The 30 Best Financial consulting in Bath

“My experience with James and Scott has been nothing short of exceptional. They guided us through a complex re-mortgage and purchase with complete professionalism and care. Their communication is outstanding; they were always available to address our concerns and proactively offered assistance throughout the process. Having a wide range of products available in one place was incredibly convenient, and their timely reminders about key details were invaluable. For a truly amazing and reliable service, I would highly recommend James and Scott.”

“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”

“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!!!”

“We found all the staff at Andrews, Bear Flat welcoming and knowledgeable. Sophia who ultimately handled our sale is a consummate professional, a good listener, and empathetic to her clients' needs. Her gentle manner is combined with steely determination and she will go that extra mile to get the job done. If you want to sell your house you can rely on Sophia to get the best deal for you.”

“Whenever I visit Moneywise I am received by a relaxed and professional reception team who after inviting me to have a coffee .pass me on to Bob C. for what is always a friendly and highly professional discussion.Never rushed always comfortable and invariably I leave knowing an old and respected friend will do all the donkey work, what more could you ask ???”

“If you're scrolling through Google, looking for a broker just like I was, then look no further! We were first time buyers and we managed to look at a property and have our offer accepted then complete within 9 short weeks all because of Greig! We pretty much had to do nothing throughout the whole of the mortgage process other than provide some documents and sign a few paper as Greig did it all for us. As you can imagine, buying a house is a super stressful time in your life, he made the process super easy, straightforward and made it as stress free as possible. He's professional, clearly knows his stuff and is covered in everything from mortgages to insurances etc. He couldn't have given a better service even if his tried, we truly received the 5 start treatment. I would recommend Greig to everybody and anybody, he's so great at what he does. Thanks for all of your help and assistance, we will be back in future! Many thanks Rachel & Aaron x”

“We used Craig for acquiring a mortgage on a first time property purchase last year and I can't recommend him and his team enough. They were able to offer advice and information throughout the process, and as first time buyers of course we had a lot of questions! Always went out of his way to help us out and we hugely appreciate it.”

“Martin and his PA Debbie are a fantastic team and really helped us set up our mortgage and life assurance. As first time buyers we had no idea what we were doing and Martin made it as simple as it could be. What made the service great was he saw us at times that suited our working schedule and at times when usual banks would have closed or stopped taking appointments. Would recommend Martin to everyone (and have).”

“Imma be honest I straight up did not go here but I found it fascinating you could review a city financial planning company.”

“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”

“Have reached pensions target and am on track with investments- yes this what I was hoping for.”

“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 *****”

“Graham has always given us good honest advice over the years, I would not hesitate to recommend Graham and sneddon financial services to anyone!”

“Well setting business and kind people working around there”

“I found these people easy to deal with, very professional from the word go, excellent return on investment, I highly recommend.”

“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.”

“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.”

“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.”

“My books were a mess but now they're organised and I have a grip on cash flow. This is much more than just a bookkeeping service. Highly recommended.”

“Our trusted accountancy partners for the last six years and we have not looked back. FD Works has got us enthused about the numbers and the demonstrated the possibilities of what our business can achieve. Our business is significantly better off in many ways, because of the support and guidance we get from these guys. Highly recommended professionals.”

“I've been using Miles for the last year and he has been very helpful in setting up a pension fund for me. He is very knowlegable and responsive with any queries I have had. Highly recommended.”

“I was directed to these lovely people by my normal insurers (the NFU) because the question i posed was so far out of their (The NFU's ) normal field of operation (no pun intended). After a bit of toing and froing with information and a couple of calls to clarify some of the inner compexities of the issue i posed them, and an awful lot of hard graft on their part on my behalf, a sensible quote was found and business will be done. So, if you have a weird business operation, that seems absolutely normal to you, but insurers are usually seen running for the hills, then get hold of the insurance genies at Higos - see what they can magic up for you.”

“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.”