The 30 Best Financial service in Bath

“Chris was Excellent from start to finish in dealing with my notary requirement. He was professional, prompt, reliable, friendly and very efficient. I was most impressed with Chris's transparency in terms of his costs, something which I found clearly lacking with the solicitors firms I had made prior enquires with. Do yourself a favour, avoid the big dog solicitors firms and go with Chris, you won't be disappointed!”

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

“Guy from Mortgage Gold is hands down the best mortgage broker out there! From the moment we started working with him, it was clear that we were in expert hands. Guy's ability to answer all of our questions thoroughly and patiently, while explaining every detail of the process, put us at ease. His knowledge and experience shine through, especially when it comes to securing the best rates possible. Not only did he find us an incredible rate, but he did so with lightning-fast turnaround time, ensuring we didn't miss any opportunities and even managed to keep it for us when we changed our minds and moved on from one property to another. What truly sets Guy apart is his dedication to his clients. He goes above and beyond to ensure satisfaction, always making himself available and providing personalised attention every step of the way. Whether it's addressing concerns or offering guidance, Guy's responsiveness and professionalism are unmatched. Without a doubt, I can wholeheartedly recommend Guy to anyone in need of a mortgage broker. If you're looking for someone who delivers top-notch service, gets you the best rates, and provides a super quick turnaround time, Guy is the one to trust. Thank you, Guy, for your exceptional service, patience and kindness throughout our property buying journey!”

“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.”

“Future wealth management have handled my financial affairs with great professionalism. Nick Woodford and the team have done this in a friendly and likeable manor. I would have no hesitation in recommending them, to anyone who wishes to make investments.”

“I just had a ring repaired here and I am very pleased with the results. The staff are really friendly and helpful and the work done is excellent. This ring has sentimental value to me so I am grateful for their service. The price was reasonable too.”

“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.”

“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.”

“Hunters have been excellent both during and after sale. Sophie chased everything along and is very helpful and efficient. She drives the whole process and keeps in contact to advise on progress. This is such a crucial part, which really made Hunters stand out for me. I would recommend Hunters for their service and after-sale commitment to seeing the sale through until completion. Many thanks to all the team.”

“Staff were so helpful when I went back for a minor problem with a product (florentines). All sorted quickly, very friendly and efficient - really excellent customer service from both the customer assistant and manager.”

“TaxAssist Bath has been very good from the beginning—professional and efficient. Everybody has been helpful. I do recommend them.”

“Looking for a rental property is not easy. There are so many considerations and it can be a stressful time. Upon searching for a rental property, Property Link Estates had a lovely flat available. They were contacted immediately for a viewing. Louis arranged the viewing according to the available times suggested. Louis was incredibly helpful during the viewing process. What was really appreciated was Louis' transparency and honesty about the property, the area, and the rental offering (price, utility costs etc). Louis' excellent service continued once the rental was approved. He quickly assisted with the contract, the deposit information, and other admin. Upon signing, there was a very quick turnaround time with sorting out the utility bill transfers. Phillip, Julie and other staff were also very helpful in answering questions and queries. Property Link Estates are highly recommended for their swift and efficient service.”

“Well-stocked, friendly and having shopped at numerous M&S’s, they were the first to have a proper look through my Sparks Card offers to see if there was anyway I could save money - which was very generous. Staff in the food hall were also very nice, checking when stock was coming in etc.”

“Amazing service & very competitively priced. Would highly recommend.”

“We have found their response to clients to be fast and thorough, and all our clients have left nothing but positive reviews about their experience in establishing their finances for purchasing a new home.”

“I highly recommend Matheson Charles for financial advice and guidance, especially the services provided by Toby Bain. Our family’s personal experience with Toby has been outstanding, and we have confidently referred him to numerous clients and friends Toby's commitment to his clients’ best interests, even when it did not result in financial gain for himself, speaks volumes about his integrity and professionalism.”

“Jon is an experienced independent advisor. Over the years he has taken a straightforward, practical approach to my retirement planning, ensuring it is tailored to my circumstances (and stays on track!). Happy to recommend.”

“Received advice from Matt at Hartsfield. Very knowledgeable and provided excellent guidance on managing my various pension pots to my advantage. Took his time to help me understand my options, and then to move forward with a solution. Highly recommended.”

“Our IFA, Darren Pearce, is friendly and his advice has been spot-on.”

“I am very happy with this company. My advisor is friendly, approachable, honest and reliable. He takes account of what I have to say and advises accordingly. He is never pushy and stays within my comfort zone. Happy to recommend.”

“A prompt and efficient accountant”

“Having used ZigZag since 2021 they have been fantastic. Fast responses whether that’s email or WhatsApp, diligent advice and genuinely nice people. If you’re looking for accountancy in Bath / South West these are the only option!”

“We’ve been using Art Accountants for 7 years now and they’ve been absolutely faultless. Always available to answer any questions or queries we may have and incredibly knowledgeable - it fills you with complete confidence knowing your accounts are in safe hands.”