What My Clients Say
Testimonials
Working with Krista & Tony has been a fantastic experience. They are knowledgeable, approachable, and always go the extra mile to ensure I understand every step of the process. Thanks to their proactive approach, I’ve streamlined my finances and feel more confident about the future.
Nigel Kenny
CEO & Founder Dalkey Autos
Tony helped me navigate the complexities of inheritance tax with such clarity and professionalism. Their guidance saved me from unnecessary stress and ensured everything was handled properly. I truly appreciate their approachable and caring attitude. I wouldn’t hesitate to recommend them to anyone looking for personal financial advice
emily R.
Individual Client
As a sole trader, managing my taxes and bookkeeping felt overwhelming, but Golden Oaks Financial Services made it so simple. Their tailored advice and hands-on support have allowed me to focus on growing my business without worrying about the numbers. They are always available to answer my questions and provide practical solutions—I couldn’t ask for a better financial partner.
Graham Kenny
Kenny Stone Monuments
Transitioning my business from a sole trader to a limited company felt like a daunting process, but Golden Oaks Financial Services made it seamless. They guided me every step of the way, explaining the benefits and handling all the paperwork. Their professionalism and knowledge gave me confidence, and I now feel set up for success as a limited company owner.
Mark p.
Business Owner
Golden Oaks Financial Services provided invaluable support as we navigated the process of gifting our house to our daughter. Their advice on inheritance tax and the reliefs available saved us significant costs and stress. We felt reassured throughout the process, knowing we had such knowledgeable professionals by our side.
Marie & Frank B.
Retired Couple
As a single parent, I wanted to ensure I was making the most of all the tax credits available to me. Golden Oaks Financial Services helped me claim credits for medical expenses and the single parent tax credit, maximizing my tax savings. Their friendly, clear advice made the process easy and stress-free—I only wish I had reached out to them sooner!