Financial advisor in Northampton

“A warm, friendly, efficient, and informative experience. Excellent initial phone call and follow-up exploratory meeting. My wife and I were impressed with the presentation and explanations when requested. We left feeling confident we could put ourselves in the hands of Jane Smith Financial Planning Ltd.”

“Could not recommend Barfield enough. They were so helpful and professional throughout the entire process. We had two houses fall through before we completed on our third. Each time they were communicative and supportive, finding us great deals and clearly talking us through our options. Huge shoutout to Annie and Emily for all the help!”

“Would highly recommend! I worked with Gen and she has been absolutely amazing. This was my first time buying a house and she could not have done any more for me. She explained every stage of the process, always answered questions clearly and directly, she was always contactable and made the whole experience so much less stressful. I genuinely believe she went above and beyond what was required of her. Communication was fantastic with the whole company to be honest. I felt like I was constantly kept in the loop and knew what was happening next and what the next steps of the process were. Thank you so much. It’s so greatly appreciated to have a personalised support and not feel like I’m ‘next in line’. Thank you again.”

“I have used Elsby & Co for almost 10 years now. Not only are they professional and extremely reliable, but also great value and help whenever you need them. They arranged the set up of multiple companies for me, allowing me to concentrate on the actual companies themselves and not the back-office admin of setting them up. They remove all the hassle from the accountancy side and always prompt me when needed if I have forgotten any of the back-office accounting 'stuff'. Having worked with a few of their staff, Kupesh, one of the partners, I find especially helpful. Its never an issue to contact him directly, bearing in mind he is a Partner. Its never a case of he doesn't have time. I always get a response from him. I would highly recommend them to any new or existing business.”

“Marc has always proved to be professional, informative and reliable over a number of years. Very approachable and easy to talk to, would highly recommend.”

“Talavera was recommended by a friend as I needed help with a remortgage. I dealt with Nick and Hayley, who were both professional, answered all my questions and more. The whole process which I expected to be daunting, was in fact smooth and easy. I have no hesitation in recommending Talavera.”

“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.”

“We had an informative consultation with Luke Smulders yesterday. He was very pleasant and professional. He gave a clear analysis of our financial situation without resorting to jargon. This was extremely helpful. We will be using Collective Financial Services again and would definitely recommend Luke”

“I have been a Vizion Wealth client for over 15 years. As my investment needs have evolved over time, I have consistently found their advice to be thoughtful, responsive, and first class, with careful attention given to my changing circumstances.”

“What I value most is their integrity. They are transparent in every step and make sure clients understand exactly what’s happening.”

“I honestly cannot thank Montgomery Financial mortgage advisor team enough, from the very bottom of my heart. From start to finish, Charles, Amanda and Shantelle never gave up on me. They supported me in every single way possible and showed nothing but compassion, empathy and genuine care throughout what has been an incredibly emotional journey. As a single mum to two very young children, this process was daunting, overwhelming and at times frightening, but they were there, solid and unwavering, every step of the way. They took late-evening phone calls, heard me cry, supported me through my panics and anxieties, and reassured me when I felt like giving up. Their patience, kindness and understanding went far beyond what I ever expected, and their communication throughout was absolutely outstanding. Because of their dedication and persistence, I now have my forever home, a secure, stable place where I can raise my children for the next 35 years. I’m now paying my own mortgage instead of someone else’s, and the weight that has lifted off my shoulders is indescribable. I truly would not be here without them. They are an admirable, inspiring, and incredibly professional team, and I honestly cannot fault them in any way. I will be forever and eternally grateful for everything they have done for me, my children and our future. I will always, always recommend them to anyone looking for mortgage advice, especially anyone who needs a team that truly cares, not just about numbers, but about people. Thank you from the bottom of my heart ❤️.”

“Very professional and quick job. I received my money from tax return in 3 weeks. Fully recommend :)”

“Cannot Thank Owen enough for his help in our mortgage application. From start to finish he explained everything clearly, was extremely patient with me and all of my questions, and always responded to my emails or calls quickly and efficiently. Wouldn't go anywhere else in the future although hopefully I don't move house again any time soon! Thanks again Owen, amazing 5 star service!”

“I have used Fortitude Financial Planning for several years now and am very satisfied with them. They have helped my husband and I to plan financially for our future taking into account our lifestyle aspirations and attitude to financial risk. The information they provide is clear and easy to understand so we have always felt fully involved in the planning and comfortable with the decisions we make. I would happily recommend them to other people.”

“I visited F G Watts Financial Advisors on the 29th February. I had an arranged appointment with Shaun Jellis to talk about some pension advice. I found Shaun from start to finish to be an utmost professional. He was friendly and courteous and made me a nice cup of coffee whilst he read through some paperwork that I brought with me. Nothing was too much trouble and his explanations were easy to understand, clear and precise. I wouldn't hesitate to use this company again and I much doubt if you would find a much better one!”

“I have been using Cottons Accountants for 18 years. I feel I can entirely trust them to get it right. I submit what I know, and they do all the rest. They are friendly and the phone is answered whenever I call. As a self employed person, not having to worry about getting taxation right, is well worth the charge. I would recommend Cottons to anyone.”

“Very helpful and friendly service. I went to see Charlotte with a muddle of pensions and life policies! She helped me make sense of them, decide which to keep and which to stop/cash in. Feeling much better about our finances now.”

““I appreciate the personalised care I receive every time. They truly understand my financial goals and help me achieve them."”