In my previous career in banking, I had developed a good relationship with Milnes Beatson people, so when I went into business for myself it was good to be able to work with someone I knew, liked and trusted.

I enjoy the firm’s accessibility and responsiveness: Grant is very approachable and gets things done when I need them to be done.

The aspects of the firm’s service that are most useful to me include advice on when it’s most beneficial to take dividends; also how to manage the finances for a good taxation outcome.

Milnes Beatson was recommended to us some years back and we have been extremely happy we made the choice to contact Grant and the team; these days we are the ones passing on the recommendations.

We love the firm’s personal approach; the fact we can pick up the phone to ask a question and never get the feeling that it is an issue. Grant is able to present information in an easily understandable language and he always makes sure we have understood the finer points which are so important.

We’ve learnt a lot from his advice, especially when we decided to start our own business; Grant made us think about the bigger picture around our decisions rather than letting our relative inexperience of running our own company limit our opportunities.

We really like the fact that, even tho Milnes Beatson has grown into a fairly big firm, they remain approachable and have firmly retained that small town attitude of wanting to care for their clients, a trait we really value.

While the company has been associated with Milnes Beatson since the mid-sixties, since I bought it in the late 80’s I’ve never found any reason to want to go elsewhere.  There have been some solid friendships developed along the way, and I believe there is a deal of mutual respect between us.

It’s been important over time to have had David as a sounding board; when I’ve had problems to work through, he’s always given good advice, and I trust that advice.  Operating the business on my own could have been overwhelming but, due to having David alongside the business, I never felt alone.

We deal with all aspects of our business at Milnes Beatson and find everyone approachable; in fact I’m delighted with the friendliness of the whole team.

If you’re looking for a business advisor, Milnes Beatson is easy to deal with – you have nothing to lose, and much to gain, by having a chat.