A progressive, South West based accountancy practice

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Great advice, better price

Steve met with a potential property investor last week, and was able to give him some great, practical tips to help him make a success of his new career. We were able to identify areas in which he could really maximise his return, and the kind of things he needed to consider when looking to invest.

If you need a listening ear or would like to drill down into the detail of a planned new business, let us know. Our initial appraisals are always at our expense, and you’ll get great ideas that will add real value to your business plan.

And at the other end of a career

Steve met with Ian and Shaun to finalise the details of a handover of business from one generation to the next. Having worked with the business for over ten years, Steve was pleased to steer them through the potential minefield of share transfers, property reorganisations and recruitment. As Ian commented, “while the handover date isn’t for another two years, it’s never too early to start the planning”.

Having fun

Work isn’t all about, well … work. Last week, Steve and Rachael attended two events on the same evening. The first was the opening of Mike Legassick’s (of Manning & Co) new office in Ivybridge, where we caught up with some old friends. Then, it was off to Plymouth Hoe to watch the National Firework Competition in a £1.5m penthouse (with rooftop pool), courtesy of Andy and Paul at Maitlands. Again, we met some interesting people, and had some great conversations. I guess the message here is to ensure you enjoy life amongst all the work. As Mike often says, “Life isn’t a dress rehearsal.”

Thanks to all for giving us such a good evening.

Accountancy Age 35 Under 35 2018


This week Andy had an interview with the AAT to feature in an article on technology within the accountancy profession which will hopefully be coming to print soon! We are all very excited …watch this space for a link to the full article!