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Find financial advisors who can help with investments, savings, mortgages, loans etc. within the Bath area

Financial Advisors

MONEY WISE INDEPENDENT FINANCIAL ADVISERS LTD

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.

Watson Financial

3 Fountain Buildings, Bath BA1 5DU, UK – 01225 789880

Martin and his PA Debbie are a fantastic team and really helped us set up our mortgage and life assurance. As first time buyers we had no idea what we were doing and Martin made it as simple as it could be. What made the service great was he saw us at times that suited our working schedule and at times when usual banks would have closed or stopped taking appointments. Would recommend Martin to everyone (and have).

Superb service and excellent knowledge. Would recommend Martin Watson to anybody looking for mortgage or investment advice.

Premier Financial Planning

1 Queen Square, Bath BA1 2HA, UK – 01225 581222