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
We have been clients of Armstrong Watson for many years and have been extremely satisfied with the services they provide. More recently Helen Tansley has helped us set up Automatic Enrolment for our staff and guided us through the intacaies and pitfalls of the system; which was much appriecated.
Whatever your field of business we would highly recommend Armstrong Watson.
Gemma & Ron Eades
Pepperells Solicitors are a dynamic and growing law firm founded over 25 years ago, employing over 100 staff in the Humber area. In 2016 we engaged the services of Armstrong Watson's specialist legal sector as we sought to change our business structure to reflect Pepperell's modern approach to Law. During the process we were introduced to Justin Rourke. Justin and the legal sector team advised us on ensuring the business and it's key stakeholders are adequately protected in the event of death or critical illness and continues to guide us through our pension planning.
Ben Pepperell - CEO Pepperells Solicitors
I first encountered Justin when he provided training for my work colleagues about the introduction of Auto Enrolment and I was impressed by the quality of the information provided and Justin's clear and knowledgeable response to concerns and questions raised. When I was looking for someone to provide me with pension advice leading up to my retirement, Justin immediately came to mind. The advice and support which Justin has provided has been excellent - just the right level of detail to allow me to make informed and realistic decisions about my pension and future finances. Justin has certainly lived up to my expectations - brilliant!
I have been a customer of Armstrong Watson for over 30 years and the team have consistently supported and helped my with my business and the decisions that I have made.
David Threlkeld, is enthusiastic and professional when giving advice and has advised me on many aspects associated with my business, such as change in ownership, inheritance tax planning, VAT, buying and selling of Vehicles as well as general tax planning. All this and great value for money. David is always responsive to any questions or enquiries that I may have and gets back to me very quickly, he's also a great pleasure to work with. I would recommend Armstrong Watson and David Threlkeld for anyone seeking an accountant.
Hall Carleton Farm
I’m a little surprised at the low levels of stress throughout the whole mortgage process!! I’m so happy that I was put in touch with you - you’ve been fab and we're so excited. Thanks again Helen!
After a lifetime of working for a living, we all have a fear that our finances will be insufficient to support us throughout our retirement. Long term financial planning is accordingly hugely important and we must have trust in our financial advisers.
Stuart and the Armstrong Watson team took the time to understand all aspects of our personal circumstances before giving advice. This is the end of the relationship for many advisers but to Stuart and his team, it is merely the start. Their ongoing commitment gives us great confidence that our financial future is being well cared for.
Harry & Diane Strong
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.