Millward, May & Co - Wokingham Accountants
Wokingham Accountants

Trusted Advisors

Associates

This page contains a list of our most trusted advisors. We believe that they provide an excellent service and so we are happy to recommend them to our clients.


Jim Monger - Lighthouse Carrwood

Jim Monger - Lighthouse Carrwood

IFA - independent financial advisOr

Jim Monger

Jim has over 20 years’ experience in the pension and investment industry.  He provides unbiased and comprehensive advice on products and services from the 'whole of the market' - this means there are no restrictions with the products he offers.  Jim also offers a free initial consultation with no obligation. We always receive glowing feedback from the clients we recommend to Jim, so we know you'll be in good hands.

We’d recommend arranging a meeting with Jim if:

  • You’ve never met with an IFA.

  • Your circumstances have changed since you last saw an IFA - click here for a list of events in life that have financial consequences.

  • You have a pension with one of the providers listed here.

Email
jim.monger@lighthousegroup.plc.uk

Mobile
07795 017 336


David Holmes - Natwest

David Holmes - Natwest

CHARTERED BANKER

David Holmes

David will be able to help you set up your bank account with Natwest. Natwest (along with the Royal Bank of Scotland) are currently offering a free bookkeeping software package called FreeAgent with any business bank account - it’s a fantastic deal!

Email
david.1.holmes@natwest.com

Mobile
07775 824 275


Jamie Shepherd - Asset Harbour

Jamie Shepherd - Asset Harbour

 

Financial Planner

Jamie Shepherd

Jamie offers a free consultation on all aspects of estate planning including wills, trusts and lasting powers of attorney. He will help you understand and build a bespoke package that is right for you and your loved ones. Jamie feels very passionately about the importance of having these documents in place.

Email
jshepherd@assetharbour.com

Phone
07787 410 958


Chris Newell - Quantuma

Chris Newell - Quantuma

Restructuring Advisor

Chris Newell

We have known Chris for a number of years now and he's a really good guy. If your business is ever in financial difficulties it's never an easy thing to talk about. He offers a free consultation to discuss your circumstances and let you know your options going forward.

Email
chris.newell@quantuma.com

Phone
07908 409 607


London & Country

London & Country

Mortgage AdvisOr

London & Country

Although not a person, London & Country are an absolute dream to deal with and are highly recommended by Martin Lewis at moneysavingexpert.com. They are 'whole of the market' which means they're not restricted in the products they can offer and so can usually find you the best deal.  The best thing about them is that they're free to use as they receive commission direct from the mortgage companies!

Email
enquiries@landc.co.uk

Phone
0808 292 1949


Lisa Millward - PA Solutions

Lisa Millward - PA Solutions

Personal Assistant

Lisa Millward

Lisa is Ryan's mum and so he had some reservations about recommending her. However, after putting her name forward to a few clients the feedback has been brilliant. She's super organised and will improve the systems and ways you do things enabling you to focus on other parts of your business.

Email
enquiries@p-a-solutions.co.uk

Mobile
07793 234 099


 
The definition of insanity is doing the same thing over and over again, but expecting different results
— Albert Einstein