Financial consulting in Southampton

“Nathan is so helpful! From the first contact to sorting the relevant policies Nathan provided a 5 star service. He took his time to work out what policies we might benefit from then explained them all to us, taking on all the leg work saved us so much time and stress! Never any pressure - just advice and guidance. Flexible in time to speak too which helped with our chaotic and busy lives! Highly recommend for any insurance and protection support.”

“Went to see Michael regarding some retirement planning advice. He was extremely helpful and honest with his advice - he didn't try to sell us anything which is refreshing from an IFA! Will be going back when it is time to redo the mortgage.”

“Stacey is amazing and I highly recommend her to anyone! Really helped us find the best mortgage for our situation, answered all our questions and checked in with us regularly. Nothing was too much trouble!”

“Excellent service once again. We have used Pete three times in the past for moving house and other financial matters etc. He’s always very polite and so helpful at all times. Pete is always professional and reliable.”

“I searched a lot for a reliable accountant, read countless reviews online. In the end, I chose The Accounting Studio - Accountants recommended by a successful friend. Gareth has been extremely helpful throughout, explaining everything as it happened so that I fully understood the process! Gareth even gave me a guid to running my business so I can learn more as I am new to this. He’s are very proactive, and also very friendly. I appreciate the fact that I can reach out with any questions and receive a quick response from Gareth to help me with my issue or query. I strongly recommend working with him!”

“Bruce visited us this week and provided a comprehensive overview of our financial position along with detailed advice on how to maintain and improve it. It was a pleasure to talk with a real expert who helped set our minds at rest in these current turbulent times.”

“Richard was referred to us by some friends (which is a testament in itself). He’s been brilliant for us, and is such a nice person to know and work with. I honestly wish I’d knew him sooner. He’s very meticulous in his work, and has always kept us updated throughout the process (remortgage), also putting us at ease which has really helped. I would highly recommend Richard, and will definitely continue to work with him in the future. Thanks again!”

“Working with Łukasz was an absolute pleasure. Both my partner and I felt well taken care of throughout the entire home-buying process. Łukasz is able to explain all complexities in a clear and understandable way. A big plus for his accuracy and attention to detail, which is key and very important for me in any collaboration. Łukasz was always ready to help and provide support during difficult moments in the long and challenging process of buying a house. If I ever buy another home or need to extend my insurance package, I will contact Łukasz without hesitation.”

“Everything was very good. The talk most interesting. Personally we would like extended investment talks maybe afternoon tea and a more relaxed setting. Thank you we did enjoy the whole breakfast meeting.”

“Mandair and Co have been my accountants for a few years now. I live in London and this company was recommended by a local business. I recommend Mandair and Co to anyone who wishes to see their interests being well looked after. Professional with rapid response and careful reminders. very reasonable charges too.”

“Shelly and the team have been absolutely incredible. Shelly is always there to support me - even with my silliest questions - and her patience and guidance have made a huge difference in helping me grow my business. She’s constantly providing valuable knowledge and support, and I genuinely feel like she’s in my corner every step of the way. Neil’s expertise in zero has also been invaluable, helping me with how to use it properly and utilise all its features. So grateful for Power accountax- keeping me on track, reducing stress and allowing me to run my business smoothly and confidently. I can’t recommend them enough!”

“during this difficult time of remortgaging, Primary Financial Solutions really look into the best deal with the least hassle for myself on partial furlough and my husband being self employed. They made the journey easy and pain free with me just having to send documents via email. They even came and picked up some documents from myself that I didn't have on line and could not scan in. A very caring, professional service and one that will go above and beyond to assist.Would totally recommend PFS. Thank you so much I really appreciate your services and constant updates and communications.”

“Excellent service to my family and friends. Robin is very thorough and patient explaining all the options. Thanks for all your help.”

“Great company. Honest, reliable and highly recommended. Robert is extremely helpful and knowledgeable.”

“I recently had the exceptional fortune of coming into contact with Sean McGonagle of Encompass Financial Management. In an unfortunate situation entirely of my own making, Sean stepped in as a solid, savvy and selfless good Samaritan. Sean kept his calm in what could have been a high stress situation. Based on my interaction with Sean in a circumstance where he did not have to help at all, yet did so in an above-and beyond manner, I would have no hesitation in doing business dealings with him in the future: what better qualities than proven selflessness and calm-under-stress could you look for for financial advisor? Call Sean.”

“Had the pleasure of speaking with Simon over the last few days regarding a pension question. He was prompt, polite and knowledgable and the interactions were pleasant and professional.”

“Dental Financial Associates are a pleasure to work with - Friendly, efficient, knowledgeable and professional.”

“Nicky was an incredible help. I can't thank her enough for the effort she put in securing us a fab rate. I highly recommend going through her and we will definitely be returning!”

“I've only just began my journey of investing. Being self employed I was also seeking guidance with a pension. My accountant highly recommended AMFA & from the very first communication with William Neal he has been fantastic. Every meeting or phone call I've had with Will he's been extremely patient and has an excellent way of communicating to put things into simplistic terms for me. I found the whole thing rather daunting before meeting Will but I have every confidence in him and his guidance. I will update my review as time goes on but right now Will has been faultless.”

“Would highly recommend Jordan & team, they have been a great help with our small business.”

“Rav Rai at AMFA has been a very accessible, helpful and informative regarding my assets. When setting up, I found the whole financial investments process very confusing. I had several discussions and meetings with Rav which was followed up by printed estimated financial forecast for me to fully understand and my mind was put at rest. Since my initial set up, Rav has kept in touch via email, text and phone calls to discuss my assets and is readily available to answer any questions that arise. I would thoroughly recommend Rav Rai @ AMFA to look after your assets.”

“Great advice & a great service saved me hassle and money. Highly recommended”

“I have used the services of Sue and John of JSR Management & Consultancy Services LTD for many, many years now. I have always found them and the team to be totally professional and most importantly responsive to any query that I have. Everything is completed in a very timely way and you know that you will get a response very quickly if you need any advice or help in understanding the finer details of business management. I would wholeheartedly recommend their services.”

“First class service, so friendly and knowledgeable. Highly recommended.”

“A very human and understanding financial advisor! Took time to understand our needs. Will use in the future!”

“Jim financial advice has been amazing he has been frank about giving me all the options and to let me make the decisions. Jim is a very smart and decsent gentleman. If you ask him questions he will give you direct answers and if he doesnt have one he will go find the answer for you and call you with the answer. Nothing is to much for Jim his relationships with clients is amazing and this is why i would absolutly recommend his finacial services. I have always been a bit warey of finacial consultance but Jim but my mind at rest straight away after picking up on my nervousness by talking to me in a languge i could understand and not in lots of tecnical terms. Jim is amazing at his job so if your looking for finacial services He is the gentleman to go to. Thank you Jim”

“Was in need of some advice regarding potential care funding and tax implications of gifting from her assets for my elderly mother so I Googled "financial advisors". Half a dozen or so popped up, I decided to go with geography and gave MFP a call, simply because they were "round the corner" from mum's house. They made a note of my needs and promised to arrange for a call back. Justin King called me well after "going home time" and spent a considerable amount of his time offering extremely enlightening advice in a field about which I know nothing! Several of our concerns were very professionally and knowledgeably put into perspective and a number of options were suggested which we didn't even know existed. I would like to thank Justin for his patience and clearly comprehensive knowledge of his profession.”