Our Clients

Client Relationship - the Basis to our Business

• Our greatest pride is the relationship we have with our clients.
• Our strength is what we can deliver to our clients through our strong networking and relationship with banks, financial institutions, other professionals, for example solicitors and much more.
• We achieve professional relationships that clients can trust.

Typically, our clients come from three different environments, ranging in size from start-up situations with modest revenues to mature businesses with annual revenue typically exceeding £20 million:

1

Entrepreneurs who have grown and require a wider range of services.

2

Mature companies who have become disenchanted with the poor value and attention they receive from their existing professionals.

3

Individuals who have worked hard for their money and earned success. We help individuals preserve personal and family wealth through tax minimization, estate planning, and developing a sound financial plan.

Our clients are predominantly owner-operated entrepreneurial enterprises. Set out below are some of the industries and sectors we work with.

• Professionals such as Medical Consultants, GP Practices and Surgeons
• Traders
• Contractors / IT Consultants – IR35 advice
• Real Estate / rentals
• Wholesale and retail businesses
• Restaurants
• Import / Export companies
• Investment Holding companies
• Construction / Builders
• Non-resident overseas individuals with UK business and property portfolio