Financial consulting in Stafford

“Can not recommend enough! Fast, friendly and efficient. Excellent service.”

“Excellent service from Martin Field, Abacus Associates Stafford. The consultation was thorough, explaining my options, reassuring me on the concerns I had and signposted me to other services which could be helpful to me. Extremely helpful, Great Service, Will use them again if needed.”

“I really had no idea when it came to personal pensions, other than i knew i needed one, Ian and Sara @ All Counties were brilliant, explained everything and helped me make the right choices, I can highly recommend these guys if you are looking for help.”

“I instructed Carthy Accountants on behalf of a Charity client of mine to reconstruct two years' worth of accounts from a truckload (or not) of incomplete records. Not only are Charity accounts a specialist area (not many firms will tackle them) but they produced an amazing set of results which I couldn't be happier with! Well done Team Carthy - highly recommended if anyone needs help because they "don't just do numbers"!”

“I had the pleasure of working with Graham and his team (Leo, Iona, Elena) for almost three years to manage our 2 small businesses. Graham is a delight to speak with and he has an incredible knowledge of tax matters. Leo helped me in several occasions to better understand how to manage by books and his patience and communication have been absolutely amazing. Highly recommended!”

“Friendly, helpful and efficient service - I'm confident my pension pot is in safe hands. I really like the fact that communication with my advisor is via telephone conversations, email or by logging on to view my portfolio online. As important as I know my pension provision is (I'm in my mid-fifties so time is running out...) I used to find it really difficult to find the time during the working week to visit my former adviser - so Pensionlite have really helped in this respect. I also appreciate the level of communication regarding my portfolio - and am reassured that my preferences and long-term goals are regularly reviewed. I wouldn't hesitate to recommend Lorna or her colleagues if you are looking for a pension EXPERT - I consider myself relatively intelligent but pension legislation is a minefield and so I love the fact that someone constantly has my best interest at heart.”

“Stonegate Wealth Management have provided us with financial advice and looked after our retirement fund for several years. They provide frequent updates on both the UK and global financial economies, informative face to face reviews and always respond quickly to any correspondence. Thank you Steve and all the staff at Stonegate, we feel that our retirement fund is in safe hands with you.”

“We recently approached Lonsdale Wealth Management, in Penkridge, after reading all of the positive reviews of the team there. We are now adding to that list as the service we received from Neil Homer was second to none. He took the time to meet and talk through what our needs were and was more than happy to help, nothing was too much trouble. Neil is not judgemental and is very easy to talk to, he has your needs and requirements at the forefront throughout the process. Communication was excellent, prompt and professional. If you need any help or advice, do not look any further, you will not find better. Thanks Neil.”

“We use Cheadles as our accountants and to run our payroll. They offer a professional and friendly service and always respond quickly. We would definitely recommend their services.”

“Jo has helped and guided me through my self employment venture from the very start, when I was giving up secure employment, to follow an alternative path. She generously gave her time to explain self employment, tax, insurances etc and put me in touch with people with experience in my field. Jo champions all of her clients and is always at the end of the line if I need to discuss anything about my business. She is genuine, friendly, thorough and professional and I highly recommend her as an accountant.”

“Vikki has helped me enormously with my new business. She is very knowledgeable and approachable, and explains things in a way I can understand. I don’t hesitate to recommend her to anyone who has a small limited company or is a sole trader. Thanks Vikki!”

“Brilliant, sound and "jargon-free" advice and guidance over the years, specifically in relation to pensions and planning ahead of and moving into retirement””

“Very friendly and professional service. Fast response, everything done on time. Most recommended.”

“Very Good Experience, Helpful. Full Recommend.”

“We found them to be helpful, informative and no pressure. Been really pleased with the service we received.”

“Very professional and helpful team. Many thanks for providing the certificate of true copies!”