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Our Services

Investment and financial services

We believe that because we deal with your accounts we are well placed to offer impartial generic advice in areas such as:
  • Pension schemes
  • Life assurance
  • Critical illness cover
  • Private medical insurance and care plans
  • Individual savings accounts
  • Investments

At the same time, we realise that in today's complicated financial markets these are areas that require specialist knowledge - which is where we make use of our wide range of professional contacts and our associated company Platt Rushton Financial Management Limited.

Where the matter is outside our field or authorisation, we can recommend either Platt Rushton Financial Management Limited  who are directly authorised by the FSA,  or another a suitable independent adviser. We can then work with them to advise you.

Make us your first port of call and we shall make sure you receive reliable, professional advice.

Our Services

Business Services

Acquisitions/disposals
Company secretarial
Corporate finance
Bookkeeping/accounting
Business start-up
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Strategic planning


Specialist sectors

Building profits
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Investment and financial
Manufacturing
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Tax and Audit

Audit
Corporate tax planning
Personal tax planning
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VAT
Estate planning
Retirement strategies
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