Financial consulting in Southampton

“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!”

“We've been using Christopher Jones Wealth Management for about 10 years now. We are very pleased with the way our pension and investments have been looked after despite some global stormy situations. We are very happy to recommend Christopher and his team to any prospective new clients.”

“Very professional service and friendly staff. Thank You Lidia :)”

“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.”

“We were a bit nervous about switching to a new advisor after a bad experience, but Stewart was patient and understanding. He made us think about things that we hadn’t properly considered and has demonstrated that he knows, understands and responds to our position and needs. We now feel we have a more appropriate balance of investments and are incurring a significantly lower level of charges. We are very pleased that we met Stewart and the team at Lonsdale.”

“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.”

“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.”

“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”

“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.”

“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.”

“I've been working with Walji & Co for just over two years now and I have to say... They are just exceptional! I'm a content creator by trade so my taxes are anything but easy and starting off I had a mess of bank accounts and all it was all in a great jumble. Walji & Co partnered me up with one of there amazing accountants Zena, who has taken me for a jumbled mess of accounts and papers in to a stream line, stress free and tax clued up person. Yes they are a little bit on the premium end of the scale but my goodness me is it worth it! I have a directly line at any point to have any and all questions answered, there looking out for me at all times and really know what there doing! I could not recommend more highly!”

“I have been working with Stefan for the last few months after being recommended his services by a friend who already uses Stefan as his accountant. Stefan has been great to work with. He is the first accountant who I have worked with who has explained my accounts and tax to me. I feel I now have a better understanding of the numbers of my business and how my business is performing in general. I have been impressed at the speed Stefan responds to my emails/messages and the speed at which he finalises my payroll/VAT/year end accounts. This has been super helpful as he gives me plenty of warning of when all my taxes are due so I can plan and make sure I have enough money saved up to pay my taxes. Thanks again for all your help Stefan and I am glad I switched accountants and now work with you !”

“Have been using Genio for around 10 months, but have known Jeremy for longer. I was very new to the world of accounting as never had to think about it before, and a bit worried that starting my own business would be very difficult and financially complicated. Jeremy helped simplify things (I'm sure more unscrupulous accountants could have taken advantage of my lack of knowledge in this field), and took the time to explain processes. I am probably a slightly demanding customer, as need a bit of reassuring with accounts, but have always felt in safe hands. I would certainly recommend.”

“Louise and her team helped me with my own tax return and my late mother. Thank you. Exceptional, personal service from a team with great communication skills . Efficient and knowledgeable service”

“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.”

“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!”

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