Business Details
Trusted Chartered Accountants in Preston & Blackpool
Established in 1880, we are a family-owned firm of Chartered Accountants and Business Advisers with offices in Preston and Blackpool. Our legacy of expertise spans over 140 years, during which we have cultivated a reputation for delivering comprehensive financial solutions tailored to the unique needs of our clients. Our team of qualified professionals specialises in cloud accounting, business advisory, payroll services, and tax compliance, ensuring businesses receive strategic guidance to navigate complex financial landscapes. We prioritise building long-term relationships by offering personalised service grounded in deep local knowledge and a commitment to client success. Our multi-disciplinary approach combines technical proficiency with proactive advice, enabling businesses to optimise profitability while maintaining compliance with evolving regulations.As a family business ourselves, we understand the intricacies of managing intergenerational enterprises and provide bespoke solutions for succession planning and wealth preservation. Our investment in cutting-edge technology ensures clients benefit from real-time financial insights and streamlined processes. With a low staff turnover, we guarantee continuity and consistency in service delivery, fostering trust through decades of unwavering dedication to professional excellence. We offer a free initial consultation to help businesses establish robust financial foundations and achieve sustainable growth.
Services
Cloud Accounting
Family Business Advisory
Business Start-up Support
Payroll Services
Tax Compliance
Trust and Estate Tax
Forensic Accounting
Financial Management
Highlights and features
- We have over 140 years of experience in accounting and business advisory services.
- Our family-owned structure ensures deep understanding of family business dynamics.
- All work is overseen by qualified chartered accountants with specialist tax expertise.
- We offer free initial consultations to understand and address client-specific needs.
- Our low staff turnover guarantees consistent, relationship-based service delivery.
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
- Network of Independent Forensic Accountants (NIFA)
Services
Cloud Accounting
Our cloud accounting services utilise Xero, QuickBooks, and Sage platforms to provide real-time financial data access. Qualified accountants oversee bookkeeping, VAT returns, and system integration, ensuring compliance with Making Tax Digital requirements. Clients benefit from accurate, up-to-date records and strategic financial insights to support informed decision-making.
Family Business Advisory
Specialised support for family-owned businesses includes tax-efficient succession strategies, SSAS pension schemes, and trust formation. We address intergenerational wealth transfer challenges while maintaining business continuity. Our team provides tailored financial reporting and compliance solutions that respect family dynamics and long-term legacy goals.
Business Start-up Support
We guide new businesses through entity selection, financial planning, and compliance registration. Services include business plan creation, cash flow forecasting, and payroll system setup. Our experts help establish robust accounting frameworks and provide ongoing advisory to ensure new ventures achieve sustainable growth from inception.
Payroll Services
Winckley Payroll Services manages all aspects of employee compensation, including RTI submissions and tax credit calculations. We ensure compliance with evolving legislation while maintaining confidentiality for senior management payrolls. Our automated systems guarantee accurate, timely payments and year-end reporting.
Tax Compliance
Comprehensive tax services cover corporation tax, personal tax returns, and HMRC investigations support. We optimise tax positions while ensuring compliance across VAT, capital gains, and inheritance tax matters. Our team provides proactive planning to minimise liabilities and navigate complex regulatory requirements.
People
Chris Calvert
Director
Second-generation family business owner with extensive experience in accounting and business advisory. Qualified chartered accountant specialising in family business succession planning and tax strategy. Leads client relationships with a focus on long-term growth solutions.
Adam Calvert
Director
Chartered accountant with prior experience at PwC. Specialises in audit services and statutory compliance. Oversees forensic accounting operations and ensures technical excellence across audit engagements. Provides strategic oversight for business advisory services.
Angela Tranter
Tax Director
Leading tax specialist with decades of experience in complex tax compliance. Manages high-net-worth individual and corporate tax planning. Develops innovative strategies for tax efficiency in trust structures and business succession scenarios.
Vicky Calvert
Head of Operations
Former Big Four accounting firm professional with twelve years' experience. Oversees operational efficiency across both offices. Implements process improvements to enhance service delivery and client experience through technology integration.
Alex Calvert
Head of Marketing
Marketing lead responsible for client communications and legislative updates. Develops educational content to keep clients informed about tax changes and business regulations. Coordinates digital marketing strategies to expand service awareness.
Questions
What accounting software do you support?
We specialise in Xero, QuickBooks, and Sage cloud accounting platforms. Our team provides implementation support, system integration, and ongoing advisory for these leading software solutions.
How do you support family businesses?
We offer tailored services including succession planning, trust formation, and intergenerational tax strategies. Our family business advisory covers SSAS pensions and wealth preservation structures.
Can you help with business start-up requirements?
Yes, we guide new businesses through entity selection, financial planning, compliance registration, and payroll setup. We also assist with business plans and funding proposals.
Do you provide audit services?
We conduct statutory audits for entities and groups, including charity audits and ATOL returns. Our audit team is led by experienced chartered accountants with specialist expertise.
How do you handle payroll processing?
Our Winckley Payroll Services manages all aspects including RTI submissions, tax credits, and confidential payslips. We ensure compliance with evolving payroll legislation and HMRC requirements.
What tax services do you offer?
We provide comprehensive tax compliance and advisory services covering corporation tax, personal tax returns, VAT, and HMRC investigations support. Our focus is on optimising tax positions while maintaining compliance.
