Family and owner managed businesses

We specialise in the needs of the family and owner managed business (FOMB’s)

In addition to the traditional services we offer a mix of specialist financial and taxation services that are vital to the development and success of FOMB’s. 

Listed below is a guide to these services.

Corporate finance

  • Raising finance
  • Business acquisitions and disposals
  • Investigations and due diligence
  • Financial reviews
  • Business planning
  • Succession planning
  • Pension planning
  • Profit and cash flow forecasting
  • Share issues
  • Business valuation


  • Inheritance tax planning
  • Retirement planning
  • Personal tax planning
  • Business tax planning
  • VAT compliance and planning services


Financial planning

  • Pension planning
  • Investment advice
  • Business protection insurance

Business management

  • Management advice
  • Management accounting
  • Compliance services


Our services

Every client is unique and deserves a unique service. Our philosophy is to put our clients first – to understand their situation and provide a first-class service tailored to their specific needs.

Because we establish a one to one relationship with each client, we are able to offer timely, individual advice on how to improve your business or personal finances.

Business services

Do you want an accountant who actively works with you to make your business more valuable?

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Cl0ud accounting

We use cloud accounting systems that allow you to access your business information securely, wherever you are.

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Wealth management

Ensuring a secure financial future for yourself and your family is not something that can be left to chance.

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Specialist medical accountants

Medical professionals now demand much greater knowledge and exercise of management skills. We aim to satisfy that need by providing a specialist and proactive service to the medical profession.

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Over the years we have dealt with a considerable variety of businesses and have developed expertise in a number of specific trade and service types.

Contact us

Please contact us today for a chat and to arrange a free no obligation consultation.