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I needed to review my retirement planning, and Matt helped me to review my existing arrangement and advised on consolidating them for me to reach my selected retirement age. I was very happy with the solution and we catch up regularly to review it. Matt could not have done anything more to improve the situation.
I wanted to retire from full-time work and were concerned about the tax implications of doing so. Matt conducted a very detailed and thorough assessment of my personal circumstances and expectations then produced a realistic plan to ensure my goals can be met. The outcome has met my expectations, and I am now enjoying semi retirement, in the most tax efficient way possible.
I was looking to retire and needed advice on my options. Matt analysed our circumstances and gave professional and timely advice. He went above and beyond our expectations and as result I have now retired with confidence following his advice and recommendations.
For over 30 years Armstrong Watson has brought genuine independence, rigour, professionalism and wise advice to the audit of the Society’s arrangements and its reporting to the Board and its membership at the AGM. Not just in respect of the statutory accounts, but also in respect of its management and compliance arrangements. I would have no hesitation in commending Armstrong Watson to any prospective client whose aspirations, ideals and principles on behalf of the community which it serves, are similar to those which the Society has adopted and benefited from over many years.
Douglas Thomas, Vice Chairman
We engaged the Armstrong Watson legal sector team to provide outsourced FD services and to assist us through a period of transition following the departure of our previous in-house FD. Their knowledge of the issues and bespoke recommendations have helped to refocus our management thought process and implementation of our strategy. Armstrong Watson has refreshed the output of our accounting function and that has allowed our management team to focus attention where necessary. We use their user friendly KPI focused management information and this allows for a joined up approach with our strategy and informed management decisions. All in all, we are delighted with our decision to outsource our FD function and wish that we had done it long before.
Peter Stafford, Managing Director & Head of Business Services, Cartmell Shepherd