Financial consulting in Cheshire

“We have been with Clearcut since following our good friend and financial adviser Jane Bligh. Since Jane has given up,first line financial planning we have been delighted with Charlotte Jamieson who sat in with Jane and has taken on a lot of Jane’s clients. We have always been very pleased with all the financial advice given and love the personal and family vibe of Clearcut . Thank you for all your work on,our behalf Noel and Annie”

“If you're first time buyers and need help with the whole process and securing a mortgage I would highly recommend Kevin at Elm Tree finances, he was there for us throughout and helped us to understand each step no matter how big or small, secured us the best mortgage and ensured everything was in order”

“Adam at Cheshire Tacation is always very knowledgeable and helpful and ready to assist your enquiry.”

“Jim Bell gave me great advice in December 2022, about my defined contribution pension. I found them professional throughout the process.”

“Braken Chartered Accountants have provided my Company with a fresh invigorating style of approach to ensuring all accounting records are maintained and current within my company. I would not hesitate to recommend them to any small or medium size business, your financial planning will be in safe hands.”

“Gareth is a trusted friend as well as our family advisor. Our investments are managed professionally and effectively, which is important at our stage in life and circumstances. We have no hesitation in recommending him to our friends and anyone who is in need of financial assistance.”

“I would like to thank Claire Williams who has gone above and beyond, whilst helping and advising me to buy my first property. Very approachable and always available for advise and support. Thank you very much Claire. Lois Jones”

“Just wanted to say how impressed And satisfied I was with the service. Ciaran in particular was extremely helpful and I will be sure to recommend him in future.”

“Absolutlely brilliant accountant. I've used Laura for several years now, and she has always been great with my accounts. She is always responsive whenever I need any help or advice, and I'll continue to use her for the foreseeable future as I can't fault everything she does for me and my business.”

“I got referred to Guy Payne & Co from my old boss who used these for years. Since I’ve come aboard (maybe 6 years+) the stress levels have dropped significantly. I cannot thank you guys enough as a tradesman I spend 99% of my time running round like a headless chicken so having these guys take the pressure off with my accounts is massive. They are always helpful/ friendly and I cannot recommend them enough thanks again for all the help”

“I have used Morris & Co for my digital marketing agency for just over two years now for monthly payroll, general accounting advice and year-end accounts. They also helped us when re-evaluating software packages to move to a cloud-based solution at no extra charge. Whilst we deal with different people for the various areas of expertise, our main contact, Desirie Lea, is always accessible when needed via email and face-to-face. Importantly, I can leave my book keeper to liaise with Morris & Co directly on most day-to-day matters, saving me time I can use elsewhere more productively.”

“Oakmere are brilliant really helpful and friendly, they are very flexible around scheduling in appointments to fit around you. Carl, my advisor, is fantastic we always have great chats and he always focuses on my needs and gives me wonerful advice. Thank you team!”