Providing you therapy for your Business and Personal finances

You wouldn’t neglect to look after your body and mind, so why should it be different for your finances?

Our revolutionary system, features regular confidential one-to-one meetings, taking you on a journey to achieve the goals and success that you want.

Through working with one of our Client Advisors using our highly focused and structured modules, together, we are able to go at your own pace, dictated only by your appetite for success.

So how is this done?

We will kickstart your journey by highlighting areas that you most need to consider in order to begin your process of improvement.

Your meeting will be with one of our client advisors who will take you through an initial informative report personalised to you, free of charge. Lasting around half an hour this process will help you and your client advisor visualise how you can get the best value from our system and prepare a strategic plan.

Schedule your online Affinity Call here;

Who are our Client Advisors?

Client advisor, Brian Dormer, has worked as an accountant in industry and in practice for over 40 years.

During this vast experience he has worked with over 500 clients as a qualified accountant.

Brian enjoys helping individuals improve their financial affairs as well as their taxes.

Client advisor, Caroline Ottewill, has worked in practice for almost 20 years with a specialism in personal tax.

Clients appreciate Caroline’s approachable and attentive manner.


Client testimonials

 
 


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