11.2 Financial Planning - Bristol

Address: 130 Aztec W, Bristol BS32 4UB, United Kingdom.
Phone: 1454629692.
Website: eleven-2.uk.
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets.
Opinions: This company has 23 reviews on Google My Business.
Average opinion: 5/5.

Location of 11.2 Financial Planning

1454629692

Undoubtedly, when it comes to financial planning, you want to ensure that you are working with the best in the industry. Look no further than 11.2 Financial Planning, located at Address: 130 Aztec W, Bristol BS32 4UB, United Kingdom. They can be reached at Phone: 1454629692 or through their website Website: eleven-2.uk.

11.2 Financial Planning specializes in providing expert financial planning services to their clients. With a team of experienced financial planners, you can trust that your finances are in good hands. Their expertise in financial planning ensures that they can provide you with the best advice tailored to your unique financial situation and goals.

In addition to their on-site services, 11.2 Financial Planning offers several wheelchair-accessible facilities, including a car park, entrance, and toilet. They also offer online appointments for those who prefer the convenience of virtual meetings. With 23 reviews on Google My Business and an average opinion of 5/5, you can trust that 11.2 Financial Planning has a reputation for excellent service and client satisfaction.

Other points of interest about 11.2 Financial Planning include their commitment to providing a welcoming and inclusive environment for all clients. They understand that financial planning can be a daunting task, and they strive to make the process as easy and stress-free as possible. Their team of financial planners takes the time to listen to your concerns and answer any questions you may have, ensuring that you feel confident and informed throughout the entire process.

If you are looking for a reliable and experienced financial planner, 11.2 Financial Planning is an excellent choice. Their expertise, convenient location, and commitment to client satisfaction make them a top choice for financial planning services in Bristol and beyond. Don't hesitate to contact them today to schedule an appointment and take the first step towards achieving your financial goals.

Recommendation: We highly recommend contacting 11.2 Financial Planning for all your financial planning needs. With their expertise, convenient location, and commitment to client satisfaction, you can trust that you are in good hands. Visit their website eleven-2.uk to learn more and schedule an appointment today.

Reviews of 11.2 Financial Planning

Louise McCalmont

5/5

Greg has been my Financial Advisor for around 7 years. As someone who is not confident in the complexities of financial planning, having Greg take care of my pension fund has been hugely reassuring.

It is obvious that Greg has a very deep understanding of pensions and financial planning, he really knows his stuff, yet in our reviews Greg explains what I need to know in an easy to understand manner. He is able to take complex financial matters and make them easy to understand and relevant to me.

Greg understands what I need from my pension and financial planning and has created a portfolio which gives me real comfort for the future.

On a more personal level, Greg is very easy to work with and I feel he always has my best interests in mind. I have no hesitation at all in recommending Greg to anyone who needs financial advice.

Lesley Colley

5/5

Greg at Eleven.2 was recommended to me a year ago when I needed some financial advice. I am very happy with how he is looking after my portfolio and feel it is in safe hands. Always a friendly voice on the other end of the phone and he explains everything very clearly. I would not hesitate to recommend Greg.

Nicholas Boggon

5/5

Greg Moss has gone above and beyond what we expected, we have quarterly meetings and he gives us valuable advice each time and when need he will re baseline the Fund. I would highly recommend 11.2 Financial Planning and especially Greg.

eve graham

5/5

If, like me, you are somebody who has recently retired and is looking to plan and make decisions about their financial future and is wondering where to go for advice you can trust, Eleven.2 and Greg Moss in particular, provide an excellent service.

I can not praise Greg enough for his wise, knowledgeable, and balanced approach to the complexity of money matters, mixed with a respectful, kindly and listening manner to his client, bringing confidence and positivity to the customer-advisor relationship.

Starting with face to face meetings and an analysis of my risk profile, Greg has helped me create a portfolio that includes careful spending and investment over time, offering a secure budgeting road map for me and my children and opening up possibilities in the present and into the future.

Greg has helped me with my pension applications and online accounting and banking matters, not to mention pointing me in the direction of reliable people for drawing up a will and a power of attorney.

I feel happy and safe with Greg's honest, thoughtful and personal financial advice, tailored to my circumstances, and I am grateful for his consistent availability and patience before all my queries.

David Gibbs

5/5

For context I'm a married 60 year old man who retired 2 years ago.

Whilst working I self invested on a low cost platform. The size of the portfolio didn't warrant professional advice in my opinion but at age 58 I was offered voluntary redundancy which realised a substantial redundancy payment further enhanced by the tax free sum from my DB pension.

At this point I felt financial advice was essential and I found Greg via family recommendation. We've worked together for a couple of years and his advice has been invaluable. Not just with the investment options but also with the mental adjustment in moving from a saving to spending mentality. This is supported with excellent tools which forecast how much we can spend with a reasonable level of confidence.

Greg is knowledgeable, friendly and approachable and has proven excellent value for the inevitable fees. For example he proactively recommended the reallocation of investments towards the end of the tax year to utilise my CGT allowance, something I fully understand but probably wouldn't have done if still self investing.

If you are looking for an advisor who is professional but also highly personable you should find Greg fits the bill perfectly.

Andrew Finlayson

5/5

Greg has been managing my pensions and investments for many years now in an efficient and productive manner. Almost as importantly he does this in a highly personalised and friendly manner. He will always find time to discuss matters with you and responds quickly to emails/messages/calls. I'd highly recommend Greg of 11.2 Financial Planning.

Teresa Eggleton

5/5

I had a fantastic financial planning experience with Greg from 11:2 via Zoom. He was recommended by a friend. This was my first experience of any sort of financial planning and I had been slightly trepidatious as I'd been feeling as if my limited plans made to date were insufficient. Greg guided me through a view of it all after some simple and pain-free info gathering and gave me a lot of confidence about my situation along with some easy to follow advice. It was relaxed, personal and enjoyable and there was also no pressure to tie myself in, or any fear imparted about personal financial matters. Just an amazing experience, so much more positive than I thought financial planning would be. Thank you Greg and 1:2

Yarn Campbell

5/5

Greg Moss/11.2 Financial Planning has been absolutely instrumental in sorting out my financial future after an unexpected inheritance, and specifically working with flexibility to accommodate my neurodivergence (ADHD). He has made a difficult process much more engaging and less stressful, as well as supplying practical advice during a time of personal upheaval.

Cannot recommend Greg's services enough, especially if you are looking for a direct, friendly financial planner outside of the usual grey jargon-filled corporate entities.