Business Details
Chartered Accountants in Lancaster & Morecambe
We have been delivering first-class accountancy services to businesses and individuals in Lancaster, Morecambe, and nationwide for over a century. Our comprehensive offerings include statutory accounts preparation, audit services, tax planning, and specialist business advisory support. Our team of chartered accountants and tax experts combines deep technical knowledge with a proactive approach to help clients navigate complex financial landscapes.We prioritise long-term client relationships, built on honesty, transparency, and a commitment to understanding each client's unique needs. Our philosophy centres on exceeding expectations through efficient communication, tailored advice, and ensuring clients pay the minimum legal tax liability. With a heritage of excellence and modern digital capabilities, we support businesses from start-ups to established enterprises.
Services
Statutory Accounts
Audit Services
Tax Planning
Payroll Services
Company Formation
VAT Compliance
Bookkeeping
Management Accounts
Trust & Estate Tax
Business Valuations
Highlights and features
- Over a century of accountancy expertise in Lancaster and Morecambe
- Specialist tax advice including R&D claims and inheritance tax planning
- Proactive business advisory support for growth and efficiency
- Seamless accountant switching process with minimal client disruption
- Personalised service from AAT/ICAEW qualified professionals
Associations and certifications
- Institute of Chartered Accountants in England and Wales
- Companies House
- Allianz Insurance plc
What people say
Professional service
Tax refunds secured
Stress-free setup
Quick response times
Expert guidance
Services
Statutory Accounts
We prepare comprehensive statutory accounts for limited companies, ensuring compliance with Companies House and Corporation Tax requirements. Our service includes financial statement preparation, tax computations, and regulatory filings. Clients benefit from clear financial insights and full compliance with statutory deadlines.
Tax Planning
Our specialist tax planning service identifies legal opportunities to minimise tax liabilities. We advise on corporate tax, personal tax, inheritance tax, and R&D tax claims. Clients receive tailored strategies aligned with business goals and changing legislation.
Payroll Services
We manage full payroll administration including payslips, P45/P60 forms, and HMRC submissions. Our service ensures compliance with real-time information requirements and handles complex PAYE schemes. Clients gain time-saving solutions and error-free payroll processing.
Business Valuations
We provide accurate business valuations for mergers, acquisitions, or shareholder exits. Our analysis considers market conditions, financial performance, and growth potential. Clients receive detailed reports that support strategic decision-making and negotiation positions.
Company Formation
We assist with registering new companies, including structure advice and same-day formations. Our service covers share classification, registered office provision, and compliance setup. Clients benefit from expert guidance to establish their business correctly from day one.
People
Damien Sissons
Director
FCA qualified with 30+ years' experience, specialising in tax strategy and audit. Former Big Four accountant, now leading statutory audit function and supporting local charities.
Chris Gardner
Director
FCA director since 2009, managing practice operations and corporate clients. Expert in business advice with local professional network and Chamber of Commerce leadership.
Theo Gardner
Chartered Accountant
ACA qualified since 2023, preparing accounts for diverse businesses. Active in local community events and representing the firm at industry functions.
Peter Ridley
Tax Manager
40+ years' tax expertise, specialising in EIS/SEIS claims and inheritance tax. Known for explaining complex tax matters in accessible language to business owners.
Hannah Fern
Practice Manager
First-class honours graduate overseeing administrative functions and client satisfaction. Manages compliance and represents the firm in professional networks since 2020.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bookkeeping, VAT returns, payroll, financial statements, and tax planning tailored to SME needs.
Can you help with switching accountants?
Yes, we handle the entire transition process seamlessly, contacting your current accountant and transferring records without business disruption.
Do you offer fixed-fee pricing?
We provide competitive fixed-fee quotes after understanding your requirements during a free initial consultation.
What tax specialist services are available?
Our tax services include R&D claims, inheritance tax planning, corporate tax compliance, and HMRC dispute resolution across Lancaster and Morecambe.
How do you support business growth?
We offer strategic planning, management accounts, business valuations, and financial systems reviews to help businesses scale effectively.
Are you qualified to perform audits?
Yes, we're registered with ICAEW to conduct statutory audits and provide assurance services for companies meeting legal audit requirements.
