Financial consulting in Ormskirk

“Chris Whitehead IFA, Cornerstone Financial Planning, was highly recommended to us. Since initially contacting Chris we were treated with respect and our attitude to investing was explored and agreed where the necessary investments would be made. During our yearly investment reviews, Chris fully discusses our options and relevant variables in a language that is uncomplicated. We have been very impressed with his professionalism and approachability shown by Chris; plus flexible with his time. Chris has been our IFA for several years and we have received excellent service, plus the fees are really reasonable compared to the big firms. With the stock market turbulence over the years, our investments remain buoyant. We have and will continue to recommend Chris for family and friends.”

“Needed help with a tax refund from previous employment and assistance setting up with new business. Found this company via google. Erika at Holden tax consultancy has been professional, approachable & prompt in all aspects, her advise has been second to none. I intend to continue with the use of this company's services knowing future tax problems will be taken care of without issue. Thanks again Erika”

“Robert Beattie is a highly qualified and experienced Financial Advisor, who explains pension issues in words I can understand, when I have always found this area to be a minefield. Beatties are not pushy, they don't force you to buy any of their services, you just get good honest advice. I am using their services and they are quite simply excellent. I cannot recommend them highly enough.”

“I have used this company 3 times now for firstly getting my mortgage then two renewals and they are brilliant. My first 2 transactions were with Philip who was great and in regular contact excellent customer services. This time Kristian is helping and he has been great to the point he keeps in touch when he was on annual leave as he knew my renewal date is fast approaching. Would recommend to anyone and will be using again”

“Professional, concise, responsive. Have worked with Keith and his team for a number of years now and plan to continue.”

“Been with Alan for 15 years plus.oustanding and professional .fantastic people”

“I have been with Myersons Accountant for nearly 15 years and I have found them to be professional and approachable and they have answered all my questions. I did leave them for a couple of years, but I ended up going back to them because even though the new accountants were cheaper, they kept adding hidden extra charges. Myersons have helped make my accounts year end easier. When I have incorrectly tried to claim for certain things, they explained my mistakes so that I could make the necessary corrections. They might not be the cheapest, but they are definitely the best in terms of keeping you on the right side of the tax laws. Highly Recommended”

“I am delighted to share my incredibly positive experience with G.R. Taylor & Co Accountants. As a loyal client for over 6 years, I have consistently found them to be helpful, accommodating, and reliable. G.R. Taylor & Co Accountants and their staff have continually inspired me with confidence in their abilities. Their deep understanding of accounting principles and their attention to detail have been invaluable in managing my financial affairs. I have complete trust in their expertise, and they have never failed to exceed my expectations. One aspect that truly sets G.R. Taylor & Co Accountants apart is their exceptional customer service. Every interaction, whether it's a phone call or an email, has been met with a friendly and welcoming attitude. Moreover, their responsiveness to emails has been impressive, with prompt and thorough replies that demonstrate their commitment to their clients. Based on my experience, I wholeheartedly recommend G.R. Taylor & Co Accountants to anyone in need of accounting services. Their professionalism, reliability, and friendly approach make them the ideal choice. I am grateful for their support over the years and am confident that they will continue to provide exceptional service to all their clients. Thank you, G.R. Taylor & Co Accountants, for your outstanding service and unwavering commitment to excellence. You have my strongest recommendation. Dr Mov ,Astramed LTD”