Financial advisor in Bristol

“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”

“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 .”

“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.”

“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.”

“Lewis has always been great, helping with a number of remortgages, every time getting things sorted quickly and communicating patiently, really appreciated, thanks.”

“Been a really useful resource for my business in terms of advice. As far as accounting goes, Oakensen does exactly what I need: take the job completely off my plate, so there are no headaches at all.”

“Brilliant company, get back to you on time and deliver on what they have promised. Would highly recommend using them.”

“Andrew Cole has been our financial advisor for a number of years. He has always been very professional. His advice has stabilised our financial situation and maintained that position despite any travails of the financial markets. I would highly recommend his company's services.”

“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 have known Simon Carlin via the last company I worked for before retiring where he came in and set up our company pension scheme and then later when due to government changes in workers pensions Simon came and explained in great detail the best way forward which resulted in changing to the people's pension .When I retired recently I had no hesitation to contact Simon who easily sorted out both of my company pensions into the best available annuities for myself in my retirement ,I would have no hesitation in recommending Simon to anybody needing expert advice”

“Without doubt the service and support we receive from Adam Wyrill and Cleeve has been outstanding. Having met many financial advisors and firms, we cannot think of any better. Robert and Susan Keay”

“Tom and Lucid FS have made making a will straightforward. My husband and I both work full-time so it was a real bonus being able to meet and discuss our requirements at a time that was convenient to us. Tom was always at the end of the phone when we had questions offering a real personal touch.”

“We had an excellent service from Ollie from the very start, couldn’t fault him! He helped us secure our first mortgage, answered all of our questions in the process and offered us great advice. Thanks again Ollie, 10/10 service!”

“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.”

“Very professional and really helpful with my situation. Very happy with the service I have received so far.”

“Excellent rapid and knowledgeable experience”

“Excellent service from David, Sarah and Denise. I will be definitely be recommending the team to my friends and work colleagues. Thanks again for guiding us through this daunting process. Frank and lesley”

“We had a review of all of our current finances and got some really clear guidance on what we should be doing going forward. Easy to understand and clear advice - I would definitely recommend to others.”

“Excellent service, professional staff, very welcoming and obliging”

“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.”

“Fantastic service. Highly recommend!”

“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 *****”