Financial advisor in Waterlooville

“Outstanding service from both Andy and Carla, going above and beyond in supporting my mortgage application, during such a turbulent time of buying a property they’ve taken a huge amount of stress out of the process. I can’t thank them enough.”

“We just moved out company to Martin, he is always on hand for any questions and is very professional we cannot recommend him high enough”

“I have been with SJP since the mid 1980s. Rob took over from my previous advisor and I am very happy with his friendly and knowledgeable approach. It is easy to discuss things with him and he explains things clearly. I do not feel that he is talking down to me if I need things explaining further and he has confidently reassured me that my financial circumstances are secure. I feel confident that my investments are safe and that I can withdraw money if I need to without significant deficit to my savings.”

“JWR have been amazing for us ever since we’ve switched accountants. They really understand our industry, they go above and beyond whenever needed and no job seems to be too small or large. We deal with different teams in payroll, VAT, accounts and business development, the customer care and service are always 5* consistent throughout. I have recommended JWR to many of my colleagues as well as Clients and friends.”

“I have been a client of Heelan Associates for four years now and found they have always been the most amazing team, especially through COVID. I don't normally leave reviews but they have really been are a super supportive group of people (especially my accountant Becki, she's the best) and I have never once felt like they didn't have my back. I can trust them to do everything in the best way in the quickest time and have relied on them many times to remind me to upload that missing receipt or send over various details I'd forgotten to. It took me a long time to settle on an accountant but I'm glad when I did I landed with Heelan! Fully recommend.”

“Outstanding service from Scott and team at Purbrook branch regarding self assessment issues very professional would definitely use again if needed thanks”

“Really first class service, always providing helpful and knowledgeable advice. I would thoroughly recommend”

“I have been a client of Keith for over 15 years. Throughout that time he has offered sensible advice, which is always in the best interests of my portfolio. Throughout this time, my assets has grown steadily, with cumulative results which are well above inflation. Keith is truly independent and suggests ideas from a wide spectrum of products. But he will also suggest "do nothing" if that is in my best interest. Thanks for everything Keith”

“Absolutely fantastic service. Fast efficient and a great delivery. Digs has supported us with getting a mortgage and getting a new deal on our mortgage every time and we would not hesitate to use him again and again. He is very professional and supportive. Thank you Digs”