If you are looking for peace of mind that your accounts, audit and filing of tax returns are in safe hands, this is the perfect service for you.
There are still proactive components to this service so that we can identify and bring ideas to you, but you also have the confidence of knowing you can ask for our input on any of the other services if and when they might be needed.
The problem for many clients is that they don’t always know when to ask for input or how we might be able to help. However, Compliance clients also have the reassurance that we will let them know if any issues arise that might impact on them, and that we will still look for any opportunities that we think may benefit them, such as when tax rules change or regulations are amended.
The Dynamic package allows you to build and customise your own service.
The Compliance Plus package acts as your baseline from which you are able to select additional services that you require. More regular meetings, tax planning ideas, financial reviews and a wealth of other options can focus on areas where we can add greater value to build and protect your wealth and drive your incomes. The more services you select the better the value we can deliver.
The Mark Holt & Co way
Keeping you in control
You are always 100% in control, with fees that are agreed in advance and linked to value the work will deliver. At the end of each year, we will review our work and supply you with a Benefits Statement demonstrating the tangible and intangible value we have delivered for the investment that you have made. We know from experience that transparency over fees with no surprises, is important to all clients.
The key to all of this is to put the you at the centre of everything we do, identifying what you want and need from us, so we can focus on what is important to you. We want to give you the choice and to create the level of service you desire, which is why we offer two core service levels of a Compliance Plus package and a Dynamic package, but with the ability for you to create a uniquely tailored service for your requirements.
Take that first step to see what we can do?
If you would like, we will run through all the options so you can see what is available and the value we may be able to add. We would be happy to provide a no-obligation proposal for working together.
At the very least it will allow you to ensure that you get your existing advisors to ‘up their game!’.
Hopefully, you will see that we really are focused on being a net contributor to your business, and you will see what you are missing out on. Why not take that first step to see what we can do?