The 30 Best Financial consulting in Wokingham

“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.”

“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.”

“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!”

“The Michael Hardy team did an amazing job getting our home sold quickly. Very patient with our endless questions, professional and kind. Great to work with. Highly recommend.”

“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.”

“MGK Consultant provided outstanding service! Their professionalism, attention to detail, and innovative solutions exceeded our expectations. Prompt communication and proactive updates made the process smooth and efficient. Highly recommended!”

“I went here for mortgage and pension advice and was very happy with their helpful and professional service - a definite recommendation from me.”

“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.”

“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.”

“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.”

“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.”

“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”

“Understanding the 'minefield' of financial management , with all of the legalities and thresholds is not easy for those who have spent their working lives in other industries. The comfort of having an Expert to guide you through all of the complexities is of paramount importance. Having met & known Ray Best, UnaVida, for several years before placing my complete trust in Ray's operation means security for myself, family in my retirement & future. Thankyou Ray & UnaVida.”

“I have been working with Peter at TaxAssist for about 4 years now. Not only does he deal with my private tax affairs but dealt with the setting up and incorporation of my husband's company and now he handles all of our tax for us. I feel confident that he gives our tax affairs the utmost consideration and I feel that we get the best advice possible. It is one less thing for us to think about when we are busy running businesses. I feel able to pick up the phone at any point, no matter how seemingly small or daft my question and Peter is always courteous and patient. I can recommend the entire team at TaxAssist.”

“I contacted Fairstone for my mortgage application as provided by the sales. I am happy with the service that I received and the speed that they handled my requests, especially Minisha. I was informed throughout the process and when I had questions, they always responds within a day. Everyone could imaging getting a mortgage is such a big thing and you would not want anything to go wrong. So having a responsive advisor and knowing someone is actually trying to get things done for you is quite assuring. Anyway, everything went well and I am now moved in.”

“Brilliant team! I spoke to Chris on the phone who was really helpful and ensured everything was answered in my enquiry and helped arrange an appointment for me and my partner. Matt was the man we met and he was great too, came to our home address to make things easier for us at short notice! An excellent team and couldn't be happier with the service, will use again!”

“Very happy with the service was great to be able to talk with a human instead of having to try and do everything on line. He was able to explain things s lot Clearer. Looking forward to working with them in the future.”

“This is a company you can rely on during the good times and the bad. I have used this company over the past 13 years. Their support and experience has helped me open several businesses and closed a business during this time. Not everything in life and business runs smoothly, however their flexibility, understanding as well as their wealth of experience has been of great importance. May this long relationship continue for many years in the future. Thank you Inchmead.”

“I am so happy to have found Jane, she was quick in her replies to my emails and her fees are commensurate with the tasks. She is very efficient and professional and I will be using her again for my future business and personal tax needs. I highly recommend her to others. Many thanks Jane, form a greatful customer. Sabina”