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12 Pierrepont St, Bath BA1 1LA, UK – 01225 429133
The team provided a great service; they were attentive, diligent, and proactive throughout our house purchase, and took as much hassle & stress out of the process as they could.
Alexander House, James Street West, City Centre, Bath BA1 2BT, UK – 01225 471100
Craig Chapman has dealt with our financial affairs in a most efficient and friendly way for some time now. Last night I emailed him with an important query regarding an investment which Money Wise do not handle. I had a full and very helpful response from him first thing this morning. First class service! Thank you.
A really helpful group of people who know their job well but most importantly, really value their customers and go out of their way to tailor their service to individual requirements. My wife and I have been on their books for over twelve years, now live a long way from Bath but still receive the same care and attention as when we first asked their help. I'm very happy to recommend Malcolm and his team to anyone needing personal financial help at any level.
Beazer House, Lower Bristol Rd, Bath BA2 3BA, UK – 01225 408000
First thing is I see a lot of mixed reviews. I really do think it's whoever you get at the beginning that makes all the difference! I got Stephen Harrison and he was absolutely brilliant! He got Jordan Pearson to us as our case manager who again was good. They sorted out our insurances and our mortgage. Yes, there was a lot of communication back and forth but that's always the way of things like this. I cannot fault the service I received. However, I did ring them a month before and got a guy who never rang me back soooo. I think it's really important for the public to name the people who do a great job so those people and get the benefit and recognition, and the public get a good service to boot.
Fantastic customer service - they held my hand through the whole process, no question was too silly or small, and I trust in and am happy with the mortgage offer we picked. Very approachable, friendly, people. Definitely made my purchase a lot less stressful - would highly recommend.