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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.
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.
38 Gay St, Bath BA1 2NT, UK – 01225 471462
I worked in Financial Services for 28 years and thought I knew how to spot a good Financial Adviser, but prior to meeting Jonothan made the mistake of accepting a personal recommendation to a well known national firm, and repented at my leisure (as they say). So with Jonothan I got to know him well first, did my due diligence and the track record of delighted clients and national recognition (e.g. Financial Adviser of the Year, Retirement & later Life Advice Specialist of the year to name but two) backed all this research up. Even so, having got my fingers burnt, I was still very cautious and asked lots of questions. Jonothan was extremely patient, knowledgeable and structured in his whole approach. His communications were prefect through the whole transfer process (which was complicated by Lloyds Pension Administrators being changed 'mid-transfer') and Jonothan dealt with the problems as they arose and together even got the new administrators to resolve a complaint when mistakes were made during the transfer process. I am confident that we now have a solid investment strategy and he is now advising my wife too on her pension investments. So I'd not only add my endorsement I would thoroughly recommend Jonothan to anyone looking for pension or pension transfer advice, especially those 55+ Lloyds / TSB Ex-employees that are trying to work out the pros / cons of leaving their pension where it is
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10 Quiet St, Bath BA1 2JU, UK – 01225 427777
Staff is really friendly, the building is really cozy and warm. I always get help as soon as I enter the bank. Amazing service.
8-9 Quiet St, Bath BA1 2JN, UK – 01225 333666
They just ignore the phone if it rings
45 Milsom St, Banes, Bath BA1 1DU, UK – 0345 740 4404
Not the most ideal location, but it's a bank. Can't really say much more than that
6 Moorland Rd, Bath BA2 3PA, UK – 0345 788 8444
Lovley friendly staff, very helpful
38 Southgate, Bath BA1 1TR, UK – 01225 491266
Quick place to stop off and get cash before heading up to see all the shops.
47 Milsom St, Bath BA1 1DN, UK – 0345 300 0000
We had an issue accessing some information online, and a helpful member of staff on the front desk (Lindsey) in Bath, took this on and investigated for us with I.T., and whilst it was a technical fault that could not be solved immediately, Lindsey updated us the very next day. Better than some banks I have been to, who would have simply said they didn't know how to solve it etc...
Great staff and very helpful
15 Queen Square, Bath BA1 2HN, UK – 01225 423271
Small savings and mortgage specialists who specialise in flexibility and personal service.
21-22 Union St, Bath BA1 1RS, UK – 0800 554 0403
Iv never had a bad service their. I would recommend them to anyone. A great service and disable access as well.
Excellent local bank
13 Moorland Rd, Bath BA2 3PL, UK – 01225 423271
Generally okay service, used more for looking for new sells more than anything else.
Beazer House, Lower Bristol Rd, Bath BA2 3BA, UK – 0800 953 0304
I highly recommend L&C to anyone, not just first-time buyers. The staff are very friendly & helpful - like they actually want to help you, not just because it's their job. They know what they're doing and they do it quick. Whether it's by phone or e-mail they've very approachable and response times are great. They're with you through the whole process! I've had a brilliant experience with this broker and it's honestly the best free advice you could possibly ask for.
2 Wood St, Queen Square, Bath BA1 2JQ, UK – 01225 430556
Truly excellent service for many years now. Thank you Andrew.
1 Queen Square, Bath BA1 2HA, UK – 01225 946606
I have used several brokers before, Fox Davidson have been the best by miles. Their speed and communication is fantastic. I will recommend them without hesitation and will use them again in the future.
We have found their response to clients to be fast and thorough, and all our clients have left nothing but positive reviews about their experience in establishing their finances for purchasing a new home.
1 Queen Square, Bath BA1 2HA, UK – 01225 584888
We have just remortgaged, and I have to say that Philip was a fantastic person to deal with, honest, straightforward and good humored. Above all he listened to what we wanted prior to remortgaging and helped us achieve an excellent fixed rate for 5 years. During my first meeting with him I instantly felt at ease, and truly believe that he had mine and my families best interest at heart when identifying the best mortgage for us in the market place. Everyone one that we came into contact with using this firm were professional, courteous, helpful all the way through our application process with the lender. I would highly recommend these guys. Thank you once again Steve and Deanne
Have used Phil's services to buy our first place in London a couple of years ago (when I was a student and a very complicated sell to a bank!), And then over the last few months, we have re-mortgaged. Not only did Phil get us a significantly cheaper deal, but he arranged for us to borrow extra money to extend our lease. Our flat is now worth much more than we paid for it thanks to the long lease! I am made up. Cannot recommend this company enough - they have twice been the best investment I have ever made in my house. Hope to use them again in a few more years when we decide to move somewhere more sensible...
Simply Insurance House, Bath BA2 2QQ, UK – 01225 429133
Simply Insurance Bath were extremely helpful and thorough and they were with us from start to finish during our property hunt. They are still providing support even long after completion. We hadn't bought a house before and so we didn't know where to even begin. They took all the stress and worry out of the whole process so that we didn't have to struggle through all the hurdles on our own. We would definitely recommend them, whether you're just starting out on the property ladder or not, they will help get you there.
James helped us purchase our first home and couldn’t have made it any easier and less stressful. It was harder to organise the delivery of a dining table than to buy a house!! James always went the extra mile and was on hand whenever we needed him. These guys really are a one stop shop for all of your needs.
1-2 Nelson Pl W, Bath BA1 2BA, UK – 01225 343163
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