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Financial Planning

Ongoing economic uncertainty and changing legislation makes developing a reliable financial plan both a fluid and challenging process. You need to be aware of the ‘big picture’ before you can establish your objectives, and this involves unscrambling potentially complex taxation issues and associated risks.

Handpicked Accountants have strong business connections with accountants around the UK, and can put you in contact with a reliable financial planning expert in your area who will advise you whatever stage of life and business you have reached.

A tax-efficient strategy tailored to individual circumstances

The formation of a tax efficient programme that takes account of your current investments, potential alternatives, a strong business exit strategy, and plans for retirement, requires a specialist skillset and knowledge.

We base referrals on our past experience of, and working history with, our recommended accountants. They will be able to help you in a number of areas, including:

  • Putting in place a highly personalised financial plan with in-built flexibility to take account of changes in personal circumstances and new legislation
  • Considering retirement planning to take account of your current pension provision, whilst identifying potential alternatives and additions
  • Maximising the value of your privately and commercially owned property
David Tattersall

Speak to a Handpicked Expert today

0800 063 9258

Hi there - I'm David from Handpicked Accountants. If you need help finding the right accountant, simply give me a call. My expertise is in connecting business owners with the very best professional services and I'm on hand to assist you today.

  After 3 months of searching various websites and numerous meetings with an array of accountants we quickly realised we needed someone to help us find a perfect match. Handpicked Accountants took less than 24 hours to find the perfect accountant for our company. Kerry Sharpe Kerry Sharpe Luminex Groundworks - Leeds
  I was looking for an accountant and found one, thanks to Handpicked Accountants. Jeremy Falwell Jeremy Falwell Managing Director - Falwell Finance

The key to a successful accountant-client relationship is communication, which means proximity is key. Using our simple search facility, you can quickly find a trusted, reputable accountant in your local area.


Your search results are in; now it's a case of reviewing your list of Handpicked Accountants and deciding what's most important to you – maybe location is paramount; somewhere you can access easily on your daily commute? Or maybe you're looking for a specific accountancy service? Deciding isn't always easy; so we're here to help too.


You may wish to contact one accountant, or multiple accountancy practices. Either way, you can do so safe in the knowledge that Handpicked Accountants only lists verified, trustworthy and fully regulated accountancy firms that have proven to offer exceptional service. There are three ways to connect; either on the phone, by requesting a call back, or a simple email enquiry form.


You are now connected with an excellent, local accountant and the start of a new working relationship has begun. We recommend meeting your accountant in person as soon as possible to discuss your business and aspirations for the future – and don't forget to mention that Handpicked Accountants has brought you together!

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