Tax advisor in Bristol

“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.”

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

“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!”

“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.”

“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!”

“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.”

“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”

“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.”

“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.”

“I have known Pearson May in Trowbridge for nearly 20 years. During this time I have always been given excellent advice and my affairs have always been handled with great care, attention and professionalism. I couldn't recommend Mike, James and the team more.”

“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!”

“Foster mortgages were recommended to me by a friend and I am very thankful he was. Re-mortgaging has never been easier. Neville found me the best deal and was very professional and efficient throughout the whole process. Always available to answer any of my questions. I would 100% recommend and will definitely be using Foster mortgages again.”

“Excellent rapid and knowledgeable experience”

“Great service. Friendly and responsive.”

“Greetings just wanted to leave a review, we were recommended by a friend about James this was my first time buying a home an I can say James was absolutely fantastic from start to finish we had a few little Hurdles with the mortgage people, contacted James an he was straight on the case. Would highly recommend James. Cheers”

“I have been a client of Sovereign IFA for many years. They are a very friendly, personable, approachable and thorough team of advisers. They have help guide us through the maze of Financial options available over the years and were instrumental in us achieving our Financial and Life goals. I would highly recommend them.”

“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”

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

“New place easy to find and office very inviting. Plenty of parking . Hassle free visit. Have recommended Nicola and Katie and will continue to do so. Totally appreciate the help and support from them.”

“Wayne provided very helpful, clear and concise advice, helping me better understand a tax question, in a short space of time. I really appreciate his help and would recommend to anyone seeking tax advice.”