OUR PARTNERS

TRUSTED PARTNERS

We have a long track record of working alongside like-minded professional service firms, such as solicitors and IFAs, to assist with their client work, as well as to give our clients access to broader expertise, which they often need.

Our partners say they like us because we always work collaboratively and respect their client relationships, as well as providing considered advice that ensures their client is well-served and happy.

Contact us
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Most clients want their professional advisors to talk to each other so they can arrive at the best all-round solutions.

Jon Miles

Director

A joined up approach

Most clients want their professional advisors and consultants to talk to each other so they can share knowledge in a coordinated way and arrive at the best all-round solutions. This collaborative approach is how we like to work too.

Supporting

Supporting

Our clients

We have built up a trusted network of expert advisors across Bath and the surrounding areas over the years. This means we can introduce key professionals, who are pre-vetted by our team, so we can vouch for the quality of their advice, as well as their ability to work well alongside us and our clients.

Advising

Advising

You and your clients

As well as providing advice on individual client cases whenever needed, our team meets regularly with other local professionals. We share relevant tax updates and gain useful knowledge ourselves. We could do the same with you.

Networking

Networking

Contact us

We are always keen to meet like-minded professionals, such as solicitors, bookkeepers and smaller firms of accountants, bankers, business angels and investors, as well as consultants in HR and sales & marketing, so please call us and we’ll direct you to the most relevant member of our team.

Accounting and tax expertise

Our team is regularly approached by the media for their insights into topical business issues. Please see a selection of their latest commentary below, which may be of interest to you and your clients.