As Business Advisers we can assess your whole financial portfolio from investments and pensions to insurances, businesses and properties.
A holistic approach is taken to get an overview of what is in your wealth management plan.
CMA offers a unique mix of services with one simple aim: keeping your wealth under your control.
We will sit down with you and design a package that will meet your individual requirements. And it doesn’t just stop at accountancy and tax services either. We can draw on the expertise of a wide variety of business professionals, all hand selected by us, and together we will form a team that’s dedicated to meeting your needs.
Our focus will be to:
•Help you manage your finances
•Help identify weaknesses in your financial reporting systems
•Work on investment strategies with Independent Financial Advisers
•Assist you with business planning and strategic development
•Advise on exit strategies such as trade sales, MBOs and family inheritances
•Bring in experts in such fields as business law, HR, sales development and marketing
CMA will give you a genuinely proactive service, providing practical and cost effective solutions whatever the problem.