We were undertaking a review of our pension scheme, a benefit which has been much valued by the members and felt that to provide the additional support during the transitional period, we needed to bring in the services of a professional financial adviser firm. It was important to us that the firm was local to Cumbria and able to create a trusted relationship with our colleagues who were trying to understand how the proposed changes would or could affect them.
The feedback from our members has been extremely positive; they valued the independent, professional and considered advice and support the team at Armstrong Watson were able to provide. Matt and his team were able to accommodate meetings on site, at home or in one of their local offices; nothing seemed to be too much trouble and the advice given to the members has been critical in allowing informed decisions to be made.
Working with Armstrong Watson has been a positive experience and we hope to continue to build on this relationship for future initiatives
Innovia Films, UK
“If Bruce and I come up with an idea, Armstrong Watson is like a sounding board. Grant will sit down and he’ll say ‘what about this?’ I used to see accountants as a bit up-tight, a bit beige – they’re not like that. A lot of accountants you’re just a number, but Armstrong Watson understand the people behind those figures and the passion they have for what they’re doing.”
Bruce and Luke, Carlisle
When changing independence rules in the Big 4 meant I had to outsource my consolidation I was nervous about using an independent firm. I needn’t have been. Simon has the experience of my audit lead in the Big 4 but the time to meet me face to face and work through it – he wasn’t just there at the end but with me on the journey.
Anne Caudwell, Head of Finance, Giacom World Networks Limited
In all my dealings with Graham, I have found him to be exceptionally professional. He has dealt with several complex issues for me, including the merger of several businesses. He is very well supported by a strong team at Armstrong Watson and has been instrumental in allowing me to expand my business to multiple locations. I would highly recommend Graham and Armstrong Watson
Chris Matthews, Silver Link Clinics
We're not a big business but we are certainly made to feel like we are! Jonathan is so easy to talk too and feels like we've known him forever.
J McCleary & Son
We find using Xero easy and have been doing so for I think over four years now. We first moved to Xero when we decided to update our accounting process from ‘large paper book keeping books’ to something ‘electronic’. The team at AW put the ‘background’ information into the system, it was then easy to add the ‘direct bank link’ and going forward reconciliation has been very easy and preparation and submission of the VAT return is very straightforward. If we ever need any help the knowledgeable staff are always easy to contact and have always been able to answer any questions.
Hewer Hill Farm, Hesket Newmarket
Upon initially seeking funds for my new Motorhome Hire Franchise business I came up against so many walls and delays with traditional funders.
Douglas Russell offered assistance to raise Finance through the Capitalise option offered by Armstrong Watson and following the amazingly quick professional process, as an outcome we secured funds within 9 working days. I can not thank Douglas and the Capitalise team enough - a very valuable addition to my new venture.
Alan Amos, Hopmos Limited
Peter has been our go-to adviser through some pretty tricky times over the past few years. Moving from purely the agricultural sector to branching out into hospitality has been mainly made possible by following Peter's advice and guidance. Peter has not only offered financial planning and accountancy guidance but has been a very trusted family advisor. Having someone to act as a knowledgeable well-informed sounding board for ideas who provides impartial, well informed advice and feedback is priceless - something we value greatly.
We've grown our veterinary business steadily over the last 17 years and in the last few years, with Justin's help, we have negotiated many obstacles that life and business can throw at you. He has helped us set up our pensions, rearrange our borrowing and with our long term tax planning.
I really feel that our company's financial health is in good hands and that we are now properly proactive rather than reactive. We know that we have a safe pair of hands and That Justin is at the end of the phone should we have any financial issues.
Dan & Charlie Fawcett
Armstrong Watson have been my business accountants for 20 years, so when I needed retirement advice on my deferred pensions I had built up many years ago, Armstrong Watson Financial Planning Ltd were my first choice.
At the first meeting, Justin covered a wide range of topics. He came over as professional,calm, not pushy and explained technical issues in layman terms. This initial meeting with Justin gave me the confidence to continue working with him and not seek another independent financial advisor. I have built up a good working relationship with both Justin and the investment manager which Justin recommended and I know that if I ever have any questions or requests I can contact them for assistance.
This all works so well that my partner is now looking at moving their investment portfolio to Armstrong Watson Financial Planning Ltd too.
N - Cumbria