Financial Management

Pact Accountancy is a professionally trained independent financial advisor who recommends the most suitable products for personal and corporate clients. We have built a unique insight into the financial lives of our business and customers. We provide an affordable and professional financial management service that brings together all aspects of your personal financial life. Our company is committed to building and protecting your finance for tomorrow and beyond. We provide personalized service to each of our customers, providing an experienced, strategic perspective with fairness, clarity and integrity.

Pact Accountancy takes care of your accounting and administrative processes, and we work with you to gain a full understanding of your company requirements. Our financial management team does not look at every business the same. We understand that different companies need different levels of support as well as other regulatory requirements. We are a financial management business that provides long-term relationships and advice that clients trust at the heart of our every job. Because each client has different needs and aspirations, we offer personalized advice covering financial, investment and tax plans designed specifically for their lifestyle goals and life stages. We are here to work with you as a team and provide the help you need. Our proficiency in financial management includes the following:

  • Bookkeeping– (for start-ups and established businesses of any size)
  • Preparing management accounts and information
  • Payroll services
  • Preparing and advising on budget forecasts
  • Implementation of business controls
  • Fundraising advice
  • Preparing tax and VAT returns to ensure you meet all regulatory requirement deadlines.

Regardless of your business needs, there are Pact accountancy financial management accountants here to provide the bespoke and personal services you need. We work together to create an appropriate plan for your accounting and administrative needs.

Pact Accountancy understands Your Needs and Goals.

Pact Accountancy Financial Management Services provides comprehensive advice tailored to you, your needs and your goals. The team will take the time to examine all aspects of your personal and financial situation. It is a reason for them to understand where you are now and where you want to live in the future. We help you get your desired goals – our knowledge and experience, according to our financial advice, in-depth analysis of your needs.   Be sure that our recommendations will be different from yours because we know. No two people are alike.

No matter how complex your needs are, Pact Accountancy financial management professional will introduce you to expert consultants, and they help you with the right solution. Our services include:

  • Buying a home Protection against risk
  • Retirement planning
  • Savings and investments 
  • Estate and trust planning

For more detailed information about our financial management services, please email info@pactaccountancy.co.uk or contact us at +44 7593 940782.

Our guarantee

Our professional are among the country’s leading financial professionals. We support their continued technological advancement to ensure that they remain as competent and technically competent as possible. As a result, Pact Accountancy guarantees the suitability of the advice given by members of the Pact Accountancy when recommending any of the financial management products and services available from companies in the group.