A coordinated approach allows your accountant to manage accounting and tax matters while an authorised financial adviser handles mortgage or protection recommendations.
For Manchester directors, this can provide a clearer professional structure:
G&M Bookkeeping & Accounting LTD → Accounts, bookkeeping and tax support
Authorised mortgage adviser → Mortgage advice and arrangements
Authorised protection adviser → Protection advice and insurance recommendations
Using the appropriate professional for each service helps ensure you receive advice within the correct regulatory framework.