Tax.planning in Bristol

“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 have been working with Stephanie Beddis of Kilsaran Financial Planning for over 5 years now and I can confidently say that her financial advice service has always been great. What sets her apart from other financial advisors is that she makes the process feel like working or talking to a friend. Her approachable and friendly demeanor makes it easy to discuss important financial decisions and ask questions. I highly recommend Stephanie to anyone looking for a financial advisor who is knowledgeable, professional, and personable.”

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

“Carl and Chris went above and beyond what might be expected from an IFA, acting as a point of co-ordination between me, my SIPP provider and both lawyers to smooth through the process. It would have been far more stressful without their help and support.”

“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”

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

“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 worked with Premier Financial Planning as my financial advisors for many years, they are extremely professional and work very hard to ensure the customer gets great investment advice. I would highly recommend them!”

“Nicola was extremely professional, cutting through the red tape of a potentially complex process with clarity and honesty. She made us feel very comfortable and delivered a brilliant, clear, definitive will. I recommend her highly and in fact, a friend also did a will with Nicola and sent me a personal note saying how pleased she was. A five-star plus service.”

“I strongly recommend Kinherit for several reasons. First, my advisor, Dan Harris, spent several Zoom sessions laying out options and helping me write up my will and trust. Near the end of the process, I still had some questions, so he did not hesitate to set up another call. Second, I decided to set up a trust as well as a will to protect the interests of my beneficiaries. I thought trusts were only for quite wealthy people and beyond my means. However, the cost of setting up a trust was reasonable, especially given that it offers so much more protection, clarity, and practical procedural direction after one passes away. I feel much more at ease now than I did with the will I made out several years ago. Another advantage of opting for Kinherit is that they have a storage system of information that will most certainly help beneficiaries and trustees manage my estate after I pass away. This should make probate simpler and help those close to me to contact my friends and other associates to let them know of my passing.”

“Have been very impressed with the experience of having my Will drawn up by Michael Llewellyn in their Thornbury branch. The whole office is really very welcoming and friendly. I was made to feel relaxed as it is an intimidating experience to make your Will. The whole process has been very professional, and Michael very clear in explaining all the legal jargon.”

“Excellent service. Friendly and very professional staff. Michelle always made sure we understood everything before moving on to the next point and answered all our questions clearly. Would definitely recommend them.”

“Excellent, friendly service from all the team in Nailsea. Charlie explained everything to us clearly, which made the entire experience very easy. We would thoroughly recommend Simpsons.”

“I have used MP Estate Planning to set up a trust structure to save 50% inheritance tax on my property. I was dubious about this when I first read about it, but applied anyway. I was greatly helped by Gareth Lloyd, who was my initial contact. I had many questions to ask over many months so I could fully understand the process and what was involved. Gareth took the time to answer all of my questions, even after I had paid the full fee. He provided me with a great amount of detail, and without his help I probably would not have proceeded with the purchase. Gareth answering all my questions helped me understand how the trusts worked and what was required to set them up and manage them.”

“Hamza and his team provided an excellent and thorough service throughout the updating of our will. All information was clearly and simply explained to my wife and I. Communication, both written and verbal was prompt and professional at all times. Delighted with our experience, many thanks.”

“Very efficient and professional service. Mine was a pretty straightforward single Will and the whole process was completed smoothly and sensitively by exchange of emails over the period of a few days. Great value at £90.00 with no hidden costs.”

“Initially chose Simpson Solicitors through the ‘Free Will’ scheme that they engage with, an excellent initiative where they offer free will writing in exchange for a voluntary donation to charities. We were simply looking to update our existing Will, but instead for a reasonable cost went for a joint ‘Trust’ Will. Amy was excellent, patiently explaining all options and opportunities to protect our Estate and inheritance for our loved ones, she was tactful and insightful. What can feel an emotive subject was clearly explained resulting in an easy and positive experience, giving us peace of mind. All staff were very friendly, service so professional and efficient, have recommended Simpson’s and their products to friends.”

“Amazing top quality service, by a very professional Fidel!”

“Was greeted wth efficiency and friendliness. This put me at my ease.”

“Highly recommend Tom and the team at Wards. They’re extremely knowledgeable, professional, and great to deal with.”

“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”