Manchester: 0161 703 2500
Chester: 01244 404 420
Preston: 01772 735 000
Blackpool: 01253 768 718

Professional Services

All too often, professional services firms place their focus on delivering excellent client service at the expense of the planning and development of their own business.

Our team takes on this responsibility, using their in-depth knowledge of individual industries to ensure our professional service firm clients are operating efficiently and profitably, despite the pressures of the economic climate.

We also ensure full compliance with the complex reporting and legislative requirements faced by this sector, including rules imposed by the various regulatory bodies they may operate under.

We currently work with accountants, architects, auctioneers, barristers, estate agents & property managers, financial advisors, insurance brokers, management consulting services, mortgage brokers and RICS chartered surveyors.

We assist our professional services clients with:

Client account reports for ARLA
Audit work for independent financial advisors
FCA audit reports for insurance brokers
Practice accounts and partner’s tax returns
Business plans, budgeting, cash flow and financial forecasts
Business structure advice
Financial management and control
Industry benchmarking
Mergers and acquisitions – valuation, obtaining the best deal, tax efficient planning
Rewarding and retaining key employees through Enterprise Management Incentives (EMI’s)
Succession planning and exit strategies for Partner’s retirement
Pensions and wealth planning