Financial planning and advice in Hale

“We recently sold a family home in Hale (probate) - Peter and his team were especially sensitive to the situation, helped us tremendously with viewings and keeping us up to date with everything. They more or less managed the whole thing. They went over and above what you would expect from an agent, even putting out flowers to brighten up an otherwise empty house for viewings, and obtaining meter readings on our behalf. Best experience we have EVER had with an estate agent - thoroughly recommend. Its the personal touch that means so much. Thank you everyone.”

“Service so far has been excellent. I feel safe and reassured. Thank you.”

“I completely recommend Parul and her team. She has helped me over many years and ALWAYS goes above and beyond. Her attention to detail is exceptional and something I have never come across is she actually cares about you as an individual rather than just a client.”

“I have unfortunately had the need for an outstanding solicitor re matrimonial matters. Besides the fact that Caroline Swain is excellent at her job she is also an extremely compassionate lady for this I was truly grateful for. Would highly recommend her for her extreme professionalism and obtaining the best outcome for her clients.”

“I had a great experience with John. He was a very nice person, very professional and excellent too. He notarized a document for me to use in the embassy. I highly recommend John to anybody.”

“You guys are awesome! A year ago when I started my new business I was really worried and, to be quite frank, a bit daunted by accounts and tax. I need not have worried as KMA have made it an absolute breeze. You’ve done everything for me, even the bookkeeping and VAT, which has meant I’ve been able to put all my time and energy into the business and looking after my customers. Everyone in the team is super helpful and friendly - nothing is too much trouble. My first annual meeting was great too. Having gone through the accounts and tax (which I now understand) what I appreciated was David taking the time to discuss my goals for the year and work/life balance with me. Having a different perspective and some practical advice from David on this was fabulous and I know the next 12 months will be better as a result. I didn’t expect to have that conversation BUT it showed that I have an accountant who is on my side and who really cares for me. Alistair Davidson Davidson Media Services Ltd”

“Just want to say what a great experience and fantastic result with these guys. Ryan Gordon started the process and helped me decide to go ahead with Access2Funding. Samuel Lobb was my writer and listened to me for a few hours (well done!). He did all the work for me which was ace. All I had to do was share a few statistics about our business and people and what we have been doing under the R&D umbrella. Blown away by how easy they made the entire process. Will definitely recommend these guys to my supply chain and clients. Thanks again from the team here at XIC.”

“Great support and service from Mike at Coverex Brokers! Managed to get us tailored and comprehensive insurance policy for our business with higher levels of cover at competitive prices compared to online! Made the process of getting Professional Indemnity Insurance, Employers Liability Insurance, and Public Liability Insurance a lot more easier without the headaches of dealing with online quotes. Would definitely recommend to any business who offer professional services!”

“Thank you Carole. Carole has recently offered some fantastic advice to my parents. Helping to deal with their finances and investments and helping with inhertance planning. Carole was very understanding and patient in a difficult situation and I would highly recommend her to anyone looking for independant financial advice.”

“Excellent service, I highly recommend. I can't thank John and Gillian enough for all their help and assistance.”

“Absolutely fantastic service from Haines Watts especially Elliot Wilson who was a pleasure to deal with. Our accountant confirmed that R&D wasn't possible and yet Haines Watts to the relevant research and we are now in receipt of a cheque which will fund our venture for a further 4/5 month, thankyou”

“I have no issues with catax. Without them, tax season would be far more difficult. What I liked about them was that they solved all my problems and kept in touch throughout.”