Business Details
Trusted Accountants in Worcester
The Richards Sandy Partnership is a leading accountancy practice based in Worcester, delivering proactive and professional services to businesses and individuals. With a team of Chartered Certified Accountants, we combine technical expertise with a client-focused approach, offering tailored financial advice and compliance solutions. Our experience spans diverse sectors, including construction, charities, and owner-managed businesses, supported by a commitment to staying ahead of regulatory changes.We prioritise transparency, reliability, and long-term partnerships, ensuring clients receive clear, actionable guidance. Our services range from statutory audits and tax planning to business advisory, reflecting our dedication to helping clients achieve financial clarity and growth.
Services
Accounting & Audit
Tax Compliance
Payroll Services
Business Advisory
Specialist Services
Highlights and features
- We offer over 20 years of experience in accountancy and tax advisory.
- Our team provides tailored solutions for businesses and individuals.
- We specialise in compliance and strategic financial planning.
- We serve diverse sectors including construction and charities.
- We prioritise clear communication and client-focused support.
Associations and certifications
- ACCA
What people say
Prompt and professional
Expert advice
Trusted finance partner
Efficient charity accounting
Clear communication
Services
Accounting & Audit
We provide statutory and sector-specific audits, ensuring compliance with current standards. Our team prepares robust accounts for limited companies, sole traders, and partnerships, offering year-end meetings to clarify financial positions. With expertise in charity accounting and regulatory requirements, we deliver tailored audit solutions for businesses and non-profits across the UK.
Tax Compliance
Our tax advisory services cover corporation tax, VAT, and personal tax returns. We ensure timely compliance while identifying reliefs and deductions to minimise liabilities. Specialising in capital gains and inheritance tax planning, we also offer tax investigation cover to protect clients during HMRC enquiries, providing peace of mind for individuals and businesses.
Payroll Services
We manage all aspects of payroll, including HMRC submissions and auto-enrolment pensions. Our bureau handles CIS schemes for construction businesses and prepares P11D forms for benefits in kind. By ensuring accuracy and compliance, we reduce administrative burdens, allowing clients to focus on core operations without payroll complexities.
Business Advisory
We support start-ups and established businesses with structuring, forecasting, and growth strategies. Services include bookkeeping, management accounts, company secretarial work, and corporate finance advice. Our team assists with mergers, acquisitions, and funding applications, acting as a trusted partner to drive sustainable business development.
Specialist Services
Beyond core accounting, we offer will writing, inheritance tax planning, and estate administration. Collaborating with financial advisers, we address complex personal finance needs, ensuring estates are managed efficiently. Our specialists provide compassionate support during probate, combining technical expertise with sensitivity for clients' long-term security.
People
Rob Richards
Partner
Rob Richards, a qualified FCA and FCCA accountant, leads audit and assurance services. With extensive experience in statutory audits and regulatory compliance, he ensures clients receive technically sound, tailored financial guidance.
Aimee Davies
Partner
Aimee Davies specialises in tax advisory and business compliance. Her expertise in corporate tax planning and client-focused approach help businesses optimise financial strategies while maintaining compliance.
Adam Croad
Partner
Adam Croad focuses on business advisory and payroll services. With a background in supporting SMEs, he provides strategic financial advice to help clients achieve growth and operational efficiency.
Dan Jackson
Partner
Dan Jackson oversees audit engagements and charity sector accounting. His technical knowledge ensures clients meet complex regulatory requirements while delivering actionable financial insights.
Melissa Godwin
Partner
Melissa Godwin manages personal tax affairs and estate planning. She collaborates with legal professionals to ensure clients' wills and inheritance strategies align with their long-term financial goals.
Questions
What accounting services do you offer?
We provide statutory audits, bookkeeping, management accounts, and compliance services for businesses and charities.
Do you handle tax planning for individuals?
Yes, we offer personal tax returns, inheritance tax planning, and capital gains tax advice.
Can you assist with payroll administration?
Our payroll bureau manages CIS schemes, P11D forms, and auto-enrolment pensions for businesses.
Are you regulated by a professional body?
We are regulated by the Association of Certified Chartered Accountants (ACCA).
Do you offer free initial consultations?
Yes, we provide a free, no-obligation meeting to discuss your accounting needs.
Reviews (2)
Keith Gardner
Jun 12, 2021
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I am really struggling to sufficiently articulate just how wonderful and refreshing The Richards Sandy Partnership Accountants is. Having dealt with many firms over the last few decades, I can honestly say that these guys are in a league of their own. Nick, Elaine and Izzy to name a few!
Nk
Oct 09, 2020
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Highly recommend Adam Croad. He dealt with my accounts promptly and clearly. Moved Accountants after poor service from my last. Brilliant service and a personal approach
