Overview
Employees
11-50 employees
Headquarters
Stockport, Cheshire
We are passionate about helping owners of businesses maximise wealth and minimise tax. Our aim is to deliver a high quality service in a professional and uncomplicated manner. We have found that many businesses are with accountants who are either too small to cover all the important areas of financial advice or too big to care. Our mission is to 'start where other accountants finish'. We genuinely strive to ensure this by working closely and proactively with you. A closer relationship with a more proactive accountant always leads to the creation of value. Increased mutual understanding and interaction will lead to business ideas and tax saving opportunities previously overlooked. 'Starting where other accountants finish' means a massive difference to financial well being. -We started acting for one of our largest clients in 2008. Since then we have discovered over £300,000 in savings in areas overlooked by the previous accountant. -Tax planning - biggest single assignment saving was £2.5m (and was nearly £10m). -Business consultancy - Strategic planning session for software company triggered departure of owner manager with different business vision leaving the remaining 3 partners to refocus the business and eventual sale to plc. -Allens Wealth Management LLP was set up to deliver truly independent advice on insurance, investment & pensions in response to widespread disillusionment with the traditional commission driven financial services industry.
