Elite Financial Consulting Ltd is Bristol's independent financial advising & mortgage broking firm. For over ten years, they have provided trusted pensions, investment, and mortgage advice. Jon Fry is an independent director and financial advisor to the company. He has 21 years of experience in the financial services industry. He has an extensive background in financial services and aims to bring this wealth of experience to developing the company. The firm's advisors include Becci Monks, Steve Monks, Karen Taylor, James Wellman, Jon-Jo Coops, Hannah Durlacher, Sue Gollop, Natalie Gollop, Philip Keith and Kelly Gribble. In this teams provide commercial and personal financial advice. Karen is an independent financial adviser at the firm. They strive to offer their clients the ultimate value for money, service and advice. They have expertise in financial areas for mortgages. The qualified EFC team provides a friendly service and they also offer out-of-hours appointment slots. Get your retirement report & insurance quote today.
UNIQUE FACTS:
• Unbiased and Impartial Advice to their Clients.
• Offers Free Initial Meeting of-Hours.
• Provides Invaluable Insurance Cover for Your Business Partners or Family Members.
3 Best Financial Services in Bristol, UK
Expert recommended Top 3 Financial Services in Bristol, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
ELITE FINANCIAL CONSULTING LTD REVIEWS
I have recently used Elite Finacial Consulting for my remortgage. Jon has been absolutely amazing. From the first encounter, right through to completion he has continually gone above and beyond my expectations in helping find me the best deal for me. Throughout, he ensured he was explaining the process and keeping me up to date. Jon has done all of this whilst there has been an ongoing global pandemic and continued to ensure that the service I received was not impacted. I cannot thank Jon enough for making this process stress free and simple. I will definitely be recommending Jon to my friends and family!
After just my first meeting with James Wellman from Elite Financial Consulting Ltd, has left me filled with confidence with the scope of my future prospects. He has explained everything perfectly helping me decide the best options that benefit myself and that of my family with regards to new mortgage and life insurance. A hassle free service from start to finish with set target deadlines and constant updates of the process of buying our new Home. I would highly recommend. Thank you James.
I would thoroughly recommend Jon and Elite Financial consulting to anyone. He provided me with expert advice and support on the whole mortgage process which was invaluable, especially in the early stages. Jon went above and beyond and helped me navigate the mind field of the property market, I can't thank him enough. Thank you!
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Frazer James Ltd is one of the award-winning and independent financial planning firms based in Bristol. James Mackey is the Managing Director of the firm. He holds the Chartered Wealth Manager designation, awarded by the Chartered Institute for Securities & Investment (CISI). James helps him advise senior professionals and Business owners. He has experience advising private customers on many complex financial matters. The advisers specialize in wealth management. They have a highly qualified team of chartered and certified independent financial advisers. They have helped many clients improve their finances, earning them a reputation as the top-rated financial adviser in Bristol. They believe that financial advice, delivered appropriately, is about helping clients discover and live their best lives. They provide financial advice on all areas of your finances.
UNIQUE FACTS:
• One-hour Video Consultation is Available.
• Retirement Masterclass.
• Financial Security.
Speciality:
Award:
Contact:
Working Hours:
Sat: 9am - 4pm
Sun: Closed
TBR® Inspection Report:
FRAZER JAMES LTD REVIEWS
Had an excellent conversation with James about my financial situation and future planning. James was very knowledgeable and knew exactly the outcome I was looking for and how to achieve it. Whilst I would have loved to work with James, as many others have said, I really admire his integrity and honesty to say that he couldn't offer me value for money because I didn't require a complex solution to achieve my goals but provided me with details of someone he felt could better help. Wouldn't hesitate to recommend this company.
Delighted with the service provided by James and the team at Frazer James Financial Advisers. A thorough and professional analysis of our financial position was completed culminating in a detailed advice report with clear recommendations and an action plan. The entire advice process from initial consultation to execution of recommendations was personable and very efficient - communication throughout was excellent. I would have no hesitation in recommending Frazer James to others.
Had a very informative introductory call with James and found him highly knowledgeable and transparent in terms of fees and offering of the company. Although my specific circumstances didn’t fit, I would recommend this company to friends seeking a reputable advisor regarding UK retirement planning.
Frazer James have been advising me and investing my transferred pension funds since 2022. They have provided excellent analyses of my financial situation and on the basis of the analysis offered me various scenarios for investing. They take an holistic view to investing taking into account both your financial and life goal requirements. They are always available should you have a financial issue or query and are extremely knowledgeable on all aspects of investing and in particular , tax implications. Just as important they are very personable and know you as a person and not just a client. Fraser James are excellent financial advisors and will charge you an agreed fixed fee and not a percentage of your investments. - Steve T
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Cleeve Financial Planning Limited is one of the leading financial services firms. Daniel Gould and Adam Wyrill are directors of the CFP. They have specialists in financial advisers and pension transfers. They have qualified professionals who work together to identify your individual goals and lifetime cash flow requirements. The team creates a year-by-year financial plan for clients wishing to accumulate wealth for retirement. The team members assist business owners in achieving their business, lifestyle and financial objectives. They offer a comprehensive report detailing the reasons for their recommendations. Their clients now also have access to local financial advice, coupled with access to distinctive investment management approaches.
UNIQUE FACTS:
• On-site Services.
• Online Appointments.
• Offers Local and Personalised Financial Advisory Service.
• E-briefing Service.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
CLEEVE FINANCIAL PLANNING LIMITED REVIEWS
Since our first meeting Tim has provided my wife and I with a detailed overview of how we can secure our plans for the future. Tim outlined the products available and explained the different options for our financial planning. Tim is well spoken and friendly. Tim allows us time to discuss all possible options and answer any questions we may have. Tim has been on hand for ad hoc queries and is swift in his response. I look forward to working with Tim over the coming years and securing our financial future.
Kieran has been dealing with both mine and my wife’s pension. We were very cautious around the thought of using a financial advisor due to thing’s you hear over the years, however within a short period of time, we felt relaxed in Kieran’s company. He really came over as very professional and knowledgable. He really opened our eyes as to the best route to take and based on this we are very comfortable in our choice. Would definitely recommend him personally to others.
I have had several meetings with Tim to discuss my pension and other investments. He has been extremely helpful in explaining what my options might be and what I might expect to receive in returns if I invest through Cleeve Financial Planning. He has also explained any charges very clearly. He is always friendly and professional and I would not hesitate to recommend his services to anyone seeking reliable and straightforward advice about their finances.
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