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Finance, mortgage & stocks near Keynsham, Bath and North East Somerset

Need help finding a mortgage? Seeking financial advice? Take care of your money by choosing the best banks, brokers, and advisors near Keynsham, Bath and North East Somerset on Which? Local.

Recommendations for Financial advisers, banks, mortgage & stock broker

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Postcode: TA6


Carrie Maud recently joined Schaefer Financial Management. I previously recommended Carrie when she was with Lyn Financial Services. I still strongly recommend Carrie. She has been looking after my finances for over 6 years and has saved me a lot of money and also made good use of any tax advantages. She is knowledgeable, highly professional and I wouldn't want to use anyone else


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5

Postcode: GL7


We have used this firm for about 15 years through all the various financial crises and their advice, whilst perhaps a little conservative, has been effective, safe and provided quite good returns. Service has been exceptional and value pretty good.


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 4 out of 5 4 out of 5 4 out of 5 4 out of 5 4 out of 5

Postcode: SN12


I have used this service for fifteen years. a) Saving bonds / Isa investments / Grandchildren investment savings. b) Pensions I have been very satisfied with the service provided. Quality advice without any sales pressure. Quarterly telephone calls with anual home visit review. Questions promptly dealt with.


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5

Postcode: BS23


I contacted Rod Simpson for independent advice to assist my retirement planning. I found his knowledge of the retirement market helpful and he was able to obtain a higher annuity rate than I could find on the FSA website. He is a Chartered Financial Planner specialising in retirement and investment planning and I found him very pleasant and easy to deal with. He was also able to provide advice without any sales pressure, which I found refreshing. Would strongly recommend.


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5

Postcode: TA1


Fantastic service. Worked all hours sorting lethargic solicitors out to get a mortgage completion through on time. Friendly and very professional and would very definitely use again.


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5

Postcode: BH21


I received an inheritance from a late relative in August 2010. I wanted to receive a good return from the money and to build up the investment. I found that my local bank/building society was very limited in what it could offer me. A friend suggested I spoke to Armstrong and Haycox Financial Planning LTD because it was able to give me independent financial advice. He said he had used their services for many years and could not speak more highly of them. I contacted A&H the advice I was given was excellent. I am now receiving a monthly income and my original investment is protected because it has a guarantee. A&H don't seem to advertise because their business is generated by recommendations - I can see why! I found them to be very genuine and trustworthy. I am 100% happy with the advice and service I was given. A&H were willing to see me either at my home or their offices in Wimborne.


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5

Postcode: TA1


I had to sort out my family finances after the death of my father. I was bereaved and confused, with no appetite for wading through it all. David took all the work away from me, cleared my mortgage and put in place simple understandable solutions - in language I understood. I felt that there was no hurry and any questions I had were not stupid. I'd recommend them to my friends without hesitation.


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5

Postcode: GL10


Personalized service with integrity meeting the needs of the client with honest assessment and advice. I have used both the financial and mortgage arms and found both extremely helpful.


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5

Postcode: TA9


An IFA whose business has been going for many years and who has enormous experience in all matters financial. Reliable and friendly and always ready to help.


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5

Postcode: BS11


All customers are well treated and looked after. Personally. Good, clean, and access for disabled and wheelchair users.


Service: 4 out of 5 4 out of 5 4 out of 5 4 out of 5 4 out of 5
Value: 4 out of 5 4 out of 5 4 out of 5 4 out of 5 4 out of 5

Postcode: BS23


I used trader when mortgages were thin on the ground. Karen Elkins is very helpful and advises on a one to one basis.Explains the technical points in easy to understand language. She found me the best deal enabling me to buy my dream home. Made house buying less stressful. Very professional. Highly recommended.


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5

Postcode: BS35


In this time of economic recession this company has given excellent advice and I would RECOMMEND HIGHLY.


Service: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5
Value: 5 out of 5 5 out of 5 5 out of 5 5 out of 5 5 out of 5

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