Financial advisor in Reading

“As first time buyers, we got in touch with Dom as he had great reviews online. 2 years later, Dom has certainly lived up to these reviews and exceeded expectations. Dom was critical in ensuring we got our dream home, through to his expertise, due diligence and brilliant relationship with top lenders. We genuinely could not have done it without him. …2 years on, and he’s now also helped us with our remortgage locking in a fantastic 5 year rate early on to avoid the interest rate hike, all thanks to his proactivity. We would highly recommend Dom. To top it off, Dom is super friendly, personable, yet professional. Thanks again Dom!”

“A friend recommended RAW Accounting and I couldn't be more confident about my tax returns. I'm not originally from the UK and this year was my first filing as self-employed. Luke was incredibly patient with my endless questions, and made the process very simple for us. Highly recommend.”

“Having the support, guidance and knowledge of Fraser and the team at Money Principles throughout the process of selling and buying our new home was invaluable. We were given great trustworthy advice throughout, from remortgaging the property we were selling due to our mortgage term ending before completion and the best course of action, answering our many questions, to getting us a competitive rate on our new mortgage. We will definitely be using Money Principles again, and would recommend them to anyone who needs mortgage on money advice.”

“Amy helped me set up my pension, but what stood out most wasn’t just the technical expertise (which is exceptional), but the warmth, clarity, and thoughtfulness throughout the process. Every step was well-communicated, the documentation was beautifully presented, and the office experience feels genuinely welcoming. The team didn’t just help me open investment accounts—they helped me rethink how I spend, what I prioritise, and introduced me to investment wrappers I hadn’t even considered. With their support, I’ve been able to build a far more resilient and future-proof financial plan than I imagined possible. Highly recommend, especially for anyone local to the area.”

“Paula is an excellent IFA. She evaluates your financial circumstances and then gives you practical advice and steps to achieve your financial goals that relate to your age and circumstances. She is practical and thorough and I would highly recommend her. It's never too late to start.”

“RKP Wealth Management provides us with our financial advice across all aspects ( pensions/ Investments and Tax). We are provided with an Extremely high level of knowledge, guidance and support, delivered in a professional and friendly manner. The level of customer service, understanding, empathy and support is in our opinion second to none. Communication is frequent, in-depth and two - way and above all provides in depth insight and advice relevant to our required lifestyle and any changing needs we may have. We are confident that any planned or infrequent communication requirements are dealt with in person in an efficient and timely manner. We have benefited significantly from our relationship with them and look forward with continuing confidence for all our future financial requirements. Highly recommended.”

“We had a very good experience with Asset Harbour when moving house recently. Specifically, Henny Lessey provided timely and helpful communication, was on hand to explain anything and everything, when needed, and she made us feel supported in the process. Sorting two mortgages, plus life insurance, wasn't easy, but Henny gave us the confidence that we were making the right decisions. Would highly recommend!”

“We had pension investments scattered across multiple accounts from previous employment and had no clarity on exactly what we had and whether it was working for us. Also, since starting our own business we knew we needed a clear plan to prepare for retirement , but didn't know where to start. Geoff gave us clarity on our current position and help to but in place a plan that gave us much needed clarity, both in what we needed to do now and in the future. He took care of everything, while making sure we understood everything that was going on. He was also very in tune with the specific challenges faced by the owners of a young business and tailored his advice to what is best for both us and the business.”

“I chose Wills, Tax & Trusts based on recommendation from my accountants Services it provided included updated wills, LPA, financial advice on investments and creating a family trust. Wills, Tax & Trusts took the time to understand our aspirations for our family and parents. They guided us through the pitfalls and proposed detailed options for us to consider. We are very satisfied.”

“I came across Melanie Curtis Accountants three years ago when looking for a friendly, forward thinking accountancy firm to support my business and have been so pleased I did. The whole team are so approachable and make what could be a very overwhelming task a breeze. We would highly recommend Mel and her team.”

“I moved to striveX after feeling like I had very little support from my previous accountants and honestly the difference has been night and day. The team are fab, especially Natasha, Emma and Fiona who have helped me so much with my business finances. I feel much more aware of what's going on with my business finances and the regular support and touchpoints are really helpful. It feels like you have a team in your corner really supporting you with your business, rather than a stranger behind a desk in an office somewhere just filing your annual accounts. Switching was one of the best business decisions I've made.”

“Absolutely blow away by how straightforward and fast Quentela Accounting was at dealing with my tax return. Cost was so reasonable - paid less than half what I was paying my previous accountant and the service was faster and clearer too. Will definitely use again.”

“I have used Tax Assist since 2014 and found Frank and the team to be very responsive and professional, willing to answer questions and fully explain anything I don't understand. I will definitely continue to use them in the future. Thank you Tax Assist High Wycombe 5 stars”

“Justine, Amanda and the team at Porter Garland have been absolutely incredible over the 2-3 years I’ve been with them. Not only are they excellent at what they do, but their extensive knowledge across all areas of business management has been invaluable in helping me navigate the demands of running my company. They’ve guided me through numerous challenges, always responding swiftly and effectively to any concerns I’ve had. Every interaction has been professional yet welcoming, and I’ve always felt at ease when visiting the office. Justine, in particular, is incredibly proactive in ensuring I meet my deadlines, taking much of the stress out of the process. I can’t recommend them highly enough to anyone in need of reliable, knowledgeable, and approachable accountants. Their support has been instrumental to my company’s success.”

“Idrees has continued to support myself and my business through thick and thin. Not a money-grabbing company, they help you regardless of your situation and time restraints. I've never questioned their accounting skills, always accurate, prompt, polite, flexible and great communication. 5*”

“We have now been working with Stewart & Co for the last couple of years and I can honestly say they have made our business so much easier to manage. We would highly recommend them.”

“Tom has been incredibly helpful in providing clear and practical advice on complex tax matters related to overseas property ownership. He took the time to understand my situation and offered tailored guidance on income tax, capital gains tax, and inheritance tax — all explained in a straightforward and approachable way. I truly appreciate the professionalism and support. Highly recommend!”

“We've had the pleasure of working with Jags & Co - Chartered Accountants for over 14 years, and their service has consistently exceeded expectations. The team is professional, knowledgeable, and always responsive. They provide tailored advice, clear communication, and reliable support across all our accounting needs. Their attention to detail and integrity have earned our full trust.I highly recommend Jags & Co .”

“I need it a help with capital gains tax, Cavan and his colleague Nico were very professional, knowledgeable and quick to resolve the situation with HMRC. Cavan was very helpful and quick to respond. I would highly recommend the company.”

“I recently decided to set-up my own small business and came across Chart Accountancy. Teodora and the team have been extremely helpful, friendly and always quick to respond to any queries I have had along the way. The process has been really smooth and I feel very reassured that my accounting is in good hands given how professional the service has been to date. I wasn't sure if I needed help with my accounting as I am a small business but I am very happy I made the decision to go with Chart Accountancy. Thank you Teodora for all your help and advice so far! Highly recommended!”

“I have used dead simple accounting for the last 10+ years. James is fantastic! Everything what I needed sorted such a short time as him and his team were very fast. Couldn’t recommend them enough”

“Would highly recommend, especially for first time buyers. Andy helped us with a mortgage for our first house purchase and delivered an excellent surface. From initial advice on what property we could afford, all the way through to confirming our mortgage, Andy gave very comprehensive and clear advice from start to finish. Responsiveness was brilliant and the whole team were very generous with their time. We felt fully informed on the mortgage term, interest rates, how long to fix for, the intricacies of making an offer, getting a mortgage in principle, and more.”