Tax advisor in Swansea

“Great service from Michaela and the team. Very responsive and patient.”

“Used Acumen several times in the past. Helped sort our mortgage for our recent move. Phillip is extremely knowledgeable can’t thank him enough.”

“Moving our business to Bevan & Buckland was like a breath of fresh air. Their accounts team are so friendly and approachable, easy to communicate with and easy to understand! They have a very efficient operation there, backed by a great understanding and use of available technology. This is important to us as it helps us to be more efficient with our accounting and leads to lower costs. I would highly recommend Bevan and Buckland's services to any business.”

“Joanne couldn’t of been more helpful in helping us through the process of buying our first home. She explained all the stages step by step and was available to answer any queries we had. Didn’t expect the process to be so quick in receiving our mortgage offer. Would definitely recommend!”

“SIP has been incredibly helpful offering advise and taking care of a wide range of investments. Not only are their advisors professional, but once everything is set-up you barely need to think about it. Would highly reccomend”

“Excellent, professional advice from an IFA who was extremely competent in his field. Mr Paul Storer provided an excellent service and I would highly recommend Sterling Rees Wealth Management for your future financial requirements.”

“Asking Dai to help us sort our finances was the best thing we have done in ages! His down to earth, patient advice and explanations means that we understand where we are, where we are going and how we can get there. Dai absolutely knows his stuff and is a top guy to boot! He has helped us with our pensions, investments and we know when our kids come to buy houses we will be asking him to help organise the finances for that too. Thank you Dai!”

“The team at Accountancy Solutions have looked after our business for several years now. They provide a good value, efficient service and are great at offering advice and guidance on our financial options.”

“I used Lumin Accountancy to do my tax returns each year and also my capital gains tax. I found them to be very professional, with great communication, as they were always on the end of the phone or email to answer any quires I may have had. My returns were also done in a timely manner thus taking any stress away making it a seamless process. I would highly recommend their services. Many Thanks”

“Abz and his team at Assurance are professional, friendly and reliable. They provide you with the best advice for their clients. The have been great with my accounts. I highly recommend you use the firm.”

“15 years of super sonic service .. Thanks to Roger and his Brilliant Team Highly Recommended”

“Extremely helpful and made the whole buying a house experience easy! Special thanks to James who went above and beyond for us.”

“Amazing company, very helpful and reasonably priced, Daniel Bailey was unbelievable with us, would recommend him to anybody that's looking to buy a new home, he goes far and beyond to get the best deals, nothing is ever a problem , always there on the other side of the phone if you need advice or help, was our 1st time buying and everything went as smooth as could be, now sitting in my new home as typing this.....”

“Fast, professional and friendly. Clive and Vicky provided me with so much help and guidance during my first year as a director and continue to do so on almost a daily basis. As a business we have used them for years, no task is too small and they were vital in helping me choose the right direction to expand.”

“An amazing job from Jo Wattson and the team once again always ready to help an provide whats needed.”

“You don't realise you need a financial adviser until you meet someone like Danni. DWJ are phenomenal at what they do and that's not an overstatement. We wanted to make sure we were doing the best we could to help our kids in the future, as well as plan for ours, and we completely trust that DWJ have our best interests to heart. I recommend Danni and the team to everyone who asks about insurance, mortgages, pensions and life cover. Thank you”

“We have nothing but compliments for Mark Hopley and the Doctor Mortgages Online team. He took the time to really understand our complex cirumstances and then drew up a comprehensive list of potential mortgages. We were guided through the entire process from start to finish. Mark and Deb were both very responsive and helped solve any hiccups along the way. We will certainly be using them again if required in the future.”

“Just signed up for a life insurance for myself and my daughter.The advisors were very clear with everything,helpful and professional. Even despite my previous health issues-dealing with skin cancer,I got decent life insurance for suitable monthly payments. Vitality is in the top 10 best life insurance providers in the UK,highly recommended.”

“Gareth is always very helpful, professional and honest. He gives the best advice.”

“Excellent professional service from a family run business. Highly recommended.”

“Ashley provided a great professional service. Putting my mind at ease knowing that all of my finances are sorted and secure. And arranged first class life insurance for myself and my husband.”

“What a great person.. highly professional and approachable. A great service”