Financial.consulting in Reading

“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.”

“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.”

“My company has been with Edmonds Accountancy since 2014 and the service has been impeccable. Most recently Mohsin Ahmed answered some queries regarding our VAT quarter, organised our company accounts and personal taxation along with an additional request for a company valuation. I was kept up to date throughout the process and the figures were delivered as promised. Many thanks to Mohsin and the team at Edmonds.”

“My Company and I have known Mr. Ahmad at IAC Accountants for many years and we have been using several of his professional services for a number of years. He is efficient, prompt and communicates effectively - giving us the benefit of his knowledge. We have recommended him in the past and will not hesitate to recommend Mr. Ahmad and IAC Accountants again in the future.”

“We have been clients of Keith Graham Chartered Accountants for more than ten years. We have been very happy with their service and cannot thank them enough for all their support”

“I got Business placed with the help of global company formation uk They do a wonderful filtering process for candidates. It was totally a wonderful experience being with global company formation uk . Thank you global company formation Uk . for all the support.”

“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”

“Starfish Accounting are truly amazing, the service they all offer is outstanding. We have been in business for the past 23 years and in this time we have used four previous accountants, these past accountants are simply looking for a signature at year end with very little explanation on the year end accounts. Since instructing Starfish in 2017 i have leant more about my business than in the previous 15 years or so. Not only helping me understand the numbers Starfish have set us up with a recommended trusted card payment supplier which saves us over £1000 per month in charges, also when Starfish took over the accounts from a previous accountant they quickly noticed a previous accountants error which was corrected quickly and we received a 25k tax refund. Starfish have helped me grow and manage my business and i really hope we continue to work together for many years ahead. Great work to Georgie, Emma, Nicoleta, Jenn and Christopher.”

“Stephenson Tilley are extremely professional and proficient. We use their services for both company and personal accounts - all are accurate and timely. However the biggest value for me is the customer service; very much appreciate the reminders for key financial deadlines and the translation of technical accountancy terms to laymen terms. I would very much recommend this firm if you need any accountancy services.”

“Joe gave me advice recently surrounding pensions, he is very knowledgable, easy to talk to and answered all my questions thoroughly. I would highly recommend Joseph and his team.”