About

Mission statement

Our mission statement best describes why we come to work each day:

  • To provide outstanding service and value for money for our clients, thereby giving our clients Peace of Mind so that they can get on with their lives and businesses free from worry about financial and business problems;
  • To ensure that every client and all people feel better after every contact with us;
  • To provide our Partners and staff with secure, well-paid jobs, working in a stimulating equal opportunities environment;
  • To be profitable to ensure our long-term growth and survival.

 

Working with you

David and Lucy are Chartered Accountants with, collectively, over 55 years’ experience in practice.

Our approach is non-judgemental. We are here to help and will always give you our considered, professional opinion on the best way forward.

We place great importance on maintaining high technical standards but we don’t do jargon. Right from the word go we will communicate with you in plain English to help you navigate the ever-changing UK tax system.

Free meeting

In order to determine your exact plans and requirements, David or Lucy will spend up to an hour to talk things through with you in an initial consultation, completely free of charge.

Monthly payments

To help you spread the cost of your accountancy bill, we have a couple of monthly payment options available. Our monthly payment scheme provides the opportunity to make payments-on-account towards annual services we provide. Our fixed, all-inclusive monthly fee is available usually when we’re providing a bundle of services throughout the year. Our terms of business provide further details.

Saturday meetings

We know it can be difficult to find time during the week to address your accounts when you’re busy running a business. That’s why we’re happy to make ourselves available for an initial meeting on a Saturday if this is more convenient.

The one rule for these meetings is that dress down is mandatory!

Peace of Mind

We adopt a proactive approach to client service, which is at the heart of our firm’s core principles. David and Lucy meet regularly to reflect on clients’ individual needs, ensuring our client base is free from worry about accounting and tax-related problems.

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Worried about something?

You will never, ever be worried about any aspect of your business, taxation or financial affairs.

David and Lucy are focused on becoming trusted advisers to all of our clients. We encourage you to talk to us at an early stage about any issue that may be worrying you – our fixed fees include unlimited ad hoc queries, which means you will never feel that you can’t pick up the phone or drop us an email if you want to talk to us about something.

Our ‘Peace of Mind’ mission statement is at the core of our agenda, ensuring our staff maintain this ethos when focusing on your needs.

See how we can help you

Browse our website for more information on the services we can offer you. Alternatively, get in touch to book a no-obligation initial meeting where David or Lucy will listen to your needs and offer advice on how we can help you further.