Financial advisor in Bristol

732 results found

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  1. 61

    “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.”

    Address: 33 Weston Road, Long Ashton, Bristol BS41 9AA, United Kingdom

    Phone: +44 117 325 0770

    Website: cranewilliams.co.uk

  2. 62

    Six Q Financial Planning

    ★★★★★ 5
    Closed

    “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.”

    Address: Ladye Bay, Clevedon BS21 7BU, United Kingdom

    Phone: +44 1275 341247

    Website: sixqfinancialplanning.co.uk

  1. 66

    Ineo Financial Planning

    ★★★★★ 5
    Closed

    “Emma did a fantastic job obtaining a mortgage offer for us. Kept us updated regularly as things progressed and obtained an excellent offer for us in difficult circumstances. Hopefully that is the last mortgage we will need but would not hesitate in going back to Ineo and Emma again if needed. Can't recommend highly enough.”

    Address: Rodbourne, Malmesbury SN16 0ES, United Kingdom

    Phone: +44 7702 617078

    Website: partnership.sjp.co.uk

  1. 68

    Premier Financial Planning

    ★★★★★ 5
    Closed

    “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”

    Address: Park Lane, Pickwick, Corsham SN13 0HN, United Kingdom

    Phone: +44 1225 581222

    Website: premfp.com

  2. 69

    Quro Financial Ltd

    ★★★★★ 5
    Closed

    “I have worked with Quro for a number of years and they are very much on the ball in everything they do with innovative ways to work and simple to understand models. Highly recommended.”

    Address: Bristol BS34 7PZ, United Kingdom

    Phone: +44 117 979 3379

  1. 72

    “We've used Garry and the Team for our last few house moves now, and I would strongly recommend to anyone looking for sound financial advice. Garry is very helpful and insightful and uses his experience to provide sound guidance, we wouldn't move house without him!”

    Address: 95 Robertson Drive, Brislington, Bristol BS4 4RG, United Kingdom

    Phone: +44 117 904 8297

    Website: absolutefinancialadvice.com

  1. 76

    Birdie Financial Services

    ★★★★★ 5
    Open

    “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.”

    Address: 16 Clifton Park, Clifton, Dyrham, Bristol BS8 3BY, United Kingdom

    Phone: +44 117 456 4770

    Website: birdiefs.co.uk

  2. 77

    Komo Financial

    ★★★★★ 5
    Closed

    “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.”

    Address: 76 Macrae Road, Pill, Bristol BS20 0DD, United Kingdom

    Phone: +44 117 924 9713

  3. 78

    “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.”

    Address: 16 Rushmoor Lane, Redland, Backwell, Bristol BS48 3BN, United Kingdom

    Phone: +44 7976 903616

    Website: responsible.org.uk

  1. 79

    Cooper Associates Ltd Bristol

    ★★★★★ 5
    Closed

    “A Must For First Time Buyers! We have just recently purchased our first house and at first I was hesitant to what a mortgage adviser could provide, in comparison to just talking to the banks / comparing via online tools. I cannot express how much I am.thankful to make the decision to move forward with Cooper assosciates and in particular be supported by Tom Hayman. From day 1, Tom provided outstanding support. He visited us at our flat to speak through the whole process and answer any questions - which as first time buyers, was alot... He patiently ensured we always were clear on the steps upcoming and what to do at each stage. This did not stop all the way through to completion! Multiple times I would receieve a call or message from Tom, who would be proactively finding us better rates and sorting all the paperwork - we didnt have to do a thing and saved us over £175 a month on our payments! Even as I sit and write this, I cant believe they make money with such a great service and no cost to ourselves. From everyone we used throughout the purchase, Tom and Cooper assosciates were hands down the best decision we made. And to top it off theyve sent us a lovely care package for completing and moving in. Thanks again to Tom Hayman and the entire team for their professional, caring and proactive support.”

    Address: 130 Park Avenue, Bristol BS32 4UB, United Kingdom

    Phone: +44 1454 629610

    Website: cooperassociatesltd.com

  1. 82

    Tower House Financial Management Ltd

    ★★★★★ 5
    Closed

    “Paul, Paul, Paul ... Firstly, what a lovely human - if we could adopt Paul as our "financial dad" then we would. On a serious note... On a professional level, Paul was very good - walked us through the process as this was our first home. Helped us with our slightly trickier scenario (Phd bursary) and managed to get us a good dea with our mortgage. He also sorted out our life insurance. Very communicative and great customer service. Paul, if you read this, if I do convince Marco to marry me, I'll get you an invite to the wedding haha I think I am dreaming!”

    Address: 80A High Street, Nailsea, Bristol BS48 1AS, United Kingdom

    Phone: +44 1275 856349

  2. 84

    Perpetual Business & Tax Advisors

    ★★★★★ 5
    Closed

    “Perpetual Business & Tax Advisors surpass all expectations. As the director of a Limited Company within the dynamic media industry, I have had the privilege of being their client for over a decade. Throughout this time, their exceptional competence and outstanding communication skills have been truly remarkable.”

    Address: 17-18 Berkeley Square, Clifton, Bristol BS8 1HB, United Kingdom

    Phone: +44 117 946 7333

    Website: pbta.co.uk

  1. 90

    “Been with Tracey at this firm a few years now, nothing is ever to much for herself and her team. Absolutely amazing service. Puts you at ease and knowing you are in professional hands. Wouldn’t go anywhere else. Thanks again Tracey!”

    Address: 432 Gloucester Road, Horfield, Bristol BS7 8TX, United Kingdom

    Phone: +44 117 301 8607

    Website: evansentwistle.co.uk