Financial consulting in Ormskirk

“I see that ACL Consulting already has a 5/5 rating but I would like to add my 5 Stars. If you have any pension mis-selling or failed investment issues, Cord (Cordula Lenehan) is THE person to go to. She cares and is generous with her time. She is certainly not one who just goes for the money. Her fee of 12.5% of any payout is extremely reasonable. And, she has the experience. Unfortunately for me, I had already signed up with another claims management company when I found her --she had posted valuable information about a failed investment on our Facebook group, without asking for people to sign up to her firm, a rarity in this business. When I contacted her, she was very helpful, even though I wasn't her client. Subsequently, I have asked her to look at a pension transfer issue, and although she couldn't help in the end (because of the particulars of the case), she took the time to explain everything. She is always busy, but she has made time to take my call if I have any questions. I almost wish I had other cases I could give to her to resolve -- I'm such a fan of Cord! In all the nastiness and pain of pensions misselling and failed investments, Cord is a rare find -- a professional with high standards and humanity.”

“Robert Beattie is a highly qualified and experienced Financial Advisor, who explains pension issues in words I can understand, when I have always found this area to be a minefield. Beatties are not pushy, they don't force you to buy any of their services, you just get good honest advice. I am using their services and they are quite simply excellent. I cannot recommend them highly enough.”

“Great Financial discussion, from an excellent company, which offers very clear and honest advice. Highly recommend, especially for Pensions & investments.”

“Chris has been my financial adviser for the past 4 years. During this time I have found him to be a man who works with wisdom and integrity. He has an all encompassing knowledge pertaining to financial services, be it pensions, savings or investments. I would highly recommend him to anyone without any hesitation”

“Friendly & professional advice. Erika provided tax guidance and information in a clear and helpful manner & responded promptly to our queries. Recommended.”

“Left my old accountant as I believed they were biased towards my husband, whom I’m divorcing (meant to be acting in both of our interests) I hadn’t signed a tax return due to my belief that figures were incorrect and I was due to be fined a considerable sum, they drafted a letter and the fine was waived by HMRC. I have every confidence in Jason and his team to have my best interests at heart. They have a personal touch as a company and have offered me both practical advice and empathy, during a very difficult period….this has been invaluable to me. Thank you!”

“Had a great experience buying my first home when using Richard and Bamber, after speaking to a number of mortgage advisors they were able to offer exactly what the others weren’t and get me what I wanted. I worked with Sharon F who was always extremely helpful and gave me all the advice I needed throughout the process, definite recommend!!!”

“STS do what they say they'll do when they say it'll be done. It was no surprise to me when I found out their team includes ex-HMRC top bods. Their experience and expertise in all things tax related is spot on.”

“Hirsch & Co have managed all of my tax affairs for several years; I have always found Mr Sharma to be very polite and efficient and always willing to go the extra mile. They removed all the hassle from a recent contentious probate situation by producing certified accounts in a short space of time which proved invaluable in my bringing those matters to a successful conclusion. More recently they have overturned a penalty imposed by HMRC. I will give this firm 5 stars.”

“Very responsive, easy to speak to, good price and dealt with my enquiry speedily. Will definitely use again.”

“Been with Alan for 15 years plus.oustanding and professional .fantastic people”

“great company to deal with i would highly recommend them excellent service”

“Fantastic service, I can't believe how quick and easy it was to move mortgages!”

“Excellent service been with Gary for 12 years professional and no issues at all all”

“Recently paid off a debt I’d taken over payments for, for my mother. Really good customer service, very understanding and helpful at all times. I would happily deal with Churchill again.”