Tax advisor in Bristol

“Lewis has always been great, helping with a number of remortgages, every time getting things sorted quickly and communicating patiently, really appreciated, thanks.”

“Tiffany is an exceptional Wealth Manager, who has provided timely, tailored advice to help me reach my future goals and aspirations. She is incredibly knowledgeable and approachable whilst providing actionable insights and clear next steps. I can’t recommend her enough.”

“James was really helpful and gave me good advice, would highly recommend this local business”

“⭐⭐⭐⭐⭐ Excellent service from Ian! Buying our first home could’ve been overwhelming, but Ian made the entire process smooth and stressfree. He was incredibly helpful, understanding, and always available to answer our questions. We collected our keys today, and it still feels surreal thank you for being such an important part of this milestone in our lives! Highly recommend Ian to anyone looking for a knowledgeable and supportive broker.”

“Excellent rapid and knowledgeable experience”

“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.”

“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”

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

“I moved over from a small family accountant after their retirement to Whitlock and to date they have been brilliant, very knowledgeable and honest. I recommend them as a good accountant practice.”

“I have used Henri James for the last couple of years - I have found their advice to be sensible and always helpful, - I would thoroughly recommend them to anyone - particularly Sarah who help us sort out our pension - which was incredibly complicated - thanks Sarah”

“A very easy company to deal with. Pete explained everything in detail about my Pension options. I would have no problem in recommending Absolute Wealth to friends and family.”

“I've been working with Mike for a couple of years now and it's always been easy and friendly communication and he's very knowledgeable with all things financial. He consolidated a couple of my pensions and they actually started to see some healthy growth, rather than languishing doing nothing, so I'm very pleased with the results! Would definitely recommend Mike!”

“Thanks Rich for your excellent information, advice and guidance when it comes to financial advice. I had always thought pensions was something to think about at another time but now that other time is creeping up on me, Rich has been excellent in his clarity and knowledge with previous employment pension pots to advise what I need to do now, to give me peace of mind for the future.”

“She is a great listener and understands how important it is for companies like ours to have investment in green sustainable funds. She has always been available when we have needed her and understands our B Corp journey I would recomend Laura’s services.”

“They deal with my Finances, and are very helpful if you have any problems.”

“I went to Tracy at Sapphire for help with my first year end returns to HMRC and I'm so glad I did. Prompt, Professional and a really nice person to deal with too. Everything was explained clearly so that I understood what was going on, she gave a lot of very good advice and the cost was very reasonable. I would highly recommend Tracy to anyone looking for assistance with their bookkeeping. Five Stars!!”

“Kate has been tirelessly patient with us throughout the last couple of years. She has been efficient, quick, and helped us not only with our tax issues but mortgage too. We will not hesitate to work with her again.”

“Honest, reliable friendly team. All my books are completed thoroughly and on time. I would recommend Thornbury Tax Savers to any type of Business. Jamieson Funeral Services”

“Nick Sims has been my tax accountant for 5 years whilst I've lived and worked abroad. He completed the whole process for me, and took all the stress out the situation! He's been brilliant! I can't recommend highly enough.”

“Codex have been a bright light at the end of a dark tunnel, I don't know why I didn't contact them sooner! Can't recommend them enough.”

“Easy Communication. Great Service. Definitely recommended.”

“We've found the team at Grafton Jones extremely knowledgeable and helpful when dealing with our accounts / tax queries. If you a looking for advice I would recomend contacting Roger / James and the team in Chippenham.”

“A prompt and efficient accountant”

“As is usual I have been totally disorganised and left my accounts to the last minute, giving McGills little time to do them! Despite this they have not only made it all happen on time, but Simon has taken the time to look at my progress and chat through different options. He does this every year, helping me to understand elements of my business that I may not have considered and helping to direct me to the more profitable areas of my work. Some things I might not of thought of and sometimes a different take on ones that I have. As a very small business with no previous knowledge of how to do things it is very useful to have someone there who can shed light on some of the mysteries of running a business and steer you in the right direction when you have lost sight of the bigger picture. The occasional gently and sympathetically delivered reality check is actually quite useful! Simon and Deborah have always been quick to respond to queries and help me with my probably sometimes daft questions! Definitely recommended”

“Thank you David for assisting me with my tax return. You made it all seem so effortless and handled my questions efficiently and in a friendly relaxed manner. A huge weight off my shoulders. Thank you so much again. Colleen de Villiers”