First Class Client Service
Our aim is to put our clients first by understanding their situation and providing a first class service tailored to their specific needs.
As an individual, an element of planning is required, whether you are employed, self-employed, a shareholder or director. You may want to maximise your income, build your capital, establish future security through pensions planning or just guarantee that you do not pay any more tax than is absolutely necessary.
Your need may be for a single chat about one particular matter or for several meetings to plan your finances. It may be for ongoing advice of for the provision of a range of services. It may even be that you wish to go in a different direction e.g. employed to self-employed.
If you are in business, our staff are trained to regard ‘your business as our business’. This means that they will get to know every aspect of your organisation from top to bottom. This applies whether you operate as a sole trader, partnership or as a limited company with a substantial corporate structure.
You will receive help at all stages of your development from start-up to build up through organic growth or acquisition. They will be there for you when you decide to retire or sell your business whether to a third party or by means of management buyout. We shall act as your financial director, accountant, company secretary, office manager, book-keeper, staff recruitment adviser or just external auditor.
Whatever you want can be provided within the basic guaranteed pattern:
- Initial Exploratory Meeting – FREE
- Additional Meetings/Services – Agreed fee at outset
- Hotline to Director/Client Manager – FREE
- Tax Fee Protection Arrangement