A progressive, South West based accountancy practice

Another AYR success

(Our bespoke AYR review – This month’s competition prize!)

A young couple who wanted to get control of their finances contacted us and asked Steve for his help. We had a great meeting with them, running through our standard budget sheet, showing them how to use it, and answering their questions as they arose. Looking at their current expenditure, and introducing them to other providers, helped them realise significant savings.

A couple of weeks later, they emailed us to say how helpful it had been, and now they have made some lifestyle changes to allow them to pursue what they feel is most important to them.

This is what they said:

“Spent the morning going through the budget you gave us and wishing we’d done this sooner! Will let you know how it all goes, but at the moment it’s a happy end result!

Thank you so much!
Jess and Rob”

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