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We have been working with the Big 4 accountancy firms consistently for the last 25 years

Around a third of our clients are current and retired partners as well as directors, chairs and senior executives of the Big 4 and other top tier accountancy firms.

We understand the challenges that accompany your profession: intricate compliance obligations and a lack of time to manage your own financial arrangements. We help minimise these concerns and work with you to achieve your financial goals, based on your objectives and investment risk appetite.

We provide a specialist service to all of our audit firm partners and we have dedicated teams that work with partners of each accountancy firm. This has allowed us to develop a service which aims to successfully fulfil the needs of our partner clients and ensure that their compliance requirements are handled seamlessly.

Our work with so many accountancy partners means we are familiar with:

  • Firm-specific compliance requirements, including a pre-approved list of authorised investments for partners of each firm
  • Benchmark pay levels
  • Regularity of profit distributions
  • Firm-specific retirement related pay packages and rules
  • Historical defined-benefit pension arrangements and scheme rules

This combination means we can offer you a holistic financial planning service, based on your specific financial requirements.

Key Contact

Ian McNally
Ian began his career in Financial Services in 1986 Read More

Make the most of the financial opportunities this end of tax year and beyond

Our qualified, professional advisers can help put your finances on the right path. Request a free consultation today or download our end of tax year checklist to learn more about what you should be focusing on.

Did you know?


Compliance considerations for Accountants (02:11)

Accountants have many specific and often complex compliance requirements which need to be adhered to. Mark Everitt, Associate Director, discusses the key considerations.

Contact us

If you would like further information about our services or would like to arrange a complimentary, obligation-free telephone conversation or meeting to discuss your requirements, please contact us.