Tax advisor in Bath

“I found a lot of great reviews on Simon Hicks on VouchedFor. After meeting him I was impressed straight away. I only needed a mortgage, but he seemed to know a great deal about pensions, life cover and investments too. He was able to advise on the most suitable mortgage initially, rather than just picking a standard 5 year fixed off the shelf like a mortgage broker would do. Look forward to moving on to the investing side. Have told friends and family about Simon and would always recommend”

“I was looking for a local firm of accountants to assist with a tax problem. After looking at various online reviews I decided to give Milsted Langdon a call and I am so glad that I did. They took the time to understand my situation and in no time at all sorted things out. Very highly recommended, in particular Karen Williams for her help with my tax affairs.”

“Waldron Partnership have been helping with my Self Assessment tax returns for a decade now- very trustworthy, reliable and efficient. I'm grateful for the expertise for navigating through a complex process to keep on the right side of HMRC requirements.”

“Richardson Swift helped me immensely with quite a complicated Tax issue after an equity sale. Jon Miles was a breath of fresh air after I found another firm were not really up to the job. Excellent company and excellent service.”

“Having used ZigZag since 2021 they have been fantastic. Fast responses whether that’s email or WhatsApp, diligent advice and genuinely nice people. If you’re looking for accountancy in Bath / South West these are the only option!”

“TaxAssist Bath has been very good from the beginning—professional and efficient. Everybody has been helpful. I do recommend them.”

“I highly recommend Matheson Charles for financial advice and guidance, especially the services provided by Toby Bain. Our family’s personal experience with Toby has been outstanding, and we have confidently referred him to numerous clients and friends Toby's commitment to his clients’ best interests, even when it did not result in financial gain for himself, speaks volumes about his integrity and professionalism.”

“Ian has been excellent at providing advice and guidance to achieve my financial goals. Thanks to Ian's diligence, he spotted an error that my provider had made and got it rectified immediately. Thoroughly recommend”

“We’ve been using Art Accountants for 7 years now and they’ve been absolutely faultless. Always available to answer any questions or queries we may have and incredibly knowledgeable - it fills you with complete confidence knowing your accounts are in safe hands.”

“Mark has been my accountant now for over twenty years, he is very easy to work with and he always gets the job done, well done Mark!”

“Our IFA, Darren Pearce, is friendly and his advice has been spot-on.”

“Matthew and his team have been incredibly efficient and helpful in setting up my company and providing related tax advice. I highly recommend them.”

“Jon is an experienced independent advisor. Over the years he has taken a straightforward, practical approach to my retirement planning, ensuring it is tailored to my circumstances (and stays on track!). Happy to recommend.”

“I worked in Financial Services for 28 years and thought I knew how to spot a good Financial Adviser, but prior to meeting Jonothan made the mistake of accepting a personal recommendation to a well known national firm, and repented at my leisure (as they say). So with Jonothan I got to know him well first, did my due diligence and the track record of delighted clients and national recognition (e.g. Financial Adviser of the Year, Retirement & later Life Advice Specialist of the year to name but two) backed all this research up. Even so, having got my fingers burnt, I was still very cautious and asked lots of questions. Jonothan was extremely patient, knowledgeable and structured in his whole approach. His communications were prefect through the whole transfer process (which was complicated by Lloyds Pension Administrators being changed 'mid-transfer') and Jonothan dealt with the problems as they arose and together even got the new administrators to resolve a complaint when mistakes were made during the transfer process. I am confident that we now have a solid investment strategy and he is now advising my wife too on her pension investments. So I'd not only add my endorsement I would thoroughly recommend Jonothan to anyone looking for pension or pension transfer advice, especially those 55+ Lloyds / TSB Ex-employees that are trying to work out the pros / cons of leaving their pension where it is”