Impartial, practical advice from a firm voted in the Top 25 Financial Planning Companies in 2016 and 2018
What our clients say
I was looking to buy critical illness cover; Alex listened to my situation and understood my cover requirements. He was very keen to keep me up to date throughout the process. Alex was flexible based on my time constraints and when we did find time to talk he was very efficient. I was really pleased that it felt like Alex was in control of my application from start to finish making me feel at ease. Alex made the whole process easier than I thought it could be.
I needed more life cover due to higher mortgage. He gave me all the information I required and set me up with the best policy. Completely transparent and answered every question I had to ask with great professionalism.
We have recently become mortgage free and therefore thought about looking at life insurance as this was always incorporated in our payments whilst paying a mortgage. Alex helped me to look at at cost effective and reasonable monthly payment to support my husband in the event of my early death. This has taken the worry away from me regarding my funeral costs and any financial worries that my husband and and my children may have and allow them to grieve without any financial worries. He was very professional . Asked all questions with compassion and managed the whole process exceedingly well.
Looking to change from an interest only mortgage to re-payment. Alex was very informative, in a manner that we could understand. The experience was very good.
What were the circumstances that caused you to look for a Financial adviser?
How did Alex Bodman help you?
Advice on re-mortgage and insurances.
What is your current situation? Have you seen the outcome you were hoping for?
Buying our first house, Alex assisted us with finding a morgage and life insurance. We are now moved in and have a suitable life insurance policy.
Looking to remortgage; Alex understood exactly what are requirements were advised us on numerous options ,explained thoroughly all of the options and in a professional and friendly manner. The fees were also very good value for money. Alex provided us with a great deal that we could not match on our own searches ie comparison sites and our renewal from our existing lender. Alex took the stress out of the whole process and always ready to answer any questions. The whole package suited our needs perfectly. The mortgage offer was successful thanks to Alex. We have since recommended alex to friends of ours who are also using alex regarding a mortgage. We think Alex covered all aspects of our needs and the whole process went through without any problems or hold ups.
Buying new home, he understood what we required quickly, provided a quick rough estimate of the mortgage we we receive and explained it simple terms. He was then extremely helpful throughout the process of us getting the mortgage.
I required a mortgage. Alex provided superb service, cannot praise enough. Very professional. Process was smoother than I thought. This advisor is the future. Trust me I am 19 and this advisor kept me informed all the way through which could have made this a difficult process otherwise. I will only use this person on my next purchase.
I needed help to find the best life and critical illness deal. Alex was great. He helped me to find the best deal which was much better than the one I already had. He communicated really well throughout the process and was quick to respond to any queries. There is nothing more he could have done. He was extremely helpful and responsive.
Buying our first home, Alex managed to get us a fantastic mortgage offer with the rate and at the monthly payment amount that we wanted. Alex was brilliant t o work with, always did what said he would and was efficient and professional throughout! He even managed to get us a very good home insurance quote!
I wanted some information about Mortgages as had a deposit for a house but was self employed so wanted more info on what my option were. We met and discussed though my job situation and what my best options were for putting in a mortgage application. We were really happy with Alex's advice and help during our application- I can't think of anything else we needed from him that he didn't supply us with speedily!
I was applying for mortgage to buy a house. He helped us to find with the low interest mortgage also helped us with the home and life insurance he was always there when we needed any advice even he found us solicitor, we glad that we met Alex and we strongly recommend him for anyone who is looking for financial advise. What we can say, he is just perfect in his job.
I was looking for the financing of a flat purchase. Alex secured an excellent mortgage product on my behalf. Alex provided an excellent service. There was nothing more I could have asked for.
I needed to remortgage and look for new insurance. Alex guided us through the process from the start, and put together a recommendation we were very happy with. He was able to select a mortgage lender to match our circumstances and preferences and was happy to explain everything along the way. He was happy to communicate via email primarily which was helpful as we both have busy jobs. We had some very specific insurance requirements as we have had health issues, and Alex was discreet and respectful about this, and able to find us the provider most likely to insure us at the best price. I have applied directly in the past and been declined, so it was very reassuring to have Alex's expertise behind us this time. We have a new, much cheaper mortgage, and although we were declined for the insurance cover by all companies at this time, I am continuing to work with Alex to find the right cover.
I was looking to obtain a buy to let mortgage. Alex explained all the various options available to me and advised on what would work best. Everything was explained in a straight forward manner and he was very quick and efficient in responding to questions or queries I had.
My good friend and I were looking to purchase our first buy-to-let property and didn't know where to start. Alex understood that due to the fact that neither my friend I had a previous property to our name, looking for a mortgage would be difficult. He searched through the market an specialist providers which aren't available to just anyone. Alex was able to give us some options to pick from and move forward. Today, my friend and I have just received confirmation that the house is ours. We didn't expect to even be considered due to obvious barriers in our way. With the help of Alex, we've come out with an outcome which far exceeded our initial expectation.
**VOUCHED FOR TOP RATED ADVISER 2019**
I am a qualified Mortgage and Protection Adviser with 5 years experience in financial services. I am able to source from the whole of the market to find the best deals available to your financial circumstances and objectives. If there is a mortgage out there for you then I will be able to find it for you.
I treat my clients how I expect to be treated if I were seeking professional advice. I therefore approach financial advice with transparency and avoid unnecessary technical jargon. I'll guide you through the whole process and be there for you if there is anything you need from me.
I aim to build long term trusting relationships with my clients with a hope that they are confident in recommending my services to friends and family.
We are whole of market so, if there is a mortgage out there for you, we will find it. We always work in your best interests and we will tailor our advice to your priorities and your preferences. The first meeting is always absolutely free as we want to be sure that we can help you before you commit to anything.
Where to find us
Head office address: 359a Church Road, St George, Bristol, BS5 8AQ