Finance & Loans in Bristol

“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.”

“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!”

“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.”

“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.”

“Caroline and the entire team are absolutely incredible! They make everything so easy and stress-free, always going above and beyond to help. Their friendly, professional approach and willingness to go the extra mile make such a difference. I couldn't ask for better support—highly recommend!”

“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.”

“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”

“Sam and the team have been helping me with business insurances like keyman cover, life insurances and pensions for the whole team. Always happy to help and give advice. I know that he always has the best outcome for me in mind. Thanks for all your help over the years.”

“Old Mill have always been a great help, always available and on hand when we need support and always so friendly too! Thank you so much!”

“Tiffany is an exceptional Wealth Manager, who has provided timely, tailored advice to help me reach my future goals and aspirations. She is incredibly knowledgeable and approachable whilst providing actionable insights and clear next steps. I can’t recommend her enough.”

“I have been a client of Sovereign IFA for many years. They are a very friendly, personable, approachable and thorough team of advisers. They have help guide us through the maze of Financial options available over the years and were instrumental in us achieving our Financial and Life goals. I would highly recommend them.”

“Greetings just wanted to leave a review, we were recommended by a friend about James this was my first time buying a home an I can say James was absolutely fantastic from start to finish we had a few little Hurdles with the mortgage people, contacted James an he was straight on the case. Would highly recommend James. Cheers”

“Elite Financial Accounting have been my accountancy for the past few years and have always provided an excellent service. Simon has always been very helpful and my tax returns always on time. I would thoroughly recommend them to anyone requiring financial accounting services.”

“We used Jarlands for our first home. Conor was brilliant from start to finish, we hit a few hurdles with the house but Conor talked us through and made the whole process less stressful than it could have been”

“I am fortunate to have relatives living at The General, so have visited several times. Beautifully renovated and repurposed building, located alongside Bathurst Basin and the Floating Harbour. A brief, 5 minute, walk and you're in the heart of the city. Lovely pubs and restaurants close by, and M Shed and Wapping Wharf only a couple of minutes away. Lovely, quiet spot in the heart of Bristol.”

“Despite so many services being oversubscribed they were able to really listen and help me as best as they could. The person I spoke to yesterday was able to support me as best as they could and I've been able to go and find more support through their steering. Thank you so much”

“The apartment was absolutely perfect. It was roomy, very clean and had everything anyone could need. The bathroom was very nice and warm and the shower powerful. The towels were very fluffy and the shower gel and shampoo smelled divine. The bed and pillows were so comfy too and the TV has a very high quality picture. As for the location it was perfect. In a quiet area just south of the river, not in the Ulez zone but only 6 mn away from the centre on foot so you can safely leave your car at the flat in the private parking bay. All in all we had a fantastic time and we would definitely recommend you stay there.”

“Recently completed a level 2 in counselling skills. My tutor was beyond amazing. The course was laid out really well and was really detailed and I gained a lot of knowledge and skills. The facilities are really good and a bonus that the coffee is good to. No local free parking for students .”

“Had a wonderful expierence at the clinic yesterday! Had gone in for 2 hours and was greated with the lovely receptionist who was able to explain to me what would happen, which calmed me as I can get quite anxious with most things health related. My expirience with Jaylei and Sarah was nothing short of amazing, such lovely people, very informative and happy to answer all of my questions. All in all, amazing at their jobs! Highly reccomend!!!!”

“We have been delighted with the support from BPC. Lydia, Paris and Kearney have all been knowledgable, courteous and extremely helpful. We would definitely recommend them.”

“I have been using Waterhouse financial advisors for 2.5yrs just after my husband died and they have been amazing. They are very friendly, efficient, trustworthy and in my situation have gone above and beyond. I would recommend 110% and would just like to say thanks x”

“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional company I am absolutely delighted with your service.”

“I was signposted to this course via SBA and found I gained extremely helpful advice from Joshua, even on areas I felt I was already knowledgeable. Well worth doing for anyone considering starting their own business, or like myself who has recently started.”

“Great experience dealing with Birdie financial services. I have over the years received great help through one of their advisors Paul and wouldn’t go anywhere else for advice on pensions and protection.”

“Our trusted accountancy partners for the last six years and we have not looked back. FD Works has got us enthused about the numbers and the demonstrated the possibilities of what our business can achieve. Our business is significantly better off in many ways, because of the support and guidance we get from these guys. Highly recommended professionals.”