Financial advisor in Northampton

“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!”

“Just renewed our fixed rate mortgage, it's no coincidence that we used DWIFA once again, as we do for all our financial matters. They continue to provide first class service with such a good attitude that makes us think we are their only clients as nothing is too much trouble.”

“Dylan was fantastic from start to finish. He kept me updated throughout the process and overcame the various obstacles we came up against in the process with ease. Incredibly grateful for the time and effort he put into our finances 5 ⭐️”

“Lovely, friendly company to work with. Very attentive and gets the job done. We have been using them for many years now and have never been offered anything other than the best deals (we do check).”

“Saqib is patient, clear and knowledgeable. He has been invaluable in guiding me through the process of starting and having a small business! I have no reservations in recommending him and his team.”

“Had a great experience. A knowledgeable and efficient company. Definitely recommended.”

“I have had a client relationship with Ben for over three years. Right from the very first meeting his advice and planning has been great, this helped me take to step to retirement and funds have grown beyond expectations since then. Ben has always been readily available if we have had any concerns or questions. He has helped us on a variety of issues within the family and I would consider Ben more than just our Financial Advisor. For this reason when Ben moved to Cosgrove I wanted to follow him as a client and cannot recommend him enough, which I have in fact already done so on many occaisons.”

“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.”

“Just renewed our fixed rate mortgage, it's no coincidence that we used DWIFA once again, as we do for all our financial matters. They continue to provide first class service with such a good attitude that makes us think we are their only clients as nothing is too much trouble.”

“So informative and helpful! After having a bad experience with another company, I was very cautious about trusting financial advisors. But Laura has been absolutely amazing! She provided me with all the details and took me through each section of my investment. She has really listened to my thoughts and created a very personalised plan that can support me in the future. Laura is very efficient and could always answer a query within a couple of days.”

“Fantastic Service! very professional. Ronzi Accountants, helped to get our charity number reissued. It was very reassuring to have someone handle all the paper work confidently and to know we didn't have to worry. We would definitely recommend their services!”

“We have only started working with Chris and his team few weeks ago but It has been already proven that we made a right decision. Chris is extremely knowledgeable, experienced and professional what he does but also not too serious. The communication is outstanding, rapid and responsive. Chris already helped us sort out a tones of pensions and insurances which were in the a bit of the mess. The best thing about Chris is that although he has a number of clients his individual approach makes us feel special and valued. We feel like we are his most important client and I absolutely love it. We are really happy to work with Chris and his team in order to achieve financial independence in the near future”

“I have known Dan for some time now. I originally came to him after being disappointed with the way a particular high street bank had treated me. Dan has a deep desire to represent his client’s best interests and it is obvious he is very knowledgeable and passionate about his career. He is committed to providing clients with the highest level of service and was always willing to go the extra mile to make sure I understood the whole investment process from top to bottom. He was a true pleasure to deal with and his professional approach, along with his empathy and sense of humour, only made the experience more enjoyable. I highly recommend him and will be using Dan's expertise for the foreseeable future.”

“Mark and the Positive Advisors team have always been top quality when discussing financial advice for myself and my family over the years. Thoroughly recommended.”

“Janine is the best and has made my entire process simple and straight forward, you will struggle to find a better alternative”

“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!”

“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.”

“Paul and his team are so helpful, professional, and most of all flexible. They respond to all my queries straight away no matter how trivial and have been a key element in starting up a new business. They actual care about the business and are always making suggestions on how to improve it, both financially and practically.”

“We love working with Blue Hectare. Patience, who handles our payroll, is always efficient and quick to respond — it’s a pleasure working with her. Tawanda and the rest of the team are also friendly, helpful, and professional. As a company, we truly enjoy working with them and appreciate their excellent service.”

“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!”

“Keith & the team were recommended to me by friends. They are always helpful & go the extra mile. I have subsequently recommended them to family & friends”

“I entrusted Tony and team with my personal pension funds a number of years ago and have no hesitation in recommending them in this regard. I particularly enjoy our review meetings and the warm and friendly spirit in which they are held. Advice is honestly and freely given, and there is never any pressure.”

“I can't recommend enough! From the very beginning, Justyna has been professional, knowledgeable, and incredibly detail-oriented. She took the time to understand my unique financial situation and provided personalised advice. Very happy with each service ! ⭐️⭐️⭐️⭐️⭐️”

“We had a great experience working with Will Amos (Northampton office), who provided a prompt and friendly service in the preparation of accounts and annual return for our charity.”

“Zinc Digital have worked with PHM for over 12 years and would highly recommend them to any company who are looking for a trustworthy and reliable accountancy firm. We have built a great working relationship with Ross, Pete & Lisa. Pete Walters is our day to day contact and he is a pleasure to work with. He always goes the extra mile and has been a massive help over the years.”