Business Details
50+ Years
experience
Trusted Chartered Accountants in Winchester
Established in 1955, we are a leading accountancy practice with offices across southern England. Our approachable team combines decades of expertise with a commitment to personalized service, specialising in proactive financial planning, tax mitigation, and compliance solutions for individuals and businesses. With six offices and over 100 staff, we leverage cutting-edge technology while maintaining the personal touch that has defined our reputation.Our long-standing client relationships, many spanning generations, reflect our dedication to understanding unique financial needs and delivering tailored advice. We collaborate with legal and professional partners to provide comprehensive solutions, ensuring clients benefit from both technical excellence and strategic insight.
Services
Business Accounting
Personal Tax
Not-for-Profit
International Tax
Audit Services
Tax Strategy
Details
- Year established: 1955
Highlights and features
- Established in 1955 with six regional offices and over 100 experienced professionals
- Personalised service combining technical expertise with strategic financial planning
- Proactive tax mitigation strategies tailored to individual and business needs
- Award-winning team of chartered accountants and tax specialists
- Long-term client relationships built on trust and transparent communication
Associations and certifications
- Chartered Institute of Taxation
- ICAEW Chartered Accountants
What people say
Expert tax advice
Proactive financial planning
Personalised service
Long-term relationships
Technical expertise
Services
Business Accounting
Comprehensive accounting solutions for businesses of all sizes, including statutory accounts, management reporting, and financial strategy. Our team ensures compliance with regulatory requirements while providing actionable insights to drive growth. Specialising in supporting owner-managed businesses and SMEs across multiple sectors.
Personal Tax Planning
Tailored tax mitigation strategies for individuals, including income tax, capital gains tax, and inheritance tax planning. We help clients protect personal wealth through proactive compliance and strategic financial structuring, with specialist advice for high-net-worth individuals and property owners.
Not-for-Profit
Specialist financial services for charities, social enterprises, and voluntary organisations. Our expertise includes charity accounts preparation, tax compliance, and grant management. We support clients in maintaining financial transparency while maximising resources for their charitable objectives.
International Tax
Cross-border tax advisory services for businesses and individuals with international interests. We provide compliance solutions for overseas investments, expatriate tax issues, and multinational business structures, ensuring adherence to UK and international tax regulations.
Audit Services
Independent audit services for companies requiring statutory assurance, including listed entities and large SMEs. Our ICAEW-qualified auditors deliver rigorous assessments of financial statements while providing practical business advice to enhance corporate governance and risk management.
People
Robin Lloyd
Consultant
Chartered Accountant with over 30 years' experience, specialising in corporate clients. Former top-six firm professional, now providing strategic financial advice to medium and large businesses across diverse sectors.
Liz Martyn
Partner
Qualified in 2014 after graduating in accounting, specialising in corporate audits and business strategy. Director since 2020, with expertise in supporting medium and large businesses through financial growth and compliance challenges.
Habib Brora
Partner
Chartered Certified Accountant since 2004, specialising in tax and business advisory. Director since 2009, with a focus on helping business owners optimise wealth and assets through strategic financial planning.
Hannah Batchelor
Director
Accounts specialist with experience in statutory and management accounts. Director since 2017, supporting owner-managed businesses across multiple sectors with financial reporting and tax compliance requirements.
Kate Williams
Tax Manager
CTA-qualified tax specialist with 20+ years' experience. Provides tailored tax solutions for owner-managed businesses, entrepreneurs, and property companies, with expertise in both personal and corporate tax matters.
Questions
What accounting services do you offer for businesses?
We provide full accounting services including statutory accounts, management reporting, audit, and financial strategy for SMEs and large corporations across all sectors.
How can you help with personal tax planning?
Our specialists create tailored tax mitigation strategies covering income tax, capital gains tax, and inheritance tax, with expert advice for property owners and high-net-worth individuals.
Can you assist with switching accountants?
Yes, we offer a free initial consultation and handle the complete transition process, including communication with your current accountant and data transfer.
Do you work with not-for-profit organisations?
Yes, we specialise in charity accounting, compliance, and grant management, supporting social enterprises and voluntary organisations with their financial needs.
What areas do you cover?
We operate across southern England, with offices in Winchester, Chandlers Ford, Ringwood, Salisbury, and Southampton, serving clients nationwide.
Are you qualified chartered accountants?
Yes, our team includes ICAEW Chartered Accountants and Chartered Tax Advisers, with specialists holding additional qualifications in audit and tax planning.
