We measure our success on your success. This means it is key for us to listen and understand your circumstances so we can deliver tailor made advice. We have formed great professional relations with our clients and contacts which enable us the tools to provide innovative strategies.

Because of this, we have a strong culture of recommendations and referrals. But don’t just take our word for it, lets take a look at what our clients say and we will show you the difference we have made!

Anonymous due to sensitive tax information
“Having already worked with Jackie on  previous tax matters when I needed to take advise on the property transactions that I was involved in I knew that she would give me clear and concise guidance and work alongside the other professional advisers involved.  Getting Jackie involved at the start meant that she was able to highlight any potential problems and this proved to be invaluable as the alternative she recommended to structuring the transaction saved a significant amount in tax. I would happily recommend Jackie and Wells for any advisory matters.”
Anonymous due to sensitive tax information
Anonymous due to sensitive tax information
“Having moved to Australia with income in both countries our financial affairs and taxation became more complicated and Wells provided  tailor-made professional help and reassurance that we needed.  Information and support was provided in a timely manner despite varying time zones and distance. With the sale of an investment property in the UK whilst living abroad, David from Wells, guided us through the various options in clear and easy to understand steps.  When we were briefly back in the UK the team were able to see us at short notice and made us feel very welcome.  We would certainly recommend Wells Advisory to busy people with complex tax issues.”
Anonymous due to sensitive tax information
Anonymous due to sensitive tax information
“I had become concerned about uncertainties and careless errors with my tax situation which I feared would be seen as evasion.  Rules and details relating to such matters can be complex. I searched both the internet and telephone directory looking for tax consultants who I felt would be able to offer reliable advice on my issues themselves and on how best to resolve my problems. After extensive searching I had become despondent with the situation in general though Wells did impress me with the depth of information on their website; my initial concern though in their case was the possibility that such a company might well charge formidable fees. I did though contact the organisation and was offered an initial meeting at no cost. The meeting was very helpful, all aspect of my concerns were addressed, a program for resolving my problems was outlined including the handling of all matters with HMRC and a fixed price for this work was offered at a sensible and realistic level. I was thoroughly impressed with the knowledge and competence of my advisor who clearly had considerable experience in resolving tax issues. I immediately felt genuine relief at having found an organisation with the professional expertise of Wells. At all stages easy informal contact, genuine care, professional and experienced advice was reassuringly provided as standard. My case was sensibly resolved for the agreed and realistic costing. I have no hesitation in thoroughly recommending Wells Advisory.”
Anonymous due to sensitive tax information
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Case Studies

Closeup of sunflower sprout.

Business Consultancy Case Study

Our Sussex based client was introduced to us by a local firm of solicitors. He had already opened discussions with a quoted company interested in acquiring his specialist consultancy services business. An attraction of this particular buyer was that our client knew them well and one of his objectives was to ensure that the business […]

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