Clients reviews about AGS Financial Group

Have no hesitation in recommending AGS Financial & Accounting Group, the services they provide for our Self-Managed Retirement Fund mean that my wife and I are kept up to date with any changes to legal /legislative requirements, this is particularly important with annual tax returns. We are able to access professional advice from qualified staff whenever needed. Have an annual review with my advisor at least once a year which is always well researched and information, so far, we have been happy to follow his advice" I have recommended this company to a number of my friends, who are all more than happy with my advice Geoffrey Quinn, Accounting & Financial Planning Client ~ Geoffrey Q

For any small business, professional and ethical accountancy help is essential. Over the years a strong personal relationship develops. When in 2015 we learnt that our accountancy firm Optima was being taken over by AGS we were quite hesitant, thinking that our relatively small business would be lost in the crowd. However the opposite has been true. Our queries are dealt with quickly and efficiently, mainly by the one person, building that strong relationship again. As our business has changed and other issues emerged, we have been given good advice. We can strongly recommend AGS Financials Services. ~ Val S

Fantastic service from AGS We have been a customer of AGS since they purchased Optima group who we were with for 15 years. We find the team at AGS friendly, approachable and extremely knowledgeable with all aspects of assistance we require for personal and business tax. The team at AGS are prompt with replying to any questions or support we require. We feel well supported and know they are only an email or phone call away if needed. Peter & Karen Gruber, Accounting client. ~ peter g

Outstanding Financial Advice and Accounting. We have used AGS for our personal and business Financial Planning and Accounting since they absorbed OPTIMA over 5 years ago. We could not have been happier with the quality service and their diligence to our particular circumstances. They have our highest recommendation. ~ Wayne L

Our financial adviser is an excellent adviser who is very understanding person. When he explains anything to myself and my husband, he is clearly understood. He explains things in easy to understand language that is not in the financial jargon that we would not otherwise understand. ~ Belinda G

David Hall is the most amazing, realistic financial planner, he knows his clients, has the full story from where we left off, even if it's a year ago! I have referred friends to his service, I've nothing bit praise for the sound advice and genuine conversations about financial planning ~ Julie M

Carolyn Williams has been our accountant for several years and we feel she communicates well and really knows our business. Whilst she is very professional in her dealings, she genuinely cares when dealing with us. Kathryn Price, Accounting & Financial Planning Client ~ Kate P

Carolyn and her team at AGS have looked after Ladybird Gifts and my personal finances since 2008. Carolyn's vast knowledge and experience is invaluable. She is proactive in assisting us with accounting advice and always takes the time to help us fully understand the "facts and figures". ~ Bev B

AGS Financial Group are great to have with helping my financial affairs. Matthew Lloyd has been a great advisor and is always there to assist, and help me make the right choices. His guidance is very much appreciated. ~ Rhonda R

“I have been a client of AGS since 2017, everybody that I have dealt with has been very helpful and friendly. I am very happy with the way our finances are being looked after, making our retirement less stressful financially" ~ Mark G

Dealing with Matthew Lloyd has been exceptional. He is extremely dedicated, trustworthy and knowledgeable. Nothing is too much trouble for him and he is always available to speak to when needed. ~ Carl P

great interaction and support for the difficult issues. Staff have always been bright and uplifting. Enjoyed my many, many years of service. ~ Frank W

Michael Smagen makes us feel like our needs for a comfortable retirement really matter to him. We trust him and regard him as a friend. ~ Carol B

Very happy with the professionalism and personalization of our Financial plan, and the advice proffered by our agent. ~ Tomo a

Great advice from Daniel in a way that we understood ! ~ Kim R

Well researched individually designed advice & helpful information to help make informed decisions. ~ Michael H

Extremely happy with the service I receive and their financial advice is the very best. ~ Kasey C

The service is always excellent, with great feedback for any issues and fast & accurate work. ~ Rod E

AGS provide a very personal and detailed mtg I would recommend their services . ~ alastair f

Good advice and friendly service ~ David m

Very comprehensive review. Very happy ~ Julie L

The staff are always helpful and efficient ~ Geoffrey L

Very knowledgeable and great service. ~ chris H

Would prefer a face to face meeting in future. ~ Dave M

Reviews from our customers

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