Business Details
Your Trusted Chartered Accountants in Kidderminster
We are Powell & Associates, a chartered accountancy practice established to deliver high-quality financial services across the UK. Our team combines chartered status with extensive experience from top-tier firms, offering tailored solutions in accounting, tax advisory, and business strategy. We prioritise innovation and cost-effectiveness, ensuring clients save time while achieving sustainable growth. Our approach includes regular client meetings, guaranteed turnaround times, and adoption of digital tools like Xero and QuickBooks for real-time financial management.With a focus on transparency and no-contract commitments, we build long-term relationships grounded in trust and expertise. Our services cater to limited companies, sole traders, partnerships, and charities, supported by certifications from ACCA and partnerships with major banks. We differentiate ourselves through value-added business advisory services, including cost reduction strategies, cash flow management, and risk assessment, ensuring clients receive holistic financial guidance.
Services
Accounts and Bookkeeping
Business Advisory
Mortgage Advice
Pension Planning
Investment Management
Tax Compliance
Payroll Services
VAT Returns
Financial Strategy
Risk Assessment
Highlights and features
- Chartered status with top industry qualifications
- Affordable pricing with no hidden fees
- Fully insured for client peace of mind
- Personalised service from experienced professionals
- No-contract commitments for flexibility
Associations and certifications
- Association of Chartered Certified Accountants (ACCA)
What people say
First class service
Highly recommended
Professional and attentive
Vastly knowledgeable
Easy to deal with
Services
Accounts and Bookkeeping
We provide comprehensive bookkeeping and compliant accounts with cloud-based software integration. Our services include VAT preparation, payroll processing, and real-time financial reporting. Clients benefit from regular meetings and guaranteed turnaround times, ensuring transparency and efficiency for limited companies, sole traders, and charities.
Business Advisory
Our business advisory services focus on strategic planning, risk management, and financial health checks. We help clients optimise cash flow, implement financial controls, and develop growth strategies. With partners from top 10 firms, we offer expertise in due diligence, corporate restructuring, and procurement to enhance operational efficiency.
Mortgage Advice
We offer whole-of-market mortgage advice for residential, buy-to-let, and commercial properties. Our services include adverse credit solutions, remortgaging, and new purchases. Clients receive tailored recommendations, paperwork assistance, and ongoing support from FCA-regulated advisors to secure optimal rates.
Pension Planning
Our pension services include retirement strategy development, income drawdown options, and equity release solutions. We provide regular portfolio reviews, tax-efficient ISAs, and inheritance tax planning. Clients gain access to diversified investment funds and personalised risk assessments to ensure financial security in retirement.
Tax Compliance
We specialise in tax planning for individuals and businesses, including corporation tax, VAT, and inheritance tax. Our team ensures compliance with HMRC regulations, offers audit support, and identifies tax reliefs to minimise liabilities. Regular client meetings ensure proactive management of evolving tax obligations.
People
George Powell
Accounts, Tax & Advisory Partner
George is a chartered certified accountant with extensive experience from top 5 firms. He specialises in tax planning and business advisory, focusing on minimising liabilities while driving growth. His expertise includes HMRC compliance and strategic financial management for businesses.
Lana Powell
Accounts, Tax & Advisory Partner
Lana, a former Big 4 tax adviser, provides expert guidance on corporate and personal tax strategies. She excels in VAT compliance, inheritance tax planning, and risk management, ensuring clients navigate complex regulations with confidence and clarity.
Dale Smith
Financial Planner
Dale specialises in pension and investment planning, helping clients achieve long-term financial goals. He offers tailored retirement strategies, including income drawdown and equity release solutions, with a focus on tax efficiency and portfolio diversification.
Luke Johnson
Mortgage Adviser
Luke provides whole-of-market mortgage advice, assisting clients with residential, buy-to-let, and commercial property financing. His expertise includes adverse credit mortgages and remortgaging strategies to reduce monthly payments and secure competitive rates.
Questions
Are you regulated by a professional body?
Yes, we are authorised and regulated by the Association of Chartered Certified Accountants (ACCA), ensuring adherence to strict ethical and professional standards.
Can you assist with transferring from my current accountant?
Yes, we handle the entire transfer process by contacting your existing accountant to obtain necessary documentation, ensuring a seamless transition.
Do you offer flexible payment options?
We provide monthly (interest-free) and annual payment plans to accommodate varying client needs and preferences.
What accounting software do you support?
We are certified advisers for Xero, Sage, QuickBooks, Keytime, and Payroll Manager, offering tailored software solutions for businesses.
Are your services available outside Worcestershire?
Yes, we serve clients nationwide, offering remote consultations and cloud-based accounting tools for businesses across the UK.
