Mark Holt & Co
Making your success our business
Our core business provides all the services you would expect from a firm of Chartered Accountants, but much more besides. We provide creative solutions to clients’ problems whilst always balancing the commercial and technical implications.
As well as the normal compliance services, we are focused on improving and protecting clients’ wealth, growing their profitability, and helping them to develop a clear vision and strategic plan to achieve whatever they want their future to be.
It’s our job to be proactive, reacting to changes and looking ahead at any issues that may impact on our clients. Offering ideas and strategies to help them, so they can focus on what they do best, running their businesses.
Fuelling your business growth
Healium works with clients that have the aspiration to develop and grow. We identify where you are now, where you want to be and pinpoint what you need to do to achieve it with our support. That may start with a Planning Day to really focus in on how you can achieve your ambitions, and then often leads to tailored projects to drive change in the business.
Projects can include ‘Profitable Business Generation’ looking at all the ways the business creates future income to improve sales success, ‘Pricing for Profit’, which places a key focus on how a clear and well managed pricing strategy have a profound impact on profits, or a number of other options to drive business efficiency, reduce costs, and increase employee productivity.
The fundamental difference between us and other consulting firms, is that we don’t simply analyse and report, but we get ‘hands on’ to drive activity and change. We are so committed to the project success that our fees are often entirely dependent on it!
Your Finance People (YFP)
Our strength, your numbers
Bookkeeping and management accounts are just the start of what we do. Why? Because most clients need more.
Our services are designed firstly to get accurate numbers, but then to understand what they mean and to proactively use them to improve profitability and financial control.
We invest the time to work with our clients to understand the key drivers of profit and value. We design the reporting of management accounts and financial information that are relevant to your needs, so that you can manage your business efficiently.
Your Tax Partners (YTP)
Our expertise, your benefit
Tax is complicated. Most clients are happy to pay tax, but just want to pay the least they can within the rules. Our job is to steer you through the maze of complex regulations so that you stay on the right side of the line, but know someone is on your side looking for the opportunities.
Most advisors will simply report information after the event by putting the right numbers in the right boxes and tell you what you have to pay. Our role is to understand your plans and ambitions and to plan in advance how they can be implemented to pay the least tax possible. Whilst we can often save some tax after the event, we add the most value by being involved right at the start. All advice is tailored to each client’s unique circumstances, and there is 100% transparency on benefits, risks and costs, so they are able to make an informed decision.
Mark Holt & Co Wealth Management
Sound Financial Management
Most clients need the help of an independent financial advisor (IFA) at some point. However, they also want to know that any advice given on things like pension planning or life insurance products, fits with the overall planning advice we are providing.
This company, is a joint venture with Sound Financial Management Limited, a firm of IFA’s able to provide the technical advice and guidance on regulated areas we are not authorised to give. This enables us to give a “joined up service”, if you need it, to ensure that all your financial planning needs are dovetailed with all of your business and personal affairs.
That said we also work with a number of other IFA’s and if you have an advisor you trust then we invest the time to build a relationship with them so that together we can provide the same level of service as a team working for you