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Haines Watts Phone icon

We provide an overall service for Professional Practice owners throughout the South West region, looking after both commercial and personal financial and taxation needs.

Professional services

Our specialists know first-hand the demands faced when running a professional practice. Our Partner-led teams throughout the South West provide support and advice for a range of professionals such as:

  • Architects
  • Barristers
  • Engineers
  • Solicitors
  • Surveyors
  • Estate and letting agents
  • Recruitment and business consultants

We have extensive experience of how practices work and keep abreast of the current economic climate, ensuring we are always up to date with the ever-changing requirements of both commercial and personal aspects of a professional partnership.

Many of our clients from professional practices also use our services for their personal financial needs and have done so throughout their career.

Our services include:

  • Partnership tax planning
  • Personal tax and wealth management
  • Ensuring compliance with the SRA Accounts Rules and outcomes-focused regulations (OFR) for legal firms
  • Client money audits
  • Organisational structures guidance
  • Risk management
  • Financial stability
  • Expert witness and forensic reviews to support litigation
  • Corporate finance
  • Succession planning, forecasting and modelling
  • Strategic planning and partnership mentoring
  • Cross-border growth advisory
  • Outsourcing services
  • HR solutions
  • Financial training and development
  • Benchmarking analysis
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Mike Lloyd

Managing Partner - Swindon

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Matthew Bracher

Managing Director - Bristol

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David Park

Partner - Exeter

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