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Referral from
Mar 17, 2021
tommywommywom:
Recommend good online personal finance professional for retirement planning Hello,
Want to have someone look over my parent's finances...
danny_mellor13:
You can use sites such as www.vouchedfor.co.uk and www.unbiased.co.uk to find financial advisers. With the current restrictions on... Bobbett's of Bristol
Referral from
Jun 20, 2013
Taunton S.:
Hi does anyone know of a sound financial advisor who could help with mortgages and pensions.
Darren H.:
we used Mortgage Detectives, Very Good http://www.radisol.co.uk/mortgages-taunton-somerset/our-team.htm Moving Experience - Mortgage and Protection Advice
Referral from
Dec 27, 2016
Lucy H.:
I'm looking to buy in lovely BS3 sometime next year but am a first time single buyer and could really do with chatting to a financial...
Emma H.:
If you want an independent advisor try Matt at Moving Experience. www.moving-experience.net - based down at Aardman Studio too. Octagon Consultancy Ltd
- Financial Advisor
- 2 Hurle Rd, Bristol BS8 2SY, UK Bristol, England BS8 2SY
- Closed
Referral from
Apr 15, 2015
Louisa M.:
Can anyone recommend a good financial advisor?
Siobhan D.:
Octagon Consultancy - 01179331661 they can help with all aspects of financial planning from inheritance tax, investments, tax planning... Sam Teller
Referral from
Jun 27, 2016
Michelle C.:
Hi - has anyone got a good independent financial advisor that they are happy with and would recommend? And be great to know what...
Helen B.:
I highly recommend Sam Teller - 0117 9392827. Your Bookkeeping Solutions
Referral from
Jan 13, 2016
Jade D.:
Can anyone recommend a local good book keeper and accountant? I need some accounts sorting fairly quickly and some advice with the view...
Josie K.:
https://m.facebook.com/yourbookkeepingsolutions/ Frequently Mentioned on Social Media
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Referral from December 27, 2016
Lucy H. asked:
I'm looking to buy in lovely BS3 sometime next year but am a first time single buyer and could really do with chatting to a financial advisor first to try and make sense...
Sarah M. replied:
We used John McBurnie last year and he was great. Very patient and super helpful. 07740 468778. Good luck!
Bec C. replied:
Claire Kouonno is on my friendo - independent and amazing, would never use anyone else, shes win awards the lot.
Emily P. replied:
Louise Dean helped us out and made sense of all of the options for us.
Michelle B. replied:
Try Mark Natalie Watson is his wife and can help put you in touch. We found him great!;) xx
Natalie W. replied:
Thanks Michelle Baden-Daintree. We would love to help Lucy. Marks number is 07976846758. Welcome to call anytime for a chat.
Referral from April 19, 2017
Jemma R. asked:
Any recommendations for an accountant/financial advisor? It's for my husband who is PAYE but was forced into the self assessment system by HMRC and needs some advice and...
Jamie N. replied:
https://www.facebook.com/KarenDrewKRD/
Chloé G. replied:
Matthew Garland
Matthew G. replied:
Www.facebook.com/Www.gdmatthews.co.uk
Emma W. replied:
Yes highly recommend Matthew Garland ! X
Caroline E. replied:
Second Matthew Garland
Referral from August 20, 2013
Emma N. asked:
Does anyone know a good financial advisor in our area? X
Garry B. replied:
http://www.moneysavingexpert.com/savings/how-to-pay-for-financial-advice
Garry B. replied:
http://www.unbiased.co.uk/
Garry B. replied:
DC Financial Services went bankrupt on 26/07/2013
Referral from April 11, 2014
Deb C. asked:
Does anyone know of a good independent financial advisor in north wales?
Susie W. replied:
I have been looking at this recently but for Cumbria, found these website helpful... http://www.unbiased.co.uk/ http://www.moneysavingexpert.com/savings/how-to-pay-for-financial-advice
Referral from March 8, 2018
Luella W. asked:
Hello, please can anyone recommend an independent financial advisor? Thanks
Matthew G. replied:
Bradley Fry is your man
Anders F. replied:
Gary Hodges is awesome! He’s local, knows Bristol and is independent so his advise isn’t biased. He helped us buy our first home 2 years ago. I highly recommend home. http://maryhodges.wixsite.com/absolute
Tom S. replied:
Give Jamie Thompson at Grosvenor Consulting a call! He’s local and gives great advice!
Referral from June 27, 2016
Michelle C. asked:
Hi - has anyone got a good independent financial advisor that they are happy with and would recommend? And be great to know what percentages they charge poss?
Alex W. replied:
Luke Armstrong at Andrews estate agent was brilliant for us and others we know. He does things unrelated to mortgages. We had our life insurance and others have used him for income protection. Explains things in a really straightforward way and is happy to spend ages with you if need be.
Lou B. replied:
Esther Watkins
Referral from March 16, 2016
Tom R. asked:
Does anyone have recommendations for a local financial advisor?
Glynis H. replied:
Not local but will come to you..Jeff brooks 07917 585896
Simon T. replied:
Matthew Garland.
Referral from March 1, 2017
KatherineGBooth asked:
Recommendations - please inbox for financial advisors specialising in #buytolet #mortgages #worksop #nottingham #southyorkshire #sheffield
Bruce B. replied:
try https://www.unbiased.co.uk/ think you can search on types of advisor in relation to location
Referral from November 9, 2017
saysaam asked:
Finding a Financial Advisor What's the best way to find a good financial advisor? I've never seen one before, and I don't know anyone in the local area to get a...
rji_baajiy replied:
Any use? https://www.unbiased.co.uk Not sure they'd all be unbiased though ; )
rji_baajiy replied:
I think if you search in your area you should be able to see their score and read the reviews etc. I suppose you could search the company names, once identified locally, and see what other people are saying. Yes it is the internet and could the comments be fake etc but just spend time looking and try and build a picture of any specific company or companies.
dotayoda replied:
Some banks/building societies offer a financial advisor for use in the bigger branches. Might be worth your while to contact the institution that you hold your current account with and see if they offer it as a free service?
Referral from September 23, 2013
Peter H. asked:
Anyone know a good financial advisor ?
Daniel P. replied:
Chris hunt 07949 094935
Referral from March 22, 2016
Simon K. asked:
Can anyone recommend a financial advisor - principally for pensions and with a grasp of self-employed people! Ta in advance.
Emma C. replied:
http://wychwoodfs.co.uk/
Referral from August 8, 2016
Jamie A. asked:
Hi there - I'm making an early bid for dullest question of the week: Anyone able to recommend a local independent financial advisor who knows his/her onions and isn't a...
Zoe W. replied:
Www.kilsaranfp.co.uk her name is Steph very professional and knows her stuff
Referral from April 15, 2015
Louisa M. asked:
Can anyone recommend a good financial advisor?
Nicole C. replied:
Steve Mears - 0117 9734300 alma vale rd
Caroline F. replied:
Greg Charlton 07828 155334 will come to you at a time that suits u..sorted our mortgages and got us great deals and charged us very little..we were really impressed with him..definitely recommend:)
Referral from April 4, 2016
Dani T. asked:
Can any one suggest a trust worthy financial advisor?
Sarah B. replied:
Andy Jenkins at Goodwill Financial - they are based in Stockwood.
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