Corporate finance strategy in Epsom
11 results found
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Tax Affinity Accountants Epsom
● Closed“Been using them for 5+ years now. Excellent service and support. Very well recommended.”
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bdhSterling
● Closed“My wife and I have dual UK/Australian citizenship. We live in the UK and our superannuation funds are in Australia. We are coming up to retirement and needed advice as we haven't yet decided where we will eventually live. Paul Davies was our adviser, ably supported by the excellent Louise Duncan, a paraplanner. We had some long conversations about various scenarios and the pros and cons of different strategies. The process was very informative, and we both felt that we were being listened to and our situation was being carefully analysed. The outcome was a detailed plan that included 2 main scenarios, one UK-based, the other Australia-based. The plan showed us that we could live comfortably in either country, which means our decision on that is not going to be forced by a financial consideration. So now we are looking forward to our retirement with confidence and peace of mind, knowing we have the wherewithal to make choices based on lifestyle and family considerations. I would highly recommend BDH Sterling to anyone looking for confidence and peace of mind in their future (and aren't we all?). Thank you so much, Paul and Louise.”
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RJW Associates
● Open“Solid Service, honest advice, been doing business with RJW for over 15 years. Highly recommend speaking to Robert!”
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CWM Chartered Accountants
● Closed“I have been a client of CWM for over ten years. Mark takes care of my tax planning and accountancy needs, leaving me to focus on my clients. He's both friendly and professional. I would not hesitate to recommend him and CWM to anyone. In fact, I have many a times and the feedback has been excellent.”
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Hakim Fry
● Closed“Highly recommend Hakim Fry, Partners & Staff were of great help and the service was very professional.”
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