Financial Planners in Bath, Somerset

16 locations found near Bath
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“We used Simon Jones at Unividual for pension advice. Highly recommended for excellent service, breaking down the complicated jargon and being polite, respectful and most importantly professional. Highly trustworthy when it’s your personal life savings and planning 10 ?”

5Superb13 Reviews

“We met Keith in 1998 and he helped us overcome the obstacles with our first mortgage. Since then, we have used him for all our investments and take great comfort from the personal service and attention to detail received from him and the rest of this team.”

4.9Superb14 Reviews

“We have used this company for approximately 20 years. In that time the same adviser has been our contact which builds confidence and trust.Advice has been sound and obviously kept under review , with recommendations to change investments not limited to regular adviser meetings.”

5Superb4 Reviews

“Isabel Clark is the best mortgage broker around! She helped us through a very tricky let to buy and simultaneous residential purchase, whilst both of us having only self employed accounts. Thank you!!”

5Superb2 Reviews

“Kelly has been our main point of contact at N.F.U. for several years and as well as being an excellent agent, has a very good understanding of our businesses. She is extremely reliable, always friendly, and can make what is sometimes a boring task to be interesting and fun.”

5Superb2 Reviews

“A lot of investors are confused and go into deep research, for a trusted and legit platform to trade and invest in. I was also looking for the best not until I read good reviews and recommendations about Mrs MELISSA CRYPTO, With her great skill of trading and mining made a good profit for so many in their trade account. I was amazed how happy many investors wrote good comments about her. I contacted the amazing account manager MELISSA ,and invested with her with believe, and trust just as the way she replied me. I earned a very good profit and made my withdrawal successfully directly to my Bank account and gave back just 25% from my profit of $15,700.I am very much happy to have met with her, and I can now trade my own and earn good profit while sitting at home. I known this is inappropriate but this is my little way of showing gratitude and appreciation to her. If you wish to invest you can contact her via WhatsApp:+1(424] 341 3587 Email [email protected]

5Superb2 Reviews

“What a fantastic service. Great and swift communication. Within two days, we had a mortgage application with the underwriters and 30 days later and only 4 days after property valuation, we own the house. Absolutely brilliant.”

1Poor1 Reviews

“Duncan McKillop has been my Financial Advisor for over 20 years through both good and bad financial times.He has reviewed my financial situation with me over the phone and at least once a year in person. He has patiently explained my standing in clear terms along with my options for the future. I have always felt that any changes and investments he has recommended to my portfolio have been with my best interests as the priority.Long may this continue.”

0Na0 Reviews

“Fantastic mortgage advice for the last 5 years from James Morris, hes put up with endless mortgage questions for my buy to let portfolio, and always explained what can be a very complicated process in a simple manner. Thanks James ! Daniel Byrd”

0Na0 Reviews