Trusted and Friendly, face to face financial advice service for individuals, families and businesses.
Trusted and Friendly, face to face financial advice service for individuals, families and businesses. Associate Partner Practice of St. James's Place Wealth Management.
Reviews
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Reliability:
Excellent
Courtesy:
Excellent
Tidiness:
Excellent
10/10
The service and support provided by Pedro has been of a high standard. I would readily recommend him to anyone.
Review by A L Morgans from Bristol
Reliability:
Excellent
Courtesy:
Excellent
Tidiness:
Excellent
10/10
Pedro has been helping us to develop our financial plan for now and in the future. He always puts out interests first by giving sound and trustworthy advice. Pedro always explains everything in a clear and easy to understand way. His service and ongoing support is exceptional.You feel very comfortable in Pedro's company as he puts you at ease. Many thanks Pedro for an excellent service.
Review by N Bartrop from Charfield
Reliability:
Excellent
Courtesy:
Excellent
Tidiness:
Excellent
10/10
From the minute you meet Pedro, you know you are in trustworthy safe hands. He makes you feel that nothing is a problem and always meets your needs with sound advice. Without making decisions for you, he steers you in the right direction that suits your needs. He is punctual and honest and you can’t ask for more than that!
Review by C Madge from Bristol
Reliability:
Excellent
Courtesy:
Excellent
Tidiness:
Excellent
10/10
Pedro has always been very professional and given good trustworthy advice. I would be happy to recommend him to friends and family!
Review by P Parkins from Bristol
Reliability:
Excellent
Courtesy:
Excellent
Tidiness:
Excellent
10/10
Pedro is welcoming and warm, he spent time getting to know us and understand our financial needs. He researched and developed a good worthy investment plan to meet our current and future needs. He is extremely conscientious, trustworthy and reliable who I would recommend to my family and friends as I believe his advice is honest and sound. Pedro does what he says, and keeps your holistic needs in mind
Review by Art Psychotherapist from Bristol
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