I first approached Armstrong Watson Financial Planning for advice on retirement and pension planning. Stuart helped me plan the most effective way to maximise my pension benefits and income needs and now also provides advice to both me and my wife on our investment portfolios.
Pensions and investments are a minefield these days but Stuart has taken the load from us and left us to enjoy our retirement!
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.
I wanted to retire from full time work and was concerned about the tax implications of doing so. Matt conducted a very detailed and thorough assessment of my personal circumstances and expectations and then produced a realistic plan to ensure my goals could be met. The outcome has met my expectations and I am now enjoying semi-retirement in the most tax efficient way possible.
Matthew is my parents’ financial adviser and because of their advancing years I often attended review meetings with them. Because of his kindness to them and the way he imparted information, I decided that he was someone I could trust when I had a small amount of capital to invest and when I was looking to transfer my small pension. Matt took the time to get to know my circumstances before making his recommendations to invest money in an ISA and to transfer my small pension pot to make it more accessible, given the recent changes to pension rules. Matt always returns my calls or responds to emails which I appreciate. I think he gave me the best advice possible given my financial situation.
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.
Having worked with Sally for over 7 years now, I see her and Armstrong Watson more as helpful colleagues than anything else. I can always get a short notice meeting and lots of great advice. More often than not she will introduce me to a new member of the Armstrong Watson team that can help with pension issues or even tax reliefs on new leases, I can't imagine ever having to deal with anyone else again.
Ash Kollakowski – Headrow House, Belgrave Music Hall Canteen, Whitelocks, Dough Boys
Armstrong Watson are lead sponsors for the IFDA providing invaluable advice to our members and the wider sector. Recently supporting the IFDA Forum series which delivered expert advice on prominent themes affecting the sector. They have been on hand to talk to all our members, no matter what stage of their journey, advising on accounting, planning and auditing. Their work with IFDA member Bundobust and the accounting software Xero has proven hugely helpful to our members, setting a benchmark for accounting with Independent food and drink establishments in the city.
Anne-Marie Gallagher, Leeds Beckett University
Having used Armstrong Watson as our accountants and tax advisers over the last 8 years for various businesses within the High Spirits Leisure Group, we can highly recommend them to any serious business operators.
From acquisitions, sales, changes of banking facilities, tax affairs and planning, not to mention personal tax affairs, we have found them to be of the highest professional standard and our main contact Richard Andrew is always available for help and advice in a friendly effective manner.
During the last 12 months, as part of our expansion plans, we took our internal accounts team away from onsite operations to a dedicated accounts office in Ulverston. This presented various opportunities but also some difficulties, but with the support of Armstrong Watson we were able to implement new systems, provide staff training and assessment programmes along with new recruitment inititives. The end result is a highly efficient team ready for our continued growth!
Armstrong Watson are currently advising us on projections and finance for some new & exciting ventures, all in all a great bunch of people who really do make a positive difference to our financial future.
Colin Monk, High Spirits Leisure Group Ltd
Armstrong Watson have been extremely helpful in assisting Eureka secure a Museums and Galleries Exhibition Tax Relief claim. At the outset, Olivia came to visit the museum to see the exhibition space and to talk us through the claim, showing knowledge and enthusiasm. Throughout the process, Will kept me updated on the progress of the claim, advising us on the qualifying costs and accompanying narrative, to ensure all eligible expenses were included in the claim and our filing position was robust. Thanks to Armstrong Watson’s proactive advice, we have been able to make a substantial claim this year and have gained valuable insights which will allow us to maximise the available relief for future exhibitions.
Andy Forbes, Finance Director at Eureka! The National Children’s Museum
When Rodger Hill moved to Armstrong Watson we moved too!
We have confidence in Rodger and trust his advice, we have worked with Rodger for years and he has helped us develop our farming partnership.
Armstrong Watson is a forward thinking company offering clients a varied selection of events and informative workshops, we have been using Xero for over a year now and have found the training, help and support excellent. The system is easy to use and we are now ready for Making Tax Digital.
The Woodhouse Family