Our Mutual Commitments

Our Commitments to You

  • We will constantly strive to help you increase your wealth.
  • We will give you unlimited telephone support with our own Free Advice Hotline. Call us at any time and we guarantee you won’t be charged a single penny!
  • We will deal with your telephone calls immediately. If we are unable to do so for any reason, we will return your calls within seven working hours and if we fail to do that we will send you £50.
  • We will file your tax returns on time and if we fail to do so we will pay any penalties, interest or surcharges that arise as a result of our shortcomings.
  • We will plan your tax affairs each year so that you pay the least amount of tax possible.
  • We will ensure that you always know in advance our fee for any assignment so there will never be any surprise bills.
  • We will meet the deadlines you set. If we fail to meet them you pay us NOTHING for that assignment (unless the reasons are outside of control in which case we will let you know what the problems are).
  • We understand that you will be the sole judge of our performance.  If anything we do falls short of your expectations we will refund our fee in full without question, or allow you to reduce it to whatever level you feel you have received value for.

Your Commitments to Us

  • You will treat us with courtesy and respect at all times.
  • You will be open, frank and honest with us at all times. You will let us know immediately of any dissatisfaction that you have with the services we provide for you.
  • You will maintain your financial records accurately and up to date and you will act upon our suggestions where we think improvements might be necessary.
  • You will promptly give us all of the information that we need to do our work for you.
  • You will pay our fees in accordance with the agreement that we make with you.
  • You will give consideration to referring us to at least one other business person each year who you think would benefit from our services.
  • You will respect the fact that the materials and processes we make available to you are covered by copyright and you will not breach that in any way.