ESSENTIAL PERSONAL financeS
free, error resistant technology
(Be Quick! James’ calendar is filling up fast!)
We put you in charge of your finances by leveraging technology to reduce needless paperwork and focus directly on your real financial needs.
accounting issues again
Let tech take the stress. We are not overwhelmed with work because of our technology. This means we can focus on giving a cost effective service and getting back to you quickly. We’ve learnt over the years that these are the most important factors for our clients. Also, fee protection insurance is included so that the cost of HMRC investigations are included (not that we seem to get very many)
We have a specific pathway for 90% of our personal finance clients who need someone to take care of the ‘essentials’. We’ll explain what you need to know in plain English, tell you what we need from you in a timely manner and then you can forget about accounting and focus on what you do best.
- Pay your monthly payment
- Send us documents when we ask for them (you can often simply take a photo with your mobile phone and send through an app)
- Let us know if there are any issues with our software
- Pay your taxes when they are due
- Talk to us about your finances so that you understand them
- Ring or email us when you have a problem
- Get on with your life. We will do the rest.