Reviews of 11.2 Financial Planning. (Financial Consultant) in Bristol (Somerset).

11.2 Financial Planning

7 Reviews

7 Comments

Financial Consultant

Financial planner

130 Aztec W, Bristol BS32 4UB, United Kingdom

Description

Information of 11.2 Financial Planning, Financial Consultant in Bristol (Somerset)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of 11.2 Financial Planning

Reviews of 11.2 Financial Planning

L. H.

Greg is a wonderful financial planner! He’s very personable and helps us understand the investment process. He helped us to set our financial goals and understand how risk adverse we are as investors. We’re novices at financial planning, but Greg is reassuring, and carefully explains the longer term market trends that impact our investments. We’re impressed with how our portfolio is progressing - we highly recommend Greg!

C. D.

As a couple in our late 20’s we we’re looking for a financial planner in the UK who was willing to discuss FIRE (financial investment retire early) strategies and run ‘what if’ scenarios to help us shape our actions. We found 11.2 on twitter and the rest is history. Greg showed us a variety of services that he had to offer with crystal clear fees (unlike other financial planners that we had meetings with). He then sent us a link to assess our individual risk profiles. Once completed we met on zoom and began investing based on our risk tolerance profiles. Greg also showed us how to use Voyant to help visualise future goals and to run a variety of ‘what if’ scenarios. This has really helped to make informed decisions knowing the short, medium and long term impacts of changing variables (like moving house, having children and changing incomes at different stages of life). Since we starting investing with 11.2 whenever we have a question or query, we always get a swift and helpful response. Thank you to Greg and the team!

J. S.

I have a tax / finance background and like to dabble with my own investments, but I couldn’t be happier with the decision to move my assets over to 11.2. Super knowledgeable and responsive. Focused on my goals as well as total returns. A down to earth team with lots of experience and none of the old school fussiness some advisors have. Oh and great fee structures too!

D. G.

Greg and 11.2 are great to work with - knowledgeable, on top of the detail and personable. I'd highly recommend working with them.

D. C.

I've been getting my financial advice from Greg for quite a few years and have always found him and his team to be professional, responsive, friendly, and always willing to go the extra mile for me. I wouldn't go anywhere else!

C. J.

Having been supported by 11.2 Financial Planning in managing my investments for some time, I would highly recommend there services!! Always attentive and responsive, with a very personable and friendly approach.

N. L.

I have known Greg for the last 5 years, and he has been nothing except helpful. Always at the end of the phone or email for any worries or guidance that is needed. He answers any questions I have with clear explanations.

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