Best Financial Advisors in Melksham

“Becky has helped me with my financial requirements for a number of years. A few years ago life was very difficult and thanks to becky she helped me sort out my pension needs, thus making things much easier for me. She is very professional and at the ...”

“Dan was incredibly helpful - in a sector that is quite complex and intricate, he explained things really clearly and made it easy to understand. I wouldn't hesitate to recommend his expertise and advice!”

“We as a collection of companies changed to using OCL Accountancy, roughly 3 years ago after a dreadful accounting experience with another provider. We have found the team professional, approachable at all levels and would highly recommend their skill...”

“Mike seems very knowledgeable, a pleasant guy and who is easy to talk to. He is efficient and deals with any queries in a timely manner. Would recommend.”

“I am so lucky that I followed my friend's suggestion and had Dear Martin Pratley as my solicitor. I cannot have been happier anymore. Martin is an excellent solicitor and Mogers Drewett is a very good agancy. Martin is responsible and gave me many s...”

“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.”

“We can highly recommend Adam's service. He took time to carefully listen to our requirements and consider our needs and was able to clearly explain our options and help us make an informed decision. He was very approachable and responsive and we are ...”

“A meeting at Lexington Wealth is always a friendly and positive experience. Everything is explained in an easy understandable manner. All staff, especially Warren, know us and you are treated profesionally but also with a degree of personal interest...”

“WD&A are always very knowledgeable and experienced. Rob and his team have looked after us and the wider family for many years now. I would recommend their services unreservedly. Rob is always friendly and approachable. Thank you Angus”

“Great mortgage specialists, always quick to respond to emails and calls. I have recommended them to others who have also found their services to be excellent. Nathan Bownds has always been my point of contact at Impartial Financial and he's been fant...”

“Can't thank Stuart and the team enough for helping me navigate the waters of shared ownership mortgages! It got very tricky on several occasions but Stuart and Platinum were always there, able to offer alternatives or come up with a plan. They were e...”

“We've been using Chilvester for both our business and personal financial advice/services for a couple of years now. Of particular note, they helped us select a Workplace Pension scheme that matches our ethos as well as accounting for our personal and...”

“I hired Kevin for financial guidance during my divorce to know how best to invest the money from my property sales and also support in getting me the very best mortgage options. Kevin and his team were amazing from start to finish and made everting s...”

“Mike is a lovely genuine chap whom knows his stuff!!! He was prompt, knowledgeable, professional and organised. Everything you would want in a mortgage advisor. We are even based in Chesham and working with him remotely was flawless. Thank you Mi...”

“Definitely 100% recommended. Jake is extremely professional, with an in-depth knowledge of his subject. He is able to put across to the layperson all that needs to be understood effectively and clearly. What could easily have been a somewhat onerous ...”

“Very helpful advice given in a friendly informal meeting. Rob was approachable and able to answer all my pension queries in a straightforward way. I would thoroughly recommend booking an appointment if you want advice about pension options.”

“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.”

“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...”

“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...”