We bring our clients a lifetime financial planning experience, where the advice is uncomplicated, clear and at all times meaningful.
Looking for advice on how to maximise your personal wealth? Unsure how to manage your personal risk? There’s a lot of complex information out there. Let us help you get the straightforward but expert advice you need on investments, future and retirement planning and succession.
We know that planning for the future can be daunting, whether it’s protecting your business or considering your pension or retirement plans, especially when it comes to preparing for the unexpected.
But, as part of our dedicated wealth management service, we can, through our expert partners, provide expert advice on estate planning, inheritance tax, mortgage protection, retirement planning and much more, to help you prepare and overcome any future financial challenges.
"Nigel and the Company were recommended to me when establishing my own consultancy in 2011. The support I have received is practical, professional and with a great understanding of my business model. I would have no hesitations in recommending Nigel and Acconomy.”
- Antony Davies, Director, AJDCS Ltd
Working closely with trusted partners, our financial planning and wealth management services can help you make your money work harder for you, whether you’re planning your retirement, or wanting to safeguard your business for the future. Here are the areas we can support you with:
We go beyond the day-to-day when it comes to compliance processing for startups and entrepreneurs. Work with Acconomy as your Intelligent Virtual Back Office and you’ll have clarity on your business finances through our expert planning and advice for the lifetime of your business. Our support provides both everyday accounting services as well as long-term high level planning to ensure the greatest opportunity for growth and success.
We’ll see where your business is today, and help you discover what it needs to thrive tomorrow. Our approach is cloud-based, meaning that we can easily (and securely) scale our support for you as your business grows, using tools like Xero, QuickBooks Online and Xledger to streamline your accounting processes.
Not only that, but we also provide specialist financial help through our trusted strategic partners, including funding, grant claims and tech stack development.
Nigel Simmons FCCA
Managing Director
Acconomy Chartered Certified Accountants
Are you a serious startup looking for guidance and insight? Are you a growing SME looking for assistance in moving to the next level? Maybe you're based outside the UK and need a local partner for on-the-ground support?
Whatever you’re looking for, please get in touch. We’d love to discuss further how we can help.
Bayside Business Centre,
Sovereign Business Park,
Poole,
BH15 3TB
Email Us: david.ellis@acconomy.co.uk
Phone: 01202 678993
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