Do you get;

Investment advice or ideas from your accountant

Tax returns filed by your financial adviser

Would you like

All the services above plus more?

Contact Henry by email or 03333447794

Financial Advisers and Accountants have come together to offer a One Stop Shop for your Financial Leads…

Chris the financial guy…

Following 5 years with Lloyds Bank I joined Standard Life where I spent 7 years procuring business from brokers and accountants; during my 18 years as an IFA I spent 2 years at KPMG where I began my tax education. For the past 11 years my focus has been on the business owner and the concept of “keeping more”. The proposition is predicated on my 40 years in the financial world with half of that time as a business owner myself. In 2017 I incorporated Blockchain technology into the mix, recognising that there appeared no organisation engaged in the education of this most transformative invention of the century [in my opinion, ever] and how it can benefit the business and its owners.

I act for my client only and no third party agents.

Tope the Accountant guy…

I have over 15 years’ experience in financial services covering accounting, corporate finance and strategic management. I have also been a part of award winning teams involved in business turnaround, project financing & development and acquisition projects in the UK. My ambition has always been to establish a one-stop centre for small and medium sized businesses looking for cutting edge accountancy management services, business funding and financial advisory.

With years of pro-active diligence gained from working on several assignments in different sectors, my firm can quickly help owner managers or business leaders develop a financial engineering roadmap to help overcome financial and non-financial challenges facing their enterprise.

Trained in part with Deloitte and Touche, I graduated with MSc distinction in Management and Finance from Birmingham City University and and I am a member of the Association of Chartered Certified Accountants (ACCA).

Here is some of what we have to offer….