Top 30 Best Financial advisor in Royal Leamington Spa

“Absolutely fabulous family run team! Remained with me for the period of a year accommodating for job changes etc in the process of mortgage applications. They very much look to provide a top quality service and really value the customer! I would use them again without a doubt and would recommend them to others!”

“Excellent experience. Would highly recommend Malcolm Clarke and use them again in future.”

“I have known Chris at Rockwealth for several years. Chris not only provides excellent advice, he takes the time to listen and understand the objectives we have for our family’s future. His recommendations are carefully considered and his personable style makes him a pleasure to work with. Working in a trusting partnership with your IFA is so important and Chris is someone I have complete confidence in.”

“Craig and his team are fantastic people. Delivering exceptional service backed by a superior knowledge. I've always felt in safe hands with Saxton Financial Planning. So much so I have recommended their services to family and those really close to me. Something I would only ever feel comfortable doing if I really trust a business. Looking forward to many more years as your client. 10/10”

“Having used numerous accountants in the past , I/we feel we've now hit gold! Not only do they deliver the basics you'd expect from a professional accounting firm, they provide invaluable business support, advice and hand-holding - Ideal if you are looking to build your business and drive profitable growth”

“Jack Bewick has been great in getting our mortgage sorted. Very professional and responsive, due to his fast work we managed to get our mortgage through quicker and for a better interest rate. I would highly recommend!”

“Tom has been a delight to work with. He explains complex matters in very simple terms and has a patient character about him. He always responds to my queries and goes the extra mile. I would definitely use his services again which is why I am giving him the 5star review.”

“We recently used Sarah Workman at Thomas Flavell and Sons to act for us in the sale of our property and the purchase of another. Sarah is amazingly competent at her job and thanks to her we are now enjoying our new home. The last time we moved was 20 years ago so we really didn’t know or understand the process. She answered all our queries no matter how trivial they seemed, in a professional efficient manner. Our buyers solicitor was not so efficient, but Sarah persisted in contacting them to try and push the process along and ensure everything wasn’t delayed. Because of her hard work and diligence we were able to complete within our expected time frame. I honestly think if we had chosen a different company it would not have been such a smooth process and I can not thank Sarah enough for making the experience as stress free as possible. I would highly recommend Sarah and Thomas Flavell and Sons and if we ever decide to move in the future I would not hesitate to use her again.”

“Cathy Richards and Sandra Muddeman were excellent throughout the sale of my flat in Leamington during the Summer of 2022. Cathy gave clear advice and responded promptly to any questions I had and managed calmly and without fuss a few late changes to the sale process. I would recommend without hesitation.”

“Erin at A-Plan was brilliant in helping me get my car insured asap. Very friendly, great advice, would recommend their services to anyone. Thanks!”

“I bought a beautiful engagement for my lovely girlfriend in October 2020. Lisa and the team were so helpful and very kind and answered all of my questions with no worry.... would highly recommend if you want a ring with a unique and special feel to when you are looking and buying. Many thanks again Charlie Beddows and Lauren”

“My consultant (Robert Blumberger) has consistently given me professional advice and support and has enabled me to plan for my retirement pragmatically and with confidence.”

“Absolutely the finest for advise and guidance for one who was completely ignorant with respect to handling my affairs.”

“Brilliant team. Friendly and know their stuff, great value for money.”

“Brookwood Accountants were very helpful with my tax affairs. They explained everything very well and gave me lots of advice along the way. Highly recommended”

“An excellent firm of accountants with vibrant, knowledgeable staff. Highly recommended for all aspects of company accounts, self-employment and tax advice.”