Griesel Wealth Management Avaliações 17

O TrustScore é 4.5 de um total de 5

4,6

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Detalhes da empresa

  1. Planejamento Financeiro
  2. Consultor Financeiro
  3. Corretor de seguros
  4. Empresa de Investimentos
  5. Corretor hipotecário

Escrito pela empresa

At Griesel Wealth Management, your goals sit at the heart of everything we do. Founded by Liam David Griesel — a fully qualified Financial Planner & Adviser with over a decade of experience — we specialise in Investment and Pensions Advice across the UK. Based in Bristol and the West Midlands, we support clients both remotely and in‑person with tailored advice on Pensions, Investments, Mortgages and Protection. Whether you’re planning an early retirement, aiming for financial freedom or buying your new home, your Personalised Recommendation & Financial Plan will give you clarity, confidence and a practical path forward. *No hidden fees — all costs are explained upfront, with time to ask questions and understand the value of your plan. A free, no-obligation Initial Consultation can be booked via our website. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Grisel Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. SJP Approved 19/3/2026


Informações de contato

4,6

Excelente

O TrustScore é 4.5 de um total de 5

17 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

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Avaliado com 5 de um total de 5 estrelas

Liam Griesel gives a personal service…

Liam Griesel gives a personal service tailored for every individual. He has now completed two re-mortgages and a pension for me. He has been a brilliant financial advisor to me and my family and has definitely gained our trust in him. I highly recommend Griesel Wealth Management.

9 de junho de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Liam was fantastic!

Liam was fantastic throughout the whole process of buying our first home. We had a complicated issue with Barclays, who initially agreed our mortgage and then later withdrew the offer, and without Liam it would have been a nightmare to deal with. He handled everything smoothly, kept us informed throughout, helped us find the right solicitor, and made sure we had the best options available.

As first-time buyers, that support made a huge difference. Liam gave advice based on our actual situation rather than generic guidance, and I would absolutely use him again in the future. Highly recommended.

27 de março de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Pot of Gold

I needed to make a decision as to what options I wanted from my Pension pot. After speaking to Pension Wise, I was totally confused and overwhelmed by everything that was discussed and didn't know where to turn. I had been advised by my pension provider to employ a Financial Advisor, so I got in touch with Liam.
Liam made it easy for me to understand and he took the stress away. His explanations of what was going to happen was done in a calm and professional way. He kept me updated with everything and managed to get me a better rate than my original provider. All I can say is thank you from the bottom of my heart for helping me sort out something that was out my depth.

23 de abril de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Pension

I was a bit confused as to where to go with my pensions having reached the grand old age of 55!! I had 3 private pensions and was not sure of the best way forward. Liam provided me with excellent advice and, more importantly, in a way I understood! He was patient and thorough with the details , explained my options and what was best for me at this moment in time.
I would not hesitate in recommending Griesel Wealth Management and will use Liam again n the future should the need arise.

15 de fevereiro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Extremely professional and is with you every step of the way

My husband is not comfortable with technology, so the sorting out of the transfer of his Pension Pot was left to myself. I tried to get help from the professional helplines but I ended up being completely confused. I knew nothing in regards to the different pension options and I was at my wits end when I contacted Liam and I am so pleased I did because he was so calm, he provided me with details for making the decisions that needed to be made and I had peace of mind knowing it was being dealt with professionally.
Liam took everything from me and sorted the transfer of husband's pension pot, which made it stress free for me and I cannot thank him enough. I highly recommend Liam, he knows what he's talking about and gets results. Not only that my husband was extremely pleased with the end result, because Liam was able to secure him a better Annuity rate than the previous Pension provider offered, which was the icing on the cake. Once again "Thank You Liam"

23 de abril de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Clear, Supportive and Knowledgable

Liam helped me with my mortgage application for my first property purchase. He was always very considerate that this was the first time going through this process and thoroughly, but clearly, answered any questions regarding the mortgage or buying a house in general. He was always very supportive and available throughout the process. Throughly recommend and will be going back to him in future for financial guidance.

21 de julho de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Knowledgeable and helpful

Liam has been extremely helpful and responsive to some challenging questions. At every point professional and knowledgeable

Many thanks for all your help it's very much appreciated

22 de março de 2023
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Great service!

Liam has arranged our mortgage for us. He has been wonderful at explaining the process and answering any questions that we may have and finding the best deals for us. I was very happy with his services and would recommend Liam to anyone! Thank you again :)

31 de julho de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Excellent Service!

Liam has provided me with an excellent service in obtaining a mortgage on my first property, he went above and beyond for me which allowed me to secure my dream home. Providing comprehensive responses to every query (however small) I raised. Without Liam’s persistence this would not have been possible. Thank you so much.

30 de janeiro de 2023
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Guidance and expert help

When I needed guidance and an expert opinion in deciding my future requirements, for investments and pensions, Griesel Wealth Management were fantastic in leading me through the process. The clear and detailed advice received has allowed me to confidently take the next steps to early retirement. I highly recommend this professional and knowledgeable company.

6 de março de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Expert Advice

Needed expert advice on planning the next stage of my financial journey around investments and pensions; Griesel Wealth Management has enabled me to achieve that; I couldn’t recommend Liam highly enough.

11 de março de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Brilliant Company That Helps You Reach Your Goals

I have been investing for a few years and Liam has been extremely professional and very helpful when addressing any concerns and/or answering questions. So far I have been able to work towards my financial objectives and am happy with the results.

4 de janeiro de 2023
Avaliação não solicitada

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