Financial Advisors

As a contractor it’s likely that your take home pay is more than that of a normal employee. As such it’s important that you take advice on how to best manage your finances and make your earnings work harder for you.

Whether you’re thinking about short or long term planning, it’s important to know what options are open to you and start planning sooner rather than later. Financial advisors can offer advice on the following;

  • Pensions
  • Various insurance policies, including Relevant Life Plans and Executive Income Protection policies, which are both tax deductible
  • Investments
  • Mortgages, specialising in mortgages for contractors
  • Inheritance tax planning
  • Private Medical Insurance

Here at Dolan Accountancy we work with three financial advisors to offer you a choice when managing your money.

Wardour Investments

Wardour Investments are independent advisors who do not have allegiance to any insurance or investment companies, so you can be sure that the advice you receive will be to benefit you. With a solid performance, Wardour offer clients a full range of pensions, investments, contractor mortgages and even private medical insurance.

You can call Nigel at Wardour Investments on 01753 279 656 or via email nigel@wardourinvestments.com.

Caulder Financial Services

Caulder Financial Services have over 20 years of experience and are a partner of St James’s Place Wealth Management- a FTSE 100 company with £89.91bn of client funds under management. Over this time Caulder Financial Services have become a specialist in the contractor market place, and are able to advise on the most effective way in which financial planning can help for the future. Offering the full spectrum of investments and financial planning, you can expect a tailor made, personal approach to your financial planning needs.

Give Alex at Caulder Financial Services a call on 01525 715315 or 07952 409006, or via email alex.caulder@sjpp.co.uk.

Contractor Friendly Mortgages

Contractor Friendly Mortgages are a specialist mortgage broker set up to help contractors and self-employed professionals with all their mortgage and protection requirements. They understand each individual has their own unique set of circumstances so will tailor their advice specific to you.  Contractor Friendly Mortgages are dedicated in supporting the UK’s independent working community.  Their name and reviews say it all, their service and personal approach are something they take great pride in, also as a client of ours you will receive £100 off their standard broker fee.

For more information on contractor mortgages, please contact them on: 01425 208555 or email contact@cfmortgages.co.uk

Why Dolan Accountancy?

Dolan Accountancy was set up by Simon J Dolan, the man behind the well-known brand SJD Accountancy. With over 25 years experience in the contracting marketing, Dolan Accountancy has the heritage, reputation and credibility you can trust. Working closely with our sister company, Contractor Umbrella, it means we can offer one low cost, fixed fee package at £95 + VAT per month. This gives you the flexibility of using both our Limited Company Accountancy Services and our award winning Umbrella Service, for one inclusive cost. We don’t believe in tiered packages or hidden extra fees, instead we aim to give you everything you need, including:

  • Free Company Formation – This is where it all begins. Once you have decided on an available name, we will form your company free of charge (if using our accountancy services) and it will be ready for you to use in as little as three hours.
  • Free use of Contractor Umbrella – With changes in Public Sector IR35 Legislation we understand that sometimes you are required to contract via an umbrella company. We will keep your limited company ticking over, while you work margin free via our sister company, Contractor Umbrella.
  • A Dedicated Accountant – Your accountant will be there for any company or personal tax advice that you require. We will never outsource work, even to internal teams.
  • Free Access to FreeAgent – The founder behind the multi award winning FreeAgent platform was one of Simon’s first clients, therefore it only seems fitting that we offer all of our clients access to FreeAgent, free of charge.
  • Free Business Banking – We have decided to waive our commission so our clients can use Tide free of charge for the first year.
  • Unlimited IR35 Status Reviews – We will review all of your contracts for IR35 purposes and provide you with our professional opinion as to its status.
  • Free Registered and Director’s Service Office Address – Sometimes you just don’t want your home address on display at Companies House. When you sign up to our accountancy services, we will offer the use of our address as an alternative.
  • Your Business and Personal Taxation Needs – This includes Company Accounts, Director’s Personal Tax Return, VAT Returns, Payroll, Corporation Tax and Dividend advice, to name just a few.
  • Same day payments- We offer same day payments as standard providing funds are received into our account by 9am, for no additional fee.

If you’d like to find out more about how Dolan Accountancy can help you and your business, please give us a call on 01442 795100 or email sophie.lewis@dolanaccountancy.com or jaime.thorpe@dolanaccountancy.com.

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