Our next event

Making Tax Digital Seminar in Norwich

Making Tax Digital

January 2019
View details

Our next event

Making Tax Digital Seminar in Norwich

Making Tax Digital

January 2019
View details

Private client


Our job is to protect your interests and simplify your financial affairs so you can get on with the business of living life.

Our team of private client specialists work together to provide you with a bespoke service, looking after all areas of your financial affairs. This includes, but is not limited to personal tax, financial planning and cash flow modelling.

We’ll help you plan for the future and manage your wealth for both the long and the short term. Our team of financial advisers are on hand to help you maximise your investments and plan for a happy and financially secure retirement and beyond.
At the same time our tax consultants will ensure you meet your financial obligations by helping you file your tax returns, whilst helping you provide for your family in the longer term with careful tax planning.

You can relax in the knowledge your tax and financial affairs are constantly being monitored by experts who understand both your personal circumstances and your financial objectives.

Traditionally tax advice has been provided by an accountant whilst a financial adviser has given investment guidance. We believe that working together and delivering a combined strategy will give you the greatest benefit.

Find out more about our values.

Select a Service:

Accountancy Services

Financial Planning and Wealth Management

Tax and Trusts

 
"Simon is extremely supportive I am impressed with the service, professionalism and his friendly approach. Simon's expert advice and guidance has helped me to move forward and I am now looking forward to develop my practice.

Unlike previous accountants that I worked with, he is always willing to go the extra mile and I can recommend him wholeheartedly."
 
 

News

Ely accountancy firm to distribute jute bags to clients in support of city's plastic bag-free bid
Marketing Team

21 January 2019
The Ely office of a regional firm of chartered accountants and financial planners has become the latest local business to sign up to the city’s bid to become plastic bag-free.
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The Making Tax Digital opportunity
Nathan Bowden

18 January 2019
With Making Tax Digital (MTD) just around the corner, it seems that one approach for some businesses is to just do what it takes to comply, in order to tick the box.
Read More

See all our news

Events

Retirement Planning Workshop (30 April 2019)
30 April 2019
If you are approaching retirement you may be aware that there is a vast array of options available to you, as a result of the government’s pension freedom legislation. These...
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Retirement Planning Workshop (25 April 2019)
25 April 2019
If you are approaching retirement you may be aware that there is a vast array of options available to you, as a result of the government’s pension freedom legislation. These...
Read More

HR masterclass: Difficult conversations (4 April)
4 April 2019
The next in our series of masterclasses looks at difficult conversations and how to manage them.
Read More