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Call us on 0121 233 0090

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Our Approach

Initial meeting

Our initial consultation with you is always free and without charge. We take time to get to know you and your business. As a truly independent firm we are always available to meet at your convenience and are more than happy to visit you at your business premises.

Understand

We take time to understand your personal affairs and business aspirations. We take into account the markets in which you trade and changes in current tax legislation that might affect either you or your business.

Save

Once we have considered all matters of your business we develop the most effective structure, best suited to your own requirements. We shall constantly explore ways in which to reduce the amount of tax you pay.

Personalise

We customise the advice and services we provide to you and ensure they are tailored to your specific businessís needs. We will ensure that this advice is jargon free and in plain English. You will meet the partner and staff dedicated to maintaining, managing and overseeing your affairs.

Relationship

We welcome questions at any time, as we are happy to spend the time discussing any issue with you even if they are not specifically of a financial nature. We have well established contacts with other respected professionals, including solicitors, bankers, land agents and financial advisers to ensure that specialist advice is readily available whenever specifically required.

Long-term

We believe in future planning. We look at every aspect of your lifestyle to save you tax. We will plan your exit strategy from your business to help you achieve your ultimate goals.

Next Step:

Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.