Our Client Commitment

client satisfaction survey 2017

Our mission

Our company mission is:

“Enabling you to achieve your financial ambitions”

Our client commitment underpins everything we do and helps us to deliver your success:


The way a business interacts with both its clients and employees says a lot about that business. We always remember that behind every client there is an individual. No one is taken for granted and everyone is treated with the same degree of respect and care.


We make a total commitment to integrity both as a business and as individuals. When you deal with us you can always be 100% confident that we will be completely honest, open and transparent and we will always have your interests at heart. This means we will always tell you what you need to know, not necessarily what you want to hear.

Client satisfaction survey 2017

We are proud of our customer satisfaction score of 8.6/10 with 60% of our clients rating us as 9 or 10/10.

We have a net promoter score of 9.1/10 with 82% of our clients saying they would definitely recommend us.

Our Client Service Standards

These are the standards which we clearly explain to our clients and which we maintain throughout every element of our client relationships.

1. Understand your objectives
Our first job is always to understand your objectives and what you’re trying to achieve so we can ensure we have the right team and resources in place.

2. Agreed timetables
We will draw up and agree timetables for the delivery of our services and communicate these so you always know when your work will be delivered.

3. Timely preparation
We will prepare your accounts and tax returns promptly on receipt of all requested information to ensure you comply with all statutory legislation.

4. Approval for additional work
We will always get your approval for any additional work before we start it.

5. Agree fees in advance
We will agree fee arrangements in advance of performing work. You will never receive an unexpected bill.

6. Continuously improve our service
We will regularly seek your feedback so that we can continually improve our service.

To find out more about our approach to our clients, call us on 01483 416232.