Annual Reviews

As part of our range of services, a formal Annual Review of non accounts matters is undertaken to assist our clients and ourselves with a thorough understanding of the overall position. These reviews can provide a useful forum for discussing a range of matters, not all specifically financial.

Typically an Annual Review can include succession planning, estate planning, recruitment policies and a personal risk assessment.

It is our view that all parties can benefit from a review of this type which can be carried out at the time of the interview to discuss the accounts or at an alternative time to suit the client.

Annual Reviews

Our commitment to service ensures that our client base continues to increase as a result of referrals from existing clients and professional contacts.