Business Details
Trusted Chartered Accountants in Stockport
We are a Chartered Accountancy practice established in Stockport for over five decades. Our firm combines six partners with diverse expertise and a dedicated team of 50 professionals to deliver tailored financial solutions. As an owner-managed practice, we prioritise agility in addressing clients' accounting, tax, and business advisory needs. Our team includes three Chartered Tax Advisers who specialise in minimising tax liabilities for businesses and private clients. We utilise cloud accounting technology to provide real-time financial insights and maintain regulatory compliance through our ICAEW accreditation.Our services extend beyond traditional accounting to include strategic business growth advice, audit efficiency solutions, and innovative employee ownership trust structures. With extensive experience in sectors ranging from owner-managed businesses to pension consultancy, we offer comprehensive financial stewardship. Our commitment to clear communication ensures clients fully understand their financial position and future planning options. We maintain regulatory excellence as an ICAEW-regulated auditor while delivering bespoke solutions that consider clients' complete financial landscapes.
Services
Accounts & Audit
Tax Advisory
Payroll Services
Employee Ownership Trust
Private Client Services
Cloud Accounting
Business Growth Advisory
Inheritance Tax Planning
Audit Compliance
Pension Consultancy
Highlights and features
- We have over 50 years' experience serving Stockport businesses
- Our 6 partners combine youth and industry expertise
- Bespoke financial solutions tailored to your specific needs
- Regulated by the Institute of Chartered Accountants in England and Wales
- Specialist tax consultancy with 3 Chartered Tax Advisers
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
Services
Accounts & Audit
We prepare accurate financial statements and statutory accounts while providing strategic business insights. Our ICAEW-regulated audit services streamline compliance processes through technological efficiency and sector-specific expertise. We explain financial data clearly to support informed business decision-making.
Tax Advisory
Our Chartered Tax Advisers develop bespoke tax minimisation strategies for businesses and individuals. We combine technical expertise with practical commercial understanding to optimise tax positions while maintaining full compliance with evolving legislation and reporting requirements.
Payroll Services
We manage complex payroll compliance including RTI submissions and auto-enrolment obligations. Our integrated approach ensures accurate tax calculations, statutory payments processing, and timely HMRC reporting while providing clear client communication.
Employee Ownership Trust
We facilitate tax-efficient business transfers to employees through EOT structures. Our services include professional valuations, tax-advantaged share scheme implementation, and HMRC clearance support to ensure smooth ownership transitions while preserving business independence.
Private Client Services
Our dedicated team provides integrated financial planning for high-net-worth individuals. Services include inheritance tax mitigation, trust administration, and tax-efficient investment strategies delivered by qualified specialists with pensions and wealth management expertise.
People
Simon Leigh
Managing Partner
Chartered Accountant with over 30 years' experience specialising in business growth and succession strategies. Focuses on helping companies thrive through strategic financial management and exit planning solutions.
Paul Horrocks
Chartered Tax Adviser
Tax expert with nearly 30 years' advisory experience across multiple sectors. Specialises in complex tax planning for owner-managed businesses and corporate entities while maintaining compliance with evolving regulations.
Ben Furness
Chartered Tax Adviser
Two-decade veteran in business advisory with dual expertise in accountancy and personal tax matters. Focuses on integrated tax planning solutions that align with clients' commercial and personal financial objectives.
Damien Smith
Private Client Specialist
Qualified financial planner specialising in wealth management and pension consultancy. Leads the Private Client team with expertise in tax-efficient investment strategies and intergenerational wealth transfer.
Paul Scott
Inheritance Tax Specialist
Chartered Tax Adviser concentrating on estate planning and trust structures. Provides strategic guidance on inheritance tax mitigation and long-term asset protection for business owners and families.
Questions
What accounting services do you offer?
We provide full accounting services including statutory accounts preparation, financial statement production, and cloud accounting software implementation. Our services ensure compliance with Companies House requirements while providing business performance insights.
How do you handle tax advisory services?
Our three Chartered Tax Advisers offer specialist tax consultancy for businesses and individuals. We develop tailored strategies to lawfully minimise tax liabilities while maintaining compliance with current legislation and reporting requirements.
What is your audit process?
As ICAEW-regulated auditors, we streamline audits using technology and sector expertise. Our process focuses on efficiency while delivering valuable business insights and ensuring statutory compliance for all company sizes.
Do you provide payroll services?
Yes, we manage payroll compliance including RTI submissions, auto-enrolment, and statutory payments. Our services ensure accurate tax calculations and timely HMRC reporting with clear client communication.
What EOT services do you offer?
We specialise in Employee Ownership Trust structures, providing business valuations, tax-efficient share schemes, HMRC clearance, and transition support for company owners seeking succession solutions.
Reviews (4)
Cathy Bates
Jun 11, 2020
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Before I met with Allens I had used several accountants and never felt they added any value. As a small business they have helped me to grow, supported me in my business and I will never go to any other accountant. I honestly can't praise them highly enough.
Richard Davies
May 13, 2020
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Used them for 12 years, now use them for wealth management too. Great service and you get what you pay for. Tax advice in particular outstanding.
Jacqueline Francis-Lamont
Dec 18, 2019
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I have dealt with Allens for a number of years and they have been very helpful and always make me feel welcome the staff are brilliant, knowledgeable and are very professional - their service is 5 star and I highly recommend them
Kris Gibson
Nov 29, 2019
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After being recommended by a business partner, I had hoped for better outcomes and support. The initial meeting was productive and informational, however I can only describe the relationship as expensive chaos. As a small business we were hoping to form a long term relationship, however clearly Allens believe Small business is more of a headache and less profitable than larger business.
