Why Menzies FD Advisory Services?

Many SME business owners simply ‘s don’ t have the resources or even the business need for a full time Finance Director, but they do need the structure and insight this role brings.

Our tailored solutions give you the access, know-how and the experience of a finance director, without the commitment of an employee.

At the heart of everything we do is the mind-set of:
– Reducing business risk for our clients.
– Improving their profitability.
– Leading to increased business value.

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What makes Menzies FD advisory different?

We get the numbers
All Menzies FDs are professionally qualified Chartered Accountants and your numbers are at the heart of everything we do.

We have the resources
Our experienced FDs work in our team. They are not off ice based or burdened with admin
and instead make time for regular appointments making time for your needs.

We are commercial
Having worked with SME’s of al l sizes and sectors, nothing fazes us and we understand the challenges you face compared to large corporate clients. Our commercial experience helps us identify the risk to your business and tackle them

We don’t have a ‘one-size fits all’ approach
All client relationships are different. From meeting frequency, to work f lows and styles we know there is no prescriptive approach to business we evolve to your style and slot in seamlessly to be a member of your team.

We work with existing advisors
Surrounding yourself with people you trust is paramount. Many of our clients have a sole practitioner who has historically looked after year -end accounts and tax work. For us, it ’s great to know these items are in safe hands and welcome the chance to work with your advisors and build a great relationship.

We speak in plain English
Our client ‘s like our style. We are knowledgeable, but we don’t baffle you with terminology.

We align the business and the people behind it
We work with you to ensure your business and personal financial goals are in sync to ensure you are getting the most value from the business for you, your staff and your family.

We have the tools
We have a wealth of complimentary services and expertise we can call upon at any time. This means we can solve problems swift y and effectively.


FD Advisory Services Tax Toolkit

Menzies Financial Directors' tool kitMenzies are often appointed by the Finance Directors of large companies and groups to work alongside their existing auditors.
This may be for a variety of reasons such as:

– The auditors being ‘conflicted out’ of providing certain services;
– Delivering a more cost effective and responsive solution for the business;
– Relieving compliance pressures on the in-house team; or
– Removing the reliance on just one firm of advisers.

We have therefore devised this ‘FD tax toolkit’ to highlight some of the ways in which we can help large and multinational companies.

Access Menzies FD Tax Toolkit.


Phil Wright - Menzies AccountantIf more specialised advice is needed, you can always draw on all the expertise of the wider Menzies organisation. Our FD service is designed around your needs. Visits are typically weekly, fortnightly or monthly, with additional contact when needed. For more about how our FD advisory services could help your business, we would be delighted to meet you.

Phil Wright
PWright@menzies.co.uk // +44 (0)1489 566732

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ESSENTIALS

  • “Menzies provided, audit, tax and company secretarial services to SFW. Their work was always to a  very high standard and we found them easy to work with. When we sold the business Menzies provided significant help during due diligence and completion activities. They were highly responsive, particularly, when we had last minute requests for assistance and were thoroughly professional. I have no hesitation in recommending them.”
    Steve Elliott – SFW Ltd Director

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    SFW Ltd, SFW Ltd August 17, 2016

  • “We Menzies over the past year and we continue to be impressed with their knowledge, efficiency and the high calibre of support they provide. The Menzies team look after our year end accounts in a timely and efficient manner, and continue to provide proactive advice in many areas of our business, from keeping track of our product margins and fixed costs to providing us with beneficial forecasting advice. We are also liaising with other teams within Menzies, for example they are assisting us with crowdfunding options and have advised us on building a strong business plan.”

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    Luxury British Brand, A luxury British Brand August 17, 2016

  • “Menzies LLP have acted as our auditor and advisors for a number of years. The company has a holistic range of services to offer, from the compliance aspects of our business and consultancy services which are undertaken by specialist teams. The firm have recently undertaken a business valuation for a successful acquisition of an overseas subsidiary that our group acquired as it continues to grow and branches out into the overseas markets. We have found Menzies to be reliable, honest advisors and would not hesitate to recommend them.”

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    Contechs Holdings Limited, Contechs Holdings Limited August 17, 2016

  • “We have known Menzies for a very long time. The firm acts as our auditors and advisors for the company and our family’s own personal matters. The team fully understand our affairs and come up with pro-active solutions that are in our best interest and tax efficient for the business and family. We also utilise the services of Menzies Wealth Management so the teams work closely together to ensure our affairs dove tail in their advice. The team are trustworthy and reliable and we would not hesitate to recommend them for your personal or company affairs.”

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    Down Street Electrics Limited, Down Street Electrics Limited August 17, 2016

  • “We are a very long standing client of Menzies and they deal with all our financial requirements from day to day bookkeeping through to higher level advisory support.  They are always courteous, professional and considered – and relevant to our sector – providing us with solutions that are prompt and accurate and help us to run the business as efficiently as possible.  We would have no hesitation in recommending their services.”
    Takashi Kamimura – Mary Quant Limited

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    Mary Quant Limited, Mary Quant Limited August 17, 2016

  • “What really pleases me is that I’m now, for the first time, proud of my business, seeing it grow and spending less time at work! I’m learning how to have fun and relax again. My hard work is starting to pay off, thanks to Menzies”

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    FTI, FTI May 25, 2016