Managing Partner, FCA
Rachel Moore
Founded Ledgerly & Co after a decade in corporate finance. Specialises in owner-managed businesses and tax planning for directors.
Talk to RachelAbout Ledgerly & Co
Built around our clients.
Ledgerly & Co · Manchester
The people, principles and story behind Ledgerly & Co.
About Ledgerly & Co
An independent firm with big ambitions.
Ledgerly & Co looks after the numbers for small businesses, founders and families across Manchester. Fixed monthly fees, a named adviser who answers the phone, and clear advice that helps you keep more of what you earn.
ICAEW Chartered · since 2011
Where we started
We opened in 2011 as a small team in Manchester. We’ve grown since, but the promise hasn’t changed: honest work from people who know you.
Where we’re going
Today our advisers cover bookkeeping, year-end accounts, vat returns and more, with the same care we started with.
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Clients we look after
£0m
Tax saved for clients last year
0★
Average Trustpilot rating
Mission & values
Our mission is simple: be the easiest yes for everyone in Manchester.
Independent and locally run. We answer to our clients, not to shareholders.
Rachel MooreManaging Partner, FCA- 01
People first
We take the time to listen. Every conversation starts with you, not a ticket number.
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Real expertise
Our advisers are experienced, properly trained and genuinely good at what they do.
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Rooted in Manchester
Local partners, local suppliers and a lot of local clients. We're proud to be part of Manchester.
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Easy to reach
Call, message or drop in. Quick, clear answers without the runaround.
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Honest advice
If something isn't right for you, we'll say so, even when it means less business for us.
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Privacy, always
Your details stay private and secure. We never sell or share your data.
Ledgerly & Co in numbers
Small team, big commitments.
Every number here is one of our clients looked after, a job done well or a promise kept.
- 010+Clients we look after
- 02£0mTax saved for clients last year
- 030★Average Trustpilot rating
- 040%Client retention
Meet the team
The people behind Ledgerly & Co.
Experienced advisers who know Manchester, take the time to listen and get the details right.
Chartered Financial Planner
James Calder
Leads our wealth team. Helps families plan retirement, pensions and inheritance with straight-talking advice.
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Head of Advisory
Sophie Grant
Former FD who now acts as part-time finance director for growing businesses across the region.
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Tax Manager, CTA
Daniel Price
Chartered tax adviser who makes Self Assessment, property tax and MTD feel straightforward.
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R&D Tax Specialist
Priyanka Shah
Engineer turned tax adviser. Has prepared more than 200 R&D claims for tech and manufacturing companies.
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Payroll Lead
Liam O'Connor
Runs payroll for over 1,800 employees each month and has never missed a pay day.
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Take a look inside.
A glimpse of Ledgerly & Co in Manchester: the space, the people and the work we're proud of.
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Ready when you are. Book a call today.
Tell us what you need and our advisers will take it from there. It's quick, there's no obligation and we reply the same day.
Rated 4.9 by clients in Manchester