Financial service in Bristol

“Highly recommend Bristol Residential Letting Co & big thank you to Lucy for all her help in finding temporary accommodation for my mum. It was easy to book in a viewing & Lucy had lots of patience in showing us around & answering all of mum's questions (after living in the same house for 40 years, this temporary change was big) It's great to know the team are there if needed and at the end of the phone for any questions or problems. Many thanks again!”

“Both me and my partner are first time buyers and had no idea what to do/expect from this process. Tom put our worries at ease straight away, explaining everything to us clearly and found us the best mortgage deal. Hannah-Rose helped us with the overall application and went above and beyond, particularly when an issue was found in regards to my credit report through no fault of my own. She explained to me what I needed to produce and kept in contact throughout, providing timely updates until eventually our mortgage offer was confirmed. Would highly recommend Lansdown Financial Services to anyone. They have your best interests at heart and we are so so grateful to them for helping us out on our home buying journey. We would happily use them again!”

“I found Amy very professional and had positive vibes. I was on an interest only mortgage and tried three other mortgage advisers over the last 4 years but could not help so basically was giving up. Then got recommended to use Amy, the communication from Amy was 10/10 and was so stress free (for me). I highly recommend to use Amy to my friends and family. Gary”

“Jamie Skinner has done an outstanding job in securing our first time buyers mortgage and made it so much less stressful, we've had some trouble getting on the ladder and he worked tirelessly to get us sorted even going out of his way and assisting us with solicitors when they we're being difficult. Jamie is very experienced and has always made time to help us out when we needed it. I highly recommend Jamie.”

“Andy provided us with all the info we needed in simple terms. He was happy to assist over a long period of time while we decided on our plans, always willing to book in meetings and review our options. I trusted him to take care of everything on our behalf which he did a great job of doing. Would highly recommend!”

“I have been using Phil at Bristol Mortgages Online for over 15 years and would not go anywhere else. Working in the property industry myself, I know how important it is to have a broker who doesn’t just chase the lowest rate but takes a truly holistic approach. Phil’s vast knowledge of the market, his ability to pre-empt potential issues with specific lenders, and his skill in matching clients to the most suitable lender are second to none. What really sets Phil apart is his personal touch, he takes the time to understand individual circumstances and goes above and beyond to make the process smooth and stress-free. I have recommended Phil both personally and professionally, and every time he has delivered exceptional service. In my opinion, he is the very best in his field.”

“Nick has been great helping us secure our Mortgage, We have had lots of questions and Nick has always made sure he has responded to everything no matter how big or small. Would highly recommend if you are looking at getting a Mortgage.”

“I came to Tim with some fairly unique and complicated challenges, and he’s been brilliant at helping me work through them. What really stood out was how he took the time to fully understand my situation before recommending anything, and then put together clear, practical plans. Everything was explained in a way that made sense, and I always felt my best interests were being looked after. I’m now, and will be in a much better position thanks to his advice and support. Couldn’t recommend him more highly.”

“I have used Total Books to do my self assessment tax return for 2 years now and they are wonderful. Very patient with my bookkeeping, always explain every step and I file with the confidence I haven't over paid my taxes but also that I am being completely transparent. Completely recommend.”

“As I approached retirement I realised I needed clear, honest and informed help to restructure my somewhat patchy investments, to build a sensible pension package. James and his team have provided this and more - steady, straightforward and consistent advice based on my personal needs and perspective. Being able to meet and discuss things in person was a big plus for me, allowing us to explore options and ask questions in detail. I would highly recommend James and his team.”

“Adam has been my financial advisor for a year now, and I am delighted with his advice and investments on my behalf. Returns have exceeded expectations in the current febrile market conditions. He is also very personable, easy to get along with and doesn’t speak in financial technobabble. Recommended.”

“Jon helped us get a very competitive mortgage on our recent house purchase, he helped to address issues as soon as they arose, helping our purchase complete in a very short time. His advice when we started looking for a house, gave us confidence knowing what we could get. We highly recommend using Jon at the mortgage depot.”

“Katie has been brilliant. She helped us with our first house purchase and has recently assisted us with our second mortgage offer. On both counts she's assuaged any confusion, answered queries promptly and was great at getting both offers over the line with plenty of time to spare. Meandering through first house purchases can be confusing and worrying so having Katie on board to hold our hands and be so good at clarifying queries was invaluable. I couldn't recommend her more highly!”

“I’ve been with Paradigm Norton for over 10 years, having started with them on retirement, and I couldn’t be happier. They take a truly holistic approach to wealth management, with secure communication and a transparent, client-first culture. The team is highly professional, friendly and consistently adds real value to my financial planning. My annual charges have always been fair and justifiable, and I feel completely at ease knowing I made - and continue to make - the right choice. Highly recommend.”

“If I could give more than 5 stars, then I would. We used Paul to sort a remortgage last year and again more recently to arrange the mortgage for our house move, and he did an amazing job. Paul is extremely knowledgeable in the products available and even though he secured us the best rate open to us, he continued to review the market every month for rate changes to ensure we continue to take advantage of the best deals. We wouldn’t hesitate to contact Paul again in the future and would be more than happy to recommend him to anyone else needing expert mortgage advice. Thanks Paul ⭐️ ⭐️⭐️⭐️⭐️⭐️”

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

“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!!!”

“While running a local independent estate agency, I always try to deliver exceptional service to all my clients, whether they are sellers, purchasers, or in a supporting role. Likewise, I always try to seek the same personally and occasionally change if I feel I am not getting what I would reasonably expect. I joined Ellis Davies Financial Planning nearly 18 months ago, needing to make a change from another financial advisor, and since then, I have been very impressed. My relationship financial advisor is Nick Davies, who has been exceptional, but I have also found the whole team to be great. If I had to single out one other, then it would be Jack Thompson. Not only has the service been great, but the performance of the investment strategy they recommended has surpassed all my expectations. So, congratulations, to you all, and now will be hoping for a continued great relationship in future years.”

“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”

“Josh and his team were extremely professional as well as personable. Viewings were carried out soon after the property was marketed and a new tenant secured within 2 weeks. Communication was regular throughout the whole process. We wouldn’t hesitate in using The Bristol Residential Company again.”

“Higos Insurance Services have been very efficient in providing me with an Insurance Policy that meets my needs, even though I'm part-way through a home renovation. Many Thanks Kerri!”

“What a great experience. Professional and customer focused. We were greeted and taken to a private area, our scrap gold was sorted, weighed and calculated in plain view. Plus, the best prices paid (cash or bank transfer) If you have any jewellery or precious metal to sell (or buy) you MUST go to Bristol Gold for the seamless service provided by knowledgeable and professional staff. If the opportunity arises, we will be in no doubt of where to go 'Bristol Gold'”

“Ryan has been so helpful in assisting us with our move and making sure everything is good to go. He's been super patient when it comes to all of our questions and has been extremely postivie, knowledgeable and responsive, helping us at every stage. Can't recommend him enough.”

“Had a really good experience viewing a property in Patchway with Gemma Harasim from Westcoast. She’s excellent at her job and it really shows — she walked us through every part of the house, pointed out details we wouldn’t have noticed, and made the whole process feel smooth. Super friendly, patient, and easy to talk to. Would definitely recommend her to anyone looking in the area!”

“I am very happy with their service Mr Ahamed is very nice person , give me best service to search cheap car insurance , recommended them highly.”

“Am glad to be one of Lets Rent's tenants. Right off the bat, Usman was really easy to communicate with, had all the information I needed during the viewings and application process, which made everything so much easier. Then I got to meet the team; Usman, Seb, and Adil are all very friendly, polite, and really did go the extra mile to help me settle into my new place. The welcome box of treats is a nice touch. Requests for repairs were actioned immediately, and my issue was resolved the following day. Communications has also been great, I've been kept informed on important contacts should I need them during the holiday season. What more could one ask for really? 10/10 would rent with them again.”