Financial advisor in Bristol

Nest GI is an independent insurance advisory firm located in Weston-super-Mare on The Boulevard. Serving local homeowners, buyers, and landlords, the agency offers expert guidance through complex policy arrangements. They provide dedicated general insurance solutions tailored to protect diverse property investments. Services include home insurance, buildings insurance for flat purchases, and comprehensive coverage for older project properties. They also specialize in tailored landlords' insurance, assisting both local and international property owners with electronic transactions.

“ForrestBrown have proved themselves professional and very knowledgeable, and it has been a pleasure working with them. Over the last 3 years we've been successful in claiming against our R&D expenses and ForrestBrown have assisted in identifying additional items we had overlooked or not considered. We can highly recommend their service.”

“I know Neil for a couple of years now. Not only do we have a great podcast but I have been working with Neil and his team for a while with a couple of mutual UK client who we manage their Irish accounts function for. The NDC team are a great bunch and a pleasure to work with. They care about their clients, their clients success and share our values.”

“Stacey did an absolutely amazing job for us. We had quite a few complex needs, but she managed to get everything sorted and in place within time. Very professional and will definitely be using Campbell and Horseman again in the future!”

“We've recently moved to Focus and are so pleased we did. Lots of straight forward practical advise. Greg helped us solve an urgent problem the same day which was impressive. We appreciate their calm, professional approach and their ability to explain things in a way that we can understand. It's great to support another small local business and we recommend Focus if you want to get on with your business rather than stress over accounts.”

“I was recommended Reed accountants by a friend and being pretty new to being self employed I wasn't really sure what to expect. Paul is extremely helpful, answering my (probably stupid) questions promptly and will expertise. He basically dived into my spreadsheets and account keeping and expertly removed things I couldn't claim, adding things I've missed and basically doing everything 'right'. I would highly recommend him to anyone looking for accountancy services. It's a huge weight off my mind and I'm so glad I didn't try and do thing myself! Thank you Paul!”

“Martin oversaw one of our mortgage applications and Conor oversaw another. Both are professional, time efficient, and good communicators. We highly recommend their services.”

“I had such a positive experience with Matt - incredibly easy communication, so professional (and with a great sense of balanced humour). I wouldn’t hesitate in recommending his services to anybody and will definitely use Matt again.”

“John really did go above and beyond for us in our first ever mortgage application and life insurance policy as first time buyers. He took the stress completely out of the process especially as our circumstances weren’t entirely straightforward. John took any of our curve ball questions in his stride and nothing was too much trouble! He is personable and friendly, taking time to explain things in terms that we can understand. He is also not pushy in the slightest - we decided to take out our own buildings insurance separately which John was completely fine with. Communication was excellent keeping us updated throughout. We would DEFINITELY recommend John to anyone requiring a mortgage or insurance. We will certainly be returning when it’s time for renewal!”

Alan Curtis Solicitors is a specialist legal practice situated on Monnow Street in Monmouth. The firm represents clients across the region in personal injury and medical negligence compensation claims. They handle complex legal matters, including hospital negligence, pressure sore claims, and care home neglect cases. Services begin with a free initial case assessment to evaluate claim viability without upfront financial burden. The team operates under no-win, no-fee agreements, guiding clients through every legal hurdle to secure fair compensation.

“We went in travel agents today at knowle, Bristol, and was looked after by Lisa. We found her very friendly and helpful. We just couldn't thank her enough for all her help. Would definitely go back”

“Highly recommend! Having worked with both Cole & Rachel for past and future houses I can say they offer a fantastic service. Not only do they keep you informed throughout the process but genuinely care about their customers and make the whole process seamless.”

“Sean Guirey at Aspire is amazing. He takes the time to understand our needs and tailor our finances to achieve them. He's the only adviser who has been able to assure us that we have made the right choices for our retirement. We can't recommend him enough. Thanks Sean”

“Walked into Trowbridge Tui today hoping to book our first family holiday. Emma was so so so helpful and had great recommendations. Thank you for all your help today! We cannot wait! 130 days and counting.. woohoo!!”

“Excellent service by Emma and her team once again. Next holiday booked for Mauritius for 2026 . Will be back for my 2027 holiday”

“I visited the shop in Kingswood Bristol and was looked after by Cassie. The whole experience was very professional and informative. Cassie made the process so much easier than I could've done myself. Now looking forward to a well deserved holiday. Thank you”

“Went in to the TUI branch in broadmead in Bristol looking for some ideas. Shown all the options for out exact dates and found our perfect break away. Made the whole experience seamless”

“We have been with Ifamax since 2019, and are very happy with the service they provide. We initially went for a second opinion and review of our financial situation, and after the meeting, we were impressed and decided to switch to Ifamax. Having spent a significant time abroad we had quite complicated financial affairs. After our initial meeting, Kattrina and Ashton devised a plan to simplify our finances and they have done a great job with that. Their ability to understand our ongoing financial needs and to work with us on a plan, has been invaluable. We would highly recommend them.”

“I was referred to Ken Simmonds by a colleague who uses Moneo’s Financial Planning services. I was a little apprehensive about seeing a financial advisor having been approached by a few on LinkedIn. I decided I wanted to speak to someone recommended to me and I’m really happy that I saw Ken. He was really approachable and really patient explaining the murky world of tax and pensions. Ken was able to clarify the key things I need to consider, including how much money I would need to fund my retirement, the asset allocation of my pension funds, the appropriate contribution levels to retain tax allowances, the pros and cons of property Vs investing, and how to build up funds so I can help my children get on to the property ladder.”

“We have been with the NFU for over 45 years now. Mark Constable and his team at the Chippenham office have always been extremely helpful and fair. Covering our construction company, farming business and private insurance requirements. Mark is always on hand to cover all our hugely changing requirements, that a modern fast growing construction company requires with out fuss and quickly. An excellent company and service.”

“We have used Phinch for our US tax returns for some years and have always found them expert, efficient and affordable. They also have a useful portal for organising your details and documents, are available to answer questions, and take care of filing returns with the IRS as well. Would sincerely recommend you give them a try.”

“Just had our financial review meeting with James, who has taken over looking after us from Mike Marigold. Excellent work all round with managing our financials. Been with Montgomery Charles for twenty years. Highly recommend them and thanks again James.”

“I tried Financial planners before and hated the experience, it always felt like so much admin and I never met someone who gave me confidence. Wince was a game-changer for me, recommended to me and took time to get to know me before taking everything away and sorting it for me. He's gone the extra mile on more than one occasion, and I look forward to a relationship with him until the day I die (which, thanks to Wince, will be a good day for my wife)”

“I found Washington Square through the website Unbiased and used their services for Life Insurance purposes. Paddy and Vikki have both gone above and beyond to ensure my needs are met, they have offered me honest and unbiased guidance and at no point have I felt any pressure. I find financial matters quite anxiety inducing at times but I always felt I was in safe hands with Washington Square. I would recommend wholeheartedly.”