Services for accountants
Professional practices face unique challenges in terms of regulations and requirements. We have considerable experience of working with firms of accountants to assist with financial services advice and administration on behalf of their clients.
Professional practices can approach us for assistance with confidence that they are working with a firm that is sympathetic to the need to adhere to the highest standards of ethical conduct expected of professional firms.
We can assist with reporting, reviews of clients’ existing arrangements or can simply offer a technical advisory service for any queries that may arise in your day to day dealings with your clients.
Our services include;
- Company pension investment, review and administration including SSAS
- Individual pension investment, review and administration including SIPPs
- Employee benefits
- Commercial property purchase either directly or via pension plans
- Residential mortgage funding
- General financial planning for clients