Call us on 020 7315 6500 or request a call back

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

Did you know?

2018 Research Report: Financial Wellbeing

Our latest research explores what High Net Worth individuals understand financial wellbeing to be and identifies the key factors that can create a sense of wellbeing. We found that while money remains important, pounds and pence are no longer the only yardstick for success, and emotional factors are considered among the most important drivers.

The full report, Financial Wellbeing: more than just pounds and pence is available to download now.


New Partner Advice – Retired Partner, Big 4 Accountancy Firm (1:56)

Service is as important to us as it is to our clients. We are happy to say that our clients rate our services very highly. This is evidenced by our extremely high client retention rate. But don’t just take our word for it, please take the time to watch this short testimonial from one of our clients.


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.