Who we are
We are an experienced firm of accountants, dedicated to working with mature business owners. We handle your financial issues so you can concentrate on building your business. And, because your personal finances and wealth are just as important, we help you manage those as well
We specialise in working with family-owned businesses and advise on succession planning, including wider share ownership for team members. And when they’re ready, we help our clients exit their business in the most tax-efficient way – usually via share options and management buyouts.
We have an extensive referral network and can offer advice in all business areas including obtaining commercial and personal finance, legal advice, investment advice, commercial insurance and human resources.
Our people
We are a team of individual experts, with a combined experience of more than 100 years of advising business owners on business and tax issues. Together we offer a wide range of skills and accountancy services.
Like our clients, we choose our people carefully. And, like our clients, most of our team have been with us for years – on average, for 15 years. That speaks for itself. So you can be sure of continuity of service, and expert service at that.
“I’ve been advising individuals and businesses on tax and business planning for more than 40 years. Yes, we do annual accounts, tax, management accounts, payroll and VAT, but more importantly we think about you and how you grow.”
Andy Scott
Managing Director (22 years)
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Interests: My Fitbit, craft beer, Hungerford Town FC, neolithic etc sites, theatre, music, comedy, reading and Tony Hancock. Ness of Brodgar.
“My particular interest is in succession planning, and I have a great deal of experience in helping family-owned businesses transfer ownership from one generation to another. I have spent more than 25 years as a business owner myself and in providing advice to businesses.”
Andrew Gray
Chairman (40 years)
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Interests: Family, cycling, music, reading, quality films and TV (e.g. Lisa’s recommendations). Travel to anywhere I can get to without damaging the planet.
Chris Maffey
Accounts Manager (17 years)
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Interests: Cycling, dabbling in the stock markets – Thailand
Teresa Wells
Accounts Manager (18 years)
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Interests: Walking, spending time with family and friends – Japan
Gary Wildey
Accounts Manager (13 years)
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Interests: Travel, photography, food & theatre – Svalbard & the Arctic
Rita Saini
Accounts Manager (8.5 years)
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Interests: The outdoors, gardening, walking, swimming and spending time with family and our dog Luna
Stanley Paul
Management Accountant (4.5 years)
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Interests: Driving around country lanes, playing chess and spending time with my family – to experience the Northern Lights in Norway
Lavern Fugeti
Accounts & Tax Support (8 years)
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Interests: socialising, social media, binge series watch and spending time with my family – Australia and Mozambique
Lisa Brown
Office Manager/Administrator (8 years)
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Interests: Travelling, baking, spending time with my family and our Bichon Ray – Bora Bora
Ray
Workplace Therapy Dog
Interests: Long walks with my family and doggy school on Fridays
Our approach
We select our clients carefully, because we dedicate ourselves to doing the best for them and their business. We take a holistic approach – your personal finance and wealth are as important to us as your business.
We specialise in succession planning. Many of our clients are successful family businesses, where the owner wants to pass their business on to family members or employees in the most tax-efficient way through share options or management buyouts.
We are familiar with the subtle nuances, delicate issues and complex dynamics that can exist in family businesses. We look beyond the numbers to help family members navigate the difficulties and complexities that can arise. We give our mobile phone numbers to our clients, so it’s easy to contact us.
Succession planning for forward-thinking business owners
We specialise in working with family-owned businesses. We have helped many clients successfully transfer ownership from one generation to another, and also advise on wider share ownership for team members. Employee ownership gives you greater financial security. It also means you can give up those aspects of running a business that you want to give up, and do more of what you love instead..