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.
Chris and Sue Heseltine, Hesketh Farm Park
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
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!
David Wright BDS LDS RCS (Eng) , Owner , Denny Wright & Associates (Dental Practice)
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.
Paula Gibson, Director, Thistle Products