Business Details
15 Years
experience
Trusted Accountants in Bury St Edmunds
Churchgates is a multi-disciplinary firm established in 2011, offering integrated services in accountancy, tax advisory, legal services, financial planning, and investment management. Our founding directors, with roots in Grant Thornton, envisioned a holistic approach to client needs, combining expertise across disciplines to deliver tailored solutions. We prioritise long-term relationships, understanding client circumstances to provide joined-up advice that aligns with personal and business goals. Our team includes chartered accountants, solicitors, and certified financial planners, supported by specialist knowledge in rural enterprises, family-owned businesses, and property sectors.With offices in Bury St Edmunds and London, we serve clients across Suffolk and beyond, maintaining a commitment to local community engagement and professional excellence. Our regulatory accreditations include the Institute of Chartered Accountants in England and Wales (ICAEW), Financial Conduct Authority (FCA), and Solicitors Regulation Authority (SRA). We leverage cutting-edge accounting software and maintain partnerships with professional intermediaries to ensure up-to-date, efficient service delivery.
Services
Accountancy
Tax Advisory
Legal Services
Financial Planning
Investment Management
Mortgage Advice
Estate Planning
Business Advisory
Tax Compliance
Wealth Management
Details
- Year established: 2011
Highlights and features
- Multi-disciplinary team offering integrated financial and legal services
- Proactive advice tailored to client needs across life stages
- Specialist expertise in rural enterprises, family-owned businesses, and property sectors
- Regulated by ICAEW, FCA, and SRA for professional excellence
- Local knowledge with 30+ years of community presence in Bury St Edmunds
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
- Financial Conduct Authority (FCA)
- Solicitors Regulation Authority (SRA)
What people say
Stress-free experience
Excellent investment returns
Proactive tax planning
Clear explanations
Professional team
Services
Accountancy Services
We deliver comprehensive accountancy services including bookkeeping, VAT returns, payroll management, and annual accounts preparation. Our team ensures compliance with regulatory requirements while providing strategic business advice to support growth. Clients benefit from tailored financial reporting and regular consultations to optimise business performance.
Legal Advisory
Our solicitors provide integrated legal services covering corporate law, wills, lasting power of attorney, and estate planning. By collaborating with tax and financial teams, we ensure legal documentation aligns with clients' financial objectives. Specialised expertise in property transactions and business succession planning supports both individual and corporate clients.
Financial Planning
We offer independent financial planning for pensions, investments, and protection strategies. Our holistic approach considers tax implications and estate planning to create tailored wealth management solutions. Regular portfolio reviews ensure clients stay on track to meet medium- and long-term financial goals.
Tax Compliance
Our chartered tax advisers handle compliance and strategic tax planning for individuals and businesses. Services include self-assessment returns, corporation tax, and HMRC enquiry support. We specialise in rural enterprises, property taxation, and international tax residency issues while preparing clients for Making Tax Digital requirements.
Investment Management
We provide discretionary investment management combining active and passive strategies. Our evidence-based approach focuses on asset allocation to optimise risk-adjusted returns. Clients access institutional funds and benefit from tax-efficient structuring, with regular reviews to align portfolios with evolving financial objectives.
People
Lucie
Accountant
Specialist in tax returns and accounting services, known for clear communication and stress-free client support. Expert in simplifying complex financial matters for business owners.
Kristina Green
Tax Adviser
Experienced tax specialist providing strategic financial planning for families. Recognised for proactive identification of tax optimisation opportunities and clear client communication.
Sam
Financial Planner
Pension planning expert with patient approach to explaining investment options. Specialises in creating retirement strategies for semi-retirees with complex NHS pension considerations.
Matthew Boardman
Head of Legal
Dual-qualified solicitor and chartered tax adviser leading legal services. Focuses on corporate law, estates, and integrated legal-financial solutions for business clients.
Alwyn
Director of Financial Planning
Pioneer of investment management services at Churchgates. Specialises in discretionary portfolio management and integrated financial planning strategies for high-net-worth clients.
Questions
What accountancy services do Churchgates offer?
We provide bookkeeping, VAT returns, payroll management, annual accounts preparation, and business advisory services tailored to sole traders, partnerships, and limited companies.
How does Churchgates' multi-disciplinary approach benefit clients?
Our integrated accountancy, tax, legal, and financial planning teams collaborate to deliver holistic solutions that consider all aspects of clients' financial and legal circumstances.
Do you specialise in specific industry sectors?
We have particular expertise in rural enterprises, family-owned businesses, property sectors, and NHS pension planning while serving clients across diverse industries.
What tax services are available for businesses?
We offer corporation tax compliance, HMRC enquiry support, international tax advice, and Making Tax Digital preparation for businesses of all sizes.
How can I schedule a consultation?
Contact us via phone or email to arrange an initial meeting with our specialists in Bury St Edmunds or London offices during our operating hours (9am-5:30pm Mon-Fri).
Are your financial planning services independent?
Yes, we are whole-of-market advisers with access to institutional funds, providing unbiased recommendations without product provider restrictions.
