Sometimes, it’s not what you know, it’s who you know.
We pride ourselves on being experts in our field whilst delivering our knowledge with the highest level of jargon-free customer service. We acknowledge that you can’t be experts in everything. That’s why we’ve teamed up with hand-picked, local experts in their own fields that share our values and level of customer service to bring you a one-stop-shop for the help and advice you and your business could need.
Charlotte is our go-to-expert for all types of mortgages, whether it be first time buyers, purchase mortgages, re-mortgages or buy-to-let mortgages. Charlotte is also a specialist in mortgages for the self-employed and that is why we have worked hand in hand together for so many years now.
To make things even easier, we even work in the same building so we can collaborate to ensure between us we can get you the best mortgage possible.
Charlotte is an expert in both personal insurance and business insurance. To list but a few that we as accountants think are great to have include Income Protection, Life Insurance, Private Medical Insurance and Key Person Cover. But our personal favourite has to be Relevant Life Cover – this is basically life insurance that you can pay for through your limited company AND get corporation tax relief on, AND it’s not considered an employee benefit either. Total no brainer, right?
Everyone should have a will. And our advice is that everyone should also have a Lasting Power of Attorney just in case the worst might happen. There’s a lot of will writers out there, and you can even get online kits where you do it yourself, but neither of these will be able to advise you on how to distribute your estate in the most tax efficient manner.
We work hard our whole lives to leave something for our loved ones, only for the state to try and take 40% of it for themselves. This is where Ben comes in! Drawing on over a decade of experience, Ben will consider all of your assets and ensure they are passed on to your loved ones in the most tax efficient way, whilst also ensuring you don’t lose half your estate in potential care fees too.
As if this wasn’t good enough already, Ben also offers free consultations and home visits.
Nick is our go-to-guy for all types of mortgages, whether it be first time buyers, purchase mortgages, re-mortgages or buy-to-let mortgages. Nick is also an expert in mortgages for the self employed and that is why we have worked hand in hand together for so many years now.
Now what’s really great about Nick apart from the fantastic service he provides? Well, unlike virtually all other mortgage brokers out there, Nick DOESN’T CHARGE A FEE!!! That’s hundreds of pounds extra you can spend on your home instead.
Nick also offers home visits at evenings and weekend to fit around your busy schedule.
© Copyright 2024 Cloud Concepts Accounting Ltd, Company Number: 11436779
Website By: Brand Nest Ltd
