Haydart Investments & DLS Advisors

Haydart Investments & DLS Advisors

Property Case Study

Property investment & purchasing specialists

Founded by Huw Stephens in 2018, DLS Advisors specialises in advising on investing in property and purchasing. Huw also is a key investor in Haydart Investments which is a professionally managed real estate business providing UK property investment opportunities for private investors and professional sport players.


Founder of Haydart & DLS Advisors

Founder of Haydart & DLS Advisors

Huw has spent his entire 40 year career in the UK property market investing on behalf of pension funds and overseas clients and has a reputation for excellent judgement and investment performance.

He prides himself on the way Haydart delivers a ‘friends and family’ approach to real estate, with like-minded people investing in property for mutual benefit.

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THE CHALLENGE

  • Wanted an accountant with extensive experience dealing with investment properties and investment portfolios.
  • Needed help understanding the best corporate structure to adopt and how to distribute profits in the most tax efficient manner.
  • Needing to have complete visibility of profit and cashflows, to ensure shareholder returns are maximised.
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"From our first meeting with Derek in 2018 it just worked and we have a been a loyal customer of RS ever since."

Huw Stephens

Founder & Investor of DLS Advisors & Haydart

THE SOLUTION

  • Regular meetings with Michael in order to stay on track with budgets and cashflow.
  • Work closely with the business through the whole lifecycle of investment, from acquiring and securing commercial investment property, right through to disposal.
  • Help setting up and using Xero software in order to have real time figures and complete transparency at all times.
  • A competitive, monthly fixed accountancy fee, agreed up front, with no surprise bills.
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"Derek & Michael are always very accessible via phone or email. My generation crave efficiency and that is exactly what RS provide.

Huw Stephens

Founder & Investor of DLS Advisors & Haydart

THE RESULT

Haydart Investments continues to be a strong profitable investment company, continually adding to its portfolio.

With the support of Derek and Michael, the company has much greater visibility of how its performing and with regular forecasts prepared and proactively adapted, company growth and distributions can be accurately predicted for the months and years ahead.

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"With RS you're dealing with a much smaller, personal service, so people you are dealing with know everything about you and your company."

Huw Stephens

Founder & Investor of DLS Advisors & Haydart