Financial advisor in Bath

“Thank you so much Jon for your outstanding service! Jon’s knowledge and advice throughout the process of purchasing a property has been second to none. Nothing was too much trouble and Jon went above and beyond, all hours of the day and on weekends to ensure I didn’t miss out on making an offer! His communication was incredible with all parties involved including lenders, solicitors and estate agents. His guidance was invaluable and I couldn’t have bought my home without him. I am so happy to have been recommended Jon and I will continue to use him for all future financial advice and mortgage requirements. I can’t recommend Jon enough, absolutely amazing!!!”

“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”

“Ian has been excellent at providing advice and guidance to achieve my financial goals. Thanks to Ian's diligence, he spotted an error that my provider had made and got it rectified immediately. Thoroughly recommend”

“I was looking for a local firm of accountants to assist with a tax problem. After looking at various online reviews I decided to give Milsted Langdon a call and I am so glad that I did. They took the time to understand my situation and in no time at all sorted things out. Very highly recommended, in particular Karen Williams for her help with my tax affairs.”

“Took advice from Tom with a range of investments, pensions and life insurance needs. Extremely professional throughout and great communication. Very impressed with the service and would highly recommend. I particularly liked how he listened throughout to find solutions for me and my family.”

“Waldron Partnership have been helping with my Self Assessment tax returns for a decade now- very trustworthy, reliable and efficient. I'm grateful for the expertise for navigating through a complex process to keep on the right side of HMRC requirements.”

“My wife and I chose Kevin Hurlow from Responsible Life as our Financial Advisor to guide us through our application for Equity Release. We found Kevin to be absolutely brilliant throughout the process. He was professional at all times, extremely knowledgeable, clear in explaining everything as well as being a friendly reassuring voice at the end of a telephone whenever needed. We highly recommend Kevin for Equity Release financial advice.”

“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 *****”

“Probably the best 1 hour of my time I've every spent, it's great to know my financial goals are in such good hands.”

“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”