Financial consulting in Chester

“I can only say a massive thank you to Tax Bees with special thanks to Wael Hammond, for dealing with somewhat of a complex Capital Gains Tax process, that involved calculating returns for 4 members of my family linked to a single property over a 28 year period. Despite the vast numbers of issues to be considered, Wael certainly made life a lot more simpler for us, resulting in a successful conclusion with surprisingly low costs involved. I would not hesitate in recommending their services to anyone considering disposing of a property that will in turn attract a Capital Gains Tax payment.”

“Daniel Roberts at Innes Reid has looked after our financial affairs and investments for many years now. We have greatly appreciated the fact that we have had our portfolio managed by the same adviser, giving us the confidence and assurance that Daniel really understands our requirements which have naturally evolved over the years. The service we have received from Daniel always has been excellent, our investments have performed well and we wouldn't hesitate to recommend him or Innes Reid”

“Friendly & efficient staff, offered lots of helpful advice and suggestions. They followed things up and ensured that my will writing was completed in a timely manner..”

“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.”

“I have used Henry R Davis & Co Ltd for a number of years and they provide an excellent service and advice. Highly recommend.”

“I was recommended Paul and his team by one of my work colleagues so made an appointment with Paul to help me with a tax issue with HMRC over my Personal Pension Plan. Paul patiently listened to my query and went through the paperwork to provide a solution and guided me on the way forward. Offers ongoing support for any accountancy issues, a professional business I can recommend.”

“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.”

“I've been working with Mike and the team at Simply Accounts for over a year now and its been transformational for my business. I didn't have a clue about anything tax or accounts related when we first started working together and fast forward to now, my knowledge and understanding I would say is competent and my accounts are all in fantastic order, thanks to the team. I've also recently needed the team a little more often as of late due to buying a house and the growth of my business, that in which they haven't shied away from and have sorted very swiftly with care. I look forward to continuing the work together!”

“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.”

“Luis is incredible to deal with. I switched a couple of years ago from another accountant and haven't looked back! Highly recommended!”

“Couldn’t recommend highly enough Noel and his team have transformed our business Honest and clear advice every time”

“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.”

“Katey has been incredibly helpful and professional throughout the process of starting a new business - it's been hugely reassuring to have her extensive knowledge and useful advice on hand! Highly recommended”

“Could not ask for a better service, polite and very professional 5 star all the way . Thanks”

“Renee Shepherd helped our family process our taxes in the UK. He was efficient and extremely helpful. We would recommend his services. Thanks for doing a great job!”

“Fantastic—- excellent staff and service quick and efficient sorting out my accounts”

“Barrletts was amazing from start to finish ,fast ,and outstanding at what they do ,they kept on top of everything and informed me every step of way , Martin farr who took my case was absolutely brilliant. Highly recommended team , very happy with everything.”

“I have been trying to seek some easy to understand pension advice for sometime, I dealt with Cassie and she answered my queries really quickly in a really easy to understand way, she has a wealth of knowledge, I would highly recommended Cassie and The Platt Partnership for any pension and financial advice!”

“P&B were fantastic! Couldn't recommend enough!”

“Excellent, helpful accountants. Highly recommend!”