Our Accreditations

We are registered with the Chartered Institute of Taxation as a firm of Chartered Tax Advisers

We are an active member of the Personal Finance Society.

The professional qualifications offered by the PFS are central to the culture of our organisation and the development of our team.

Gemma McShane DipPFS, a Wealth Paraplanner in the firm, sits on the PFS Northern Ireland Regional Committee.

As cloud accounting specialists we partner directly with Xero and QuickBooks