Griesel Wealth Management Opiniones 

22
•
TrustScore: 4.5 sobre 5

4,6

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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

Liam was beyond helpful with securing our mortgage! He offered us honest and thoughtful advice from the get-go and was always ready on the other end of a phone as and when we needed him. I could not r... Ver más

Valorada con 5 estrellas sobre 5

Liam was so helpful explaining Investments and in particular ISA's that it made it easy for me to trust him and make a sound judgement. He presented me with 3 options and guided me through each one so... Ver más

Valorada con 5 estrellas sobre 5

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 L... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

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 d... Ver más

Información sobre la empresa

  1. Planificador financiero
  2. Asesor financiero
  3. Corredor de seguros
  4. Corredor hipotecario
  5. Sociedad de inversión

Escrito por la 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


Información de contacto

4,6

Excelente

TrustScore: 4.5 sobre 5

22 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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4,6

Todas las opiniones

(22)

9 opiniones en los últimos 12 meses

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Valorada con 5 estrellas sobre 5

Liam was beyond helpful with securing…

Liam was beyond helpful with securing our mortgage! He offered us honest and thoughtful advice from the get-go and was always ready on the other end of a phone as and when we needed him. I could not recommend Liam more highly and will be using him for any financial advice and applications we have in the future.

15 de septiembre de 2026
Opinión espontánea
Valorada con 5 estrellas sobre 5

Liam was so helpful explaining…

Liam was so helpful explaining Investments and in particular ISA's that it made it easy for me to trust him and make a sound judgement. He presented me with 3 options and guided me through each one so I made the best decision based on my personal circumstance. I highly rate his service and recommend it with 5 stars!!!

1 de agosto de 2025
Opinión espontánea
Valorada con 5 estrellas sobre 5

Liam played such a vital part in our…

Liam played such a vital part in our recent house purchase. He gave us tons of valuable advice while we were preparing to submit a Mortgage application, and worked hard to secure us the mortgage we needed, despite us having the complications of non-standard employment.
Liam was always responsive throughout the process and an all-round pleasure to work with, we will definitely be using him again in the future. Thank you Liam!

21 de julio de 2026
Opinión espontánea
Valorada con 5 estrellas sobre 5

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 junio de 2026
Opinión espontánea
Valorada con 5 estrellas sobre 5

Fantastic service

Liam was really helpful and very responsive, as a first time buyer I couldn't recommend him more

29 de mayo de 2026
Opinión espontánea
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Respuesta de Griesel Wealth Management

Thank you for taking the time to leave a review, Cheryl. I'm glad you found our advice helpful and would happily recommend us.
We look forward to helping you again in the future.
Many thanks, Liam
Griesel Wealth Management

Valorada con 5 estrellas sobre 5

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 marzo de 2026
Opinión espontánea
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Respuesta de Griesel Wealth Management

Thank you so much for the brilliant review, Jake! I know the buying process can be stressful at times and throw up the unexpected, so I'm relieved to hear that our personalised advice led to everything going smoothly in the end.
I look forward to working with you again in the future.
Best regards, Liam
Griesel Wealth Management

Valorada con 5 estrellas sobre 5

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
Opinión espontánea
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Respuesta de Griesel Wealth Management

Hi Peter, thank you so much for leaving a fantastic review! Great client outcomes are always our top priority, so to hear our service and advice took the stress away and resulted in a better rate is really rewarding to hear.
I wish you well for the future.
Kind regards, Liam
Griesel Wealth Management

Valorada con 5 estrellas sobre 5

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 febrero de 2024
Opinión espontánea
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Respuesta de Griesel Wealth Management

Hi Lisa, thank you for proving such fantastic feedback! It is lovely hearing that you felt our advice on your pensions was excellent and easy to understand - these are the levels we always strive for.
I hope to continue working with you again in the future.
Best regards, Liam
Griesel Wealth Management

Valorada con 5 estrellas sobre 5

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
Opinión espontánea
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Respuesta de Griesel Wealth Management

Thank you for such a glowing review, Sharon! Getting feedback and results like this are exactly why we are in business and why we love what we do. I'm so pleased to have secured such an excellent outcome for your Husband.
Wishing you the best for the future.
Warm regards, Liam
Griesel Wealth Management

Valorada con 5 estrellas sobre 5

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 julio de 2022
Opinión espontánea
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Respuesta de Griesel Wealth Management

Hi Ollie, thank you for taking the time to leave a great review! I'm happy to hear our service was clear, thorough, and supportive. We look forward to offering our advice again in the future.
Best regards, Liam
Griesel Wealth Management

Valorada con 5 estrellas sobre 5

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 marzo de 2023
Opinión espontánea
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Respuesta de Griesel Wealth Management

Hi David, thank you for taking the time to leave a review. Your feedback is greatly appreciated and I'm glad we were able to help with your query in a responsive and professional way. Wishing you well for the future.
Kind regards, Liam
Griesel Wealth Management

Valorada con 5 estrellas sobre 5

Efficient and professional

Everything was done quickly and efficiently.
So far so good!

27 de febrero de 2023
Opinión espontánea
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Respuesta de Griesel Wealth Management

Thank you for the review, Jason. I'm glad we could sort everything out quickly and efficiently for you. I look forward to working together for many years to come.
Many thanks, Liam
Griesel Wealth Management

Valorada con 5 estrellas sobre 5

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 julio de 2022
Opinión espontánea
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Respuesta de Griesel Wealth Management

Thank you so much for the wonderful feedback, Adele! It's a big compliment knowing you were happy with my service and would recommend me to anyone.
Thanks again, Liam
Griesel Wealth Management

Valorada con 5 estrellas sobre 5

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 enero de 2023
Opinión espontánea
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Respuesta de Griesel Wealth Management

Hi Leigh, thank you for taking the time to leave a review. I'm delighted we could help you with the mortgage on your dream first home. I look forward to helping you with the mortgage journey again in the future and any other financial queries you may have.
Kind regards, Liam
Griesel Wealth Management

Valorada con 5 estrellas sobre 5

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 marzo de 2022
Opinión espontánea
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Respuesta de Griesel Wealth Management

Hi Ian, thank you for your kind review! Whether it be through pensions or investments, enabling you to confidently take the next step and achieve an early retirement is exactly what our financial advice aims to do - so it is great to hear that your financial adviser achieved that for you.
We look forward to working with you into the future.
Best regards, Liam
Griesel Wealth Management

Valorada con 5 estrellas sobre 5

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 marzo de 2022
Opinión espontánea
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Respuesta de Griesel Wealth Management

Hi Sue, your fantastic review is greatly appreciated! I'm delighted to hear that our advice has helped you achieve the next stage of your financial journey. I look forward to working with you for many years to come.
Warm regards, Liam
Griesel Wealth Management

Valorada con 5 estrellas sobre 5

Griesel Wealth Management was excellent…

Griesel Wealth Management was excellent when I wanted to invest some money for my son’s future. Very thorough in explaining the different levels of risk. Excellent knowledge.

23 de agosto de 2022
Opinión espontánea
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Respuesta de Griesel Wealth Management

Thank you so much for the wonderful feedback, Lin. It is great to hear that you found the investment process thorough. I look forward to working with you for many years to come.
Best regards, Liam
Griesel Wealth Management

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