Central: 01223 911103
South-West: 03302 234044
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We have various structures for pricing our professional services.
We'll always be clear in advance with an estimate or an agreed fixed quote.
We're committed to being clear and transparent about what your costs will be.Monthly Packages
For Limited CompaniesGold PackageStarting from
£600Per Month- Includes all statutory end of year reporting requirements & VAT returns
- Includes bookkeeping through your chosen online accountancy package.
- Payroll up to 10 employees.
- Perfect for high growth companies, group structures and those dealing in International trade.
- Includes CFO services, such as cashflow planning & business growth advisory.
- FREE director's self assessment
Silver PackageStarting from
£200Per month- Includes all statutory end of year reporting requirements & VAT returns
- Includes bookkeeping through your chosen online accountancy package.
- Includes ad hoc best practice advice helping you run your business to it's fullest potential.
- Includes up to 5 employees payroll
- Perfect for SME's.
- FREE director's self assessment
Bronze PackageStarting from
£65Per month- Includes all statutory end of year reporting requirements
- Perfect for small business owners who do their own bookkeeping but still want support for their year end.
- FREE director's self assessment
Accountancy & Bookkeeping
Bookkeeping Rate
25/ph- Includes bookkeeping, data entry, and administrative works.
Accountancy Rate
70/ph- CFO consultancy, tax services, and accountant’s certifications.
Self-assessment Tax Return from
120Not For Profit accounts from
375Annual Accounts & CT600 from
500Legal Services
Single Will
150- A single individuals will for distributing a simple estate to nominated beneficiaries.
Mirror Will
250- A simple pair of wills that will enable a couple to plan together, usually leaving the majority of their assets to each other before other nominated beneficiaries.
Single Trust Will
375- A single individual's will that incorporate a trust to protect assets.
Mirror Trust Will
500- A pair of wills incorporating a trust which will enable a couple's assets to be better protected for the beneficiaries.
Health and Welfare plus Financial Lasting Power of attorney single
550- Completion of a single individual's health and welfare lasting power of attorney.
Health and Welfare plus Financial Lasting Power of attorney couple
995- Completion of a couple's Health & welfare and financial Lasting Powers of Attorney
Financial Advice
Hourly rate for advice on regulated products (Investments & Pensions)
150/phFor Pension Transfers, we can only complete this under percentage-based charging as detailed below.
A full analysis of your current financial and personal position. You will receive a Suitability Report and we will explain the personal recommendation to you. We will take care of administration and set up for implementing the plan for you.Percentage based charging starting at
2.5%- Initial charge of the total amount tube invested (single premium). Lower percentages available based on higher portfolio value.
A full analysis of your current financial and personal position. You will receive a Suitability Report and we will explain the personal recommendation to you. We will take care of administration and set up for implementing the plan for you.
For Pension Transfers, we can only complete this under percentage-based charging as detailed below. For example, for every £10,000 invested we would charge up to £250.Ongoing management services starting at
1%/pa- For example, for investable assets of £50,000 the annual charge for ongoing advice would be up to £750.
This fee
Mortgages
195/ On application- Our broker fee is broken into two separate milestones. We charge a broker fee for completing an applicationn on your behalf
Mortgages
255/ On completion- On completion the remainder of our fee becomes payable.
Insurances
No Fee- When arranging insurance policies we are paid a commission by the provider which is disclosed to you in your documentation.
Commercial Mortgage
495/On completion- When arranging insurance policies we are paid a commission by the provider
Get in touch for help with
a wide range of financial and legal services
Registered in England and Wales number 11234869
Licenced by The Certified Public Accountants Association under membership number 07341019A
& International Association of Bookkeepers No. 2075.Our Services
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