Kristina Green has provided our family excellent advice over a number of years, proactively identifying how we can better align our finances as a family and individually.

Churchgate helped me sort out my pension with a very professional approach and patience as this sort of thing i struggled to understand, Sam took his time with me and explained what my options were and what was probably best for me. I am very Happy with his advice as I can now start to enjoy my semi retirement with my short working week and the private pension money to make up the short fall in my working hours.

We have used Churchgate for both financial planning and legal matters, and we were extremely pleased with their services. Matt, Joanne and Dominic provided excellent advice in complex matters which were explained very clearly and made us confident in their recommendations. The entire process was conducted in a very friendly and professional manner. We wouldn’t hesitate to recommend them & would like to take this opportunity to thanks them all.

The team at Churchgates, specifically Alwyn and Jon have put together a very comprehensive financial and pension planning portfolio for my wife and I. The information gathering and meetings were very straightforward and we were kept fully informed and involved throughout. They have a very good understanding of the complex NHS pension scheme which up until then had been completely baffled me. I would definitely recommend them to anyone in Suffolk looking to plan their financial future.

I've moved to working with Churchgate at the start of the year. They are professional and thorough with their approach. Lucie, my super accountant takes the 😬 out of accounting for me. Working with Lucie means I am not overwhelmed with jargon and I can get on with building my business.

Over the past few months, I have had a highly positive experience with the support provided by the Tax team at Churchgates. The team grasped the requirements swiftly and offered confident, clear guidance. They introduced knowledge and certainty into, what for me was, a worrying situation and are steering me through the resolution process. All my concerns and enquiries have been met patiently, professionally and promptly. I am thankful to Kristina and her team for their advice and hands-on assistance.

Churchgates have helped me over the last five years with legal and financial matters, together with inheritance tax and pension planning as well as the preparation of a new will and Powers of Attorney. I have been extremely impressed with the quality of the work of all members of staff with whom I have worked in the various departments at Churchgates. In particular, they have produced excellent investment returns for me in the last year, despite the difficult climate. All members of staff have responded to any queries in a timely, professional and comprehensive manner.

A friendly, welcoming, and informative service. Alwyn and Matt provided not just cashflow and financial planning, including lots of ‘what-ifs’, but advice on tax planning and all sorts of snippets of advice based on information we’d never have ferretted out for ourselves as laymen. Thank you Churchgates.

We have used Churchgates for the last year after not being happy with out last advisors at a different company, we have been very impressed with everything they have done for us, the services they provided has been very professional, wish we had started using them years ago. Robin, Sam and Jo have been a pleasure to deal with.

Kim at Churchgates has been so helpful to us! She provided us fantastic training using XERO for our new business! Everyone at Churchgates is incredibly helpful and supportive.