The 20 Best Financial service in Newbury

“We felt completely in safe hands with John. He’s clearly very knowledgeable, explained everything thoroughly and gave us the best advice for our situation. His guidance gave us full confidence in the product we chose and that our mortgage would be approved. Thanks to him, the whole process felt smooth and stress free, especially compared to our first experience. Chloe was brilliant too and very competent. She kept everything moving along, always got back to us really quickly, and kept us updated the whole way through! We never felt out of the loop or like we had to chase which made such a difference. Both John and Chloe gave us a great experience at Firstxtra, and we would highly recommend them/ use them again.”

“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.”

“I visited Carl for advice after a telephone conversation regarding my life and income protection insurance policy I thought needed updating. He was very informative, extremely professional and found the perfect cover for my needs. I would definitely recommend. Thank you.”

“Very happy with the service that I have received from UHT Ross Brooke. They have looked after my business and personal financial affairs for years.”

“Academy insurance is perfect, always helpful....”

“Brilliant advice from very knowledgable advisor. Many thanks”

“Rebecca and her assistant Paul have patiently helped me with my finances after a difficult divorce always ensuring I understood what was happening and going above and beyond. Rebecca is very professional and her knowledge is immense, she always has my best interest at heart. I highly recommend her.”

“Certax have provided excellent advise and help with our company accounts. Nothing is too much trouble for Olusegun and the team. Great friendly staff who's accountancy knowledge has given us the peace of mind that our company accounts are in safe hands. We look forward to working with them for many years to come.”

“They always have very nice and friendly staff and I am writing this review especially to thank Debbie who offered me the loyalty card yesterday and made me save. She was super nice, friendly and she conveyed that warmth to me. I am really thinking they are getting some special training for this and it does make a difference. thanks guys!”

“Melvilleburbage is one of the best insurance companies i could of asked for, The staff are ALL friendly and understanding of individual struggles and situations, all my client data is completely private and whenever i have an issue i can get in touch quickly! If you are looking for insurance definitely consider melville!”

“Helpful and professional service so far. I would recommend.”

“I had a great experience with J Finance! Rowan was amazing patient, clear, and really helpful throughout the mortgage process. Kay was also fantastic, always friendly and quick to reply. They made everything so easy and stress-free. I highly recommend J Finance, Rowan, and his assistant Kay for anyone looking for a trustworthy mortgage team.”

“I was served by a lovely lady Maria, which helped me a lot to choose from different earrings.”

“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”

“Had a great chat today with Kerry, was certain it was going to be a long drawn out process but she was super efficient and I didn't have to spend longer booking my holiday than I will be taking it! (Past experience of these things). Highly recommend for an expert to work out the details and just get you out there!”

“I first tried out A-Plan Insurance about 18 months ago and was very impressed at their thorough fact finding in order to recommend the right policy for me. It is all too easy to just go with the first quote even if it does not really meet you needs. As it turned out, A-Plan were also very competitive as well and so I have now moved all of my insurance policies to them. It is also reassuring to know that if I should ever have to claim on a policy, then I can just call A-Plan and they'll deal with the insurance company for me.”

“In the summer of 2024, I encountered significant challenges with my long-standing accounting firm, which managed the company finances for over a decade. I discovered serious mismanagement that resulted in unpaid taxes. In search of a resolution, I contacted multiple accounting firms through a Google search. After engaging in discussions with several representatives, I was impressed by the professionalism of Sherwin Currid and decided to pursue this option further. I detailed my situation to them, and they assured me that they were well-equipped to address my concerns. A meeting with a competent and professional representative was scheduled, and subsequently, I decided to collaborate with Sherwin Currid. My designated point of contact, Tony, has been exceptional, providing consistent support and guidance. Upon reviewing my accounts, it became evident that the previous accountants had made numerous errors rather than simply overlooking tax obligations. Now, nearly one year since transitioning to Sherwin Currid, I am delighted with their team's professionalism and dedication. They thoroughly examined my accounts, kept me informed throughout the process of resolving various issues, and outlined the necessary steps to restore the company's financial health. I genuinely believe that choosing Sherwin Currid was one of the best decisions I could have made. I am grateful for the support of such an outstanding firm. My only regret is that I did not seek their assistance sooner. I wholeheartedly recommend Sherwin Currid without reservation.”

“Navdeep and Doralda are very helpful. They sorted out my mortgage and service is excellent. Thank you again”

“Need a few more businesses like this not manned by call centres but staffed with real local people who know what they are talking about.”