Here at Stan Williams and associates Ltd, we pride ourselves on offering a service which we regard as almost unique among accountants and financial planners. We are one of the very few practices which can take care of all of your personal and business financial requirements all under one roof.

Our completely holistic approach looks at every single aspect of your money. We can advise on business finances and also your personal money matters through our associate company, Stan Williams and associates Ltd Financial Planning – protection products, investments, personal tax, estate planning, pensions, funding for children’s weddings, school fees, nursing home fees and long term care.

Most important of all, we look at the bigger picture by seeing how your business finances impact on your personal financial matters. We think about the life stages which we all go through, and how our joined-up management of your total family finances can help you through these life changes.

As well as having the peace of mind of knowing that your business is in safe hands, you will also know that your personal matters are being taken care of too – now, next year and in the decades ahead. This ensures that there is less stress and hassle for you now, and less for those that you leave behind. That’s how far we look into your future.

Our team includes many more highly qualified Chartered Accountants, Tax Consultants and even a Fellow of the Personal Finance Society.

It all means that you don’t have to engage the services of one company as your accountant and another as your independent financial adviser. We can do it all and you benefit from totally seamless management of your business and family finances by just one company.

Above all, our aim is to simplify your life so that you have an overall financial plan which will help you to achieve your short and long-term business objectives. It all starts with a no-obligation financial consultation to discuss your individual position and requirements. We will discuss your current situation, your needs and priorities and help develop some key financial goals with you.

Once we have gathered all the information, we will produce a detailed report containing our recommendations which we will outline with you in a follow-up meeting. In short, we will look into every aspect of your business finances and create a holistic and bespoke plan that is personalised to you and your company.