Matheson Charles 6/7 Trim Street, Bath BA1 1HB
About the Business
Welcome to Matheson Charles, a prestigious institution located in the heart of the historic city of Bath, United Kingdom. Our establishment is dedicated to providing exceptional financial services, making us a point of interest for individuals and businesses seeking a reliable and trustworthy partner to manage their financial affairs.
Matheson Charles is staffed by a team of experienced financial professionals, who are committed to providing personalized advice and guidance to help our clients reach their financial goals. Our extensive knowledge of the financial industry, combined with our dedication to staying up-to-date on the latest trends and developments, ensures that our clients receive the most relevant and effective financial solutions.
As a prominent point of interest in Bath, our institution has been recognized for our commitment to exceptional service, quality and integrity. We strive to exceed expectations by delivering financial services that are tailored to the unique needs of each of our clients, ensuring that they enjoy the peace of mind that comes from knowing their finances are in good hands.
At Matheson Charles, we offer a range of financial services, including financial planning, investments, tax planning, insurance, and retirement planning. Our team of experts will work closely with you to analyze your financial situation and develop a plan that is tailored to your individual needs, helping you achieve your financial goals while minimizing risk.
If you're looking for a trusted partner to manage your financial affairs, look no further than Matheson Charles. Contact us today to learn more about our institution and how we can help you achieve financial success. We are located at 6/7 Trim St, Bath BA1 1HB, United Kingdom.
Photos
Hours open
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I highly recommend this company. I reached retirement age and needed someone to sort out my two private pensions. The service Toby provided me was perfect, fully explained everything to me, and after discussing my financial situation and future plans, he then supplied me with fully documented different options that I could take, which were exemplary. My pension company made some errors in what they paid me, Toby noticed this, and promptly sorted that out too. First class from start to finish."
"I came unexpectedly into a private pension pot and didn’t know how to use it without paying a lot of money in tax or how to get the things I wanted but once I sat down with Toby it was all made so easy and he made it a pleasurable experience while still being 100% professional needless to say I got all I wanted and more, I can’t thank him enough!."
"Toby was very helpful and explained things clearly, no pressure, no tricks. Would happily use again in the future."
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