Directory overview
- 28 Total businesses
- 4.0 Average rating
- 89% With reviews
- 57% With photos
28 results found
Browse retirement planning services in Bristol. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 28 results in Bristol. Average rating 4.0/5 based on 2,271 reviews & ratings.
“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.”
“A great company to work with , have done a few mortgages for me over the years always first class”
“Lewis has always been great, helping with a number of remortgages, every time getting things sorted quickly and communicating patiently, really appreciated, thanks.”
“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”
“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 had a really good experience with mohammed. He was very friendly but professional. Interest rates are high but to be expected with a poor credit loan. Thank you!”
“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!”
“Stacey did an absolutely amazing job for us. We had quite a few complex needs, but she managed to get everything sorted and in place within time. Very professional and will definitely be using Campbell and Horseman again in the future!”
“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!”
“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.”
“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.”
“Spoke to Harvey at the Wotton-under-Edge office. Very knowledgeable & friendly, would be happy to recommend Fantastic customer service, thanks Harvey !”
“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 :)”
“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.”
“Whenever I visit Moneywise I am received by a relaxed and professional reception team who after inviting me to have a coffee .pass me on to Bob C. for what is always a friendly and highly professional discussion.Never rushed always comfortable and invariably I leave knowing an old and respected friend will do all the donkey work, what more could you ask ???”
“Foster mortgages were recommended to me by a friend and I am very thankful he was. Re-mortgaging has never been easier. Neville found me the best deal and was very professional and efficient throughout the whole process. Always available to answer any of my questions. I would 100% recommend and will definitely be using Foster mortgages again.”
“Greetings just wanted to leave a review, we were recommended by a friend about James this was my first time buying a home an I can say James was absolutely fantastic from start to finish we had a few little Hurdles with the mortgage people, contacted James an he was straight on the case. Would highly recommend James. Cheers”
“Consilium Asset Management has been invaluable in helping me to sort out my pension plan. They are very knowledgeable and have provided clear information and solid advice on how best to proceed with my financial situation.”
“We visited with our classic cars to show the residents. Everyone was very friendly and welcoming. There were smiles all round which made the visit very special for us. We would definitely be happy to show our car to the residents again (please let us visit again :) ). The ladies who organised for us to be there were absolutely lovely.”
“I have just completed a sale of my property via David @ Pinniger Finch. The sale was not straight forward but David was fantastic and managed deal with everything that was thrown at him from the buyers side. I would also say that Pinniger Finch are excellent value for money when compared to others. Thank you.”
“Excellent service, always has been. Motor particularly impressive, good value and good service. Such a joy to have 'real' and local people happy to deal with you by telephone!”
“Was nearly put off by reviews but thought I’d risk it as was quoted £40 to get some documents notarised vs £200+ Quoted by other law firms. Like the other reviews suggested, I went to his house, he notarised my documents and was in and out for a fraction of a price quoted by others and found Stephen was pleasant and polite. I would recommend using Stephen when needing a simple notarisation you can get in person, as little can go wrong as other reviews have complained about delays with postage.”
“Rachel and Lee were both fantastic throughouty claim. The company acted quickly in my time of need.”
“Big Commercial Brokers, good for all types of insurance cover needs”