Financial services in Reading

“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.”

“I got a phone call literally minutes after filling in the form on the website - I thought I'd get a quote on screen, but actually it was really helpful to speak to the young man who was very informative and helped me to switch my cover to a Whole Life policy which suits me much better - thanks to the guy I spoke to - even though I can't remember his name!”

“I have relied on Assets Accounting professional team for over 20 years. They have always provided me with exceptional and accurate accounts and tax advice and have always been quick to research and respond to any queries raised. For business peace of mind, I would strongly recommend the team at Assets Accounting. Thanks Assets for over 20 years of support”

“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.”

“John has provided a superb service. I could not recommend him enough! As a first time buyer he has been attentive, informative and always at the end of the phone/email to answer my questions. He has supported me from our initial consultation all the way through to completion and setting up the appropriate insure for my new property. Very highly recommended!”

“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 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.”

“Our LLP has been a client of PKB for over a decade and we have always found them extremely helpful and easy to work with. Communication with all members of the team has been efficient, prompt and friendly, and we have always received responses to our queries that went further than we had expected in helping us. They have been exceptionally patient when giving us advice, especially recently and we feel very fortunate to have been referred to them. We would strongly recommend them.”

“we are long time with this accounts company .they are very helpful and sportive.i give them 10/10”

“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.”

“Roy has been my insurance guy for 4 years. He’s excellent, got me a great set up with Vitality. He checks in regularly and helps me with any issues straight away. Happily recommend these guys to anyone looking for life insurance.”

“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.”

“We were looking for a pink sapphire and visited lots of jewellers in our search. George arranged for us to view some stones and we found the perfect one which he had set for us absolutely beautifully. Everything about the whole experience was excellent from the first time I went into the shop to collecting the final item. It is a very special ring, for a special occasion and the service we received reflected that. Of all the jewellers we visited they stood out for their professionalism, warmth and being so informative too. I cannot recommend them and George highly enough.”

“As a fairly new business and having transitioned from a cowboy accountant to Certax; I now know what a professional and knowledgeable accountant should be. My books and tax accounts for the past year have been reviewed and straightened out and I am also due tax refunds. I am full of admiration for Segun and his team - very friendly but more importantly, very professional and knowledgeable. I will avidly recommend Certax Basingstoke practice to any one needing tax or accounting services.”

“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.”

“Edwin is a true professional. Expert knowledge and good, timely communication throughout. Will continue to use for all accounting needs. Fully recommend.”

“I have been pleased with the help/guidance provided by SFIA in the management of my finances. My SFIA advisor, Aman, always explains things clearly and is quick to address any questions that I have regarding my finances.”

“Excellent service from Jay's Accountants, I put Calliope under a little pressure as I had to me a deadline but all was completed with a week to spare . I have to leave as a client due to a far away move but I hope I find someone as good as Jay's.”

“Lorraine has been assisting us with our financial investment and retirement planning. Her wealth of experience, professionalism, efficiency and integrity are just some of the reasons I would highly recommend her for any of your financial planning requirements.”