Business Details
50+ Years
experience
Trusted Chartered Accountants in Shrewsbury & Tarporley
We are Chartered Accountants with a distinct approach to client relationships. Established in 1924, our firm has evolved through strategic mergers while maintaining a commitment to personalized service. Our team of professionals provides comprehensive accountancy, taxation, and financial advisory services to businesses and private individuals across Cheshire and North Wales. With offices in Shrewsbury and Tarporley, we combine traditional expertise with modern solutions, including cloud-based accounting software implementation and Making Tax Digital compliance.Our partner-led model ensures clients receive consistent, expert guidance tailored to their specific needs, whether they are start-ups, growing enterprises, or established businesses. We emphasize proactive tax planning, financial strategy development, and regulatory compliance support, backed by our accreditation from the Institute of Chartered Accountants in England and Wales. Our long-standing client relationships, some spanning decades, reflect our dedication to delivering value through transparent communication and results-focused advice.
Services
Accountancy
Taxation
Financial Planning
Company Secretarial
Outsourced Payroll
Business Advisory
Audit Services
VAT Compliance
Payroll Management
Company Formation
Details
- Year established: 1924
Highlights and features
- Partner-led service with over 90 years of combined experience
- Proactive approach to accountancy and tax planning
- Local expertise serving Cheshire and North Wales businesses
- Tailored solutions for start-ups through to business exit strategies
- Award-winning Xero accounting software implementation specialists
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
What people say
More than happy with service
Highly recommended
Trustworthy team
Prompt and thorough service
Excellent communication
Services
Accountancy
We provide comprehensive accountancy services for sole traders, partnerships, and limited companies. Our expertise includes year-end accounts preparation, statutory audits, and accountancy software advice. We ensure accurate financial reporting while identifying tax reliefs to reduce liabilities. Our services help businesses use financial data for mortgage applications, raising finance, and strategic decision-making.
Taxation
Our tax services cover personal and corporate tax planning, VAT registration, and capital gains tax advice. We help businesses maintain compliance with HMRC regulations while implementing strategies to minimize tax liabilities. Our specialists provide support for HMRC investigations and R&D tax credit claims, ensuring businesses maximize available reliefs.
Outsourced Payroll
We offer complete payroll solutions including RTI submissions, payslip generation, and auto-enrolment pension scheme administration. Our services ensure compliance with changing payroll legislation while handling complex calculations for statutory payments and CIS returns. Businesses benefit from accurate, timely payroll processing and expert guidance on employment-related tax matters.
Company Secretarial
Our company secretarial services include confirmation statements filing, statutory book maintenance, and business start-up advice. We help companies meet Companies Act requirements through document preparation and regulatory compliance support. Our expertise covers company formations and ongoing administrative support to prevent penalties from non-compliance.
Financial Planning
We provide independent financial planning advice covering pensions, inheritance tax planning, and estate management. Our services combine tax expertise with investment strategy development to help clients achieve long-term financial security. We work with regulated advisors to deliver tailored solutions for retirement planning and wealth preservation.
People
Anne Wilkes
Senior Partner
FCCA, ACA qualified senior partner with extensive experience in accountancy and business advisory services. Specialises in providing strategic financial guidance to businesses across Cheshire and North Wales.
Nicola Carter
Senior Partner
FCCA, ACA, AAT senior partner offering expert accounting solutions with particular focus on supporting business growth and financial management for SMEs in the region.
Questions
What accounting software do you support?
We specialise in Xero accounting software as a Gold Partner, providing implementation, training, and ongoing support for businesses transitioning to cloud-based solutions.
Do you offer services to start-up businesses?
Yes, we provide comprehensive start-up support including company formation, tax registration, and financial planning tailored to new businesses in Cheshire and North Wales.
How do you handle tax compliance for businesses?
We ensure HMRC compliance through accurate VAT returns, corporation tax filings, and payroll reporting while implementing tax-efficient strategies to minimise liabilities.
What makes your firm different from other accountants?
Our partner-led approach, local expertise, and proactive advisory services distinguish us, with many client relationships spanning multiple decades due to our consistent service quality.
Can you assist with business succession planning?
Yes, we specialise in succession planning strategies to facilitate smooth business transitions, including tax-efficient exit strategies and intergenerational transfers for family businesses.
