- Financial Planning
Personalised Tax Services were recommended to me by our financial planner at Retire Invest. Their service is excellent and I love being able to drop all our paperwork off to Karen knowing that she will take care of it efficiently and diligently. Every ... read more
I’ve been a client of Karen’s for 9 years. Her knowledge of the associated tax implications with regard to inherited shares has been brilliant, first class. Our meetings are fun and a pleasure… professional and with a smile. The entire team at ... read more
Karen understands the needs of small business owners, especially those who are self-employed and work internationally.
PTS has been an integral part of my business for the past 20 years – always outstanding service from Karen and her ... read more
Greg was a foundation Director of our Company and he provided particularly strong commercial advice and service…his skills played an important role in helping me and the other Directors place our business on a sound footing in the ‘start up’ ... read more
I had quite a complicated tax return ( well complicated for me!) this year, Greg was so friendly and helpful, saved me so much money, and it was all so hassle free! Would highly recommend.