The accountancy profession offers significant financial rewards, including attractive salaries and partnership opportunities. Therefore, prioritising financial advice is essential to maximising your success.

Nevertheless, Accountants face demanding workloads, tight schedules, and the ongoing need for extensive qualifications which can leave little time for personal financial matters. Additionally, managing personal investments without conflicts of interest is vital for maintaining your professional integrity. Therefore, working with a Financial Adviser who fully understands your requirements as a regulated professional, is essential for navigating these challenges.

Understanding the financial advice needs of Accountants

Richard Wilkinson, a former Big Four Accountant turned Chartered Financial Adviser, is inherently equipped to address the financial needs of busy, regulated professionals such as Accountants.

Secure your financial future with integrity

Richard understands that Accountants require specialised financial advice that considers their professional context. He emphasises a conservative approach to tax planning, recognising that disputes with tax authorities can harm reputations and lead to regulatory issues.

He also knows that as Accountants advance in their careers and particularly when transitioning to partnership, they may experience significant salary increases.

Protecting this through effective tax planning strategies is crucial but complex, especially when moving from salaried positions to self-employment as an Equity Partner. Working with an Adviser who is well versed in this transition is likely to enhance your experience of the financial planning process.

Richard provides financial advice to:

• Accountancy Professionals and Directors
• New Accountant Partners
• Equity Partners
• Salaried Partners
• Accountants planning to retire soon
• Retired Accountants