Case Study

Wynne & Co are our accountants, and we regularly refer clients to Wynne and Co. for day-to-day accounting and tax planning, so I can focus on strategic future-planning.

Wynne & Co are proactive – they’re interested in their clients. It’s very easy to advise people on tax or any sort of planning, but the key thing for me in all aspects of my business is that people genuinely want to make it better for the client and save them money or make them more money. It’s not just about saying, ‘Put that through your accounts and it will be cheaper,’ it’s about asking questions such as, ‘Why are you doing it that way? Why haven’t you outsourced your PR, or your PA?’

Sarah’s leadership – her sharp intellect and her adeptness in tax planning – set Wynne & Co apart. She’s not just an order taker; she’s proactive and discerning. If someone proposes a questionable strategy they’ve seen on YouTube, she’s quick to caution against it, recognising that not all tactics are advisable or applicable. This carries through to her team.

Wynne & Co do all my accounts, personnel and corporate, and all the payroll. I’m a great outsourcer and I know I can leave all the tax side of things to Wynne & Co. They also help me with my FCA reporting, and every six months or so, I ask them to do a set of management accounts.

I know I’ve got somebody I can go to and trust to look after my clients and give them the best advice. I know that every time I put Sarah and her team in front of somebody they’re going to get the best advice, the best service.

Steve Francis, MPFS Wealth Management