Services · Growth & Advisory
Tax, Wealth, Legal & Probate (via partners)
We're chartered-style accountants, not tax advisors or financial advisors — but we work with regulated specialists we trust. We make warm introductions and stay involved.
Note: we are accountants, not regulated tax advisors or financial advisors. Specialist tax, wealth, legal and probate work is delivered by our trusted partner network.
What's included
- Personal and corporate tax advisory (CTA-qualified partner)
- Independent financial advice and wealth management
- Wills, trusts, probate and estate planning
- Commercial and property legal services
- We attend joint meetings so nothing falls between stools
Frequently asked
Are partner services regulated?
Yes — all partners hold their relevant FCA / SRA / professional body authorisation.
Client stories
What it's like to work with us.
Owner-managed businesses across Lancashire — same approach, same fixed fee, same Francis on the other end of the phone.
“Francis is the first accountant we've had who actually picks up the phone. Fixed monthly fee, no surprise bills, and our year-end was done weeks ahead of deadline. Honestly a weight off — feels like having a finance director on the team.”
Jack
Director · Tech Warehouse Group Holdings Ltd
“Running a property business means HMRC keep moving the goalposts. Francis stays ahead of it — explained Making Tax Digital for landlords in plain English and had us set up on the right software in a day. Couldn't recommend the team more.”
Chris Stevenson
Director · CS Properties Ltd