Business Details
We are a team led by a fully qualified Chartered Management Accountant and Chartered Manager with extensive operational experience in accounting and forensic financial services. We operate nationally, serving clients across North Wales, Cheshire, North Staffordshire, North Shropshire and Merseyside. We specialise in delivering bespoke personal tax, business planning and virtual finance director services for individuals and businesses of all sizes. We are trained users of the Altia Financial Investigation Toolkit, the same software utilised by the Crown Prosecution Service and all UK police services for financial investigations. We are regulated for professional and ethical standards by three separate chartered institutes, upholding the highest levels of industry compliance.
We have a proven track record of delivering unrivalled results across complex forensic accounting, fraud investigation and court-related financial assessment work. We prioritise personalised, tailored service and fee arrangements to meet the unique needs of each client, whether they are privately funded or eligible for legal aid. We hold full professional indemnity insurance, providing complete peace of mind for all clients we work with. We maintain continuity arrangements and a robust network of professional contacts to ensure consistent, reliable support for every engagement. We are committed to achieving the best possible outcomes for our clients, whether through settlement, court proceedings or financial planning support.
We have a proven track record of delivering unrivalled results across complex forensic accounting, fraud investigation and court-related financial assessment work. We prioritise personalised, tailored service and fee arrangements to meet the unique needs of each client, whether they are privately funded or eligible for legal aid. We hold full professional indemnity insurance, providing complete peace of mind for all clients we work with. We maintain continuity arrangements and a robust network of professional contacts to ensure consistent, reliable support for every engagement. We are committed to achieving the best possible outcomes for our clients, whether through settlement, court proceedings or financial planning support.
Highlights and features
- We are regulated by three chartered institutes for ethical standards.
- We are trained Altia software users trusted by UK police forces.
- We hold full professional indemnity insurance for all client work.
- We accept both privately funded and legally aided client instructions.
- We reduced a disputed 150k HMRC assessment to below 50k.
Services
Forensic Accounting
We deliver specialist forensic accounting services for criminal, civil and family legal proceedings. Our work includes fraud and theft investigations, funds tracking, business valuations for disputes and loss of profits assessments. We provide court-compliant reports and expert witness testimony to support case outcomes for all parties.
Personal Tax Advice
We provide bespoke personal tax advice and Self Assessment return preparation for self-employed individuals and private clients. Our services ensure full compliance with HMRC requirements while maximising eligible tax reliefs for our clients. We offer clear, jargon-free guidance to help clients manage their personal tax obligations with confidence.
Virtual FD Services
We deliver virtual finance director (FD) services to small and medium-sized businesses that require senior financial leadership without the cost of a full-time employee. Our support includes business planning, financial reporting and strategic guidance to drive growth and improve profitability. We work closely with business owners to develop tailored financial strategies aligned with their long-term objectives.
Expert Witness Services
We provide expert witness services for criminal, civil and family court proceedings across the UK. Our court-compliant reports are prepared in line with legal requirements and we attend court to provide testimony as required. We accept instructions from prosecution, defence, claimants, defendants and as single joint experts for all case types.
VAT Return Services
We provide accurate and compliant VAT return preparation and submission services for businesses of all sizes. Our team ensures all VAT liabilities are calculated correctly, reducing the risk of errors, penalties or HMRC investigations. We also offer tailored advice to help businesses optimise their VAT position and improve cash flow management.
