Financial.consulting in Fareham

“The whole experience from beginning to the end was flawless, professional & very friendly. There were no hitches,no false promises or unforeseen hurdles. Matt was very approachable,very considerate & very helpful.His communication was second to none,always prompt & helpul.He kept me informed at every stage,taking the hassle & potential stress completely out of the equation. Would I recommend using Luna for any financial planning ? Absolutely & without any hesitation.”

“We asked Robert if he could have a look at our Pensions for 2 reasons: 1. My Wife had been encouraged by her work financial adviser to amalgamate her pensions into one 2. To make sure we were on the right track for retirement or if we needed to make any changes now before it was too late. Robert’s advice saved us making a potential financial loss and gave us piece of mind for our future. We will be seeking his advice again soon.”

“Rob has been great and has given very clear and helpful financial advice. Feel confident that everything is in good hands with him and the rest of the team.”

“Stuart’s service has been excellent from start to finish. As a new business, having to wrap my head around tax returns and the dos and don’ts was challenging. His help has been invaluable. The charges are reasonable and he’s more than willing to clarify any details. 100% recommended.”

“We have been using Helpbox now for a good few years to do all our accounts. We work closely with Jamie, who has always been a pleasure to deal with. He is happy to answer any queries we have and go through things we don't understand to explain what they are till we are happy. He is quick at getting back to us if we call or email. The service we receive from him is outstanding and we look forward to continuing working with him.”

“This is the first time I have used this excellent service. Lisa exceeded all expectations and the service was second to none. I personally find having to fill in tax returns very stressful this company took all that away and I would highly recommend there service to anyone.”

“We have dealt with Portland for very many years, knowing Carl and Mike of old. More recently, we have also been pleased to work with Steve and now Stewart. We have always found them to be generous with their time - happy to talk through specific cases, when many have not materialised into chargeable work for them. They are knowledgeable and authoritative, but demonstrate humility and sensitivity. They are pragmatic, flexible and reasonable on fees and good attention to detail. We have had very positive feedback from our clients who I have recommended to them and feel comfortable doing so, in the knowledge that I can completely trust them with the client, in every way. They work hard but they also play hard, organising fun events for the professionals they work with, keen (as they are) to build lasting relationships within their network. I certainly wouldn't contemplate working with any other insolvency firm and would thoroughly recommend them to any other professional seeking such assistance. Thank you guys and we look forward to working with you all for many years to come.”

“I have been with Xebra for over a year, and I must say the teams advice and work ethic has been fantastic. It has really helped me control the finances in my business and I would recommend Xebra to any other company that wants to get knowledgeable control of the business finance.”