Fraser Wood

Business planning

We will help you to set targets and give you the knowledge and understanding to enable you to reach your goals. With our monitoring tools you will understand if you are progressing and when you achieve your aims.

  • Business strategy
  • Financial and tax planning
  • Succession planning
  • Retirement and inheritance planning

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Cost-effective compliance

There are a number of tasks that you must complete for legal and tax purposes. We can help you put in place efficient systems to make your compliance tasks useful and valuable to you and for your business.

  • Limited companies, self-employment, new business start-ups, charities and clubs
  • VAT, Companies House, PAYE, NICs, management accounts, workplace pensions ‘automatic enrolment’ and benefits in kind
  • Accounts and bookkeeping, our digital solutions: QuickBooks, SAGE and KashFlow
  • Company and personal taxation

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Business advice

Our support and advice will add value to your business. We provide vital feedback on business performance, giving you advice to help you to focus on what might improve that performance. We help you to make choices to enable you to build a stronger business.

  • Planning, budgeting and forecasts
  • Tax investigation support
  • Guidance on business progression, succession and exit
  • Advice for retirement and achieving financial security

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Understanding change

We can all count on change in business and in life. This change is constant and inevitable; it can be worrying. From the Chancellor's budget and government legislation to complex family situations and personal upheaval, we can help.

  • Tax and business legislation
  • Business change
  • Retirement planning and exit strategies
  • Savings and investments for your family

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Our vision

We give you the tools and advice to make your business strong and your money work harder for you. We are a family business and a friendly team, here to help your family build financial security and stability.

  • Building a stable future and legacy
  • Vital feedback on business performance
  • Advice to help you sort out issues efficiently
  • Digital, web app and online solutions
  • Managing times of change

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  • Desk and hand
    Ready to work with you
  • Front door building
    Our door is open, come in
  • Greenery and front
    Here to give you support
  • Team of 5
    Meet the team at Fraser-Wood

Come and talk to us. At our initial free consultation we hope we can build a foundation of trust and understanding that will help you, your business and/or your family.

 01248 351 586

COVID-19 Statement

For our clients

The office is in operation but in line with current guidance on social distancing we are unfortunately not accepting visitors into our premises.

If you wish to drop off your records at the office, please would you either telephone us in advance or alternatively please knock and wait for the door to be answered by a member of staff.

If you would like to pick up records please contact us in advance so that we can ensure your records are ready for you.

We are conducting our services via phone, email and virtual meetings wherever possible.

We can provide short face to face meetings, but as you can appreciate we are trying to keep this service to a minimum.

Thank you for your patience and understanding at this time. Please rest assured our customers will continue to receive a timely, safe and friendly service delivered with expertise.