Financial advisor in Bath

“I have worked with Premier Financial Planning as my financial advisors for many years, they are extremely professional and work very hard to ensure the customer gets great investment advice. I would highly recommend them!”

“I've had nothing but great service from Novia and helpful experienced staff.”

“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!”

“Saltus have been very helpful in managing my pension pot. Ivan is very clear with his advice and explains everything in a simple and easy to understand way. My pot has grown considerably with them and I am very pleased with their services.”

“TaxAssist Bath has been very good from the beginning—professional and efficient. Everybody has been helpful. I do recommend them.”

“Very good advice does what it says on the tin lol”

“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.”

Woodbury Insurance Brokers Ltd is a trusted local insurance provider situated in the heart of Cheddar. Conveniently located on Bath Street, the agency serves residents and local businesses across the region with personalized broker services. They specialize in offering comprehensive coverage options tailored to individual financial and personal needs. Core services include vehicle policies such as car insurance and van insurance, as well as roadside assistance coverage. They also provide detailed policies for home insurance, property protection, and travel insurance.

“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.”

“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.”

“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!”

“Our IFA, Darren Pearce, is friendly and his advice has been spot-on.”

“Hi Dean thank you for the introductory call yesterday, looking forward to working with Mendip Wealth to secure & support my retirement for many years to come”

“Matthew and his team have been incredibly efficient and helpful in setting up my company and providing related tax advice. I highly recommend them.”

“Richardson Swift helped me immensely with quite a complicated Tax issue after an equity sale. Jon Miles was a breath of fresh air after I found another firm were not really up to the job. Excellent company and excellent service.”

“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.”