Financial Planning | Accountancy | Taxation | Business Consultancy
Accountants and financial planners in Fife
We are an experienced team of accountants, tax specialists, business advisers, financial planners and investment advisers, who all share the same enthusiasm, care and drive to help you to thrive.
With offices in Cupar and St Andrews, Fife, we combine the skills, knowledge and experience that you’ll find in any large practice with the personal, thoughtful, friendly approach of a local firm.
We support you as your business grows, helping with a range of services including preparation of accounts, payroll and book keeping, and IT system reviews and training.
We identify ways to make sure you don’t pay more tax than you need to. We advise on everything from income tax and corporation tax to inheritance tax, VAT and National Insurance.
We can guide you on all aspects of setting up and running your own business from raising finance to managing cashflow, succession planning and selling a business.
Our ability to combine financial with taxation planning expertise means we can also help you to plan your retirement, manage your wealth and protect your family and your business.
Joan
Alastair
Andrew
We work with small and medium sized businesses across the UK and overseas. Our clients cover a very wide range of sectors, but our expertise is in agriculture, land and estates, property development, renewables, and rural tourism.
We support people who are looking for clarity around their finances, helping them to optimise their current position, protect their wealth, achieve ongoing tax efficiency, keep track of where they are, and plan for their future.
We help clients through life’s transitions, advising people reaching specific milestones such as having a family, starting or selling a business or reaching retirement. We start with your current circumstances and work from there.
You get to work directly with the partners, who’ll get to know you and your business on a personal level and develop a proactive relationship with you.
We put technology at the heart of our business and offer Cloud-based accountancy systems, online investment platforms, and a Foreign Exchange (FX) dealing service.
With lower overheads than larger firms, we provide the same level of skills and expertise at a more competitive rate.
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