Pensions, investments and savings are the three key elements that make up a secure financial future. With the right combination and expert planning you’ll be best positioned to deal with whatever the future may hold.

Our independent consultants offer much more than investment advice. They consider your whole financial situation in order to develop a comprehensive approach to the management and growth of your wealth – for you, your family, future generations, as well as your business.

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Charities’ Trustees Reports: Time and cost concern smaller charities

Sarah Case, Director, Broomfield & Alexander

Sarah Case, Director, Broomfield & Alexander

Charities are voicing concern that the new Trustees Reporting requirements introduced this year under the SORP (Statement of Recommended Practice) arrangements are diverting volunteer resources away from core activities.

Sarah Case, Head of the Charity and Not-for-Profit sector at MHA, the national association of independent accountants, said: “As we progress through 2015, not-for-profit organisations are...

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Change to Xero

Judith Mallen, Business Services Assistant Manager, Broomfield & Alexander

Judith Mallen, Business Services Assistant Manager, Broomfield & Alexander

Leave frustrating, pre-internet accounting software behind. Xero is beautiful accounting software that helps you to stay on top of your finances – any time, anywhere, on any device.

Sign up with our free conversion offer and when you log into Xero you will find two years of transactions ready, waiting and up...

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