Finances and Money

Seemed to work very smoothly, and I'm really happy to have got straight to someone who could help me

The free consultation was so good. I feel guilty for not paying for it since my needs were in the end not complex enough to require paid for follow-up. When my circumstances change I will definitely use the consultant again.

I had the most comprehensive advice when compared to other potential providers. The session was the length required for my enquiry - not limited to 15 minutes. The advice included elements I could do myself, ie at no fee. Various options I wasn't aware of were raised and explored.

All I can say is, so far so good, still much to do to transfer my pensions, but everything is going OK. The consultant has been very helpful and professional

Moving to a new country with all the different tax / pension rules can be daunting. Not only do I now understand our options but also that we are in a much better position for our retirement than we thought we were. A big relief. Thank you. 

It was a fast and efficient service and put me in touch with a professional who was able to give the advice I was looking for.

A really useful service, both prompt and precise.

Your website and immediate response to my enquiry immediately gave me the re-assurance that my tax enquiry would be handled professionally. The partner provided clear and concise advice on what was not a straightforward tax matter. It was finalised within eleven days of the first enquiry which included out of hours contact and managing the eleven hour time difference between Australia and Scotland.