Our clients

Our clients are family businesses and their owners.

They are a mix of -

  • Businesses that are just starting out.
  • Youthful businesses eager to grow
  • Established businesses seeking to maximise returns to their owners.
  • Business owners that have sold up or passed on their businesses to the next generation.

They range in size from zero to a hundred plus employees with turnover ranging from zero to ten million pounds a year. Our clients’ assets range from the negligible to multi million pounds.

We have a great many clients with five to ten employees with annual sales of half to three million pounds.

Our clients are spread from Cornwall to London and to the Midlands but with a concentration around Bristol and Bath.

Typically, we act for clients that don’t have Finance Directors. That's the role our clients see us fulfilling for them.

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Protecting wealth 
and taxation

Managing and
Raising Finance

Find Us

Tel: 01761 417414
Fax: 01761 417268

Old Bank
The Triangle
BS39 7LE
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