Connect with Initial consultation with our Managing Partner at your offices or a place of your choice of Chase & Co. Chartered Accountants for small business support on Enterprise Nation

Connect with Initial consultation with our Managing Partner at your offices or a place of your choice to grow your entrepreneurial network of start-ups and small business owners on Enterprise Nation.

Initial consultation with our Managing Partner at your offices or a place of your choice, Chase & Co. Chartered Accountants | Enterprise Nation

&lt;p&gt;Chase &amp;amp; Co. is a highly dedicated firm with expertise in all areas of financial management, accounting, taxation, and business support services.&lt;/p&gt;

&lt;p&gt;It is our goal to reduce your burden of accounting, taxation and numerous other services to ensure you receive a 1st class service and to ensure your tax is prepared professionally and it is kept as low as possible.&lt;/p&gt;

&lt;p&gt;We can proivde a pay monthly service, fixed monthly fee for packages and many other services by arrangement, please visit our website.&lt;/p&gt;

&lt;p&gt;Our goal is to provide a professional, friendly and helpful service at a very competitive price, that removes the pressure of accounting and other matters and enables you to focus on what you are best at, &amp;#39;Running Your Business&amp;#39;.&lt;/p&gt;


Services

Andrew Brundle > Accounting and finance > Standard service > Initial consultation with our Managing Partner at your offices or a place of your choice

Andrew Brundle

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&lt;p&gt;Our friendly and down to earth Managing Partner will meet with you at a place of your choice. This is normal for up to an hour, but this is not written in stone.&lt;/p&gt;

&lt;p&gt;This will be to discuss how we can assist you with all your accounting, taxation and legal matters and how we may assist you in overcoming any issues your business may be facing.&lt;/p&gt;

&lt;p&gt;Our goal is to free up more time, support your business and enable you to focus on &amp;#39;running and building your business&amp;#39; or providing advice for new start-ups.&lt;/p&gt;

&lt;p&gt;Our fee structure is extremely competitive and with various options on how fees can be paid, should you wish to engage Chase &amp;amp;Co.&lt;/p&gt;


&lt;p&gt;Andrew is a Chartered Accountant, Chartered Secretary, Chartered Director and Member of the Chartered Institute of Securities and Investment. He also holds the ICAEW&amp;#39;s corporate finance qualification &amp;#39;CF&amp;#39;&lt;/p&gt;

&lt;p&gt;Andrew believes in giving back to society and as such provides his services and time as a school governor on a voluntary basis.&lt;/p&gt;

&lt;p&gt;Andrew has spent over 20 years as a Chief Financial Officer running and advising large UK and international private Companies and UK Public Companies.&lt;/p&gt;

&lt;p&gt;Andrew is well versed in all aspects of corporate finance from funding to acquisitions and disposals, company secretarial and numerous other accounting and legal professional advisory areas.&lt;/p&gt;

&lt;p&gt;He has also personally been a sole trader and established, built and successfully sold Companies in various sectors of all sizes, as well as those he built from start up.&lt;/p&gt;

&lt;p&gt;He fully understands the challenges business of all types and sizes face in complying with their statutory obligations, especially having built and run many businesses himself.&lt;/p&gt;

&lt;p&gt;Andrew fully understands the value of a trusted and reliable advisor, to allow you to do what you are best at, &amp;#39;running your business&amp;#39; and at competitive fee structures that match the size of your business.&lt;/p&gt;


Managing Partner

Initial consultation with our Managing Partner at your offices or a place of your choice by Andrew Brundle

I'm a freelance content creator and event host who helps small businesses and the organisations that support them. I'm also Enterprise Nation's Local Leader for Bristol.
I have 19 years of experience as a small business journalist having interviewed hundreds of entrepreneurs from billionaires like Sir Richard Branson to the founders behind brand new start-ups.
I've worked for a range of leading small business publications and support groups, most recently as head of content at Enterprise Nation where I was responsible for the prolific output of content on the company's blog and social media. I now freelance for Enterprise Nation including hosting the Small Business sessions podcast.
I'm based in Bristol where I run and host regular events with the local small business community in my role as Enterprise Nation's Local Leader for Bristol. I also have strong connections with other major business organisations in the south west region.
In total, I've hosted over 100 events including conferences with an audience of hundreds for international brands like Xero and Facebook and live web chats from inside 10 Downing Street.
With my partner, I co-run Lifestyle District, a lifestyle blog focused on culture, art, theatre and photography.

Freelance content creator & event host

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I am a Chartered Accountant, having earned a respected reputation in the field of accounting, with more than 15 years of experience in working with small and medium-sized enterprises. Having worked with business owners ranging from one-man start-ups to large companies requiring a different level of services, I have developed a passion for the profession and I am driven by the success of my clients. I have spent many years in business working at boardroom level, holding various positions before being motivated to start my own practice, Makesworth Accountants, where I have blended my technical skills in accounting and tax with my business skills derived from my time in the industry. I have embraced the changing times and technologies and strongly agree that accountants are moving from being number crunchers to being reliable and trusted advisors. Throughout this process, Makesworth has been able to secure various affiliations and awards.
My objective is to add value to my clients’ businesses through the application of my extensive experience and knowledge in accounting, tax, HMRC investigations, business start-ups, and much more.
You can expect us to provide expert solutions for your business needs no matter what business model you have. You will receive a cost-effective service and a free initial consultation.

Chartered Accountant

Accountancy, Taxation and Business Advisory

Accountancy, Taxation and Business Advisory Services in the UK

An experienced Leader, Managing Director and Business Adviser with a passion for initiating change to create business transformation and positive impacts on growth, profitability and business value; through the development of planning, processes, people and products.&lt;br /&gt;
&lt;br /&gt;
Trained as a Chartered Accountant by a top 4 firm and took up an appointment as Group Finance Director of a food manufacturer supplying FMCG. I led the drive to build the business focus of profitably supplying own label products to major supermarkets. I streamlined the business processes resulting in savings of around 20% in the cost base and a 12% margin improvement. I positioned the business for a successful trade sale to an international group. I then built an SME consultancy business focusing on mergers and acquisitions achieving 150 profitable transactions over 10 years. Taken up appointments as CEO and MD of clients in order to lead major programmes of growth and investment and achieved turnover growth of 58% and increased EBITDA by 140%.&lt;br /&gt;
&lt;br /&gt;
Key Skills&lt;br /&gt;
Non-Executive Director - Manufacturing– Business Strategy – Business Development - Accounting - Financial Management – Change Management - Leadership – Mergers and Acquisitions – People Management – Negotiations – Product Development&lt;br /&gt;
&amp;nbsp;

Accounting and Finance

Whether it's accounting or your finances, advice on theoretical matters or assistance with practical tasks, the security of you business depends on getting it right.&nbsp; 
Speak to an expert.

I am an expert in finance, having worked in big investment banks such as Merrill Lynch, BNP Paribas, Shearson Lehman, and am a retired actuary (insurance/pensions financial mathematician). I have a maths degree from Cambridge University and have had multiple careers relating eg to M&A, investment analysis, pensions, insurance, property, investment, financial planning, banking, derivatives...I have written numerous cutting edge papers on these subjects.
My favourite activity is to help businesses, small and large, on developing their business: writing a business plan, preparing financial forecasts, developing pricing tools for them such that they can better assess the prices they should be charging their customers, valuing their business, helping them to raise equity or debt finance.
I have lectured on finance and investment at various leading universities. Written numerous papers which have had a major influence on how the insurance and pensions industries are run.  I have been a senior investment banker advising on M&A, risk management, shareholder value optimization, and also investment analyst (banking, insurance, pharmaceuticals, smaller companies...).
What distinguishes me is that I do NOT provide advice (!!). For example, I write a factual business plan. Or, I calculate how much your business is worth based on my knowledge and expertise, and information you supply. From this you can decide your best strategy, easily.
I am real good at helping you decide also, for example, how much your home is worth, what investments suit you, whether interest rates are headed up or down, whether there is going to be a market crash or boom, which type of loan finance to select...
In my opinion, companies stand to gain a lot of money in market value added terms from my work compared with other professionals. They have no understanding, in general, of statistics, of finance etc. They may be experts in their fields, but not in mine.
I am NOT a solicitor, estate agent, IFA, mortgage broker…I am an investment expert who has 46 years’ experience researching and thinking about financial matters. I love valuing things (property, mortgages, shares…). My philosophy is to do work such as is required by a client but have a preference for them using a market value maximization rule. Are you better off in £ value terms by taking out the mortgage, buying or selling the property with or without a mortgage, selling the business at this price…?
PLEASE NOTE. I AM NOT REGULATED UNDER THE PRA AND FCA, ALTHOUGH I USED TO BE WHEN I WAS WORKING. With any work undertaken by me, you are NOT covered by the Financial Ombudsman Service or the Financial Services Compensation Scheme (FSCS).
List of my clients over the last 46 years:
1. Insurance. Virtually all UK life insurers, 20 UK general insurers, 4 Lloyds syndicates, 7 Italian insurance companies, 5 French, 4 Dutch, 20 Spanish, 15-20 German, 5 American, 2 Trinidad, 1 Jamaican, Jamaican government insurance supervisor, 2 Hong Kong insurers
2. Pension funds. 100 UK schemes, 4 large French schemes (including 2 state schemes), 3 Italian, 5 Dutch, UK government actuaries department
3. Property. 1 Australian company, 1 South African company (Liberty International hired me to value their Lakeside and other major shopping centres for inclusion in their group accounts). Numerous small clients, individuals, insurers, one pension fund.
4. Investment (equities, bonds, gold, property, bitcoin...). Many unit trusts, investment trusts, pension funds, insurance companies, 2 hedge funds, countless individuals. Numerous investment managers mostly in the City of London
5. Personal financial planning: retirement, insurance, property...advices. Some 70 individuals on a formal paid basis, many unpaid informal.
6. Mortgage advice. Mostly for myself over the years, very detailed analyses covering the market. 4 to individuals on a paid basis, 3 unpaid.
7. Asset mix advice. Derivatives advice. Mostly to large companies, institutions, pension funds and insurers, a few to government treasury departments in Europe.
8. M&A deals. Many industrial small and larger companies. Many insurers. 7 FTSE 100 deals, many proposals, UK, Europe.
9. Credit analysis. Many transactions for a Ukrainian bank. Chief risk manager for a large Swedish multinational insurance company, Lloyds syndicates&apos; regulatory body. One Australian bank.
10. Banking. Many projects for UK clearing banks, many for 2 Australian large banks
11. Small business appraisals and financial modelling. Many. Some 10 M&A transactions of small companies.
In my profession as an actuary I received the the Jim Anderson award for Professional Excellence, and was awarded ‘VIP’ status by Worldwide Who&apos;s Who in 2014.
In the actuarial profession, I had a high profile as a result of many influential papers including:
•	Financial Theory Of Defined Benefit Pension Schemes
(“Eighteen years&apos; ago today, Jon Exley, Shyam Mehta and Andrew Smith published what has been described as the most important and influential paper ever written on defined benefit (DB) pensions”)
•	ALLOWING FOR ASSET, LIABILITY AND BUSINESS RISK IN THE VALUATION OF A LIFE OFFICE
•	Asset Strategy For Defined Benefit Pension Schemes
•	Consistent Assumptions For Multinational Asset Models
•	Exley Mehta Smith Market Efficiency
•	Exley Mehta Smith Mean Reversion
•	Hedge Funds For Pension Funds
•	Pension Funds— A Company Manager&apos;s View
•	QUANTIFYING THE SUCCESS OF A LIFE OFFICE
•	Summary And Comparison Of Approaches Used To Measure Life Office Values
•	TAXATION IN THE ASSESSMENT OF PROFITABILITY OF LIFE ASSURANCE PRODUCTS AND OF LIFE OFFICE APPRAISAL VALUES
•	Life Assurance Sector Review: A Fresh Approach, Shearson Lehman Hutton
•	Pricing of Insurance Risk, Staple Inn Actuarial Society
My work has been highly influential in creating change to the way insurance companies and pension funds are run across the world, particularly in the UK (so that, for example the risk borne by insurance companies is now far lower, and for pension funds it is now mandatory to publish and also carry out valuations to see whether the scheme is solvent).
I am a yoga teacher with an advanced teaching certificate since 1977, having for example been a co-author of the best selling book &quot;Yoga: the Iyengar Way&quot;.
My favourite activity is watercolour painting.

Director

Shyam Mehta

I am an expert in finance, having worked in big investment banks such as Merrill Lynch, BNP Paribas, Shearson Lehman, and am a retired actuary (insurance/pensions financial mathematician). I have a maths degree from Cambridge University and have had multiple careers relating eg to M&A, investment analysis, pensions, insurance, property, investment, financial planning, banking, derivatives...I have written numerous cutting edge papers on these subjects.
My favourite activity is to help businesses

Initial consultation with our Managing Partner at your offices or a place of your choice

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