forrester boyd service proposition presentation lc

What makes us different?

-a Presentation on how we deliver our Service

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Our people, they are approachable and enjoy working with our clients !

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} 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

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} 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

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Mike Beckett Neil Ellis David Everatt Peter Fearn

Kevin Hopper Tony Robinson Richard Rowell Mark Smith

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Our partners have a wide range of expertise between them, so we take Our 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 in time to see you are introduced to who best fits your needs, based in Louth are:Louth are:

Steve Czornyj Alan Nesbitt Chris Hunt

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Our partners have a wide range of expertise between them, so Our partners have a wide range of expertise between them, so we take time to see you are introduced to who best fits your we 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

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} 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

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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

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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

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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

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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

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Information Technology

} Team of IT specialists} Software consulting, Sage Approved

Suppliers} Hardware procurement and server

installation} Business network support } Strong accounting awareness } Telephone support

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} 9th Largest Global Alliance of accountants

} Including large independent UK practices

} Expertise similar to largest firms, more reasonable fee levels

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} Commitment to long term working relationships

} Dedicated local specialists} Competitive pricing} Wide range of services} Client service focused} Access to National and International

Specialists

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} “To help maximise the wealth of our clients by adopting a proactive

approach and maintain the highest standards of professional integrity and

competence”

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