Daniel Gratton @ WD&A Ltd. - Bath

Address: The Timbers, Bridge Pl Rd, Bath BA2 0PD, United Kingdom.
Phone: 7753324648.
Website: wdanda.com
Specialties: Financial advisor.
Other points of interest: Wheelchair-accessible car park.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Daniel Gratton @ WD&A Ltd.

☎️7753324648

⏰ Open Hours of Daniel Gratton @ WD&A Ltd.

Monday: 8:30 AM–5:30 PM
Tuesday: 8:30 AM–5:30 PM
Wednesday: 8:30 AM–5:30 PM
Thursday: 8:30 AM–5:30 PM
Friday: 8:30 AM–5:30 PM
Saturday: Closed
Sunday: Closed

Daniel Gratton, a distinguished financial advisor, is associated with the esteemed company, WD&A Ltd. The company's address is conveniently located at The Timbers, Bridge Pl Rd, Bath BA2 0PD, United Kingdom. Clients can easily reach out to Daniel Gratton by phone at 7753324648 or visit the company's official website at wdanda.com. This reputable financial advisory specializes in providing expert guidance and assistance to clients in various financial matters.

One of the notable features of WD&A Ltd. is their wheelchair-accessible car park, ensuring easy access for all clients. The company has garnered a strong reputation, as evident from the 7 reviews on Google My Business, with an impressive average rating of 5/5. This attests to the high level of satisfaction among their clientele, and the exceptional services provided by Daniel Gratton and his team.

Daniel Gratton and WD&A Ltd. offer a range of financial advisory services, including investment planning, wealth management, and retirement planning. Their expertise and commitment to excellence have made them a trusted name in the financial services industry. Clients can rely on Daniel Gratton's deep understanding of the market, coupled with his professional insights, to help them achieve their financial goals.

For those seeking a reliable and experienced financial advisor, Daniel Gratton and WD&A Ltd. stand out as top contenders. With their dedication to client satisfaction and commitment to providing exceptional services, they are well-equipped to guide clients through their financial journey. To learn more about their services or to schedule a consultation, visit their website at wdanda.com. Take the first step towards securing your financial future with Daniel Gratton and WD&A Ltd.

👍 Reviews of Daniel Gratton @ WD&A Ltd.

Louise

5/5

I was referred to Daniel through a friend who had worked with him previously to help with their pensions and life insurance. I wouldn't hesitate to recommend Daniel to anyone. He helped with my rather complicated mortgage and ensured I had all the necessary protection in place. He has also looked into my general savings/investments to make sure I was well set up. He was very thorough and made sure he was working to meet what I needed within my budget and ensured I had peace of mind regarding my finances. I work long hours too and Daniel work meet and discuss anything outside of regular office hours.

Tom D.

5/5

In all honesty I didn’t know where to begin when it came to financial advice. I was fortunate to be recommended and introduced to Daniel whose incredible knowledge and understanding character was able to put my fiancé and myself at ease with our financial decisions. We also explored pensions, protection / life insurance. I’ve since recommended Daniel’s expertise to colleagues and friends and look forward to our next meeting.

Roman M.

5/5

I was referred to Daniel through the praising reviews of others and I truly cannot fault my experience with his service. Daniel reassured any uncertainties that I had by helping me see the bigger picture through cashflow modelling. In the same exercise he helped me reveal the weak points in my financial landscape.

Through his dedication and perseverance in delivering an outstanding service, I was able to protect my mortgage for far less than I had originally envisaged and strategised my regular savings in the most tax efficient manner all thanks to him! I only look forward to our review meeting next year.

Louise

5/5

Very friendly and easy to talk to. Dan was really informative and really helped us when we were looking to get life insurance as it was a bit of a minefield. I have recommended him to family and friends and would use again in an instant. Thanks Dan!

Jamie P.

5/5

Dan was excellent from start to finish. His extensive knowledge and patience when dealing with my questions were integral to sourcing the best comprehensive cover available. From word of mouth he was certainly the best Financial Advisor available to us in the Keynsham area. Very professional.

Michael C.

5/5

Daniel recently helped me with remortgaging for my home. He provided clear and infortmative advice. Thanks to him I ended saving a lot of money on my repayments, which is especially helpful in this current economic climate!

Helen L.

5/5

Daniel acted incredibly swiftly when I was in the process of buying my first home and suddenly had a list of first-time financial decisions to make. I wouldn't go to anyone else now! Thoroughly recommended.