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HOME ABOUT


EXTRAORDINARY FINANCIAL SOLUTIONS




DESIGNED BY ACCOUNTANTS FOR ACCOUNTANTS

Designed by Accountants for Accountants, the Aegis Partner Programme creates
substantial income streams for accountancy practices across the country,
increasing the value of your practice and enabling you to participate in the
value of ours. Not all IFA’s are the same.




AEGIS PARTNER PROGRAMME

We at Aegis have partnered with accountants for many years delivering high
quality financial services to practice owners and their clients. The Aegis
Partner Programme has been developed with accountants to ensure that we have all
of the services that could be of use to your clients. We understand the
pressures on practice finances as costs increase, pressure on compliance fees,
and historic revenues from other areas such as tax planning have declined.
Practices have used the recurring revenue we generate to fund all manner of
activities such as funding additional staff members, new systems, marketing, new
offices or the refurbishment of existing premises. This income can also be seen
as the equivalent of gaining the income from a new client without having to
undertake any compliance work.





AEGIS IS PROVIDING A FINANCIAL SERVICES ARM TO OUR BUSINESS THAT IS PROVING
HIGHLY SUCCESSFUL. THEY ARE VERY TALENTED IFA’S AND POSSESS A WEALTH OF
KNOWLEDGE IN THE FINANCE INDUSTRY.
I RECOMMEND ALL CLIENTS TO UTILISE THEIR SERVICES WITHOUT HESITATION.


PAUL MEADES – DIRECTOR MEADES & CO


Due to the partnerships across the country we have been able to refine and hone
our proposition to ensure that it meets the needs of clients and benefits
practice owners.

It is our latest initiative aimed at adding more revenue streams to the
substantial ongoing income for practices, which in turn increases your practice
value. In addition to this we are offering a part of our practice value based on
introductions. As we are valued in the same way as accountants, based on a
multiple of our recurring fee income, our introducing partners will receive part
of our capital value in the event of our sale.

In addition to the income we generate we also add further value in less tangible
ways substantial such as CPD, marketing, seminars and business coaching.

We also provide access to a wide range of services to SME’s and owners aim at
significantly impacting the bottom line. These include:

 1. Forensic Cost Reduction – Energy, Rates, Telecoms, procurement, fleet etc.
 2. Outsourcing – Cost saving for outsourcing accounts preparation and other
    compliance work.
 3. Capital Allowances and R&D Allowances.
 4. Tax Allowances – Ensuring that all tax allowances are being utilised
    including tax efficient insurances.
 5. Coaching and Non-executive support – Introducing specialist temporary
    support to assist businesses meet their objectives.
 6. Banking Facilities – Accounts, Borrowing, etc.



For more information, or to arrange an initial exploratory meeting contact us
at:
info@aegisfp.com or call us on 0845 5610102

© 2019 AEGIS FINANCIAL PLANNING LTD.

Aegis Financial Planning Limited is authorised and regulated by the Financial
Conduct Authority. Registered Office: Warnford Court, 29 Throgmorton Street,
London EC2N 2AT. Registered in England & Wales No 8946610.

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