Testimonials

I would like to thank LR Financial Services for helping me make my dreams of an early retirement possible. Gary was able to take a big weight off my shoulders and I'm very thankful for his advice.

Helpful and friendly, great team of people!

My wife and I had never had any form of financial advice in the past, but Gary made it a very pleasant experience. He took the time to go over everything and left us feeling confident in understanding our options. I wish we had found Gary and the team sooner!

I just want to say thank you to Karen for all her help over the phone and dealing with my constant questions! Whenever I phone, she is always so helpful and gets things sorted.

A big thanks to the Accounting team for getting my company accounts filed at short notice. My last accountant was useless and wasn’t proactive, but Oliver and Wendy at LR Accounting always kept me in the loop and kept me informed about some tax-related stuff relevant to me. I would fully recommend them to anyone in need of an accountant.

LR Estate Planning helped me write me will and draft my LPA. The service was excellent and Chris kept me up to date with how things were going and guided me through the process when I didn't understand certain words and terminology.

Gary arrived on time for the appointment. He was very polite and very knowledgeable. I wanted to talk about the pension options that were available to me when I retire in the near future, and I felt comfortable afterwards that I know my plans for the future. He was recommended by a colleague and I'm very grateful for it.

I want to write a quick 'thank you' to Chris for the advice regarding my will. He explained everything to me clearly, and went through my options clearly He went over all my options and now I feel confident knowing that my will is secure.

I can't extend a big enough thanks to LR Accounting for putting up with my constant payroll and VAT questions! They make the tax a bit easier for me to understand, and always remind of any deadlines coming up.

I met Gary at the office in Chelmsford, the staff were all very welcoming and I was greeted with coffee. Gary looked over all my pension paperwork and was incredibly helpful. Our meeting overran a little, but I wasn’t rushed out or made to feel like I was taking too long. He was happy to go over everything and gave me a few options on how to proceed.

LR Accounting got my tax return filed on time, even when I gave them the paperwork halfway through January! They didn't charge any extra for completing the work close to the tax return deadline, like most other firms seemed to do.

I went to the LR office, which has plenty of parking. I had a meeting with Gary to discuss drawing money from one of my pensions, which needed some specialist tax advice. The accountant from LR Accounting was in the same office, which seems like such a perfect idea having all bases covered when it comes to finances and tax.

I recently inherited some money that I wanted to invest. Gary was really helpful and guided me through the investment process and I've got a finance review booked for 6 months time.

Our family encountered some issues with a late relative's will, and Chris the estate planner was able to unravel the mess that we could see no way through. by explaining some of the terms and legal words that we were unfamiliar with. I'm so thankful that the probate process is reaching the end, and is being dealt with smoothly.

LR Accounting helped me set up my own limited company and get it registered with HMRC. They advised that I start paying into a pension to secure my future, so I've got a meeting booked with Gary to go through all this. It's been such an easy and smooth process so far.