Alton Wealth Management - Bristol

Address: Calvia, 1 Marsh Ln, Easton-in-Gordano BS20 0ND, United Kingdom.
Phone: 7879773282.
Website: altonwealth.co.uk.
Specialties: Financial consultant, Investment service, Mortgage broker.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 27 reviews on Google My Business.
Average opinion: 5/5.

Location of Alton Wealth Management

7879773282

Alton Wealth Management is a reputable financial consulting firm located at Address: Calvia, 1 Marsh Ln, Easton-in-Gordano BS20 0ND, United Kingdom. The company specializes in providing financial consulting, investment services, and mortgage brokerage to its clients. With a team of experienced professionals, Alton Wealth Management is dedicated to helping individuals and businesses achieve their financial goals.

One of the key features of Alton Wealth Management is their commitment to accessibility. The company's location includes wheelchair accessible parking lot and restroom facilities, making it easy for everyone to visit and conduct business. Additionally, the company's website, altonwealth.co.uk, is user-friendly and provides a wealth of information about the company's services and team.

In terms of specialties, Alton Wealth Management offers a range of financial consulting and investment services. Their team of experts can help clients with everything from retirement planning and investment portfolio management to mortgage brokerage and tax planning. With a focus on personalized service, Alton Wealth Management takes the time to understand each client's unique needs and goals, and develops customized strategies to help them achieve financial success.

When it comes to reviews and reputation, Alton Wealth Management has an impressive average opinion of 5/5 based on 27 reviews on Google My Business. This is a testament to the company's commitment to providing exceptional service and delivering results for its clients.

Overall, Alton Wealth Management is an excellent choice for anyone looking for financial consulting or investment services. With a convenient location, accessible facilities, and a team of experienced professionals, the company is dedicated to helping its clients achieve their financial goals.

If you're interested in learning more about Alton Wealth Management and how they can help you, be sure to check out their website at altonwealth.co.uk. You can also contact the company directly at Phone: 7879773282 to schedule a consultation and learn more about their services. Don't hesitate to reach out and see how Alton Wealth Management can help you achieve financial success

Reviews of Alton Wealth Management

Robyn Smith

5/5

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.

Shane

5/5

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.

Hazel Jones

5/5

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!

Cheryl Laycock

5/5

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.

Sharon Stiles

5/5

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.

Georgina

5/5

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!

Kate Alton

5/5

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.

OLLY GIBBS

5/5

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.