Financial service in Bath

“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 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.”

“Elliot did a fantastic job of taking us through the potential options for the briding loan and the mortgage, and in particular was brilliant in supporting us to reach a desicion on which products were most appropriate for us given our circumstances. Once we'd identified the right products, Elliot was then instrumental in engaging with the funders and our legal advisor in order to ensure we were able meet the very tight timescales. In doing so, Elliot was calm, professiional and reassuring at all times.”

“Highly recommend. Graham provided a first class service with a professional , calm and friendly approach. Reasonable fees as well.”

“Saw Ellie to book our holiday to Rhodes, she made great recommendations for hotels and excursions. Will be booking again next year.”

“LMG offer a great service, especially when you are feeling quite nervous about sending such a precious (even though broken) item in the post. They kept me informed throughout and reassured me about the whole process when I called. I was delighted to receive the engagement ring back in just over a month, once the replacement and insurance details had been agreed. And it is fabulous, I love it, thank you. It is obvious that they are a professional, trustworthy and reputable company.”

“Can happily recommend Fidelis estate agents. We sold and purchased our new home through Fidelis. Its was a difficult transaction with a number of hurdles, but due to Patrick and Mark's hard work, we got it over the line. Fidelis' professionalism and willingness to go the extra mile really makes them stand out amongst other agents.”