Financial service in Bristol

“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional company I am absolutely delighted with your service.”

“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.”

“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.”

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

“Brilliant company, get back to you on time and deliver on what they have promised. Would highly recommend using them.”

“Cannot recommend enough. Rachel has saved me a lot of time and stress in managing my business book keeping needs.”

“Andrew Cole has been our financial advisor for a number of years. He has always been very professional. His advice has stabilised our financial situation and maintained that position despite any travails of the financial markets. I would highly recommend his company's services.”

“Ian has been excellent at providing advice and guidance to achieve my financial goals. Thanks to Ian's diligence, he spotted an error that my provider had made and got it rectified immediately. Thoroughly 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”

“Without doubt the service and support we receive from Adam Wyrill and Cleeve has been outstanding. Having met many financial advisors and firms, we cannot think of any better. Robert and Susan Keay”

“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.”

“If I could give 6 stars then I would. Rebecca has been a life saver for my Business. After being left in the lurch by my previous accountant, Rebecca quickly and efficiently brought the company books and my private tax affairs up to date, at a price that was cheaper then any other companies I had contacted. Any questions I have are answered super quick, and she is so easy to get in touch with, which is a MAJOR problem with most accountants. If you run any kind of business, whether big or small, then I would certainly say GO FOR IT, and get in contact with Rebecca, you will not regret it. The best accountant out there in my opinion !”

“Cannot recommend Matt highly enough! he goes above and beyond and is a true wealth of knowledge!”

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

“Excellent rapid and knowledgeable experience”

“Great work and very responsive, helpful when you need them”

“Excellent service from David, Sarah and Denise. I will be definitely be recommending the team to my friends and work colleagues. Thanks again for guiding us through this daunting process. Frank and lesley”

“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.”

“EdgeTax provide an efficient and fuss free service to ensure compliance and general guidance for personal annual tax returns.”

“Brilliant service, sorted our query quickly. Offered first hour free. Professional and very helpful.”

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

“Brilliant service, friendly and down to earth, always available to answer any questions or help, accounting made easy!!! and I can’t highly recommend enough”