• We will check your accounts and talk to you about your VAT, PAYE, your statutory filing – everything, so we can make an assessment of where you are now.
• Then we’ll talk to you about your plans for the business, your exit strategy, your retirement and pension provision, your savings and investments – everything, so we can make an assessment of where you want to be in 12 months time, in 5 years time, in 10 years time – and how you are going to get there.
• We’ll listen to you as you outline your hopes and dreams for your business, your retirement, your lifestyle, your investments.
• Then we’ll put together our thoughts in a comprehensive report – your FREE Business and Personal Wealth Healthcheck
We always review each job for the business sense of what has happened as well as doing all the normal processing of data and checking that everything is compliant. If any client has missed an administrative or should be using a better method we will advise them as we go along without making a song and dance about it. Our aim is to make it possible for people to run their businesses while leaving this part of the administration to us as the caretakers of these matters that would give them sleepless nights.
Registered in England no: Company 8465817 ICO registration no:ZA155864 VAT Registration no: 983871172
Institute of Financial Accountants
Practising Certificate 160825
Suite One, Ash Barn, Station Road, Charlton Mackrell, Somerton, Somerset, TA11 6AG
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