a Mortgage.”

“Jon helped us get a very competitive mortgage on our recent house purchase, he helped to address issues as soon as they arose, helping our purchase complete in a very short time. His advice when we started looking for a house, gave us confidence knowing what we could get. We highly recommend using Jon at the mortgage depot.”

“I found Amy very professional and had positive vibes. I was on an interest only mortgage and tried three other mortgage advisers over the last 4 years but could not help so basically was giving up. Then got recommended to use Amy, the communication from Amy was 10/10 and was so stress free (for me). I highly recommend to use Amy to my friends and family. Gary”

“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.”

“The continued care and professionalism that we receive during regular updates goes beyond my expectations. The detail that Simon ( Jones ) has put into ensure we meet our financial goals is exemplary. We have recommended Simon to several friends and received very positive feedback which amplifies the comments above.”

“Highly recommend. Graham provided a first class service with a professional , calm and friendly approach. Reasonable fees as well.”

“We were recommended Alex through a good friend and from the moment we got in contact to the moment we got the keys, he was there to offer support and advice every step of the way. As first time buyers, we were unsure of the process and what to expect, but Alex put us at ease the whole time. He explained everything that was happening throughout the process and regularly checked in to see how we were getting along. We were really lucky to have found such a great financial advisor and would highly recommend him to anyone buying a house! Thank you so much Alex!”

“I have been using Phil at Bristol Mortgages Online for over 15 years and would not go anywhere else. Working in the property industry myself, I know how important it is to have a broker who doesn’t just chase the lowest rate but takes a truly holistic approach. Phil’s vast knowledge of the market, his ability to pre-empt potential issues with specific lenders, and his skill in matching clients to the most suitable lender are second to none. What really sets Phil apart is his personal touch, he takes the time to understand individual circumstances and goes above and beyond to make the process smooth and stress-free. I have recommended Phil both personally and professionally, and every time he has delivered exceptional service. In my opinion, he is the very best in his field.”

“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.”

“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.”

“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.”

“Carl and Chris went above and beyond what might be expected from an IFA, acting as a point of co-ordination between me, my SIPP provider and both lawyers to smooth through the process. It would have been far more stressful without their help and support.”

“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”

“Both me and my partner are first time buyers and had no idea what to do/expect from this process. Tom put our worries at ease straight away, explaining everything to us clearly and found us the best mortgage deal. Hannah-Rose helped us with the overall application and went above and beyond, particularly when an issue was found in regards to my credit report through no fault of my own. She explained to me what I needed to produce and kept in contact throughout, providing timely updates until eventually our mortgage offer was confirmed. Would highly recommend Lansdown Financial Services to anyone. They have your best interests at heart and we are so so grateful to them for helping us out on our home buying journey. We would happily use them again!”

“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”