Forrester Boyd Service Proposition Presentation Lc

What makes us different?
-a Presentation on how we deliver our Service
PDF created with pdfFactory Pro trial version www.pdffactory.com

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

} 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

} 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

Mike Beckett Neil Ellis David Everatt Peter Fearn
Kevin Hopper Tony Robinson Richard Rowell Mark Smith

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

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

} 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

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

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

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

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

Information Technology
} Team of IT specialists
} Software consulting, Sage Approved
Suppliers
} Hardware procurement and server
installation
} Business network support
} Strong accounting awareness
} Telephone support

} 9th Largest Global Alliance of accountants
} Including large independent UK practices
} Expertise similar to largest firms, more
reasonable fee levels

} Commitment to long term working
relationships
} Dedicated local specialists
} Competitive pricing
} Wide range of services
} Client service focused
} Access to National and International
Specialists

} “To help maximise the wealth of our
clients by adopting a proactive
approach and maintain the highest
standards of professional integrity and
competence”

Forrester Boyd Service Proposition Presentation Lc

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