Best Financial Advisors in Trowbridge

“I have been a client of Montgomery Charles for many years and trust and value the advice given. The proof is in the pudding as my investments have performed very well every year so I feel as though I am in safe hands”

“I have been part of the financial services industry since 1994, starting off as a clerk in an insurance office in Bath before working my way up through various adviser and managerial roles with insurance companies and an international bank, specialis...”

“The Kingfisher adviser is a naturally good natured and friendly person. He is easy to approach and easy to get on with. He is generous with his time and ensures that he understands all aspects of one's financial situation. I find it as simple to comm...”

“We have a free initial consultation with you, so we can work out your exact requirements and give you a quote based on what you need. We are not here to rip you off, so our prices are fair. If you think you can't afford us, but you need our help, cal...”

“We offer a highly personalised service, driven by your individual goals and circumstances. Taking time to listen and get to know you personally, we can better understand your objectives, values, concerns and constraints. We then apply straightforward...”

“We received excellent financial advice and were made aware of aspects we hadn't considered. Dan is an excellent communicator and is an expert in his field. Positive Responsiveness, Quality, Professionalism, Value”

“Adam provided an excellent service and advice for us. We found him very knowledgeable, approachable and definitely had our best interests at heart. He is a good communicator and was able to translate for us financial jargon into proper English. We...”

“A truly professional team, always there at the drop of a hat to provide expert help. Personally deal with claims and see them through to the end during difficult times. Total experts in their field and wouldn't trust anyone else with my investments”

“Impartial financial management have been amazing throughout. Nathan has always been happy to help and ready to answer a call anytime I've never. 5* service and I would highly recommend”

“Stuart and the team recently helped me with my first mortgage. It all seemed to get so complicated that I'm not sure what I would have done without their guidance and support!”

“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.”

“Kirsty Mathis is extremely knowledgeable and worked hard to ensure that I got a re-mortgage under complicated and sometimes stressful circumstances. Highly recommended, a professional but personal service. Well worth the fee.”

“Couldn't have been happier, definitely the best solicitors that we have worked with to date. The team were really responsive, approachable and always answered their phones whenever we need to review where things were. We had a really difficult mort...”

“I used Jamie and Ferris and Culverwell for various needs, he was prompt, informative and kept me up to date during the whole process. Would recommend to anyone!”

“I would definitely recommend employing Mike Hoare for Financial advice. He is a personable man and easy to talk to. I found him always available for any query I had and he kept me updated throughout the time he acted for me. Very pleased I found him.”

“Rachel and her team are always welcoming and nothing is to much trouble I use Rachel for all my bookkeeping requirements I can just drop and go Positive Responsiveness, Quality, Professionalism, Value”

“We couldn't recommend Matheson Charles enough! In particular Toby Bains who walked us through our financial planning and pension options with the utmost ease. If you are concerned about your financial future or need your finances de-mystifying then g...”

“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.”