Accountancy · Zurich
Money, handled with real care.
Intaglio Wealth Partners looks after the numbers for small businesses, founders and families across Zurich. Fixed monthly fees, a named adviser who answers the phone, and clear advice that helps you keep more of what you earn.
- ICAEW Chartered
- FCA regulated
- Xero Platinum Partner
Intaglio Wealth Partners
Payable to the bearer on demand
IW 101286
Rachel Moore
1,400+ · Clients we look after
Trusted & accredited
Accredited, reviewed and trusted locally.
Intaglio Wealth Partners meets the standards our clients expect, and we're proud to show it.
ICAEW Chartered
FCA regulated
Xero Platinum Partner
4.9★ on Trustpilot
Fixed monthly fees
Service of the month
This month's top pick.
Every month our advisers choose one service they think everyone should try. Here's the winner, and why.
Why it won
- 1Monthly bank reconciliation across all accounts
- 2Receipt capture app set up for you and your team
- 3Supplier bills and sales invoices matched and chased
Why Intaglio Wealth Partners
The details that make us shine.
Move across the cards: each benefit lights up as you get close.
Fixed monthly fees
One price agreed upfront. Phone calls and emails are always included, so you never hesitate to ask.
A named adviser
The same chartered accountant every year, who knows your business and picks up the phone.
Cloud-first
Live numbers in modern software, bank feeds connected and receipts captured from your phone.
Proactive tax planning
We review your position before the year ends, while there's still time to make a difference.
Business and personal
Company accounts, your own tax return and long-term financial planning under one roof.
Secure by default
Encrypted client portal, two-factor sign-in and strict data handling for every document you share.
Managing Partner, FCA
Intaglio Wealth Partners
A word from our founder
Everyone deserves our full attention, every time.
Founded Intaglio Wealth Partners after a decade in corporate finance. Specialises in owner-managed businesses and tax planning for directors. At Intaglio Wealth Partners I want every one of our clients to feel looked after, whether it's their first visit or their fiftieth.
Rachel Moore
Managing Partner, FCA
- ICAEW Chartered
- FCA regulated
- Xero Platinum Partner
- 4.9★ on Trustpilot
Reviews
Loved by clients across Zurich.
Hundreds of five-star reviews and counting. Here's what clients say about Intaglio Wealth Partners.
“Moving to Intaglio Wealth Partners was the best decision we made last year. Our books are finally up to date, and I actually understand our numbers now.”
Hannah Ellis
Founder, Ellis & Rowe Interiors
“I used to dread January. Now I upload receipts through the year and my return is filed by November. The fee pays for itself.”
Marcus Bell
Freelance photographer
“They found an R&D claim our previous accountant had missed for three years. Clear, thorough and no percentage fees.”
Priya Nair
Director, Brightpath Software
“Our planner made retirement feel manageable. We know what we can spend each year and what we're leaving the kids.”
Tom & Ruth Abbott
Retired teachers
“Sensible advice on whether to incorporate my portfolio. They ran the numbers both ways and talked me out of it, which saved me a fortune.”
Olu Adebayo
Landlord, 6 properties
“Payroll for 40 staff across three sites, never late once. When we need something, someone at Intaglio Wealth Partners picks up the phone.”
Claire Whitfield
Operations Director, Tideway Cafés