Financial consulting in Reading

“As first time buyers, the best decision we made in the house-buying process was to choose Paul and Premier Financial Services to handle our mortgage application. From start to finish, Paul was so attentive and thorough and we knew from the initial consultation that we were in the best hands. He is so knowledgeable, patient and helpful and we felt so looked after and well-informed throughout the whole process. Knowing that Paul was looking after our mortgage application took all of the stress out of the situation, and we can’t recommend Premier Financial Services enough. We will absolutely be sticking with him for all future mortgage applications.”

“10/10. My fiancé and I can’t recommend Tom and partners financial services highly enough. From the very beginning, which feels like a lifetime ago for us he was professional, prompt and incredibly helpful. We had a long journey due to the complications on the house purchase and he stuck through it helping chase solicitors and any other help or advice we needed. Adaptable to our available times and would be on call to support and answer any questions we had as first time buyers. We will be using Tom for his services hopefully for every purchase and sale going forward in our lives. Thank you so much.”

“I can't thank Garry enough for all of his hard work, dedication and professionalism in finding the right policy for me. I so very much appreciate all of Garry's efforts and determination in assisting me with my policy, his knowledge and expertise are invaluable.”

“I've found the team at Macbeths to be extremely effective and very customer focused. They have always gone above and beyond to assist me and my clients so I wouldn't hesitate to recommend them.”

“I do not think there could ever be enough words to offer the commendation that Trevor at Green fern mortgages deserves! If you are looking for an advisor then I would honestly stop looking now and trust the amazing reviews that everyone leaves for this company! Trevor has been truly outstanding! A friend had recommended Trevor to me after they had used him to secure their own mortgage. As a first time buyer I felt extremely anxious and like we were really diving into the deep end. We are also both self employed and wanted a mortgage on a property that was certainly not straight forward. I have never experienced someone in any profession show as much dedication, patience, passion and empathy as Trevor showed us. I say with a little shame I certainly wasn’t the easiest of clients I’m sure as i have been a stressed wreck through the process yet Trevor was ALWAYS available to answer any questions and concerns, iron out any discrepancies and always did so in such a calming professional manner. I whole heartedly believe had we of used any other advisor I would have thrown the towel in long ago and I would never have been able to get to the stage we are at now. This review is honestly not testament to Trevor enough for his hard work, determination and dedication not only to his work but his clients too. He really does make you feel safe and heard throughout the process. If I could give 1000 more stars on this review I would do so in a heartbeat! For anyone looking for a mortgage advisor - USE TREVOR @ GREEN FERN MORTGAGES NOW! Thank you so much Trevor!”

“I'd like to recommend Jarosław Chmielowiec to everyone who is looking for an insurance. I'm very grateful and also very impressed of his approach to clients. He treats each client very individual, listening very carefully to find the best solution. Later on he'll be leading you through whole process. He is also very focused on each detail, so you have impression everything is under control and nothing will miss out. In short absolutely deserved 5 stars. Thank you for cooperation.”

“Kye was amazing, he took care of everything with ease. He kept us well informed of any updates and completed the request we asked for. We would highly recommend Kye to help with your needs. And to add to his professionalism, he personally is truly a gentleman. Thank you so much for everything you have helped us with. Could not have done this without you.”

“Adam Accountancy in Slough is highly recommended for their exceptional accounting services. Specializing in company annual returns and personal self-assessment tax returns, their experienced team ensures accurate and timely submissions. If you're seeking reliable accountants in Slough, Adam Accountancy is your premier choice for professional and efficient financial management.”

“I'm glad I got Maz's referral through a colleague. It was wonderful working with Total Tax. Maz is very professional and also understood the time criticality of our application. He delivered as promised, always shared the facts transparently also very clearly made us aware of the expected outcome. We went ahead with his advice and received the positive outcome. We highly recommend Maz/Total Tax Accountants for their expertise!”

“I highly recommend Michael at All Aspects Financial and his Optimise service. He looks in great detail at your unique, individual financial needs/situation and then advises you on how to make the most of your finances no matter what your personal circumstances and income are. He saved me so much money from negotiating with my overpriced utility contracts to optimising savings and income and organising my money. By the end of the process you will feel so confident and secure with your financial and lifestyle goals in life and face a more secure future for you and your family.”

“Tim helped me today with a query I was struggling to get my head around. His advice was clear, concise and delivered in a way I could understand. I wouldnt hesitate in contacting Tim in the future for further guidance. Thankyou Tim.”

“Sergei helped me with my Capital Gains tax return last year and has now helped me with my Tax Return for 2024/2025. He has been extremely prompt and clear in what he has done for me and I would highly recommend him”

“We used Fortem for some advice regarding our mortgage. Kevin was amazing, finding us the best deal we could get whilst making everything simple. He was also always available to talk on the (many) queries we had! Very responsive. Overall fantastic experience and would definitely use Fortem again.”

“I had a call with Sam to discuss pensions and IHT. He was very easy to chat with and explained things clearly. I had some understanding before our call however Sam took time to discuss various scenarios and I definitely gained a better knowledge of what my options were. What I appreciated most was the genuine, honest, straightforward advice.”

“Mark helped me migrate my pension to True Potential, from my previous provider, where it was underperforming and with poor IFA assistance and advice. Since moving to TP, my fund has grown much faster and projecting forward, will now provide for me well into late retirement at a comfortable level, something my previous provider would have failed to do. I cannot thank Mark enough for his advice and continued support through the process and since, with regular contact and highly recommend you speak with him to provide for your retirement. .”

“Simon is a consummate professional. He is thorough with a high attention focus and deep attention to detail. He's an active and attentive listener which really helps the information transfer. He knows his market and his product set. He goes to great lengths patiently explaining the potential risks and benefits of given scenarios. At first, I had minor issues with the Online Portal but those are IT related and not a reflection on Simon's abilities or skill. Annoying though. I can't say I've had a lot of experience with Financial Planners, but suffice it to say - as my prospects change, I will be calling upon Simon's services again.”

“Blue Peak have just completed and files my Company accounts, their service is second to none. Brilliant people to do business with and a must for any SME owners who want to benefit from 'Big 4 experience' without the Big 4 invoice! Their support and advice has been invaluable. Massive thanks to Ellie for being so patient and diligent!”

“My husband and I have worked with the team at Sky Blue for many years, we trust them with all our products, insurance, mortgages and pensions. Very trustworthy and knowledgeable”

“Would highly recommend as Richard offers ongoing service and explains everything clearly”

“Cannot recommend Matthew enough! He was brilliant and made a complicated area easy to understand. Very happy with the service and will use Matthew again in the future.”

“I like the fact that everything is scheduled so I don't have to chase anything at my end be it payroll, VAT return or anything else. If I need anything specific, I call and it is actioned promptly.”

“Excellent service, detailed explanation of suggested options and great communication whether via zoom meetings, emails or phone calls. Would definitely recommend.”

“Stuart and Katie have been consistently brilliant in arranging a number of mortgages over the several years. Extremely responsive, rapidly effective and downright nice. I'm tempted to say they made applying for a mortgage fun but I don't want to stretch credulity.”

“I wanted to express my heartfelt thanks for your outstanding support in arranging life insurance for my husband and me. Your expertise has given us a peace of mind, especially as parents to our young children. From our first meeting to finalising the policies, your understanding of our needs was evident. You took the time to ensure we fully understood the policies, providing us with confidence in our decision. Your genuine care and attention really has set you apart. In a world full of uncertainties, having comprehensive life insurance brings us great comfort. I wholeheartedly recommend Barrie Dean to anyone seeking a caring and knowledgeable professional in life insurance. Thank you, Barrie, for your exceptional service and for helping secure our family's future.”

“I cannot recommend Rachel Foxon of BFC highly enough. We were problem clients from the start (because of circumstances, not being purposefully problematic!), but Rachel's calm determination to find solutions for us has meant that we have finally been able to buy our own home. Throughout the process, Rachel maintained great communication, and patiently talked us through all the options and steps at each stage. We couldn't have asked for better support. Thank you, Rachel.”

“Professional, very helpful and understanding, listened well to all areas, gave great advice and stress free, much appreciated. Very Highly Recommended”

“I have been a Customer since 2015. I highly recommend this great Company.”