The 30 Best Audit & Consulting in Liverpool

“Mark has demonstrated an excellent understanding of my financial needs and goals and he delivers his advice with these clearly in mind. I have complete confidence in him and his professional abilities and I have always found his advice to be clear, relevant and prudent. Every decision I have had to make Mark has advised and supported me. For 10 years Mark has been my advisor and I am extremely thankful.”

“I've been liasing with John for quite a few years and he has provided quick replies, honest feedback, excellent rates, superb advice and a very painless experience. We've finally got there as a number of houses didn't come to fruition and he remained professional and very helpful throughout. If you're looking for a mortgage advisor I couldn't recommend him highly enough. 10/10 - 5 star.”

“After being a client of Holden Associates for many years I would highly recommend them. A very professional, friendly service is guaranteed. All the team are always approachable and helpful and give a100% personal service.”

“After doing my own tax returns for the first couple of years of self-employment, the confusion of doing it myself meant I missed a deadline and received a penalty. I went to see Woodville, who took charge of the situation and managed to appeal the penalties. My money is coming back to me with interest! Thanks guys! This company are incredibly supportive of my business and email me regularly throughout the week with helpful tips and info. Nothing is ever too much trouble for them and they are a great team with first class service!”

“This is the second time I have used Alison’s for a mortgage and I honestly can’t thank Nina enough for all the help and support she gave me throughout my mortgage journey this time around. From the very beginning, she made what felt like a daunting process so much easier and far less stressful. She took the time to explain everything clearly, always made sure I understood my options, and never made me feel rushed or pressured. What stood out most was how genuinely caring and dedicated she is. Nina was always just a call or message away, and no question was ever too small. She kept me updated every step of the way and went above and beyond to make sure I got the best possible deal. I now have my forever family home thanks to Nina.”

“Excellent service. Being first time buyer it was a stressful process to secure mortgage and also when I didn’t have a good experience with another mortgage company before. However, when I contacted Amy from Moneytree, she guided me through whole process extremely well. She was available for advice all the time, was quick in response and kept me updated with every step. It was a difficult mortgage and she did an amazing job. Much grateful.”

“Thank you to Andy and Josh for making my recent purchase of an annuity very straightforward. My options were explained really well and the whole process went so smoothly. If you are looking for a financial adviser I would not hesitate to recommend BlackBear.”

“We have just reached the end of the mortgage process with the support of Danielle and we'd recommend her in a heartbeat. Danielle is not only knowledgeable she's fast, provides great communication and is so likeable. The advice and support have been amazing. We were overwhelmed and unsure where to start, but Danielle made the entire process seamless and stress-free. her support, guidance, and clear communication were invaluable, and we couldn’t be more grateful.”

“Matt from Beaumont Wealth has been looking after our Isa’s and Pension for over 5 years. In that time he has been available for any questions or advice and we have had regular home visits. We have seen our investments grow even though there has been tough times in the financial market recently. I would recommend Beaumont Wealth for anyone thinking of investing for the first time or anyone looking for a new provider.”

“My wife and I have been with Astute Private Wealth for a considerable time now and we would recommend them to anyone. Chris has been fantastic - he explains things clearly and concisely and has helped us set up our pension scheme and transition into retirement with the greatest of ease. The service from the company has been fantastic with regular videos to keep you informed of the financial markets. We really can't fault them.”

“Chris breaks everything down so it is easy for you to understand, takes the time to go through everything clearly. He responds to messages promptly and is always available to assist and advise. He has helped me to put a long overdue plan in place to save for my retirement and I trust him implicitly to invest and manage my money in the best way possible for my circumstances. He really knows his stuff and I can't recommend him highly enough!”

“Matt has been my Financial Adviser for a number of years. I have always found him to be very knowledgeable, and he has always provided me with excellent advice. He listens to my needs and takes my situation into account, then presents me with the relevant products. I would highly recommend him.”

“Very interesting and enlightening session. Answered a lot of my burning questions, but alerted me to a lot of other issues I need to explore, as I plan for retirement. Thanks, Jan.”

“Simon is friendly and very knowledgeable, thankfully very patient with us. Our previous pension made no money what so ever so we turned to Bainlye Drake Wealth and thanks to Simon and his clever investments we are in a much better position now than we have ever been, The growth of our pension in twelve months has been staggering and I would not hesitate to recommend Bainlye Drake Wealth. Thank you Simon you really have been amazing”

“I would highly recommend Claire, Financial Advisor at Storeton Rose. My husband and I booked an appointment with her, to discuss our plans of early retirement, and our future goals in life, and she was so informative and could answer our questions without hesitation, with her friendly and easy going manner.She has helped make our dreams a reality! And I wish her and the team all the success they deserve.”

“We have recently dealt with Chesterton Grant for a mortgage renewal after recommendation from work. I'm glad I accepted the recommendation and went with them as Harrison has been brilliant from first contact to receiving the mortgage offer. He was responded quickly to any questions and was really helpful in talking through our options before recommending a product. The whole process was smooth and stress free and I am happy to recommend them to anyone looking for a new mortgage.”

“I cannot fault the service I have received from Steggles Wealth Management. I felt we received excellent, well informed advice with no pressure and communication was superb. I certainly feel I can trust Chris and the team with my financial affairs and would recommend highly.”

“The financial advice that I have received this year saved me a small fortune when the stock markets nose dived after Mr Trump announced his trade tariffs. Celtic Financial Services advised me to move my pension out of high risk US equities into a safe cash fund before Mr Trump took action. If I had not followed their advice I would have lost 20% of my pension fund value overnight! Thank you Celtic Financial Services.”

“Excellent service provided by the team. Good advice and pension options explained with easy to understand terminology. I highly recommend the company for any financial guidance. Thanks”

“I just want to say the help I received from Alex at Heritage was just totally amazing, I am planning to retire in the next few months and I was unsure how to deal with it and how to go about this so Alex really helped me understand how I can adapt to not having a salary and how to manage my pension and savings, he was so down to earth patient and knowledgeable and explained things in easy to understand terms. He came up with ways of managing our finances that I hadn't thought of I am so glad I used his expertise. I feel confident about taking that next step and Alex has been instrumental with all his help, I can't recommend Alex and Heritage enough, use them with confidence, thanks again Alex. Andy”

“I dealt with Chris Harrison when transferring my SIPP to another provider. He was very professional, transparent, friendly and patient throughout the whole process. I would highly recommend Cheetham Jackson's services based on my experience with Chris alone.”

“Leigh was SO helpful on our new home. From start to finish, always on the other end of the phone when we had questions and nothing was too much. Couldn’t have asked for better, sorted everything for us and took the stress out of our hands.”

“Can honestly not recommend Ross Jones at homes financial enough, he’s been amazing our case was far from simple without the added issues from covid. He’s worked so hard to source us the best deal and to offer the best advice and guidance he could give, nothings been too much trouble. He fully guided us though the process supported ours decisions with data advice. Ross is Polite, professional, hard working, truthful and honest. Always quick responses to email and calls and goes that extra mile. I’ve already recommended Ross to multiple friends and family. He is an absolute credit to your team, thank you so much.”

“As first-time buyers, we had absolutely no idea where to start when it came to applying for a mortgage. From the moment we met Jayne early last year, everything changed. She gave us the best advice any first-time buyer could ask for — from how to budget, what to avoid spending on, where to focus our money, and even how to maintain a strong credit score. Jayne made the whole process feel easy and stress-free. She was calm, reassuring, and explained everything in a way we could really understand. Every meeting with her was a joy — she was not only professional and knowledgeable but also such a genuine, funny, and kind person. We honestly couldn’t have asked for anyone better to guide us through this huge step in our lives. Jayne has become such a special person to us, and we truly hope to stay in touch with her forever. She is simply incredible at what she does, and we couldn’t recommend her highly enough!”

“EVEN IF YOU THINK YOU ARE FINANCIALLY SOUND AND HAVE GOOD ADVISORS, CHAT WITH HIM - THERE'S NOTHING TO LOSE, BUT MORE TO GAIN = INSIGHT AND KNOWLEDGE ON YOUR COVER. Everyone should get in touch with Paul McGowan for a no-obligation look at finances & protection, be that wills, mortgage protection, life assurance or income protection. In a short call, he educated and impressed in equal measures. I have had some great advisors over the years but he pointed out a good few flaws in my current plans. He tailored my options to my budget and really hit home the fundamentals of protection and the priorities I should have. Awesome guy, clever and caring and ultimately so good at his job none of us should go without at least a chat with him.”

“I was introduced to Luke through my wife who was already a client of his, as I was starting to think about investing. At the time I wasn’t sure whether to use Rhodes Brook financial or try and invest myself. A year on, I am so glad I went with Luke! Not only did he spend time answering every question I had with very thorough knowledge, he’s also extremely personable and a genuine pleasure to work with. He answered anything from technical questions to long term planning, including financial advice on areas not even relating directly to Rhodes Brook Financial. Very happy to have Luke and the team worrying about my money so I don’t have to!”

“Had a problem connecting on my phone but Alex emailed me straight away and offered a phone consultation instead. I was really not expecting that, as an older person who is not tech minded. I was so impressed at the response and the professional attitude that I received. Thank you.”

“We work closely with Ellis & Co for all our accounting needs and have had nothing but a positive experience. The ease of communication and responses from everyone in the team is second to none and nothing is too much of an ask. It's lovely to be able to work with a local company who provide such a professional experience without losing any of the personal touch they so wonderfully give.”

“Cannot recommend Sphere FS enough! The whole remortgage journey went so smoothly. We were kept up to date throughout the whole process. Friendly, professional. Thank you to the whole team.”

“Marcus has been handling my finances for many years now and does an excellent job. Gives me good advice and makes sure he gets to the bottom of any issues he is presented with. I would recommend using his company as the service is second to none. Keep up the good work Marcus.”