Business Details
25 Years
experience
Award-Winning Accountants in Milton Keynes
We are an award-winning accountancy firm established in 2001, dedicated to helping clients achieve their goals through clear communication, cutting-edge technology, and a team of over 50 experts. As part of the ETL Global Network, we combine international support with local expertise from our offices in Milton Keynes and Cambridgeshire. Our proactive approach to compliance and advisory services prioritises meaningful client relationships, ensuring we fully understand each client's unique ambitions. With recognition including Xero Mid-Sized Firm of the Year (2020 and 2024) and British Accountancy Awards' Independent Firm of the Year, we maintain a reputation for modernising traditional accountancy practices.Our services span cloud accountancy, tax planning, R&D tax credits, audit assurance, wealth management, and business advisory, tailored to support small-to-medium enterprises and individuals. We pride ourselves on treating every client's business as if it were our own, delivering practical financial advice that empowers informed decision-making.
Services
Cloud Accountancy
Tax Services
R&D Tax Credits
Wealth Management
Finance & Banking
Audit Services
Details
- Year established: 2001
Highlights and features
- Award-winning accountancy firm with 20+ years of experience
- Recognised as Xero Mid-Sized Firm of the Year in 2020 and 2024
- Proactive approach combining technology with personal client relationships
- Part of the ETL Global Network for international support capabilities
- Specialist R&D tax credit team including former HMRC professionals
Associations and certifications
- Xero Mid-Sized Firm of the Year
- British Accountancy Awards - Independent Firm of the Year
- MK & Buckinghamshire Business Awards - Gold Winner
What people say
Sound financial advice
Proactive approach
Award-winning service
Technical expertise
Client-focused ethos
Services
Cloud Accountancy
Our cloud accountancy services provide real-time financial management through Xero-integrated systems. We help businesses transition from traditional accounting methods to automated solutions that reduce errors and improve efficiency. Clients benefit from instant access to financial data, multi-account management, and seamless integration with over 800 business applications.
R&D Tax Credits
We specialise in identifying and claiming R&D tax credits for innovative businesses. Our team includes former HMRC professionals who understand compliance requirements and maximise eligible claims. Services cover technical report preparation, expenditure analysis, and representation during HMRC enquiries across multiple industry sectors.
Wealth Management
Our wealth management services focus on protecting and growing clients' assets for retirement. We provide pension planning, business protection strategies, and inheritance tax mitigation solutions. The service combines financial expertise with personalised advice to create tailored wealth preservation plans.
Audit Services
Lumina Audit Services deliver statutory and voluntary audits with a focus on client value. Our approach combines Inflo cloud technology with sector-specific expertise to minimise disruption while providing actionable insights. Services include financial reporting audits, internal operational reviews, and risk assurance for businesses approaching audit thresholds.
Tax Planning
We offer comprehensive tax planning services covering business and personal tax obligations. Our specialists advise on corporation tax, self-assessment, share schemes, and tax-efficient remuneration strategies. The service includes HMRC enquiry support and fee protection, ensuring clients pay only their legal tax liability.
People
Nigel Adams
Managing Director
Founder of Ad Valorem in 2001, Nigel has over 20 years' experience modernising accountancy practices. He leads the firm's strategic direction while maintaining hands-on client involvement, combining traditional values with digital innovation.
Darren Kerins
Audit Director
As Audit Director, Darren brings extensive experience in delivering audit services to SMEs. He specialises in making compliance processes valuable for business growth, with particular expertise in technology-driven audit solutions.
Suzanne Clements
Head of R&D
Suzanne leads the R&D tax relief team with specialist knowledge of HMRC requirements. Her background includes technical analysis and compliance strategy development, ensuring clients maximise innovation tax benefits while maintaining full compliance.
Questions
What accounting software do you specialise in?
We specialise in Xero cloud accounting software, supporting businesses from start-ups to multi-million turnover companies with implementation and optimisation.
Can you help with R&D tax credit claims?
Yes, our dedicated R&D team includes former HMRC professionals who help businesses identify eligible projects and maximise tax credit claims.
Do you offer audit services for small businesses?
Yes, we provide statutory and voluntary audit services tailored to SMEs, including preparation for businesses approaching audit thresholds.
What areas do you cover?
We operate from offices in Milton Keynes and Cambridgeshire, serving clients across the UK with both local knowledge and international network support.
