Financial advisor in Reading

“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 would heartily recommend using Ryan and his team for accounting services. They helped me immensely when starting my company a couple of years ago and are always quick to get back on any questions I ask with many helpful suggestions.”

“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 have previously needed an accountant on short notice. TaxAssist Accountants Newbury, done a great job of scheduling my initial meeting with Paul within the same week, their reception staff were so understanding and accommodating. Paul Greenan, showed a very good understanding of my newly opened company and was very courteous accurate with the info he gave me in our initial meeting. He quickly tailored a service package to suit the need of my company / case at a reasonable price. As it happened, soon after my circumstances changed and my company would be effectively "dormant", Paul was very helpful to tailor a new service package at a very much reduced cost, which i found extremely thoughtful and helpful. When I had to dissolve my company, Paul continued to offer assistance at no charge. Very highly recommend TaxAssist and Paul as an accountant”

“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.”

“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!”

“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 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 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.”

“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.”

“I have complicated tax issues with respect to a family trust in SA, that will be winding up in the future, and me living in the UK. Andrew was happy to listen to my concerns and offer support. Andrew and his team have accepted the challenge and have meticulously endeavoured to get my tax issues correct and up to date for the present to make the future easy. I appreciate their patience and attention to detail and I trust them with my Taxes.”

“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 an amazing experience with Options Mortgages. They helped us secure a mortgage for our property purchase, and the entire team was fantastic. Amir, in particular, was outstanding, extremely professional, trustworthy, and supportive. He also connected us with other trusted professionals, which made the whole process smooth and stress free. Everything was completed in record time, and Amir managed to secure us an excellent mortgage deal, even after we had explored options with other brokers. We’re absolutely pleased and would highly recommend Amir and the Options Mortgages team”

“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.”

“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.”

“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”

“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.”

“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 found Matt Russell at Woods Russell Accounting really knowledgeable and most of all helpful as he explained what I first thought were complicated tax processes. I am very confident that he represents my company from an accounting perspective and I would have no hesitation to recommend Woods Russell to others in my network.”

“After feeling frustrated and disappointed with previous financial advisors, I was thrilled to find Matt Pitcher at Altor through a recommendation from a work colleague. As I planned for my semi-retirement while my wife continued to work, I wanted to ensure that our two children, who have now transitioned from adolescence to young adults, were set up for financial success. Matt and the Altor team took the time to understand our entire family's situation, providing tailored advice that addressed not only my semi-retirement goals but also my wife's and our children's future needs. Matt's guidance and insights have helped us create a financially sound foundation for our kids, allowing them to embark on adulthood with confidence. What truly impressed me was the Altor team's ability to simplify complex financial concepts, making them accessible for everyone in the family. It also helped that their investment strategy (around minimising fees and using custom indexing) totally aligned with my own investment philosophy. The ongoing support and regular check-ins have been a game-changer, giving us peace of mind about our financial future. As someone who works in the financial services sector, my only regret is how long it took me to find an organisation and advisor who truly have our family's best interests at heart. I wholeheartedly recommend Altor to anyone who has faced similar frustrations. Fraser Mckie”