Two Chesterfield businesses, Milestone Financial Planning and Mitchells Chartered Accountants and Business Advisers, have joined forces to bring a fresh approach to financial planning for owner managed businesses in north east Derbyshire.
The collaborative working arrangement between the two businesses follows an increase in SMEs in the area now looking to grow following the pre-referendum uncertainty at the beginning of the year.
The low interest rates and grants now available has prompted businesses to turn to Mitchells for practical advice and help on accessing grants and finance, while Milestone Financial Planning is assisting business owners in protecting the future of the company and their personal finance ahead of potential Brexit uncertainty.
Michael Heath, director of Milestone Financial Planning, explained: “Historically financial advisers and accountants have worked independently of each other which is not necessarily in the best interests of business owners, particularly in the current economic climate.
“It made absolute sense to agree a collaborative working arrangement with Mitchells. By doing so we have created a one-stop-shop for owner managed businesses, offering practical advice in tax, accounting and investments, helping protect the financial future of the business for both the owner and employees.”
Richard Trueman, Managing Partner at Mitchells added: “We’re delighted to have Milestone Financial Planning on board. Mitchells’ prides itself on both our practical accounting and business advice services, and the agreement with Milestone is a practical extension of this in response to client demand.
“Milestone shares our passion for helping SMEs achieve their growth potential and through our working partnership with Milestone, we are now able to offer our clients a better, seamless service when managing their business turnover and personal wealth.”
Later in the year, Milestone hopes to agree a further collaborative working agreement with a leading legal services firm in the area in order to deliver a fully comprehensive cradle to grave financial planning service for individuals and businesses in the area.
As well as pensions and investments, Milestone Financial Planning also specialises in tax planning, estate planning, business and personal protection.
For further information about Milestone Financial Planning, please call 01246 903053.
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