Financial consulting in Bristol

“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.”

“Excellent Accountancy firm,Vectra Management ,friendly, professional team,looking after my firm from last 8years.I will highly recommend to everyone.Thanks again AS”

“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.”

“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.”

“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.”

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

“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 good and a quick service, would recommend A++”

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

“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”

“Fantastic service. Highly recommend!”

“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.”

“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.”

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

“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.”

“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 *****”

“Well setting business and kind people working around there”

“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”

“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.”