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.