Financial consulting in Chester

“We can’t thank Financial Fortress enough, without them we wouldn’t have had such a quick house buying journey. Belinda has been amazing from the start, she has been so supportive and explained every process in such detail. Without Belinda we wouldn’t have known where to start! The best mortgage advisor out there!! Kieran has been so helpful too, he sorted out our life insurance within a day and kept us up date along the process. Very grateful for all your support and we will definitely be recommending you as a business!! Thank you x”

“I was reluctant to switch from my trusted bookkeeper to an accountant but it was becoming increasingly obvious I needed an accountant to prepare & sign off my limited company’s end of year accounts. Finally made the leap which Mark & Terry have made painless! They’ve been very patient & professional. Communication has been prompt & clear. I’d definitely recommend.”

“We have recently used the services of UKI Financial Planning and had the privilege of being looked after by Steve. As first time buyers we were extremely nervous about the whole situation of buying our first home but Steve made everything feel so easy, guided us through the whole process, didn’t push us towards any decisions, was at hand at any time of the day any day of the week and gave the best advice to us for not just the purchasing process but for the rest of our time in our new home. We cannot recommend Steve enough and are extremely thankful for his professional advice, we will definitely be using him again whenever we may need to.”

“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”

“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.”

“Moved my investments to HL as have been very happy with service and advice provided to my family. Melissa is knowledgeable and does her research. She’s very professional whilst being super approachable. I’m very happy with my decision.”

“Ed and the team at Illingworth Seddon have been absolutely fantastic. They have been clear, concise, efficient and respectful at every turn. With the help of Ed's great advice, I have now set up my a long term financial plan with my pension and investments, giving me a great sense of security (especially being self employed). He has also educated me on the world of financials, offering great insights and knowledge that I would otherwise have no clue about. I would have no problem recommending Ed to any of my close friends and family who are in need of financial planning and coaching.”

“Like was informative, helpful and very knowledgable resulting in giving me the upmost confidence in using Luke to apply and successfully obtain my mortgage. I will have no hesitation to use Luke and again as well as recommending him to any one requiring help in getting a mortgage”

“Used Graham Carter & Co for pensions advice (consolidation) recently. They're a small, well established local firm which is the kind of outfit I like to work with and I was very happy both with the personal service provided and the outcome and cost. Would happily recommend.”

“Thank goodness I found Avista and in particular Nathan! I'd seen a few financial advisers previously and found them all to be quite patronising and out for themselves. This was not the case with Nathan who I found to be very knowledgeable, honest and helpful. I'll definitely be returning to Avista for financial advice in the future. Highly recommend!”

“Heather and Brittany at Northstar were amazing . Incredibly thorough, professional and tenacious - I was told by another IFA that I wouldn’t get the mortgage I needed and they got it for me at a great price . Very kind and friendly also. I can’t recommend them highly enough and will always use them from now on.”

“Hania is a very helpful, kind, and personable person. She quickly helped me resolve my issue. I highly recommend her services.”

“Louise is an absolute superstar accountant! By switching to her recently, I realise what I have been missing with previous firms. She is responsive, very knowledgeable and always communicates in empathetic and understandable way. Highly recommend.”

“Very attentive service from the team here for filing self-assessments and company returns. Queries and follow-ups all responded to promptly!”

“Advice for my finances was something I never really considered until I was approaching my retirement and had many unanswered questions. My initial meeting was held at my house, this made things much easier as I had everything I needed to hand and could get any documents I had forgotten easily. This was a great idea from my adviser, we developed a great working relationship and all my questions were answered clearly.-Thank you Rosebridge.”

“Excellent accountants! I have had some bad and ok experiences with accountants over the years, and I am extremely happy with Haines Watts Chester. They have exceeded my expectations greatly, and I trust them with all of my accountancy matters without worry. They are also very friendly, extremely professional and thorough. Great job guys, keep it up!”

“Tom is outstanding. Extremely professional and knowledgeable, he explains everything clearly without using too much jargon. Both my wife and I are so grateful of his work. Tom is an all round great person, who takes great pride in what he does. Highly recommended!!!”

“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”

“Simon and his team have been great in helping us move forward with our business. We are only a small business, and we felt like we were going around in circles sometimes. Phoenix helped us identify our weak areas and helped us put in processes to take us to the next level.”