JULIE, JAN 25
“Good advance planning, good working relationship and reporting afterwards.”
1 Reply:
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Reviews 1586
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“Good advance planning, good working relationship and reporting afterwards.”
“The audit team conducted the review with the highest level of integrity and professionalism, making it a constructive and positive experience for us.”
“Audit process went very well and relationships very strong. AAR work went smoothly from our perspective and submitted on time.”
“We have recently completed our R&D claim with the help of Clare Hepworth and her team. This exercise was completed efficiently with excellent support from a very professional and engaged team. Our thanks go to everyone.”
“1) Excellent communication and availability at a moments notice if necessary. 2) Good technical information presented in a straightforward style together with transparency with working papers if required. 3) Achieving agreed milestones.”
“Our annual audit was carried out by your Team professionally and in a helpful manner.”
“Having switched audit services from one of the big 4 in early 2023, the experience has been a breathe of fresh air. CP have been very clear in their guidance on going concern, a massive bonus given the financial challenges faced by our sponsor and the mixed messaging provided by the previous auditors. They have also helped us recover a backlog of accounts with professionalism and a minimum of fuss especially given the complexity of our pension scheme and the amount of activity during the periods in question. The team have been easy to communicate with and always clear in what they require. There has always been a collective sense of team work to achieve the shared objectives within the agreed timetables.”
“Good advice, prompt informative responses, friendly approach.”
“I really appreciate all Codie does to assist me with my finances.”
“Very quick response and clear information.”
“Meetings are well planned and prepared. Information is thoroughly explained and accessible. Codie and the team couldn’t be more helpful. We have confidence that our finances are in good hands.”
“Our Relationship Director provides excellent support and practical guidance at our discussions and then documents and captures key issues to ensure good mutual alignment and timely follow up on important actions.”
“Always great environment to meet at, friendly team and Codie ensures we feel looked after and everything is explained clearly. Very thoughtful sessions.”
“Annual report is always clear and helpful. Paul goes through our finances and answers our queries and makes suggestions. Any problems are always dealt with quickly.”
“Extremely professional throughout. Excellent communication in meetings/emails etc. Complete understanding of circumstances, logical plain speaking conversations (ie not complicated or too high brow). Warm greeting, time and courtesy always extended. Really enjoy my twice yearly appointments. Cannot speak more highly of Darcy and her team. Best decision I made to acquaint with Cooper Parry for my personal, financial future. Thank you.”
“Efficient and professional service. Takes away the hassle of managing investments and provides good planning advice.”