Perennial Wealth - Bristol

Perennial Wealth - Your Trusted Financial Planner

Perennial Wealth is an esteemed financial planning firm located at Trym Lodge, 1 Henbury Rd, Bristol BS9 3HQ, United Kingdom. With a phone number of 1179596499, they are readily available to assist you in all your financial needs.

Specialties: Financial Planning Expertise

As a dedicated financial planner, Perennial Wealth offers expert advice and guidance to help you secure your financial future. Their team of professionals is experienced in providing sound financial strategies tailored to your unique needs.

Online Appointments and Accessibility Features

Perennial Wealth understands the importance of flexibility and convenience. They offer online appointments for those who prefer virtual meetings. Additionally, their location boasts a wheelchair-accessible car park, entrance, and toilet, ensuring a comfortable and accommodating environment for all clients.

Client Reviews and Reputation

Perennial Wealth has garnered an impressive average opinion of 5/5 from 37 reviews on Google My Business. Clients have praised their professionalism, reassuring advice, and the absence of high-pressure sales tactics. One satisfied client shared, "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."

Recommendation

Considering their expertise, accessibility, and outstanding reputation, Perennial Wealth is an excellent choice for your financial planning needs. To learn more or schedule an appointment, visit their website today.

👍 Reviews of Perennial Wealth

Pat E.

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 P.

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.

Steve T.

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.

Mark P.

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.

Athanasia N.

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 X.

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 F.

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 H.

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.