The 30 Best Financial consulting in Bristol

“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 ???”

“A great company to work with , have done a few mortgages for me over the years always first class”

“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 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!”

“Regal has provided my business with expert financial advice, I am very happy with the services we have received.”

“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.”

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

“Tiffany is an exceptional Wealth Manager, who has provided timely, tailored advice to help me reach my future goals and aspirations. She is incredibly knowledgeable and approachable whilst providing actionable insights and clear next steps. I can’t recommend her enough.”

“Luke Sword was very professional and responsive when dealing with my mortgage. Highly 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”

“Excellent rapid and knowledgeable experience”

“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”

“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!”

“Very professional, kept me informed throughout the process. I am very happy with the service I have received.”

“Well setting business and kind people working around there”

“I moved over from a small family accountant after their retirement to Whitlock and to date they have been brilliant, very knowledgeable and honest. I recommend them as a good accountant practice.”

“Lovely helpful people, they offer a fantastic service. I'm very happy with all they have done for me.”

“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”

“Excellent professional service . Marcus was knowledgeable, quick to respond to any queries and extremely supportive with a tricky purchase. Thank you - highly recommend”

“The continued care and professionalism that we receive during regular updates goes beyond my expectations. The detail that Simon ( Jones ) has put into ensure we meet our financial goals is exemplary. We have recommended Simon to several friends and received very positive feedback which amplifies the comments above.”

“Lovely helpful people, they offer a fantastic service. I'm very happy with all they have done for me.”

“excellent professional service, shaw & co go the extra mile”