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Mattioli Woods is a leading UK provider of wealth management and employee benefits, with offices in Aberdeen, Buckingham, Glasgow, Leicester, London, Manchester, Newmarket, and Preston, growing both organically and by acquisition to deliver strong, sustainable shareholder returns over the long term. We administer over 10,000 clients and hold £8.7 billion of assets. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery.

We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.

Pension planning and clients’ wider wealth management issues cannot be developed effectively in isolation, particularly when there are so many competing demands on our clients’ income. We can proudly claim to be a leader in the field of self-invested personal pensions (SIPP) and small self-administered schemes (SSAS), and such arrangements are often central to our clients’ pension strategy. We take full account of the wider opportunities, including ISAs and other forms of personal investment; taxation and trust planning; and work with our clients to develop a balanced financial plan.

We also offer our financial planning service, where our consultants can offer you expert advice on all retail investment products, such as life policies or pensions planning. Where our own discretionary fund management (DFM), SIPP, and SSAS solutions are not suitable for your needs, we can recommend a choice of offerings from other firms supported by unbiased, rigorous research. By promoting our own DFM, SIPP and SSAS solutions in the first instance, we have chosen to be classified as providing ‘restricted advice.’

iwoca works with accountants and bookkeepers nationwide to provide your small business clients with hassle-free finance of up to £250,000 to help them grow.

Our simple referral and application process, powered by award-winning technology, gives your clients a credit decision within hours and immediate access to funds.

Find out more:
www.iwoca.co.uk/accountants
Email: accountants@iwoca.co.uk
Phone: 0203 778 0324

We are on a mission to free 20 million people from business admin by offering a complete banking and accounting solution for freelancers, self-employed people and small business owners.

By combining our current account with an award-winning mobile app, we’ve created a seamless transition into automated banking and accounting. Coconut provides our customers with a fully integrated experience, combining everything you need to run a business in one simple product.

Every account comes fully equipped with:

• Expense management, with receipt capture.

Automatic business expense categorisation and in app guidance on tax rules, that tell you which transactions are tax deductible. Instant notifications when you spend reminding you to snap your receipt.

• Notifications

In-app notifications keep you on top of all important activity in your account, such as payments in and out and business expenses.

• Invoicing

Coconut’s invoicing tool is an innovative feature designed to help you get paid on time. Their Companies House integration allows you to set up invoices within seconds, by looking up the client’s address and saving their details for future invoices. Overdue invoices are automatically marked as late and sorted by level of importance. Every invoice can be customised, from editing each line item to the way it looks.

Coconut is available on both iOS and Android through the App Store and Play Store.

AccountancyManager is a powerful Practice Management Software built to enhance efficiency and business growth within your firm. It is a low cost automated software solution, designed by accountants, to help you manage your clients, staff, and workload. Our system aims to ‘reduce the administration time to zero’.

Our 3 main benefits are –

• Client on-boarding, automatic proposals & letters of engagement
• Automatically reminds and chases clients for missing information
• Automatically generated task lists for all your staff

If you would like to learn more about AccountancyManager, check out our short overview video here

You can also contact our team on 01926 355366 Option 2 or email info@accountancymanager.co.ukA

Our mission is to support businesses, managers, and their advisors, and deliver results. Every day, Croner-i helps thousands of companies and accountancy firms comply with the law, achieve and maintain best practice, and create value. We specialise in tax & accounting, human resources, health & safety, and a wide range of other sectors, delivering online, actionable information.

We help our customers grow their businesses by providing the information and tools they need to remove uncertainty and ensure the chances of getting things wrong are minimised.

For decades, we’ve been the foundation upon which businesses have built their reputations. Thousands of companies rely on Croner-i services to ensure compliance, reduce risk and maintain best practice – whether that’s through our in-depth expert guides, legislation tracker, workflow tools, or daily industry news.

In a world where information is available to all, instantaneously, we offer guidance that you can be sure is high quality and reliable, written and created by real experts in their fields.

The way in which business professionals access, interpret and use information is changing, and Croner-i is changing too, ensuring we remain the natural choice for their information needs.

Croner-i is designed to help professionals apply the information they need in their own work, so they can learn, plan and act. With Croner-i, you can optimise both your own performance and that of your company.

Contact details
https://www.croneri.co.uk
Email: Marketing@croneri.co.uk
Phone: 0800 231 5199