Tax advisor in Cardiff

“Good accounting firm. Very helpful and courteous staff.”

“Outstanding and informative call with Jacob today who answered all my questions regarding FHL thank you so much!”

“Joanne provided an extremely professional and high standard of service during my re-mortgage. she could not do enough and constantly updated me with progress throughout and ensured everything was done right first time. highly recommend.”

“I have had the pleasure of working with Optima Accountants for many years and can confidently say they are extremely professional and reliable. The firm places a strong emphasis on integrity and customer service. I would highly recommend them!”

“Gavin has been an absolute pleasure to deal with while receiving some financial advice on pensions and investments for both myself and my son. He was transparent about all aspects and provided sound advice without upselling! I will be returning in the future as and when required!”

“The Local Accountant have been doing my Business accounts for 13 years now. They offer a quality service to the business ,completed to our deadlines and at a very reasonable cost. I personally have never had any cause to complain about any aspects of the service received , as it's always been exemplary . I would thoroughly recommend them to any Business”

“Rhys has been amazing with my remortgage application. It’s been a really swift process hassle free. Rhys has kept me updated through out and has been extremely prompt with completing documentation and sending documents over to myself. Rhys has responded to any queries regardless of it being outside of working hours. Rhys made this process much easier and less hassle then my initial mortgage application with an alternative company and I felt like I was much more informed about this application thanks to Rhys. 5 star service. Rhys was great with helping me with recommendations for solicitors and surveyors. An all round great service.”

“Chris is a very approachable and personable man. I would highly recommend his services. We have used him now for years. Initially we had no understanding of the service he provided but he explained it very simply and made the process so straight forward and did all the work for us. We have continued to renew our mortgage through Chris and it has been so easy, with Chris explaining all our options.”

“Tax Assist are in many ways nothing like your average accountants. They are highly professional, yet personable, welcoming and friendly. I have recently set up a new business and I cannot fault the support and service I have received. John and his team are always willing to give their time for training and advice for no extra fee. Knowing they are always on hand to help has been a massive bonus and I couldn't have bought this business without them. Thank you Tax Assist!”

“Seamount Accountancy have looked after my accounts for the last 5 years. They take the stress out of doing my accounts. I love their friendly approach as they really get to know the person, not just the numbers and they provide a very efficient and professional service. I wouldn't be without them. Highly recommended.”

“I highly recommend Maximus Accountants, have been using their services for a few years and never had any problems. The staff are knowledgeable and friendly, always happy to help and attend to your needs. Great value for money and go above and beyond to keep their clients happy. Many thanks for all your support!”

“Jac from VOS Accounting is great! He is thorough, explains everything incredibly clearly & is always the first to offer advise on my businesses finances. Cannot recommend VOS & Jac enough. Thanks Jac!”

“I've used Ross Mitchell Wealth Management for both my life insurance and pension and couldn't be happier with the service provided. Ross is professional, friendly and explains the processes clearly and easily with no pressure to complete quickly which was very reassuring. I wouldn't hesitate using him again and will be recommending to our friends and family.”

“I recently worked with Dan at Hartley Ross to set up an investment platform and establish an effective investment strategy. Dan handled everything, from setting up the platform to making the initial investments, making the process seamless and stress-free for me. He was incredibly clear in his communication, quick to respond to my questions, and made me feel very confident in the decisions we were making together. I highly recommend Dan and Hartley Ross to anyone looking for a knowledgeable and trustworthy financial advisor.”

“This review is primarily based on the service received by Nathan Cardy. On hearing the news that I would be being made redundant, my head was spinning as to the best way forward with my pension planning. Nathan came to the site of my work and took a few details from me. Immediately I felt I was in good hands. As I don't live local to Penguin Wealth, I have had a couple of Zoom meetings with Nathan, who advised me to combine my pensions which Penguin have taken care of for me. I have found Nathan to be extremely personable, friendly and professional, as are all the staff I have had connection with at Penguin Wealth. I highly recommend Nathan should you require any professional advice with your financial planning. Thanks to Nathan and the team at Penguin Wealth for reducing my stress levels!”

“For the past 17 years, I have relied on guidance from the Abram Partnership. Ken consistently provides highly informed financial planning advice. I am pleased to recommend their services to anyone seeking reliable financial advice.”

“Greg has been processing my accounts for some years now and has always been quick, efficient and very competitively priced. I would highly recommend him to anyone looking for this kind of service.”

“I’ve had the pleasure of working with Kurt and the team at Carston ETL for a few years, and I can’t recommend them highly enough. They are consistently professional and approachable. No matter how small the query, they make themselves readily available with expert advice and support. Their guidance was invaluable when I took the leap into freelancing and started my own business, and I am incredibly grateful for their assistance throughout that journey.”

“Llewellyns (namely Sarah) has helped our shop a lot. They have kept our accounts in order. Completed everything in a timely manner and any questions we needed to ask, Sarah would always find the answer. I would highly recommend as their prices are very competitive.”

“I was recommended Heron House by many of my own clients and I am glad I took their advice. It gives me peace of mind that experts are looking after my future finances. I find them communicative, responsive and clear. Worthy of a five star review.”

“Ellis Lloyd Jones began working with me in 1999. They take care of me, my business, my rental accounts, plus run a monthly Payroll. Their advise on pensions and investments has been fist class. I value Richard and the teams friendly and professional support. I feel ELJ has my back completely and have no hesitation in recommending their whole service. Thank you all at ELJ.”

“I have recommended Anglo-Celtic to multiple people as they (Roger in particular) got me 2 fantastic mortgage deals. I'm going to be looking to them for any future mortgage or buy-to-let activity for sure. Super friendly staff, super helpful. Great service.”