Financial advisor in Southampton

“I've been delighted with the excellent professional support for my business from Rothmans.”

“Honestly could not say enough good things about this company. Jackie Pike has been exceptional throughout our entire process. From our first purchase falling through, to securing a second one within weeks. She answered any and all queries we had. The only part of the house buying process that hasn't had us ripping our hair out! Jackie took care of everything, 10/10 would recommend to anyone.”

“We've used Ask About Mortgages for years, and couldn't be happier! Josh and Matt are polite, hard-working and always get the best mortgage deal, at zero cost to us. We've recommended then to several friends who have all also been delighted with their service. Highly recommended!”

“I have been a client of Philip Pearson for almost 20 years. Initially on behalf of my widowed mother where he simplified my father’s slightly random collection of privatisation stocks, gilts etc into a diversified portfolio for her which ensured she was comfortable in her assisted living flat and then retirement home. He was at pains to ensure she was well briefed on the approach and outcomes during face to face meetings. He then looked after my investments and personal pension as well as my two daughters’ smaller pots. He is experienced at predicting the turns of the markets and ensuring your portfolios are adjusted accordingly. I trust his advice and have benefitted accordingly. His and his team’s administration is efficient and his chosen investment platform (Transact) provides good online access and a wide range of reports for checking progress, tax etc. I have recommended him to friends and colleagues, all of whom have been grateful for the recommendation.”

“Alicia and her team have been amazing. They have been thorough, great communication and really helpful. Will continue to use their services and would highly recommend.”

“We've had a really positive experience with Business Accounting and Tax Limited. They helped us catch up on our accounts after falling behind and made the whole process feel manageable. Everything was brought up to date efficiently, and they’ve also helped set us up with systems that make it much easier to stay on top of things going forward. We’re especially grateful for the introduction to Rachel. Her help with QuickBooks was invaluable. Alongside Sash’s ongoing support, it’s made a real difference, and we genuinely couldn’t have gotten to where we are without them. It’s been a huge relief knowing we’ve now got proper support in place. Thank you!”

“Excellent service re: making our wills. Paul provided a superb service explaining the option’s & legalities of making a will in a very clear & easily understood manner. I would not hesitate recommending him to anyone wishing to put “their house in order” financially.”

“Alice Andrews, the Client Director at Vantage Accounting not only has a very good Telephone manner but she also has excellent Customer Service and Problem - solving skills! She coupled with her Team deal promptly with all our Company's accountancy needs which certainly allows us to focus on the daily running of our business. They are highly approachable and any queries we have are met with timely solutions. I couldn't rate their professionalism high enough and would recommend her and her Team to anyone looking for the complete Accounting package!”

“The service provided by Ask About Mortgages was excellent. As first time buyers, our overall knowledge of the process was very limited. Josh took the time to go through everything with us (more than once) and found us a very fair deal, considering the current market is not very forgiving. Josh was always available to answer queries and even looked through properties with us to ensure they were mortgageable. Rachaell was absolutely brilliant and always replied to our emails promptly and in a helpful manner. Thank you both. We are very happy with our property.”

“An exceptionally knowledgeable and reliable accountant, I can’t recommend Karolina enough. She walked me through the whole process from start to finish in a way that was clear to me - probably for the first time since I’ve done self assessments. She was there for any follow up questions and I knew I could count on her. I strongly recommend the services to everyone who's looking for high quality support.”

“We always very pleased with their service. We run a fairly large business so it's important we have an accountant who we know is giving us the best advice and service possible. Thank you guys, Sandor, director”

“Grace is a pleasure to work with. They take the time to listen carefully and fully explain all the pros and cons, and potential options. Even when your situation changes, they are always there to offer advice. They make all the charges and fees very clear and I feel very confident that I have made the right choice consolidating my smaller pensions and moving them under the management of Grace at New Forest Wealth Management.”

“I began working with Brendan from Capture Accounting in March of last year and I have only good things to say about my experience so far. I had been running an online course business as a UK sole trader for years and I experienced massive growth towards the end of 2023. Soon after, I realised that my high street accountant who I'd only speak to once per year to handle my self assessment tax return wasn't going to cut it anymore. I needed a much more hands-on approach for my bookkeeping and I specifically needed help with a things like accounting for EU VAT and switching from sole trader to Ltd company. I also moved away from the UK last year and so I required assistance with figuring out a tax efficient solution for paying myself from my UK-based company whilst living overseas. Brendan has been exceptionally helpful in guiding me through all of this. At every step of the way he has gone above and beyond to help make sure I understand exactly what's going on in the business. Is it more expensive working with an accountancy firm like this, compared to a high street accountant? Yes 100%. But if you're running an online business and are generating 6-figures+ annually, it's a no-brainer decision. I've been meaning to write this review for months and I finally got around to doing it today when I saw how much Brendan had been able to reduce my payments on account down to. Cannot recommend them highly enough!”

“I have had the pleasure of receiving the best advice and guidance from both Nick and Lorna over the last couple of years. Everything is explained thoroughly and I can see my best interest is their fundamental objective. Highly recommend”

“Stephen and his team have been absolutely brilliant. I’ve never been the best with numbers or financial stuff, so having them there to guide me has made such a difference. They explain everything in a really clear, straightforward way and are always happy to answer any questions, no matter how small. They’re professional, easy to talk to, and care about helping. I’m really grateful for their support and wouldn’t hesitate to recommend them.”

“Jonathan and the team at switch Accounting have been handling all my accounting needs for a number of years now. It has been a pleasure working with them as they are always helpful, friendly and professional. At the end of the tax year Jonathan makes the effort to visit me at my office to go through the final numbers and to tie up any loose ends. I can fully endorse Switch Accounting and recommend to all.”

“Very pleased with the quick service and the additional information supplied without any extra charges. Would recommend.”