Reviews of Alton Wealth Management. (Financial Consultant) in Bristol (Somerset).

Alton Wealth Management

27 Reviews

27 Comments

Financial Consultant

Financial consultant

1 Marsh Ln, Easton-in-Gordano, Calvia BS20 0ND, United Kingdom

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Description Map Open Hours Reviews Contact Photos

Description

Information of Alton Wealth Management, 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.

Map

Open hours of Alton Wealth Management

Sunday

Closed

Monday

9am–4pm

Tuesday

9am–5pm

Wednesday

9am–5pm

Thursday

9am–5pm

Friday

9am–5pm

Saturday

Closed

Reviews of Alton Wealth Management

I would highly recommend Alton Wealth Management. Alex has provided my husband and I with advice on a variety of products including pensions, insurances and investments, as well as arranging our mortgage in the last 18 months. He is professional and very responsive, always keeping us updated on progress too, so every aspect has felt incredibly easy compared to past experiences. And I wouldn't say we are easy customers either; so credit where it's due!

S. C.

Alex was extremely helpful in helping with my mortgage and other financial matters. He's very approachable and easy to contact. I found him very informative and he guided me through the process from start to finish. I would strongly recommend his services.

H. J.

Alex helped me with saving towards my first home with a mix of equity investment and cash savings. He is professional, personable and helped explain everything in a clear easy to understand way. I absolutely feel like he has my best interests at heart, would highly recommend to anyone for any type of financial planning needs!

a. c.

I would highly recommend Alex's services if your in the market for a mortgage advisor. Alex was a huge help negotiating our way through a difficult re-mortgage with the help to buy scheme. Alex's knowledge put me at ease and was able to answer any question I directed at him.

R. S.

Alex helped me with my mortgage arrangements as a frist time buyer. He has been absolutely fantastic and I cannot fault his service. Alex has helped me with my application from start to finish which has made the process very easy for me. He is always happy to help with any questions I have, and has explained each step of the application/process in terms I understand. I can honestly say that the process for buying my first home would not have been as smooth as it has been without Alex's help. I would highly recommend Alex's services.

C. F. (.

Very highly recommended. Knowledgeable, professional and personable. Alex arranged the mortgage on our dream home. Nothing was too much trouble, he was on hand to answer any questions or deal with me being a stress head! I would and will trust Alex with all my future financial affairs.

S. S.

As a small business owner knowing that I have insurance to help cover costs if I am unable to work is really important to me. Alex did a review of my existing policies and then made recommendations of how they could be improved to reflect my current circumstances. He also arranged a remortgage and reinvestments. Alex explained things in a straightforward way, giving options and discussing which would be best for me. Everything from his side was smooth and simple and when other parties required extra documentation he remained smiling despite having to authorise pages of paperwork! I would highly recommend Alex and Alton Wealth Management.

C. L.

Just arranged our second annual review with Alex which in these difficult circumstances will be by phone. He has constantly kept us updated with helpful emails and posts about the current financial situation which has been extremely reassuring. It is obvious he cares about his clients and is always willing to go the extra mile to ensure that they get the best possible advice for their circumstances. I would highly recommend him to have a discussion with about your financial requirements.

L. B.

Alex has been on hand from the very first moment. His professionalism and advice has been exceptional. He has financially helped us to understand the world of investment to make sure our money is earning us and our family an income.

K. A.

Alex has such an extensive knowledge, not only of financial services, but of tweaks to all sorts of financial issues that help you make the most of your money. He is professional, friendly, and so generous with his time - he has always worked his appointments around our schedule. Highly recommend.

O. G.

Have you ever considered what you want in life and where you want to be financially? I hadn't either until I called Alton Wealth Management. Alex came out to meet me and discuss who he is, what he does and more importantly what I want. I had never given it much though and Alex asked questions that really got me thinking about my future and what I want out of life. In the end we went through and prioritized my goals putting in place a plan to achieve them. So if like me you had never considered what you actually want to achieve financially, speak to Alex his job is to help you realise what you want and put together a plan for how to achieve that. Alex is highly motivated and extremely professional. His knowledge is amazing and he works very hard to hunt down the best options for you. He has helped me with all manner of queries, with nothing being too much effort for him. Alex has helped me to come up with a solid financial plan having never really considered it before. Asking questions that really helped me set objectives which with his guidance I have begun to accomplish. I look forward to his continued assistance and would thoroughly recommend Alton Wealth Management to everyone.

R. A.

Professional, customer-focussed and an impressive breadth of technical expertise. Alex has helped me plan and navigate through changes in family, career and home giving me extra confidence to take advantage of opportunities. Alton Wealth Management has provided me advice and services on Pensions, Mortgages, ISAs, savings for children, Investments, portfolio management, life insurance, income protection and trusts. It really is an exemplary full-service offering and I regularly recommend them to my friends and colleagues.

c. r.

I cant recommend Alex enough. He did everything for me and my partner. Life insurance home insurance and mortgage. He was very efficient and always kept in contact with us through it all. Thanks again Alex.

M. C.

Alex helped me with my mortgage. He was brilliant throughout the whole process and was on hand to answer any questions I had. He had a genuine desire to help me. Would highly recommend.

Alex is fantastic and would highly recommend him, makes the whole process easy and stree free much better than the banks

S. C.

I highly recommend Alex. I’ve not done anything with my finances for a number of years and it was really beneficial to talk to someone face-to-face and and set out a plan for the future. Everything was well explained and I feel confident my money is in safe hands.

J. F.

I would highly recommend Alex to anyone seeking financial advice of any kind. Very easy to talk to, very quick with processing our mortgage application and clearly knows what he is talking about.

H. D.

Very knowledgeable. Would highly recommend! Alex sorted out my pension, which hadn't been reviewed in years. I am now confident everything is where it should be in line with my retirement plans

J. B.

Alex has looked after several financial things for me now and I know I can trust him with future financial planning too. He's also looked after a friend that I referred to him.