Forrester Boyd Service Proposition Presentation Lc

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Forrester Boyd Service Proposition Presentation Lc

  1. 1. What makes us different? -a Presentation on how we deliver our Service PDF created with pdfFactory Pro trial version www.pdffactory.com
  2. 2. Our people, they are approachable and enjoy working with our clients ! PDF created with pdfFactory Pro trial version www.pdffactory.com
  3. 3. } Quick responses to all your enquiries } Locally based operation reducing unnecessary additional costs. } Our good people (and clients) rarely leave } Many extra areas we can help you with PDF created with pdfFactory Pro trial version www.pdffactory.com
  4. 4. } Forward thinking – not just the ‘here and now’ issues } Get to know your organisation so we can bring relevant recommendations to you at the right time } ‘Unlimited telephone support’ and locally based team } On-going discussions and pro-active advice PDF created with pdfFactory Pro trial version www.pdffactory.com
  5. 5. Mike Beckett Neil Ellis David Everatt Peter Fearn Kevin Hopper Tony Robinson Richard Rowell Mark Smith PDF created with pdfFactory Pro trial version www.pdffactory.com
  6. 6. Our partners have a wide range of expertise between them, so we takeOur partners have a wide range of expertise between them, so we take time to see you are introduced to who best fits your needs, based intime to see you are introduced to who best fits your needs, based in Louth are:Louth are: Steve Czornyj Alan Nesbitt Chris Hunt PDF created with pdfFactory Pro trial version www.pdffactory.com
  7. 7. Our partners have a wide range of expertise between them, soOur partners have a wide range of expertise between them, so we take time to see you are introduced to who best fits yourwe take time to see you are introduced to who best fits your needs, based in Scunthorpe are:needs, based in Scunthorpe are: Martin Barnard Steve FieldsNeil Williams PDF created with pdfFactory Pro trial version www.pdffactory.com
  8. 8. PDF created with pdfFactory Pro trial version www.pdffactory.com
  9. 9. PDF created with pdfFactory Pro trial version www.pdffactory.com
  10. 10. } All industry and service sectors } Individuals, owner managed to Large foreign owned entities } Group members with ultimate plc/overseas ownership and reporting requirements } Clients situated throughout the UK PDF created with pdfFactory Pro trial version www.pdffactory.com
  11. 11. PDF created with pdfFactory Pro trial version www.pdffactory.com
  12. 12. Taxation } Dedicated team to support partners } Corporate tax specialists } Complete tax planning service } Personal Wealth managers } Advising directors and shareholders } Value Added Tax expertise } Capital taxes (CGT, IHT) } Tax healthchecks } Proactive on legislative change PDF created with pdfFactory Pro trial version www.pdffactory.com
  13. 13. Corporate Finance } Dedicated team } Mergers and acquisitions } Management buy ins and buyouts } Business valuations and due diligence } Raising finance and Banking Specialist } Profitability and performance analysis } Succession planning, grooming and disposals PDF created with pdfFactory Pro trial version www.pdffactory.com
  14. 14. Independent Financial Advice Team of 9 experienced advisers -all salaried Advice totally independent – whole of market IFA } Pension scheme advice & management services: ◦ Individuals / executives ◦ Group personal pension and stakeholder schemes ◦ Final salary scheme unwinding } Investments & Protection: ◦ Alternatives ,Best buys } Service dovetails with tax planning } Fee or commission based PDF created with pdfFactory Pro trial version www.pdffactory.com
  15. 15. Payroll and Human resources } Dataplan - Payroll bureau of 20 staff ◦ Convenience and Confidentiality ◦ Expert PAYE knowledge ◦ Payroll Outsourcer of the Year -(IPP 2008) Best Innovation Award in Payroll (IPP 2009) } HR specialists ◦ Financial recruitment ◦ Contracts of employment PDF created with pdfFactory Pro trial version www.pdffactory.com
  16. 16. Information Technology } Team of IT specialists } Software consulting, Sage Approved Suppliers } Hardware procurement and server installation } Business network support } Strong accounting awareness } Telephone support PDF created with pdfFactory Pro trial version www.pdffactory.com
  17. 17. } 9th Largest Global Alliance of accountants } Including large independent UK practices } Expertise similar to largest firms, more reasonable fee levels PDF created with pdfFactory Pro trial version www.pdffactory.com
  18. 18. } Commitment to long term working relationships } Dedicated local specialists } Competitive pricing } Wide range of services } Client service focused } Access to National and International Specialists PDF created with pdfFactory Pro trial version www.pdffactory.com
  19. 19. } “To help maximise the wealth of our clients by adopting a proactive approach and maintain the highest standards of professional integrity and competence” PDF created with pdfFactory Pro trial version www.pdffactory.com

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