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Browse investment plan in Bristol. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 52 results in Bristol. Average rating 4.0/5 based on 4,497 reviews & ratings.

Directory overview

  • 52 Total businesses
  • 4.0 Average rating
  • 87% With reviews
  • 62% With photos

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  1. 1

    Exley Financial Planning

    ★★★★★ 5 Open

    “Chris has been absolutely wonderful in helping me with my mortgage. My personal situation was quite a difficult one, in trying to secure a re-mortgage, but Chris has been excellent in explaining everything to me, helping me understand the process, and ensuring I got the best mortgage deal I could get. He has been extremely patient, kind and caring throughout the whole process and I couldn’t ask for better service. If I ever called or emailed him, the turnaround on answers was extremely quick. A truly lovely guy to deal with, 10 out of 10 service and would highly recommend to anyone.”

    Address: Ty Mwnt, Monkswood, Usk NP15 1QE, UK
    Phone: +44 1291 671075
  2. 5
    Photo of The Lost Coin Financial Planning Ltd - Financial Advisor Bristol - 5 Loveridge Ct, Frampton Cotterell, Bristol BS36 2NX, UK

    The Lost Coin Financial Planning Ltd - Financial Advisor Bristol

    ★★★★★ 5 Open

    “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”

    Address: 5 Loveridge Ct, Frampton Cotterell, Bristol BS36 2NX, UK
    Phone: +44 117 230 5077
    Website: thelostcoin.co.uk
  1. 6
    Photo of 4 Financial Planning - Bristol & Bath, Science Park, Dirac Cres, Emersons Green, Bristol BS16 7FR, UK

    4 Financial Planning

    ★★★★★ 4.9 Open

    “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”

    Address: Bristol & Bath, Science Park, Dirac Cres, Emersons Green, Bristol BS16 7FR, UK
    Phone: +44 117 457 9945
    Website: 4-fp.co.uk
  2. 9
    Photo of Stevens Hewlett and Perkins - First Floor, St Bartholomew's House, Lewins Mead, Bristol BS1 2NH, UK

    Stevens Hewlett and Perkins

    ★★★★★ 5 Open

    “This company advised me with some trademarking help for my small business, Camila provided my with accurate information and was very helpful, the service was prompt and follow up was great. I would recommend their services to others. Thank you so much!”

    Address: First Floor, St Bartholomew's House, Lewins Mead, Bristol BS1 2NH, UK
    Phone: +44 117 922 6007
    Website: shandp.com
  3. 10

    Lloyd Wells Mortgages

    ★★★★★ 5 Open

    “Pete has provided invaluable support to us as first time buyers, helping us to understand the process and keeping everything as easy and stress- free as possible. He took the time to understand our circumstances and what we needed from our mortgage and gave us personalised, impartial advice to enable us to make the best decision. Communication has been excellent throughout from Lloyd Wells Mortgages and we were surprised and delighted to see our mortgage offer just over 24 hours after submission. Huge thanks to Pete and Claire for their brilliant service. Would highly recommend!”

    Address: Newminster House, 27 29 Baldwin St, Bristol BS1 1LT, UK
    Phone: +44 117 452 0330
  1. 11
    Photo of Advantage FS - Mortgage and Life Insurance specialist broker - The Carriage Works, London Rd, Bristol BS30 5NA, UK

    Advantage FS - Mortgage and Life Insurance specialist broker

    ★★★★★ 5 Open

    “We honestly can’t speak highly enough of James from Advantage FS as our mortgage advisor. From the very start he dealt with everything quickly, professionally, and kept us in the loop the whole way through. He was clear, honest and straight-talking, which really helped us feel relaxed and confident about the process. What really impressed us was how hard he worked behind the scenes to make sure we got an excellent mortgage rate and the best product for our personal circumstances. It was clear he genuinely cared about getting us the right deal rather than just any deal. He took the time to understand our situation properly and gave advice that felt genuinely tailored to us, not just off-the-shelf. His dedication and effort really made a huge difference. On top of all that, James is friendly, down-to-earth and very easy to chat to. No question ever felt silly, and he explained everything in a straightforward way that made sense. He made what could’ve been a stressful experience feel smooth, well-organised and totally manageable. We’re really grateful for everything he’s done and wouldn’t hesitate for a second to recommend him to anyone looking for brilliant mortgage advice and someone you can trust to make your mortgage process much less stressful!”

    Address: The Carriage Works, London Rd, Bristol BS30 5NA, UK
    Phone: +44 117 442 0604
    Website: advantagefs.co.uk
  2. 13
    Photo of The Skin Confidence Clinic Ltd - Unit 4, Henfield Business Park, Henfield Rd, Coalpit Heath, Bristol BS36 2FE, UK

    The Skin Confidence Clinic Ltd

    ★★★★★ 5 Open

    The Skin Confidence Clinic Ltd is a premier skincare and aesthetics facility located in Coalpit Heath, Bristol. The clinic offers a wide range of advanced treatments, including Botox, laser hair removal, and professional chemical peels. Each service is delivered with a wealth of knowledge regarding skin health and a dedication to achieving natural-looking results. The practice provides thorough consultations to address individual concerns and tailor treatments to specific skin types.

    Address: Unit 4, Henfield Business Park, Henfield Rd, Coalpit Heath, Bristol BS36 2FE, UK
    Phone: +44 7909 994839
  3. 14

    Smart Advice Financial Solutions Ltd

    ★★★★★ 5 Open

    “My experience with James and Scott has been nothing short of exceptional. They guided us through a complex re-mortgage and purchase with complete professionalism and care. Their communication is outstanding; they were always available to address our concerns and proactively offered assistance throughout the process. Having a wide range of products available in one place was incredibly convenient, and their timely reminders about key details were invaluable. For a truly amazing and reliable service, I would highly recommend James and Scott.”

    Address: Smart Advice Financial Solutions Ltd, 29 Monmouth St, Bath BA1 2DL, UK
    Phone: +44 808 196 6111
    Website: smartadvicefs.co.uk
  4. 15
    Photo of NFU Mutual South Cotswolds - Chippenham - Agriculture House, Langley Burrell, Chippenham SN15 4LQ, UK

    NFU Mutual South Cotswolds - Chippenham

    ★★★★★ 5 Open

    “We have been with the NFU for over 45 years now. Mark Constable and his team at the Chippenham office have always been extremely helpful and fair. Covering our construction company, farming business and private insurance requirements. Mark is always on hand to cover all our hugely changing requirements, that a modern fast growing construction company requires with out fuss and quickly. An excellent company and service.”

    Address: Agriculture House, Langley Burrell, Chippenham SN15 4LQ, UK
    Phone: +44 1249 848432
    Website: nfumutual.co.uk
  1. 16

    Dupree & Co

    ★★★★★ 4.9 Open

    “Would like to highly recommend Phillip, he’s been truly amazing supporting my mortgage journey. Outstanding service from start to finish, easy communication, rapid responses I really couldn’t have completed so fast without him! I’ll definitely be back in touch in the future and would recommend to everyone I know! Thanks Dupree & Co for making it possible!”

    Address: B5, Kestrel Court, Waterwells Dr, Quedgeley, Gloucester GL2 2AT, UK
    Phone: +44 1453 852900
    Website: dupreeandco.com
  2. 17
    Photo of Reassured - Redwood House Brotherswood Court, Almondsbury Business Park, Bradley Stoke, Bristol BS32 4QW, UK

    Reassured

    ★★★★★ 4.9 Open

    “Lewis Short was excellent at engaging with me. He showed a genuine interest in my circumstances and helped give me options of policies. I would highly recommend reassured, they are professional, courteous, they pick up the phone when you call and they will call you back. Very efficient. I would use them again.”

    Address: Redwood House Brotherswood Court, Almondsbury Business Park, Bradley Stoke, Bristol BS32 4QW, UK
    Phone: +44 808 168 2025
    Website: reassured.co.uk
  3. 18

    Polish Brokers Ltd - Kredyty hipoteczne i Ubezpieczenia w UK - Polscy doradcy finansowi w UK

    ★★★★★ 4.9 Open

    “I had a fantastic experience working with Katarzyna. From start to finish, she was professional, knowledgeable, and incredibly responsive. If you're looking for a trustworthy and efficient broker, I highly recommend Polish Brokers.”

    Address: Unit 1, Regal House, Woodlands, Bradley Stoke, Bristol BS32 4NQ, UK
    Phone: +44 7591 077010
    Website: polishbrokers.co.uk
  4. 19
    Photo of Leese & Nagle Estate Agents Westbury-on-Trym - 125 Stoke Ln, Westbury on Trym, Bristol BS9 3RW, UK

    Leese & Nagle Estate Agents Westbury-on-Trym

    ★★★★★ 4.9 Open

    “As executor for a friend's estate I was not looking forward to selling her property, she had been in residence for 62 years. The team at Leese & Nagle could not have been more friendly and helpful, an early sale was made and for the asking price, slightly surprising as the property is in need of some TLC and I had expected some difficult negotiations. However all went very smoothly thanks to Louis and his colleagues, they could not have done better. Once again many thanks Louis for an excellent result, would highly recommend Leese & Nagle any time.”

    Address: 125 Stoke Ln, Westbury on Trym, Bristol BS9 3RW, UK
    Phone: +44 117 962 2299
    Website: leeseandnagle.co.uk
  5. 20
    Photo of House + Co Property - 191-193 Church Rd, Redfield, Bristol BS5 9HG, UK

    House + Co Property

    ★★★★★ 4.9 Open

    “From the outset, I found Freya very approachable and friendly. She was professional from start to finish. She listened, accepted and acted on instructions, was informative and kept me regualry updated on applications and discussing suitable applicants. I also had pleasant dealings with Dave and Joseph. My property has very recently been Let, so would highly recommend House & Co as a Lettings service to date. I have also been very impressed with their processes, administration and online portal. Jamie Landlord”

    Address: 191-193 Church Rd, Redfield, Bristol BS5 9HG, UK
    Phone: +44 117 902 6409
    Website: houseandco.uk
  1. 21
    Photo of Romans Letting & Estate Agents Clifton - 21 Princess Victoria St, Clifton, Bristol BS8 4BX, UK

    Romans Letting & Estate Agents Clifton

    ★★★★☆ 4.5 Open

    “I've had a really great experience with them. They have been incredibly helpful throughout my tenancy, always professional and responsive. A special thank you to Sofia Lopresti, who made the whole process smooth and stress-free. Her support and clear communication really stood out. Highly recommend!”

    Address: 21 Princess Victoria St, Clifton, Bristol BS8 4BX, UK
    Phone: +44 117 970 6119
    Website: romans.co.uk
  1. 26
    Photo of Saturday Financial - Yellingmill Ln, Downside, Shepton Mallet BA4 4JT, UK

    Saturday Financial

    ★★★★★ 5 Open

    “We dealt with Tom who helped me and the hubby with our life insurance and got us a really good deal. We went to quite a few places and no one could beat what Tom did us. Really polite and well mannered too :)”

    Address: Yellingmill Ln, Downside, Shepton Mallet BA4 4JT, UK
    Phone: +44 1749 346147
    Website: saturdayfinancial.co.uk
  2. 29

    Futures Protected

    ★★★★★ 5 Open

    “I recently approached Ben regarding income protection for myself. I’m quite often a worrier, and as a director of my own business there was always a worry as to what would happen I was unable to work. However the market seemed like a bit of a minefield, and I had honestly no idea what I should be expecting from a Income Protection policy. Ben, however, really took the time to understand me and what I was looking for, to explain in great detail the ins and outs of the products. He was not only able to find me the perfect Income Protection product, but also a fantastic Life Insurance and Critical Illness policy that totaled less than I had expected to pay for the income protection alone. It made such a huge difference being able to talk to someone at a human level, to really find a solution that worked for me. I now have peace of mind that should the worst happen, both my own income and my finace will be secure. I have already recommended Futures Protected to additional family members, and would have no hesitation doing so again.”

    Address: Biz Space Equinox South, Bradley Stoke, Bristol BS32 4QL, UK
    Phone: +44 117 979 0118
    Website: futuresprotected.co.uk