Financial Excellence, Personalised Service

At Metcalfes, we are experts in navigating the rapidly changing business world. With decades of experience across diverse industries, we offer a comprehensive range of business advisory services that complement our renowned accountancy expertise.

Our proactive approach involves regular contact and open communication with clients, allowing us to stay attuned to their business needs and quickly identify opportunities and challenges. We take the time to thoroughly assess each client’s business, providing tailored solutions that are both financially sound and strategically aligned. Staying ahead of industry trends, regulatory changes, and technological advancements, our team of seasoned professionals combines deep financial knowledge with strategic business acumen. From start-ups to established enterprises, we offer customised advice for every business stage, serving as strategic partners to help your Heywood business thrive.

Building Strong Relationships in Heywood

We believe in establishing strong personal connections with our clients. This personalised approach is central to our service, allowing us to provide truly effective financial guidance. Metcalfes go beyond just numbers and spreadsheets – we take the time to deeply understand each client’s unique business, goals, and financial situation. This involves face-to-face meetings, open communication, active listening, and celebrating client milestones. By gaining this deep understanding, Metcalfes can provide customised financial strategies, flexible approaches, and proactive recommendations tailored to each client’s specific needs. Clients are viewed as valued partners, not just another account. We provide a dedicated team genuinely invested in their clients’ success, ongoing support, and access to additional expertise when required.

Comprehensive Services

At Metcalfes, we offer a wide range of comprehensive services to support businesses of all sizes and stages. Our team of experienced professionals is dedicated to providing expert guidance and tailored solutions to help our clients achieve their goals. Here’s a snapshot of what we do:

Pensions and Investments
Advisory services for pension planning and investment strategies to secure financial futures. Our audit process involves continuous communication with your management team, discussing findings and concerns. We deliver a comprehensive audit report upon completion, providing assurance to stakeholders about the reliability of your financial statements. Beyond ensuring compliance, our audit services often uncover opportunities to enhance financial processes and internal controls, adding significant value to your business operations.

R&D Tax Credits
R&D Tax Credits are a government incentive to support innovation in businesses. Our service helps identify eligible R&D activities and claim corresponding tax credits, potentially reducing your tax liability or resulting in cash payments. We offer comprehensive assistance, including eligibility assessment, documentation support, expenditure calculation, claim preparation and submission, HMRC liaison, and strategic planning. Our team’s sector-specific expertise ensures you maximise the financial benefits available.

Accountancy Services
At Metcalfes, we offer comprehensive accountancy services in Heywood, including: bookkeeping and financial reporting, tax compliance and filing, payroll administration, and cash flow analysis. We handle complex financial tasks, allowing clients to focus on growth.

Commitment to Your Success

At Metcalfe’s, we are dedicated to helping you achieve long-term financial success. Our team of experienced advisors stays up-to-date on the latest market trends, tax regulations, and financial products to provide you with the most relevant and beneficial guidance. As an independent firm, we offer unbiased advice tailored to your unique needs and goals. We create personalised financial plans and regularly review and adjust them to ensure they remain aligned with changing markets and your evolving priorities.

Our comprehensive services include investment management, retirement planning, tax optimisation, estate planning, insurance analysis, and support for business owners. With decades of combined experience, a client-focussed approach, and a commitment to transparency, Metcalfe’s is your trusted partner in navigating the complex world of finance. Contact us today to start your journey towards financial success.