Testimonials

I would like to share some positive feedback about your payroll services, particularly Georgie. Georgie has been fantastic during the onboarding process and what we thought might be complicated, with the help and support of Georgie, who responded quickly at all times, offering helpful advice and ideas has resulted in making our processes so much more efficient and error free first time.

Waterfront Fluid Controls engaged with Armstrong Watson to assist in an acquisition deal with Jash Engineering Ltd. This was a complex deal due to the new majority shareholder being based and registered in India. Not only did this make things slightly more complex we added into the mix an 80% shareholding and not a full 100% take over.

Due diligence processes were undertaken and with the guidance of Ellis Kerton in particular we successfully gained the approval of the auditor and legal teams. Ellis worked very closely with our accountant here in WFC and with a lot of hard work and long hours we met our timescale targets to everyone’s satisfaction.

Having recently moved back to Cumbria from Glasgow, we wanted a local financial adviser. After researching and receiving recommendations from our neighbours, we approached Steve at Armstrong Watson. Despite his busy schedule, Steve got back to us the same day and arranged a meeting.

Steve welcomed us to the beautiful new offices at Rosehill in Carlisle. He took the time to understand our needs and objectives, answering all our questions. We learned more in our first meeting with Steve than we had with our previous adviser.

Steve carefully considered our entire financial picture, including aspects we hadn’t previously thought about, and presented a solution that perfectly met our objectives. We highly recommend Steve and Armstrong Watson to anyone looking for a new financial adviser.

Thank you sincerely Jordan.

Excellent work, done on time and in budget.

Five stars from us!

Claire Bradley has been our accountant for over 10 years, and we feel incredibly privileged that Claire has been with us over this extended period. From our very first meeting with Claire she has always made it a priority to understand our business. This understanding allows her to offer the right guidance and suggestions to make our business successful. Whether it is tax planning, business structures or business planning we know that Claire is the “go to” person to offer insightful guidance. These skills when also added to her personable approach makes Claire the ideal accountant.

Having worked with Armstrong Watson for many years, we have found their knowledge and services invaluable in running our business. Not all our queries are straightforward, but we always receive expert knowledge promptly and in a plain and simple English.

Both Steve and Sharon instill a level of confidence and professionalism which is very reassuring, It is good to know they are on your side. When they told me they could reduce my tax liability by 50%, I thought they were joking- It was like winning the lottery!

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.

After having taken the decision to diversify part of the farming business into a visitor attraction, Armstrong Watson spent a great deal of time in helping us with the financial planning; in areas of budgets, costings, staffing numbers, wages etc. This then formed part of our business plan which was submitted to Defra in applying for a Rural Enterprise Grant. Thankfully, we successfully received a grant, without which the Hesketh Farm Park would never have happened.

Because Armstrong Watson is onside, support is always at hand if we have a decision to make or an idea for the farm that we want to explore. They give us the genuine, honest advice we appreciate. They understand agriculture and they know how we operate.