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Shackleton. Britain's financial adviser - Bristol

Shackleton. Britain's financial adviser - Bristol

4.9(22 reviews)·Bristol
Financial plannerInvestment serviceTax Advisor

Reviews

4.9 / 5 · 22 total
AM
Alan McDonald13 June 2023

I have been dealing with Dax for a couple of years now he has a warm personality and nothing is too much bother. When it’s review time it’s like catching up with an old friend.

AH
Annette Harrison22 November 2022

Very impressed with the efficiency from enquiry to appointment. Dax is extremely knowledgeable and explains everything thoroughly. Dax put me at ease as he ran through pension options etc. I look forward to a long standing relationship with this company.

MG
Mike Gaff7 February 2022

Dax professionalism has been exemplary in advising and guiding me to achieve my retirement goals. Throughout this journey Dax has inspired confidence that what I was hoping for was both achievable and realistic. Dax's patience and willingness to go the extra mile to make this happen has been particularly commendable. I look forward to working with Dax over my retirement years.

AR
Anne Rowlands1 February 2022

Dax was my first experience of financial advisor. He was professional but also took care in explaining everything clearly which made me feel at ease. Highly recommended

MK
mark kendall31 January 2022

I would like to thank and recommend Dax for helping through the minefield of pensions bringing it altogether to a satisfactory result thankyou Dax

JL
John Line26 January 2022

From the very beginning I have found Dax to be very helpful and professional, providing a second to none service throughout. I have recently found a forgotten pension fund since my first review was posted. It was a bit of a minefield getting it transfered but he and the admin team got me through it. My original provider lost paperwork etc and because of that I was able to witness first hand just how thorough the Ellis Bates paperwork trial was and is. In fact four months after the original transfer request I am still waiting for three letters to arrive! Without Dax's patience and guidance I might still be waiting for the transfer today but that has been completed. Thank you Dax, and all the Ellis Bates team who played a part in dealing with me. If only all companies had a team that cared as much about their customers.

EW
Elaine Willingham12 October 2021

I had a teams meeting with Dax Bayley, to discuss my pensions. Dax was very helpful, and had a wealth of knowledge. He explained my options very clearly, and gave extremely practical, good advice. I would highly recommend Dax and the Ellis Bates team for truly professional service.

Contact
+441172032590shackletonadvisers.co.uk/locations/bristolOffice 543 5th Floor, One, Temple Quay, Temple Back E, Redcliffe, Bristol BS1 6DZ
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed