Audit & Consulting in Chesterfield

“Sovereign Wealth / St James 's Place have been exemplary in supporting me with my pension and retirement planning . Their response to my requests is always quick and highly professional. Dominic Fallon is a professional in his field and his team are superb.”

“I can’t thank Libby & John from Hammond and Co enough. When I saw my initial tax quote I panicked as it was more than I expected. I’m a nail technician who just wants to paint nails and do things right. I handed over all my spread sheets, receipts and all additional information. Not only did they clear my tax bill but I received over £2000 that I was owed! Libby was so friendly and completely but my nerves at ease. I will definitely be using Hammond and Co in the future.”

“I've been working with BTS as my accountant for nearly 10 years, and I couldn't be more pleased with their service. Their expertise, attention to detail, and commitment to their clients are truly exceptional. BTS Accountancy has consistently provided accurate and timely financial advice, guiding me through complex tax situations with ease. Their professionalism and reliability have given me complete peace of mind, knowing my finances are well looked after. I highly recommend BTS Accountancy to anyone in need of first-class accounting services.”

“My business has grown with SMH Sutton McGrath Hartley (Chesterfield) over the years (many years). Laura Leader has overseen my accounts and is my go to point of contact. Laura is confident in her role, approachable and prompt in all she does.”

“This is my 1st year 2020 of using this company to sort my accountants, am very pleased with the out come & how fast it was done. Thank you again if you are reading this. See u next year.”

“Great, personable company. Really friendly and make things simple for normal people to understand. Quick to reply to enquiries. Would highly recommend!!”

“Shannon was really helpful, she was thorough, clear in what she was telling us and made sure that we understood all the information she was giving us. Everyone we have met at Rosewood Wealth Management have been very friendly and a pleasure to meet them. Cannot recommend this company highly enough.”

“When we first decided on applying for Equity Release we had no idea how to go about it aside from the fact that we knew we needed an advisor. We looked around on the web and also noting adverts on TV and finally decided to go with one close at hand, hence we contacted Simon. From the start he was very professional and helpful without being distant or superior, explaining all our options and what he would recommend. In our particular case from very start from me contacting Simon to our actually receiving the equity took only six weeks. During that time he has remained in touch checking to ensure things were progressing correctly. One thing we really appreciated was that he organised everything for us, even so far as arranging for an advisor to visit to update our wills which was not actually a part of the equity release application. Simon and all the people he put us in contact with were all very knowledgeable in their fields and very patient when we needed clarification on anything. I would recommend Simon Chalk and LaterLivingNow to anyone even considering Equity Release.”

“Mitchells Chartered Accountants have completely revolutionised how we manage our finances through their expert implementation of cloud accounting. It's truly been a game-changer for us. They have freed up a significant amount of time for our team, allowing us to focus on what we do best—selling homes! Mitchells' expertise and support are exceptional. They are always available to answer our questions, provide guidance, and give advice. Their proactive communication and dedication makes them a true partner in our business success, Saxton Mee”

“Having had dubius experiences with previous advisors, Steve Noakes is an absolute breath of fresh air. He is knowledgeable, insightful and ensures he matches any advice and products to our needs and situation. As a consequence he has allowed me to retire early, something I did not think possible. We have recommended him to family and friends who have also commented on the quality of advice given. We would not hesitate to continue recommending him to others. Thank you Steve.”

“I’ve known Peter for many years and he always gives me sound advice. He’s friendly, approachable, professional and nothing is too much trouble. I would recommend him to anyone.”

“Minesh took on my account a couple of years ago and I couldn't be happier. He really knows his stuff, and explains everything in a clear and precise way. I feel confident that every decision made regarding my investment and pension is the right one and based on the best data available. He always explains, and answers all the questions and gives clear advice and guidance on what to do next. I'm quite risk averse but never feel I'm being pressured to change. I wouldn't hesitate to recommend Minesh to anyone. Thank you Minesh.”

“I contacted Jones & Co for pension advice and had the pleasure of meeting with Kieran Lynch. From the outset, Kieran made me feel completely at ease, clearly explaining my options without any jargon. His patient and thoughtful approach ensured I fully understood every aspect of the advice provided. I wouldn't hesitate to recommend Kieran to anyone seeking financial guidance-his professionalism and clarity are truly commendable.”

“Have had a great start-to-finish experience with Mortgage 1st. Our first port of call was with Andy who reviewed our initial case. He was so helpful with any questions and assisted us over a couple of weeks. He transferred us to Imran who specialised in cases such as our own. Having both been self-employed our situation was more complex than some. He knew exactly how and where to approach to successfully obtain our mortgage in principle and made the impossible a reality. Imran was quick and efficient with communication throughout and both him and his processing team were always on hand with their high level of knowledge and to ensure we were always kept up to date. They succeeded with a mortgage offer and I can honestly say using a broker has been worth its weight in gold. Thank you – would highly recommend to anyone and will 100% use again.”

“Milestone F.P have been looking after my finances for over five years. I have always found the company and their staff professional, friendly, courteous, knowledgeable and helpful in all my dealings with them. I would highly recommend them to anyone requiring anything regarding investments and pensions.”

“I would recommend SBA accountants to anyone. I’ve been using them for my tax returns/accounts advice for 2 years now and Jay and Alan always go above and beyond with their efficiency and professionalism. They’ve made my life so much easier and more organised, I can’t thank them enough!”

“I have used Shorts Accountants now for almost 20 years and throughout all the years I have been very happy with the service I have received. Running a business is a challenge in itself - and Shorts have always been approachable in the difficult times, and helpful business and taxation planning advice in the good!! Would highly recommend.”

“Excellent service, been looking after me for many years since I bought my first home!”

“Always a good, productive meeting with Chris and the team”

“I can’t speak highly enough about Catherine’s coaching process. My whole relationship with money has changed completely and I feel at peace with it for the first time in my life. Catherine provides space and encouragement whilst enabling you to make massive shifts in both mindset and in situation. She’s literally worked miracles for me!”

“David was introduced to me by a mutual friend as I wanted to know about my pension as I had no clue about it. David came to see me and explained everything in a friendly, professional way that I understood all about it. I have recommended David to a few others who he has helped with his wealth of knowledge and experience and I will recommend him to others in the future.”

“We received excellent advice through Nick about investing on behalf of my mother under Lasting Power of Attorney. We are reassured that we are dealing with her affairs in her best interests. Nick was helpful and efficient at all times.”

“Alison is very knowledgeable and approachable and her staff are very friendly and helpful.”

“I have used Shorts Accountants since 1965 in my business and continue to use them as Financial Advisers since my retirement. They have always been excellent throughout this time and despite changes in staff over the years their quality remained consistent. We had an issue with the Inland Revenue, which I disputed vigorously, but HMRC continued to claim I was in breach of the rules. It was only with the expertise of a member of Shorts staff at a meeting with HMRC that they finally admitted that I was conducting my business correctly. I received a letter from the Inland Revenue admitting they were wrong, which I have kept in a safe ever since. Shorts knowledge of case law and precedent saved me thousands of pounds in that instance. I have recommended them to family, friends and colleagues, both as Accountants and Chartered Financial Planners. Whilst the last 12 years have been a volatile period for investing the returns on my investments remain very satisfactory and my capital has been protected. I would recommend them without hesitation to anyone requiring financial advice. Philip Gilbert”