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We have been clients of Armstrong Watson for many years and have been extremely satisfied with the services they provide. In particular James Fry and Steve Roberts who have proved to be not only experienced, forward thinking proffessionals but also very approachable and supportive. More recently Lisa Pocklington and Helen Tansley have helped us set up Automatic Enrolment for our staff and guided us through the intricacies and pitfalls of the system; which was much appreciated.
Whatever your field of business we would highly recommend Armstrong Watson.
Gemma and Ron Eades
I was looking for a financial advisor to help consolidate my pensions. I am very glad I was led to Armstrong Watson. The information and services that I received are far more than I ever expected. Not only have my various pensions been combined, but I now have a greater understanding of how everything works. For the first time I'm fully confident that my finances are in the best hands and will be for the future with the ongoing service that I will receive. By and far the best choice I could have made.
Pepperells Solicitors are a dynamic and growing law firm founded over 25 years ago, employing over 100 staff in the Humber area. In 2016 we engaged the services of Armstrong Watson’s specialist Legal Sector as we sought to change our business structure to reflect Pepperell’s modern approach to Law. During the process we were introduced to Financial Planning Consultant Justin Rourke, who works as part of the specialist legal sector team.
Justin along with the team has advised us on ensuring the business and its key stakeholders are adequately protected in the event of death or critical illness and continues to guide us through our pension planning including the use of commercial property. Justin is a credit to the firm, I actually enjoy talking with him and look forward to our working relationship continuing to develop.
Ben Pepperell – Chief Executive Officer
Just a quick note to thank you for your ongoing support. I have always appreciated your straightforward, relevant, trustworthy and to the point advice drawn from your broad industry specific and in-depth understanding of my business and personal financial affairs.
Coupled with the consistently friendly and helpful face to face contact I have experienced throughout the partnership, I would strongly recommend Armstrong Watson to anyone seeking a trusted financial advisor.
We turned to Armstrong Watson for advice about a recent property transaction. Our situation was complex as my husband works abroad. The advice we received was thorough, timely and ultimately very beneficial to us. Armstrong Watson was extremely professional and we would not hesitate to come back for financial advice in the future.
Caroline and Alan Macdonald
I’d like to say again how much I have appreciated the help and advice I’ve received from both David Squire and you. My wife will attest to the fact that I don’t often come off the phone after a “business” conversation in quite such a positive spirit – if there were such a thing as an Academy of Good Telephone Practice, I think it could learn from your exemplary ways!
I have been using Armstrong Watson as my accountants for seven years. Since my business developed I have increasingly needed and valued the advice and support I have received from the Penrith team. I feel I get an honest, reliable and responsive service. They are straight talking but tactful, accommodating and flexible and answers all my queries fast and efficiently. They have given me confidence that I have my finances in order and help me keep a close eye on everything. This kind of support is a significant overhead but it is essential for a business to have the right advice in a timely way and I have no reason to look anywhere else because I am very secure in the support I continuously receive. I would recommend all the staff I have met.
Fiona Reed, Director, Fiona Reed Associates
I feel safe having my money looked after by Armstrong Watson. I can make an appointment to see my financial adviser and I know he knows what I want and that he is monitoring my investments.
Being part of Armstrong Watson has given me the opportunity to join other investors and invest in one of their own major financial projects, which hopefully will improve the growth of my pension. I get updates about the project and feel looked after as one of the investors.
My financial adviser has helped me with a number of other matters like managing my Mother’s financial affairs. He has been great with his advice even when it would not result in income for him.
Nothing seems too much trouble for my financial adviser – he is always on the end of the phone and ready to help with any query whether it is relating to my SIPP of other matters such as tax or endowments.
I had been looking for a financial adviser I feel comfortable with for a long time – since my previous adviser retired. I am really pleased I have found David at Armstrong Watson. He has really put my mind at rest about my pension.
I have always been rather cynical about financial advisers – but David Squire has filled me with confidence. He isn’t always trying to change investments in an effort to make himself some money – if an investment is working his advice has been to leave it alone, all the time monitoring it and only changing it if and when he could improve the outcome.
The information I am given is always clear and easy to understand. I have never felt baffled by financial jargon.
Jo Hampson , Personal Client
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Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is 15 Victoria Place, Carlisle, CA1 1EW where a list of members is kept. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. Unless otherwise indicated, either expressly or by the context, we use the word “partner” to describe a member of Armstrong Watson LLP or an employee of Armstrong Watson LLP in their capacity as such.
Armstrong Watson Audit Limited is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales, number 8800970. The registered office is 15 Victoria Place, Carlisle, CA1 1EW.
Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales, number 7208672. The registered office is 15 Victoria Place, Carlisle, CA1 1EW. Armstrong Watson Financial Planning & Wealth Management is a trading style of Armstrong Watson Financial Planning Limited.
Armstrong Watson Trustees Limited is a limited company registered in England and Wales, number 84495656. The registered office is 15 Victoria Place, Carlisle, CA1 1EW.