Perennial Wealth - Bristol

Perennial Wealth: A Trustworthy Financial Planner in Bristol

Perennial Wealth, located at Trym Lodge, 1 Henbury Rd, Bristol BS9 3HQ, United Kingdom, is a reputable financial planner that offers a variety of services to help you manage your finances effectively. With a phone number of 1179596499 and a user-friendly website at perennialwealth.co.uk, this company is dedicated to providing you with the best financial advice and solutions.

One of the key features of Perennial Wealth is their specialty as a financial planner. They offer personalized financial planning services that cater to your unique needs and goals. Their team of experienced advisors is committed to helping you make informed decisions about your money and achieving your financial aspirations.

Perennial Wealth understands that accessibility is essential for all clients. That's why they offer wheelchair-accessible facilities, including a car park, entrance, and toilet. They also have toilets available for all clients. Additionally, they provide the convenience of online appointments, making it easy for you to schedule a consultation from the comfort of your home or office.

With an impressive 5/5 average opinion based on 37 reviews on Google My Business, Perennial Wealth has established itself as a trusted and reliable financial planner in Bristol. Clients have praised the company's expertise, professionalism, and exceptional customer service.

If you're looking for a financial planner that you can trust, look no further than Perennial Wealth. Their team of experienced advisors, accessible facilities, and convenient online appointments make them an excellent choice for anyone seeking financial planning services.

Don't wait any longer to take control of your finances. Contact Perennial Wealth today by visiting their website at perennialwealth.co.uk and scheduling a consultation. Let their team of experts help you achieve your financial goals and secure your future.

Reviews of Perennial Wealth

Pat Ellerton

5/5

I spoke to Dale today and found his advice very helpful .It was most useful to discuss what our needs in later life would likely be, and to be reassured that the plans already in place provide a sound base for the future.
I was pleased that no pressure to sell any plans to me were made and in all aspects he was professional and reassuring.

Gareth Parry

5/5

Dale was very professional, courteous and knowledgeable. He explained everything we needed to know in a concise and clear way and I would not hesitate to recommend him. He was able to answer all our questions during the free initial consultation and we will certainly use his services in the future.

Mark Prosser

5/5

Great service so far. Dale has been professional,trustworthy,punctual,informative,interested,knowledgeable,opaque,etc.etc. I am making gains and understand the processes well. This is down to Dale being able to pitch to my level and explain things very well. I would highly recommend using Dale for a financial service.

Steve Thomson

5/5

Have been very happy with our experience. Dale has been pragmatic, smart, helpful in all communications and the wider team moved quickly to get things sorted on some quite tight deadlines. As of today, I have nothing but good things to say about their service.

Athanasia Notta

5/5

Our experience with Dale was outstanding as he provided expert advice on optimising our pension investments as directors of a limited company. His straightforward approach and friendly demeanour added to the positive experience and we highly recommend him as a financial advisor for anyone seeking clear, effective guidance.

Nancy Xynogala

5/5

The initial conversation with Dale was extremely helpful. He listened carefully and understood immediately my specific needs for financial guidance. He followed this up with an email, where he included additional resources for me to look up! Thank you, Dale!!

Nigel Ford

5/5

I had concerns with our Pensions and was recommended to contact Dale at Perennial Wealth.
Dale put our minds at ease, with a detailed explanation of our best option for the future.
I would recommend Dale if you need financial advice, appreciated his knowledge and Professional approach.

Gillian Hathaway

5/5

I had been looking after my financial affairs without any "professional" help for many years. Dale carried out a thorough review of my investments and provided a clear and full report with recommendations for some much needed changes.