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
I first encountered Justin when he provided training for my work colleagues about the introduction of pension 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 advise and support that 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!
Having explored the possibility of early retirement I approached Armstrong and Watson for professional advice and was introduced to Justin Rourke and his team. The detailed and independent advice I subsequently received was invaluable in providing me with the background information and understanding I required to make a measured and informed choice on the best options to secure my future pension arrangements. Throughout the whole process Justin’s availability, professionalism, experience and guidance provided me with reassuring support. I am confident that my funds are now being managed in a way that will meet my future requirements.
I look forward to working in partnership with Justin and his team for many years to come and based on my own experiences I would have no hesitation in recommending Armstrong and Watson to anyone seeking advice on their financial matters.
We have grown our veterinary business steadily over the past 17 years and in the last few, with the help of Justin, we have negotiated many of the major obstacles business and life can throw at you. He has helped us with our financial planning such as the setting up of our self invested pension plan, rearranging our borrowing and long term tax planning. He has also introduced us to some key people when other issues have come up. I really feel that our companies financial health is in good hands and that we are now properly pro-active rather than reactive. We know that we have a safe pair of hands and the end of the phone should we have any financial issues.
Dan & Charlie Fawcett
In 2016 we engaged the services of Armstrong Watson’s specialist Legal Sector as we sought to change our business structure to reflect our modern approach to Law at our dynamic and growing law firm. Andy Poole and the team were able to guide us through the various structure options to find the structure which met our business needs. The checklist approach used allowed us to delegate tasks to the appropriate people and track what needed to be done and when.
As part of this process we were introduced to one of Armstrong Watson’s Financial Planning team who advised us on ensuring the business and its key stakeholders are adequately protected in the event of death or critical illness and continues to guide us through our pension planning including the use of commercial property. I actually enjoy talking with him and the rest of the Armstrong team!
We were delighted by the forward thinking joined up approach and look forward to our working relationship with the Armstrong Watson team continuing to develop.
Ben Pepperell CEO, Pepperells Solicitors
After my wife and I retired it made good sense to seek professional advice concerning our finances. Justin was the perfect choice! he is a very efficient and knowledgable person who listened to us and took our requirements on board. We couldn't have wished for a better advisor.
We used Armstrong Watson for the first time this year to conduct our SRA Audit. I was impressed; not only with their thoroughness and professionalism, but also with the efficiency of the whole process. The audit is an essential element of our compliance processes, but it also has the potential to be a major distraction for the business. The Armstrong Watson team gave us very clear guidance from the outset and used technology well to deliver a highly effective audit with no unnecessary work for us. We will be returning to them next year.
Nick Benson, Managing Director, Ortolan Legal Limited
Since moving to Armstrong Watson over 10 years ago, I have always been impressed by their professionalism and attention to detail. I am most grateful for their kindness and for being so approachable. Sharon Ryan are always at the other end of the telephone to answer any questions I may have and during a recent HMRC investigation they took all the worry and stress off my hands and sorted everything out with no effort on my part.
David Wright, Hebden Bridge Dental Care Limited
I have been with this firm since being a newly qualified dentist 25 years ago and have always been pleased with the service that they provide. I find Sharon to be easily approachable and efficient in dealing with any queries that might I have.
I have also recently switched to Armstrong Watson for the running of the payroll of the practice. This had to be carried our at short notice and was very smoothly done.
Sue Barrett, Seacroft Dental Practice
Victoria has looked after our tax affairs for years now. She has coped effortlessly with the financial aftermath of my husband's death in 2015 and is now guiding me through the more complicated aftermath of my brother's death in 2016. She is always friendly and efficient, which is important to me as I have never had to worry about these matters before. I feel safe with Victoria.