Business Details
15 Years
experience
Trusted Accountants in Bury St Edmunds
Churchgates is a multi-disciplinary firm combining accountants, solicitors, tax advisers, investment managers, and financial planners under one roof. Established in 2011, we prioritise long-term client relationships by delivering integrated solutions tailored to individual and business needs. Our directors bring decades of local and sector-specific expertise, particularly in family-owned enterprises, rural businesses, and property. We pride ourselves on proactive advice, leveraging cross-disciplinary collaboration to address financial and legal challenges holistically.Our commitment to innovation is reflected in our adoption of modern accounting software and compliance with evolving regulations like Making Tax Digital. Client trust is central to our ethos, demonstrated through transparent communication, jargon-free explanations, and a focus on achieving measurable outcomes. We maintain rigorous professional standards, evidenced by our regulation by ICAEW, FCA, and SRA. With offices in Bury St Edmunds and London, we serve clients across Suffolk and beyond, combining technical excellence with a personalised approach.
Services
Accountancy Services
Legal Services
Tax Advisory
Financial Planning
Investment Management
Mortgage Advice
Corporate Tax Compliance
Estate Planning
Payroll Services
Business Advisory
Details
- Year established: 2011
Highlights and features
- We offer multi-disciplinary expertise combining accountancy, tax, legal, and financial planning services.
- Our team provides proactive advice tailored to individual client circumstances.
- We maintain deep local knowledge of Suffolk's business landscape.
- Our directors have over 30 years' combined experience in accountancy and legal sectors.
- We guarantee transparent communication without technical jargon.
Associations and certifications
- ICAEW
- FCA
- SRA
What people say
Highly recommend Lucie for tax returns
Stress-free experience with expert guidance
Excellent investment returns achieved
Proactive financial and legal advice
Clear explanations without jargon
Services
Accountancy Services
We provide comprehensive accounting solutions for businesses of all sizes, including bookkeeping, VAT returns, payroll management, and annual accounts preparation. Our chartered accountants ensure compliance while offering strategic financial advice to support business growth. Clients benefit from tailored guidance using industry-leading software like Xero and Sage.
Legal Services
Our solicitors deliver integrated legal advice covering corporate law, wills, and estate planning. By collaborating with our tax and financial teams, we ensure legal documentation aligns with clients' financial objectives. Specialising in property transactions and business law, we provide practical solutions for both individuals and companies.
Tax Advisory
We offer compliance and strategic tax planning for individuals and businesses, including corporation tax, inheritance tax, and HMRC enquiry support. Our chartered tax advisers help clients minimise liabilities while maintaining full compliance, with expertise in rural enterprises and international tax issues.
Financial Planning
Our independent financial planners create tailored strategies for pensions, investments, and protection. Using a whole-of-market approach, we combine tax-efficient solutions with long-term wealth management, ensuring clients' financial goals align with their personal circumstances and risk profiles.
Investment Management
We construct diversified investment portfolios combining active and passive strategies to optimise returns. Focusing on asset allocation and tax efficiency, our discretionary management service caters to individual risk appetites while leveraging institutional fund access for cost-effective solutions.
People
Matthew Boardman
Head of Legal
Solicitor and chartered tax adviser specialising in corporate law, wills, and estate planning. Leads the legal team in integrating legal and financial strategies for client benefit.
Alwyn
Director of Financial Planning
Pioneer of investment management services at Churchgates. Focuses on creating tax-efficient investment strategies and long-term wealth solutions for high-net-worth individuals.
Joanne
Director
Key member of the leadership team with expertise in financial services and client relationship management. Contributes to strategic business development initiatives.
Samuel
Director
Specialises in accountancy and tax advisory services for owner-managed businesses. Provides practical solutions for business succession and growth strategies.
Penny
Director
Promoted to director in 2023, focusing on expanding the firm's financial planning capabilities and enhancing client service delivery across multiple disciplines.
Questions
What accountancy services do you offer?
We provide bookkeeping, VAT returns, payroll, annual accounts, and business advisory services for sole traders, partnerships, and limited companies.
How do your legal services integrate with financial planning?
Our solicitors collaborate with tax and financial teams to ensure legal documents align with clients' overall financial objectives and tax strategies.
Do you specialise in any particular industries?
We have particular expertise in rural businesses, property enterprises, and owner-managed companies, with deep understanding of their unique challenges.
What investment strategies do you use?
We combine active and passive investment approaches, focusing on asset allocation and tax efficiency to meet individual risk-return profiles.
How do you handle tax investigations?
Our chartered tax advisers provide full support during HMRC enquiries, with optional protection plans covering investigation costs.
Where are you based?
We have offices in Bury St Edmunds (Suffolk) and London, serving clients across East Anglia and beyond.
