Financial Planning

Financial Planning

TS Partners offer specialist advice tailored to individuals and businesses seeking to achieve their unique financial and lifestyle goals. We go beyond the normal call of duty to build the best strategy for you, cutting through the complexities of business and personal financial planning.

Whether it’s putting plans in place to protect your finances, investing your assets, or you’re seeking an expert opinion on how to accumulate wealth for retirement, we’re here to give you an insight into options you may not have already considered.

Pension Planning

TS Partners can help you accumulate wealth through various tax-efficient pension schemes, so you can save for retirement.

Directors’ Pensions

Looking for the most tax-efficient route to build up your pension and extract wealth from your business? Get in touch with our team today.

 

Workplace pensions

 Is your workplace pension cost-effective for both your business and staff? We can weigh up your options and offer expert advice where necessary.

Investment Strategies

Seeking a tax-efficient plan for investing your assets? Our partners offer a service that’s unique to you to achieve your personal financial goals.

Mortgages and Borrowings

With access to over 90 lenders, our partners can find the most competitively priced mortgage to match your unique needs and budget.

Lifestyle & Business Protection

Getting the right plans in place now could be vital for ensuring financial security for you, your family and business in the event of the unexpected. TS Partners can find the optimum policy for your circumstances.

GET A CALL BACK

If you need to speak to us about a general query fill in the form below and we will call you back within the same working day.

News and Insights

  • 1
  • Jul
Claiming Capital Allowances for Commercial Property – the complexities advisors face

Capital Allowances (CA) are the hidden gem of UK corporation tax, providing a vital opportunity to offset some of the costs of a business. Although many tax advisors and accountants dealing with busin…

  • 21
  • May
R&D Tax Credits & COVID-19 support routes: what businesses need to know

Thousands of businesses are in the process of receiving generous relief from HMRC’s research and development (R&D) tax credit scheme right now – a welcome source of funding for many in thi…

‘Down to earth advice’

"Matt and his team have been very helpful in setting up new business ventures along with advice and planning with our current small property portfolio. Very down to earth and always available to discuss any questions I may have and I see them as a valuable part of my business. I have recommended Taxshop to other people and they have been very pleased with the work they have done."

 

MarkL, September 8, 2018

TS Partners
5
2020-06-12T09:34:23+00:00

MarkL, September 8, 2018

"Matt and his team have been very helpful in setting up new business ventures along with advice and planning with our current small property portfolio. Very down to earth and always available to discuss any questions I may have and I see them as a valuable part of my business. I have recommended Taxshop to other people and they have been very pleased with the work they have done."  

‘We know we are in good hands!’

Having TS Partners Accounting do our accounts, VAT and payroll leaves us to get on with what we know best, running our shop. We know we are in good hands!

 

Kevin Godding, 13th March 2018

TS Partners
5
2020-06-12T09:42:59+00:00

Kevin Godding, 13th March 2018

Having TS Partners Accounting do our accounts, VAT and payroll leaves us to get on with what we know best, running our shop. We know we are in good hands!  

‘Professional & friendly service, very helpful’

"Really glad we started using TS Partners Accountants a few years ago; they gave us really good advice and eased us through the process of changing to a Limited company. This year we changed over to using QuickBooks for our bookkeeping and did our training with Emma & Danielle, both were very knowledgeable and made the training easy. There is always someone at the end of the phone or email to help with any queries. I would highly recommend them."

 

Ziz, August 15, 2019

TS Partners
5
2020-06-11T09:58:04+00:00

Ziz, August 15, 2019

"Really glad we started using TS Partners Accountants a few years ago; they gave us really good advice and eased us through the process of changing to a Limited company. This year we changed over to using QuickBooks for our bookkeeping and did our training with Emma & Danielle, both were very knowledgeable and made the training easy. There is always someone at the end of the phone or email to help with any queries. I would highly recommend them."  

‘The whole process seemed a lot easier than first imagined!’

At first I was completely baffled with all that was needed to start my own company and had no idea where to start. After a short consultation with Matthew, the whole process seemed a lot easier than first imagined!

Once the basic setup was sorted I was allocated Emma, who was available then to guide me should I have any queries! Thorough training on Quickbooks and always available (within office hours) to sort my mess up or any queries no matter how mad they seemed! Always willing to help and no task to small! Thoroughly recommend Emma to anyone looking to use TS Partners as their accountants!

5 months in and still running smoothly! With no grey hairs in sight! (YET!)

Thanks to Emma, Matt and the team at Tax Shop, Wellington

 

Dominic Buck, 22nd August 2018

TS Partners
5
2020-06-12T09:41:02+00:00

Dominic Buck, 22nd August 2018

At first I was completely baffled with all that was needed to start my own company and had no idea where to start. After a short consultation with Matthew, the whole process seemed a lot easier than first imagined! Once the basic setup was sorted I was allocated Emma, who was available then to guide me should I have any queries! Thorough training on Quickbooks and always available (within office hours) to sort my mess up or any queries no matter how mad they seemed! Always willing to help and no task to small! Thoroughly recommend Emma to anyone looking to use TS Partners as their accountants! 5 months in and still running smoothly! With no grey hairs in sight! (YET!) Thanks to Emma, Matt and the team at Tax Shop, Wellington  

‘Quickbook Training’

"Have always found Matt and his team very knowledgeable and helpfully. Received training today from Emma with regards to going over to using quick books and she couldn't of been more helpful; asking questions as she went and always saying just let me know if you have any problems. Very happy with the change to Quickbooks and Matt and his team's continued support."

 

Tobias, January 15, 2019

TS Partners
2020-06-12T09:25:14+00:00

Tobias, January 15, 2019

"Have always found Matt and his team very knowledgeable and helpfully. Received training today from Emma with regards to going over to using quick books and she couldn't of been more helpful; asking questions as she went and always saying just let me know if you have any problems. Very happy with the change to Quickbooks and Matt and his team's continued support."  

‘Overall it has been an excellent experience’

Since setting up my business 4 yrs ago the advice and support I have received from Matt and his associates has been exemplary. Now after being introduced to QuickBooks I have been given good advice and basic training by Emma who also gave me the confidence to use QuickBooks not only for the accounts but also to monitor the day to day running of my small business. Overall it has been an excellent experience.

Ian Tarry, 8th August 2018

TS Partners
5
2020-06-12T09:44:38+00:00

Ian Tarry, 8th August 2018

Since setting up my business 4 yrs ago the advice and support I have received from Matt and his associates has been exemplary. Now after being introduced to QuickBooks I have been given good advice and basic training by Emma who also gave me the confidence to use QuickBooks not only for the accounts but also to monitor the day to day running of my small business. Overall it has been an excellent experience.

‘Very helpful’

"Very helpful and quick to respond and set me up, also received quickbooks training which was great and I know if I get any problems I can contact them"

 

Cal, March 4, 2019

TS Partners
5
2020-06-12T09:24:38+00:00

Cal, March 4, 2019

"Very helpful and quick to respond and set me up, also received quickbooks training which was great and I know if I get any problems I can contact them"  

‘Recommend to anyone in business’

Very helpful, easy to talk to, understands small business, an important part of my power team.

Recommend to anyone in business for great down to earth advice at a sensible price.

 

Marl Lyes   8 September 2018

TS Partners
5
2020-06-12T09:38:44+00:00

Marl Lyes   8 September 2018

Very helpful, easy to talk to, understands small business, an important part of my power team. Recommend to anyone in business for great down to earth advice at a sensible price.  

‘Refreshing and supportive’

"I established my company in 2011 and Matt and team have supported me all the way. Until 2011, I had only experienced the world of large corporate accounts which meant a team of accountants to take care of everything. So the prospect of managing my own accounts was one that I was not entirely comfortable with. I was introduced to Matt by my neighbour and have not looked back. The whole experience has made my life simpler and nothing is too much trouble irrespective of which member of the team you speak to. More recently, changes in the VAT rules caused me to switch my accounts to Quickbooks, a move that I had been delaying as this was going to be another application to learn. Fortunately Emma Fisher-Rye was there to help. Emma provided initial use training and helped me to establish my accounts in Quickbooks. Since then Emma has supported me without fuss and in a very jolly supportive manner making light of my ineptitude. Overall, working with the Tax-Shop team has been refreshing and very supportive and I would certainly recommend them to any SME looking for a cost effective solution to management of their accounts."

 

David Walton, December 14, 2018

TS Partners
5
2020-06-12T09:36:11+00:00

David Walton, December 14, 2018

"I established my company in 2011 and Matt and team have supported me all the way. Until 2011, I had only experienced the world of large corporate accounts which meant a team of accountants to take care of everything. So the prospect of managing my own accounts was one that I was not entirely comfortable with. I was introduced to Matt by my neighbour and have not looked back. The whole experience has made my life simpler and nothing is too much trouble irrespective of which member of the team you speak to. More recently, changes in the VAT rules caused me to switch my accounts to Quickbooks, a move that I had been delaying as this was going to be another application to learn. Fortunately Emma Fisher-Rye was there to help. Emma provided initial use training and helped me to establish my accounts in Quickbooks. Since then Emma has supported me without fuss and in a very jolly supportive manner making light of my ineptitude. Overall, working with the Tax-Shop team has been refreshing and very supportive and I would certainly recommend them to any SME looking for a cost effective solution to management of their accounts."  

‘Superb training’

"The training for quickbooks received has been awesome. Super helpful and training was delivered professionally and in a way that was easy to understand. I didn't think I'd ever be excited about my book keeping!! Couldn't recommend them enough."

 

Lee Ellis, October 30, 2018

TS Partners
5
2020-06-12T09:32:30+00:00

Lee Ellis, October 30, 2018

"The training for quickbooks received has been awesome. Super helpful and training was delivered professionally and in a way that was easy to understand. I didn't think I'd ever be excited about my book keeping!! Couldn't recommend them enough."  

‘Very knowledgeable, helpful and super responsive’

"I started my small business 2 years ago with very little experience in bookeeping, tax etc. I found Matt through a friend, he and his team are very helpful, they make it all sound easy, and respond to questions almost immediately. Emma did a Quickbook training for me, she was very nice, very knowledgeable, took it at my own pace and made it seem so simple! Brilliant service, thank you."

 

Vet & physio, January 21, 2019

TS Partners
5
2020-06-12T09:25:30+00:00

Vet & physio, January 21, 2019

"I started my small business 2 years ago with very little experience in bookeeping, tax etc. I found Matt through a friend, he and his team are very helpful, they make it all sound easy, and respond to questions almost immediately. Emma did a Quickbook training for me, she was very nice, very knowledgeable, took it at my own pace and made it seem so simple! Brilliant service, thank you."  

‘Excellent Professional and Friendly Service’

"After taking the plunge to work as a Freelance Geophysicist I have had no regrets in utilising the services of Matt and the team at TS Partners. Matt is clearly a very experienced and knowledgeable accountant who's obvious aptitude quickly made me feel that my financial matters are in safe hands. TS Partners have provided me with a very professional, efficient and friendly accountancy service. Everything I have ever asked for help with has been remedied very quickly. In particular, Emma Fisher-Rye's bubbly phone manner has made learning QuickBooks straight forward and fun. She's always available to help with any issue, no matter how big, small or stupid!"

 

Andy Baker, November 14, 2018

TS Partners
5
2020-06-12T09:31:13+00:00

Andy Baker, November 14, 2018

"After taking the plunge to work as a Freelance Geophysicist I have had no regrets in utilising the services of Matt and the team at TS Partners. Matt is clearly a very experienced and knowledgeable accountant who's obvious aptitude quickly made me feel that my financial matters are in safe hands. TS Partners have provided me with a very professional, efficient and friendly accountancy service. Everything I have ever asked for help with has been remedied very quickly. In particular, Emma Fisher-Rye's bubbly phone manner has made learning QuickBooks straight forward and fun. She's always available to help with any issue, no matter how big, small or stupid!"  

‘Very Positive Experience’

"Just started with Matt and the team and they have all been brilliant so far. They are all very knowledgeable and Matt has helped me to work out and understand the most tax efficient setup for myself and my business activities. Matt and the staff's communication is the best I have ever experienced from any company, extremely quick to reply to emails usually within minutes for simple queries and within the day for more detailed queries, which is really amazing service. Had a quick books training session as well with Emma which was great, she makes it all seem clear and was able to easily answer all the questions I had. I would highly recommend at least arranging a meeting with them if you are looking for accountancy services."

 

Clifton Contracting Ltd, February 22, 2019

TS Partners
5
2020-06-12T09:24:57+00:00

Clifton Contracting Ltd, February 22, 2019

"Just started with Matt and the team and they have all been brilliant so far. They are all very knowledgeable and Matt has helped me to work out and understand the most tax efficient setup for myself and my business activities. Matt and the staff's communication is the best I have ever experienced from any company, extremely quick to reply to emails usually within minutes for simple queries and within the day for more detailed queries, which is really amazing service. Had a quick books training session as well with Emma which was great, she makes it all seem clear and was able to easily answer all the questions I had. I would highly recommend at least arranging a meeting with them if you are looking for accountancy services."  
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TS Partners