Financial Planners in Taunton, Somerset

7 locations found near Taunton
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“Emma Hamilton went above and beyond to help my wife and I get the best possible mortgage for us. She was responsive (ridiculously so), professional, and knew her stuff. Even when we thought the mortgage was sorted and locked in, she worked harder to get us a better deal.Exceptional. I would recommend Blackdown Financial, Emma Hamilton specifically, to anyone looking to obtain a mortgage”

4.9Superb18 Reviews

“We have used Invest Southwest for many years now for mortgages and writing our wills. Matt is friendly, professional, trustworthy and has always had our best interests at heart. This year for our remortgage we had the pleasure of Benson advising us on our new mortgage options alongside Matt. Again, brilliant service, quick & clear communication, meeting all of our expectations.We will certainly continue to be long term customers.”

4.7Superb13 Reviews

“We recently needed a re-mortgage on my home that was complicated & not straight forward. Andrew Govier was excellent in going the extra mile & finding the right mortgage that suited our needs perfectly. We then needed to look at our Pensions & go through best options on them as we were both around 55 now, he recommended Mike Rogers, who was also excellent & is now sorting out the best options for us, as we want to retire early in around 3 years time. I would have no hesitation to recommend both of these professionals & we will certainty be using them now in the future. Neither were pushy & both spent time looking into what was best for our situation, so a massive thanks to you both”

5Superb8 Reviews
0Na0 Reviews