Torphin Financial Planning works closely with local accountancy firms, many introduced to us by existing clients.
When we are helping self employed clients set up their pension schemes it is often good practice to check that they are in regular contact with a suitable chartered accountant (CA). This is because CAs have the experience and expertise to provide valuable financial and tax advice to individuals and small businesses, which complements our own advice.
We have working partnerships with several firms of chartered accountants including:
- Andrew Smith at Blyth Smith in Broxburn who has helped many of our clients. Some self employed and some wealthy clients who have annual tax returns to complete. He is very approachable and takes the time to fully understand every new clients’ needs and helps them plan for the future.
- Ian Brown at Ian J Brown & Company, Chartered Accountants in Dalkeith, Dunbar and Edinburgh.
- Tax Assist in Fairmilehead.
We are keen to work with more local accountancy practices in Edinburgh, the Lothians and Borders, so please contact us if you’d like to arrange a meeting to see how we can work together.