Whilst offering all of the services that you would expect of an international firms of Accountants, our expertise really lies in Wealth Management or Private Wealth Accounting as we like to describe it.

The role of an Accountant is very basically as a professional who measures and provides financial information to help different bodies make decisions about allocating resources. Commonly this has been to businesses and other organisations.

An Independent Financial Advisers or IFAs are professionals who offer independent advice on financial matters to their clients and recommend suitable financial products from the whole of the market.

A Private Wealth Accountant (or PWA) does not provide financial advice.

The role of a PWA is to be an accountant to an individuals private wealth.

As well as measuring and providing financial information, PWA’s work with their clients advisers (e.g. financial advisers, lawyers, accountants, banks, creditors, insurance companies, etc) to ensure clients receive the best Financial Advice based on their personal circumstances.

Overall the client receives a more enhanced independent service at no additional cost to what they would have paid for the advice from their adviser.

An Accountant is very basically a professional who measures and provides financial information to help different bodies make decisions about allocating resources. Commonly this has been to businesses and other organisations.

An Independent Financial Advisers or IFAs are professionals who offer independent advice on financial matters to their clients and recommend suitable financial products from the whole of the market.

Some of the services offered:

  • Lifetime Cashflow Plan
  • Risk Management
  • P&L and Balance Sheet
  • Tax Planning
  • Business Management
  • Mortgage Review
  • Savings Review
  • Asset Management
  • Debt Review & Management
  • Document Archiving
  • Bank Statement Archiving