Our services, in full.

One of our clients

How do I switch from my current accountant?

Rachel Moore · Managing Partner, FCA

Tell us and we'll do the rest. We send a professional clearance letter to your old accountant, collect your records and set up your software. Most switches take under two weeks and you don't need to have an awkward conversation.

One of our clients

Is the first consultation really free?

James Calder · Chartered Financial Planner

Yes. The first 45-minute meeting, in person or on video, costs nothing and comes with no obligation. You'll leave with a fixed quote and at least one useful idea.

One of our clients

Are your fees fixed?

Sophie Grant · Head of Advisory

Yes. You pay one monthly fee agreed upfront, with no charge for phone calls or emails. If your needs change, we agree any new fee with you before doing the work.

One of our clients

How are financial planning fees charged?

Daniel Price · Tax Manager, CTA

Planning work is charged as a fixed fee confirmed in writing before we start. Ongoing advice is either a fixed annual fee or a small percentage of assets we look after, and we'll explain both options.

One of our clients

When is the Self Assessment deadline?

Priyanka Shah · R&D Tax Specialist

Online returns for the previous tax year are due by 31 January, along with any tax owed. We ask clients to send documents by the end of October so there's time to plan.

One of our clients

Do I need to register for VAT?

Liam O'Connor · Payroll Lead

You must register once your taxable turnover in any rolling 12 months goes over the VAT threshold. Some businesses benefit from registering voluntarily earlier, and we'll tell you if that applies to you.

One of our clients

Which accounting software do you use?

Rachel Moore · Managing Partner, FCA

We work with all the major cloud packages and recommend one based on your business. Software subscriptions are included in our Limited Company and Growth plans.

One of our clients

Is Northpoint Advisory regulated?

James Calder · Chartered Financial Planner

Northpoint Advisory is a firm of ICAEW chartered accountants. Our financial planning service is authorised and regulated by the Financial Conduct Authority, and our planners hold Chartered status.