Financial advisor in Bedford

“Brilliant workshop. Although I have a fair degree of training & experience in business it was really useful in terms of reminding of best practice, as well as learning new things, and having the time and place to actually do the planning. I came away with planned actions and the confidence & motivation to actually do them. Thoroughly recommend the workshop to anyone who wants significantly improved business plan. Nicola is friendly, approachable, fun and the fact that her knowledge comes not just from strategy training but years of experience in accounting means she absolutely knows her stuff.”

“Tony was recommended to us by our estate agents, James Kendall, and has done an incredible job in making our forecasted monthly repayments achievable when it comes to mortgages and life policies. He's the most hospitable person I've met, and genuinely goes the extra mile to make sure his clients are happy.”

“Clear Vision were recommended to my Husband by a work colleague, who had previously used their services and subsequently able to retire early. We approached Clear Vision to discuss our situation to see if they would be able to help us, as we had no idea when we could afford to retire. Using their unique software and market knowledge they were able to put together a tailor-made financial plan to optimise our savings and pensions whilst improving our tax efficiency. Thanks to the detailed analysis of our financial situation, I had the confidence to take Voluntary Redundancy when the opportunity arose and retired at 56. The Retirement Planning will also enable my husband to retire at 60 whilst providing an income that will not compromise the life style we desire. Matthew was able to help us understand what additional steps would be required to either increase our future income or retire earlier, if preferred, whilst personalising investments to suit our own risk preferences. Matthew facilitated our ability to see what retirement would look like for us, until that point we were only focusing on not working, rather than how and what we wanted to do when we have more time. We would have no hesitation in recommending their services, in fact we already have.”

“For a number of years we have had our financial affairs looked after extremely professionally by Danielle, now at Fiona Gray Financial Planning. Her advice is clearly based on our personal circumstances and future needs which has been to our considerable benefit.”

“David is an excellent professional strategic finance consultant. He has great forensic skills and our clients that use him have always enjoyed success.”

“Having initially been concerned about self-assessment tax 'going digital' Claire was very reassuring. She provided exactly the information I needed, gave impartial advice and tailored all her advice to my circumstances.”

“Cowley Holmes are brilliant accountants. Both friendly and professional they have provided us with excellent service throughout the years, and will continue to do so in the future. The team are extremely knowledgeable and ready to help, no matter how small the query is.”

“Kader was extremely helpful in obtaining my ITIN US number. Very easy to reach and communicate with even during these difficult times. I would definitely recommend his services!”

“I’ve been incredibly impressed with Rawlinson Pryde & Partners. Laura Fisher has been amazing at guiding me through complex capital gains tax matters across a range of asset classes and foreign income. As an immigrant, the last thing I want to worry about is handling the intricacies of taxes, and she’s made the entire process stress-free. Her promptness and attention to detail are truly remarkable. Laura has made everything so much smoother, and I can’t thank her enough. Highly recommend her services to anyone needing professional, reliable support!”

“I have recently been in contact with TaxAssist and from my initial communication with Ryan, I could tell that this company really wants to help the people they work with. He was polite and professional with our initial contact and kept me up to date. Charlie was very supportive and helpful following our initial meeting and made me feel at ease. Highly recommend TaxAssist Bedford.”

“Emma at Evolve expertly answers all of my accountancy questions, often on repeat; it’s really important to me that I understand exactly where every penny of my small business income goes. I wouldn’t hesitate to recommend Evolve.”

“great service from start to end purchasing our first to buy to let property. Chloe Hooley in particular was superb - always keeping us updated, very professional, prompt and courteous. Thank you Goodacres! We will use you again!”

“Where do I start?!...My sisters & I have ventured onto a new path and opened our own clothing boutique 4 months ago. We have worked with Excel Accounts every step of the way. Our partnership started with a Business Valuation to understand how much the business we intended to buy was truly worth, a Business Plan to secure our funding and ongoing our VAT returns and Payroll. What stands out the most is the quick response from all of the team, the willingness to jump on a call to answer even the smallest of questions and generally their understanding and experience in the sector, they are accurate, professional and dynamic. I view the team as not only our accountants but trusted business advisors. Thank you team!”