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HOW WE WORK


We are able to provide a one-off advisory service for transactions or specific assignments and an ongoing tax and accounting service to you, your family and your businesses, so you can be confident that you are receiving bespoke advice tailored to suit your individual requirements.

 

The process

We start by getting to know you.
 

Step 1

Our partnerships start with an initial consultation (phone call or face-to-face meeting) to better understand your situation and assess your needs.

 

Step 2

Once you've decided that we are the right partner for you, we will arrange for a follow up meeting with your dedicated account manager, at a location of your choice, to go through the details of how we work and agree the level of service you require.

 

Step 3

We operate a transparent fee structure. Fees are agreed based on your individual requirements and can be paid monthly or annually, giving you full control of your cashflow and budget; and ensuring you always have access to our services as and when you need them.

 

Step 4

We use the latest technology to provide a seamless, confidential and 2-way communication channel between you and your dedicated account manager.  

MEET THE TEAM