Our network

The trusted partners we work alongside.

Great accountancy is only one piece of the puzzle. We work with a small, carefully chosen network of specialists so our clients get expert help on everything from personal wealth to business funding — all under one roof.

Merlin Wealth Management Ltd

Independent financial advisers — wealth, protection & retirement planning

Merlin Wealth Management is a Lancashire-based independent financial advisory firm with over 30 years of combined adviser experience. Their friendly team helps individuals and business owners build, grow, protect and preserve their wealth — taking the time to build genuine long-term relationships with every client.

Investment & pension planning
Retirement planning
Protection & life insurance
Estate & inheritance planning

FCA Registered · Companies House 07096691

Visit merlinwealthmanagement.co.uk

Orca Finance

Independent business finance brokerage

Orca Finance is an independent brokerage that helps businesses access the funding they need — without the complicated terms, endless paperwork or excessive fees. Working across a panel of diverse lenders, they arrange asset finance, invoice finance, working capital, business loans and property finance.

Asset & equipment finance
Invoice finance & working capital
Business loans
Commercial property finance

Independent · Whole-of-market panel

Visit orcafin.co.uk

Need an introduction?

If you'd benefit from a chat with one of our partners, just let us know — we'll make a warm introduction at no cost.

Get in touch