Referral form 1

Referral form 1
December 20, 2016
Referral form 1
December 21, 2016
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Referral form 1

TFD Dunhams
TFD Dunhams
TFD Dunhams are Chartered Accountants and Registered Auditors. We operate from premises ideally situated on Warwick Road, not far from Manchester City Centre and near to both the Manchester United and Lancashire County Cricket Club grounds. Ample car parking space is available. The current practice has been established for some fifty years and has a total of ten staff, including two partners and an associate. Many of the staff are particularly experienced in specialist areas such as corporate and personal taxation and financial services. The practice seeks to work together with clients and present solutions and recommendations for improvements to their business operations. TFD Dunhams are committed to ensuring that staff and Partners are trained to the highest possible standards. We provide both “in-house” training and procure relevant external training to meet the continuing professional education needs of our practice team. We are a member of IECnet, a worldwide grouping of independent firms similar to ourselves. Through this membership we are able to obtain for our clients relevant and accurate information regarding overseas trading markets, and legislation relevant thereto. Our web-site www.tfddunhams.co.uk gives access to a large number of business reports together with practice news and business news. Links are also available to other useful business web-sites. 4 Client base The practice has in excess of three hundred clients operating in all sectors of industry and commerce, including sole traders, partnerships, family controlled limited companies, registered charities and various sporting and social clubs. The ability to understand clients’ needs and address these with a combination of expertise and a friendly approach are the hallmarks of a successful practice. We believe that at TFD Dunhams we can confidently claim to provide such a service. 5 Services offered All services relevant to owner controlled businesses are available from personnel within the practice. In addition to audit and accountancy work, we are particularly strong in the areas of corporate and personal taxation and in capital taxes. The use of Trusts and Inheritance Tax planning is of particular importance in succession considerations. We provide various consultancy services, including company secretarial matters relevant to the formation and continuance of business activities and in relation to business restructuring. We also focus on the implementation and development of computerised accounting and management information systems. TFD Dunhams is registered to carry on audit work by the Institute of Chartered Accountants in England and Wales. Our sister company, TFD Dunhams Financial Services Limited, is authorised and regulated by the Financial Conduct Authority and can provide advice on pensions, life assurance, income protection, and investment products. PROFILE OF PARTNERS. Paul O’Brien – Managing Partner Paul is married with two children. He trained with Ernst & Young in their Liverpool office and qualified as a Chartered Accountant in 1988. After a brief spell working in Australia, Paul returned to the UK and joined an independent practice of Chartered Accountants. Paul qualified as a Member of the Chartered Institute of Taxation in 1992 and is also an Associate of the Personal Finance Society. Paul has a wealth of practical experience and specialises in providing tax planning and financial advice to both owner-managed businesses and personal clients. He also has particular expertise in both pensions and investment matters. Because of his background, Paul has also been appointed to lead the Taxation and Corporate Finance departments of the business. In addition Paul, a Doctor’s son, is the main Partner contact for many of the general practitioners, dental practitioners and other health professionals amongst our clients. e-mail address: paul.o’[email protected] Andrew Edwards – Partner Married with Three children, Andrew has a wealth of experience as he has worked within practice for 27 years dealing specifically with owner managed businesses. He joined TFD Dunhams in 1988 as an audit semi senior and has progressed through the practice to become a partner. As a result of being involved at all levels he has an insight into the detailed mechanics of everyday problems and how to efficiently resolve them. Andrew, who is a qualified Chartered and Certified Accountant, provides the operational link between the practice and clients so that they receive hands on quality support whilst the business develops. e-mail address: [email protected]