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Elite Financial Consulting

(50)

Deadlines
Property
Sorting

“The team at elite were excellent, communication was timely and coherent and although I challenged them with a pretty inflexible mortgage requirement they delivered! I'm very pleased with the service provided and highly recommend them. Positive Respon...”

FAQs

Where is best to invest my money?

We get asked this quite a bit and we wish there was a simple answer to that, but unfortunately it is more complex than simply giving the name of a particular company or fund. What we can say is that we adopt a very thorough robust process in ascertaining the most suitable place for you personally to invest. This will factor in quite a thorough fact finding exercise and also what your individual attitude to risk is, what other money you have access to as well as your personal gaols and needs not just now but in future. After all what is suitable for one-person wont be suitable for another.

I'm self employed, can I get a mortgage?

We deal with lots of people who are self employed, some who own limited companies and others who are sole traders. Just because you are self employed wont prevent you from getting a mortgage. Most lenders will expect to see at least 2 years accounts and will like to see increasing profits, but there are a few that will work with just one years figures depending on other criteria being met.

Do you work weekends?

Yes, we do work weekends and also evenings. We fully appreciate that our clients have professional and personal commitments including children, work and the like. To restrict them to office hours Monday to Friday would be rather antiquated. We therefor offer very flexible appointment arrangements including home or workplace based meetings.

You'll find more information on the FAQ page of our website.

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Unividual | Bath Financial Advice

(50)

Critical Illness
Future
Knowledge

“We met with Simon Hicks to discuss our retirement plans and to invest some capital we had recently received following the sale of property. His knowledge of the industry, products and finance in general was very impressive. We are also extremely happ...”

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Future Wealth Management - Bath

(38)

Meeting
Understand
Fund

“Deborah Young at FWM provided us with a great service and clearly communicated options for us to make our choice on financial products. We will have no hesitation to return to FWM again in the future. Thank you for all your help. Positive Responsiven...”

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Wise FS

(22)

Residential Remortgage, Home Mover, Mortgages For Parents & Children

“Amy and her team at Wise Mortgages have been extremely helpful, they went above and beyond to make sure my wife and I secured a mortgage to buy new family home. We would have been lost without them; they were always on hand whenever we needed them. W...”

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Alpha House Wealth Management

(10)

Who we Look After, Financial Planning & Wealth Management

“Michael Horsfall has looked after my financial affairs for very many years. His advice regarding my investments prior and subsequent to my retirement has been exceptional. I have found him to be very knowledgeable, proactive, approachable and patient...”

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Mogers Drewett Solicitors

(10)

Suggestion
Advice
Team

“Just completed a very speedy conveyancing thanks to Alison and the team at Mogers Drewett. Throughout the process Alison very patiently and efficiently dealt with my multiple anxious emails and even responded during the evening and at weekends. We we...”

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Matheson Charles

(10)

Financial Gain
Independent Financial Adviser
Tax

“I highly recommend this company. I reached retirement age and needed someone to sort out my two private pensions. The service Toby provided me was perfect, fully explained everything to me, and after discussing my financial situation and future plans...”

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Combined Financial Strategies

(1)

Testimonials, Awards, Why Choose Cfs?

“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 t...”

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Sam Bowrey & Wd&a - Financial Planner

(5)

Inheritance Tax Planning, Cashflow Planning, Protection

“Got in contact with Sam for financial advice. From the offset he was very knowledgeable and made me feel at ease. We created a personal plan and I couldn't be happier.”

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Hartsfield

(9)

Questions
Understand
Meeting

“Hartsfield Financial Services have provided me with excellent financial advice, they are very efficient and a pleasure to deal with. My advisor Joy took great care to fully explain the complex world of pensions and investments, at a level that I cou...”

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4 Financial Planning

(7)

“Fantastic! Ian's advice about my variety of pension plans was excellent - very informative, easy to follow and very knowledgeable. Would absolutely recommend. Positive Responsiveness, Quality, Professionalism, Value”

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Watson Financial

(3)

Protection, Mortgages, Professional Financial Advice

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

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Accrue Investment Management

(1)

Professional Advisers ›, ISA Management ›, Sipp Management ›

“Genuinely good service.”

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Bailey Cook Financial Planning

Tailored Service, Your Financial Plan, What We Do

“The world of finance moves quickly, and our role is to keep pace with it so you have the reassurance that your financial planning is in safe hands, giving you and your family invaluable peace of mind. Putting our clients at the very heart of everythi...”

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McKenzie & Co Financial Consultants

(3)

“Executed a complicated pension consolidation and transfer. Great service from Ed and the team”

Featured

An alternative approach to our policy of advising all clients to set clear, measurable goals, is the sometimes-used strategy of making small adjustments in the things that can be controlled immediately. The effects of these changes can be felt more quickly and allow the end goals to take care of themselves. Focus on what you can do to improve upon your finances right now, and lay the foundations that will enable you to achieve your future goals. McKenzie & Co. Financial Consultants is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). McKenzie & Co. Financial Consultants is a trading name of McKenzie Wealth Management Ltd. SJP Approved 16/05/2023 #FinancialAdvice #FinancialAdvisers #WeCanHelp #GetInTouch #ContactUs #ChatWithUs #FinanceWithMcKenzieAndCo #LetUsHelpYou #HappyToHelp #AskUs #JustCallUs #PickUpThePhone...

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Premier Financial Planning

(3)

“What a fantastic service. Great and swift communication. Within two days, we had a mortgage application with the underwriters and 30 days later and only 4 days after property valuation, we own the house. Absolutely brilliant.”

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Morgan Financial Group

(2)

“Fantastic mortgage advice for the last 5 years from James Morris, hes put up with endless mortgage questions for my buy to let portfolio, and always explained what can be a very complicated process in a simple manner. Thanks James ! Daniel Byrd Posit...”

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Synthesis Wealth

(1)

“Jon is an experienced independent advisor. Over the years he has taken a straightforward, practical approach to my retirement planning, ensuring it is tailored to my circumstances (and stays on track!). Happy to recommend.”

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Moore Stephens

(2)

International Services, Tax, Consulting and Advisory

“Have used this company for a number of years for tech support always found them thorough, helpful and responsive, excellent service ! Positive Responsiveness, Quality, Professionalism”

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Epoch Consulting

“Barry has been a financial planner since 1999. Over that time, he has developed a keen eye for getting to the heart of a problem and being able to resolve it swiftly and efficiently. This has proved invaluable on countless occasions over the years an...”

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Advance Investments

“Our team at Advance Investments Limited delivers a personalised, creative service and is focused on providing solutions.”

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City Financial Planning Limited

(2)

Newsletters, Videos, Research Links

“Great company and wonderful staff to work with.”

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Meldon & Co

“We ask all our clients to please remember that past performance is no guide to what might happen in the future, and that the value of investments and the income received from them may fall as well as rise. The guidance and/or advice contained within ...”

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Sneddon Financial Planning

(1)

“Graham has always given us good honest advice over the years, I would not hesitate to recommend Graham and sneddon financial services to anyone!”

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Average Cost	£3700
Minimum cost	£1234
Maximum cost	£10482
Avg Per Hour Rates	£372

Best Financial Advisors in Bath

The highest-rated Financial Planning & Wealth Management companies out of 108 vetted & reviewed in the Bath area.

Elite Financial Consulting

Unividual | Bath Financial Advice

Future Wealth Management - Bath

Wise FS

Alpha House Wealth Management

Mogers Drewett Solicitors

Matheson Charles

Combined Financial Strategies

Sam Bowrey & Wd&a - Financial Planner

Hartsfield

4 Financial Planning

Watson Financial

Accrue Investment Management

Bailey Cook Financial Planning

McKenzie & Co Financial Consultants

Premier Financial Planning

Morgan Financial Group

Synthesis Wealth

Moore Stephens

Epoch Consulting

Advance Investments

City Financial Planning Limited

Meldon & Co

Sneddon Financial Planning

Retirement Planning and Investment Management Services in Bath Cost Estimates

Why these companies made our list

Wealth Management Advisors near Bath

Popular in Bath