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.
Matthew is my parents Financial Advisor 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 also when I was looking to transfer my small pension. Matt invested monies in an ISA for me and also transferred 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 wished to discuss my pension options in relation to my final salary pension scheme. Matt obtained all the relevant information and presented this information in a way that was easily understood.
I do not think that Matt could have improved on the service he provided, and I have quite rightly remained in the scheme given my circumstances, which was the outcome I was looking for.
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.
Following our move to Armstrong Watson in 2017, we have been delighted by the proactivity and service delivered by Rohan and the team. Their approach is collaborative and friendly and they have provided clear practical advice to our business. We look forward to working even more closely with AW going forwards as they assist us with our strategic plans.
Michael Feather, Bowman Riley
Since changing Accountants a little over 18 months ago, we can honestly say that Armstrong Watson have been excellent.
Richard Askew has been brilliant in dealing with our accounts and very supportive in helping us convert to the Xero Accounting software and nothing has been to much hassle for him. The Payroll Department have also been amazing too, especially Lisa Grainger, who deals with our wages.
I would happily recommend Richard and Armstrong Watson to anyone looking for a proactive firm of Accountants and Business advisers
Kelly Hunter, Living for Life (Cumbria) Limited
I’ve been with Armstrong Watson for over 20 years and have worked with them on quite a range of things from accounts, corporation tax, self-assessment returns and general compliance.
What sets Armstrong Watson apart from other accountants is the personal relationship we have developed. They always go the extra mile and are always there when I need help and advice.
I trust Armstrong Watson. They always act in my best interest - and having that feeling of security is priceless.
Ben Peters, Managing Director, BHP Associates, Harrogate
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
More than accountants, a genuine trusted adviser and they’ve proven over the years they can deliver.
William Whitaker, Whitakers Chocolates Ltd