Disclaimer
MoneyWize Accountants Limited has tried to ensure that the information on this website is accurate. However, MoneyWize Accountants Limited will not accept liability for any loss, damage or inconvenience arising as a consequence of any use of or the inability to use any information on this website. MoneyWize Accountants Limited endeavours to provide a service of the highest quality. However, we cannot guarantee that our service will be uninterrupted or error-free. We are not responsible for claims brought by third parties arising from your use of this website.
MoneyWize Accountants Limited assumes no responsibility for the contents of linked websites. The inclusion of any link should not be taken as endorsement of any kind by MoneyWize Accountants Limited, of the linked website or any association with its operators. Further, we have no control over the availability of the linked pages.
Any references to “we” and “us” means MoneyWize Accountants Limited, registered company limited by guarantee number Registered in England and Wales number: 06448994. Our registered address is Milton Keynes Business Centre, Foxhunter Drive, Linford Wood, Milton Keynes, MK14 6GD.
If you have any questions, please phone us, 0330 320 9519 or e-mail us: info@moneywize.co.uk
Copyright
Material on this website, including text and images, is protected by copyright. It may not be copied, reproduced, republished, downloaded, posted, broadcast or transmitted in any way except for your own personal, non-commercial use. Prior written consent of the copyright holder must be obtained for any other use of material. Copyright in all materials and/or works comprising or contained within this website remains with MoneyWize Accountants Limited and other copyright owner(s) as specified. No part of this site may be distributed or copied for any commercial purpose.
Data protection
MoneyWize Accountants Limited complies with the Data Protection Act 1998 (the “Act”). For the purposes of the Act, MoneyWize Accountants Limited is the Data Controller.
MoneyWize Accountants Limited is committed to safeguarding your privacy, while providing a high quality of service. MoneyWize Accountants Limited will treat your personal information as confidential and your details will not be given or sold to anyone. We will use the information collected online to help us understand more about how our site is used by visitors, and to develop and enhance our services to you.
Your personal information
When you provide us with personal information, for example, when using our contact form, we take steps to ensure that your information is treated securely from the time we receive it. MoneyWize Accountants Limited makes every effort to ensure the security and integrity of emails on our systems. Unfortunately, no data transmission over the internet can be guaranteed to be 100% secure. As a result, while we strive to protect your personal information after we’ve received it, MoneyWize Accountants Limited cannot ensure or guarantee the security of information when it is being transmitted.
Your rights
- You have the right, under the General Data Protection Regulation, to know what information we hold about you and to ask to see your records. This is a Subject Access Request.
- We will supply this information to you within one calendar month of your request.
- We will not charge you for this
- You are entitled to change your consent, update your details, or unsubscribe from our communications at any point. You can do this by contacting our Customer Service Staff via:
- Telephone 0330 320 9519
- E-mail: info@moneywize.co.uk
- By post: Milton Keynes Business Centre, Foxhunter Drive, Linford Wood, Milton Keynes, MK14 6GD
Cookies
A cookie is a small data file which is downloaded from a website to your computer to make the site easier to use. For example, it may store details that you submit to the site, such as your personal settings or your location, so you don’t have to provide the information again.
Using cookies does not allow us to identify users personally. We will only store information which you specifically give us permission to use.
Our website uses a small amount of cookies for caching certain things and analytics - to let us know how people interact with our website, and how we can improve our services to our users. The information we gather in this way is completely anonymous, and visitors to our website cannot be identified.
We use some social networks, such as Twitter, Facebook and LinkedIn. Any information used via these tools is not shown to us, and we don’t store any information from them. Please refer to each site’s own privacy policies for more information about this.
Storing information during your visit
When you visit https://moneywize.co.uk/, you may submit information which you want the site to remember during your visit. This information is only stored in a cookie during the time that you are on our site. We will only store it elsewhere when you give us permission to do so and this will be done via our secure systems.
Controlling and deleting cookies from your computer
All web browsers allow you to manage which cookies you accept, reject and delete. You will usually find these controls in the “Preferences” or “Tools” menu of your preferred browser. More information about these is available at http://wwwaboutcookies.org.
Complaints
If you have a complaint about the way we have handled your data, or related matter, you can do this by contacting our Customer Service Staff, as detailed in the “Your Rights” section above.
If you are not satisfied with our response to your complaint, you can complain to the Information Commissioner’s Office (ICO):
- By e-mail: https://ico.org.uk/global/contact-us/email/
- By phone: helpline on 0303 123 1113
- By post: ICO, Wycliffe House, Water Lane, Wilmslow, Cheshire SK9 5AF
We regularly check this notice to keep it up-to-date. We recommend that you read this page to ensure that you are happy with any changes we might have made.
This privacy policy was updated on 14th October 2022.
Business Partners
At MoneyWize Accountants and Tax Advisors Limited, we have formed strategic partnerships with reputable and industry-leading companies to bring you a comprehensive range of financial solutions. These partnerships enable us to offer you a wide array of products and services that are tailored to meet your specific needs and provide you with the best possible financial outcomes.
Here are some of the companies we have partnered with:
Focus Finance Solutions
Our partnership with Focus Finance Solutions allows us to provide you with comprehensive financial solutions to support your business growth and success. With the expertise and industry knowledge, our collaboration with Focus Finance Solutions will help you navigate the complexities of finance and achieve your desired goals.
Here are some of the examples of your financial requirements:
Property Finance: Whether you're a property investor, developer, or looking to purchase a new commercial space, Focus Finance Solutions property finance solutions can help you secure the funding you need. They have established relationships with lenders and access to a variety of loan options, enabling us to assist you in obtaining competitive rates and flexible terms for property acquisitions, refinancing, or development projects.
Business Loans: We understand that businesses often require additional capital to expand operations, invest in new equipment, or seize growth opportunities. Here at Moneywize Accountants and Tax Advisors Limited we work closely with Focus Finance to build strong relationships and amazing network of lenders to offer competitive rates and flexible repayment terms, helping you access the funds required to fuel your business growth.
Cashflow Solutions: Cash flow is vital to the smooth operation and stability of any business. If you're facing cash flow challenges, Focus Finance Solutions can offer cash flow solutions designed to your specific needs for example invoice financing, factoring, and other tailored options to improve your working capital and bridge the gap between your receivables and payables.
Nexa Law
We are excited to introduce our valued business partner, Nexa Law UK, a leading legal services firm that we collaborate with to provide comprehensive solutions to our clients. Together, we offer a powerful combination of accounting and legal expertise to address your business needs effectively.
Nexa Law UK is an innovative and client-focused legal services provider renowned for its agile approach and commitment to delivering exceptional value. Nexa Law UK brings a team of highly experienced and specialized lawyers who are experts in their respective fields. Their legal expertise spans various practice areas, including corporate law, employment law, commercial contracts, intellectual property, and more. With their support, we ensure that your business receives comprehensive legal guidance and representation tailored to your specific requirements.
UK Immigration
UK Immigration is a renowned and reputable firm dedicated to navigating the complexities of the UK immigration system. Here's a brief introduction to our business partner and how our collaboration benefits you:
Expert Immigration Services: UK Immigration brings a team of experienced and knowledgeable immigration professionals who specialize in UK immigration law. They provide a wide range of immigration services, including visa applications, sponsor licenses, compliance advice, and settlement applications. With their expertise, we can ensure that you receive accurate and up-to-date immigration guidance tailored to your specific circumstances.
Seamless Collaboration: Our partnership with UK Immigration fosters seamless collaboration between our accounting firm and their immigration specialists. This collaboration enables us to offer integrated solutions that combine financial and immigration considerations. By working together, we ensure that your financial and immigration strategies align, optimizing your chances of success.
Compliance and Risk Management: Navigating the UK immigration system requires meticulous attention to compliance and risk management. Our partnership with UK Immigration allows us to provide you with comprehensive support in meeting the legal requirements and minimizing the risks associated with immigration. From ensuring proper record-keeping to compliance with sponsorship obligations, we have you covered.
By partnering with UK Immigration, we broaden our ability to provide comprehensive support for your financial and immigration needs. We strive to be your trusted advisors, guiding you through the complex landscape of UK immigration and ensuring a smooth transition for you or your business.
Insure 24/7
Our collaboration with Insure 24/7 brings you comprehensive insurance solutions to safeguard your business and personal assets. Whether you need property insurance, liability coverage, or life and health insurance, we work together to assess your risks and provide tailored insurance plans that offer you peace of mind.
Capium
Capium is a cloud-based accounting and practice management package, which meets the daily demands of accounting practices. There is now no need for separate systems, as Capium allows you to run your whole business under one system. With the 6 key modules, Capium allows accountants and business owners to conduct all processes in a secure, speedy and user-friendly manner.
How does it work?
Capium is an online accounting software whereby your data is stored in the cloud so you can access this from anywhere, at any time, giving you hands on day to day financial management of your business. It will enable you to create your invoices swiftly and easily, and monitor your expenses with little data entry, making managing your business finances easier, giving you the confidence to ensure your records are accurate and up to date.
How do I start?
- Once your account has been registered, you will receive your log in details so you can log in to the dashboard online and use the mobile phone app, which you will need to download from the app store
- Set your period-end parameters within the software, such as accounting year-end and VAT quarter periods
- Set up an additional user access so you can share data directly with us as your accountant
- Set up your invoice template and upload your branding
- Link to your bank to initiate automatic bank feeds
- Set up your Chart of Accounts
The good news is that we can set this up and get you up and running in no time, so what are you waiting for? Get in touch to find out more.
Xero
As a business, we can offer you various cloud accounting packages to help you monitor your income and expenses and stay on top of your finances. Xero is an accounting online solution that will help you run your business smoothly giving you real-time financial data.
Businesses are moving away from existing desktop or manual record keeping to online cloud accounting software alternatives. Keeping digital records is now common practice and accepted by HMRC, particularly with the new Making Tax Digital law now in force. As an HMRC recognised software provider, Xero makes it easy for you to submit VAT Returns through the year for MTD purposes.
How does it work?
Xero is an online accounting software whereby your data is stored in the cloud so you can access this from anywhere, at any time, giving you hands on day to day financial management of your business. It will enable you to create your invoices swiftly and easily, and monitor your expenses with little data entry, making managing your business finances easier, giving you the confidence to ensure your records are accurate and up to date.
How do I start?
- Once your account has been registered, you will receive your log in details so you can log in to the dashboard online and use the mobile phone app, which you will need to download from the app store
- Set your period-end parameters within the software, such as accounting year-end and VAT quarter periods
- Set up an additional user access so you can share data directly with us as your accountant
- Set up your invoice template and upload your branding
- Link to your bank to initiate automatic bank feeds
- Set up your Chart of Accounts
The good news is that we can set this up and get you up and running in no time, so what are you waiting for? Get in touch to find out more.
Going Digital - What will Xero do?
- Create invoices, estimates, and purchase orders all from a simple dashboard
- Feed your bank entries into the software to minimise data entry
- Automate certain bookkeeping functionality by setting rules and invoice formats
- Send invoices directly from the software, so no more copy and pasting
- Give you a real-time picture of your finances and allow you to run multi-financial reports
- Enable customer payments to be made directly online by linking to a payment gateway
- Give secure cloud storage
- Export reports to CSV or PDF
What can we offer?
The set up and integration of a fully comprehensive bookkeeping solution for your business.
Training and guidance from a Xero Certified Advisor to give you the skills to fully utilise the software to its best.
Dext
We can offer you a software called Dext (formerly Receipt Bank) to convert all your invoices and receipts into data. This simplified online solution will help you capture your receipts and ensure you claim everything you can. You just use the mobile app on-the-go to import photos of your receipts, so you do not miss any expenses.
How does it work?
Dext is an award-winning add-on app to capture data from invoices and receipts and upload to your chosen cloud accounting software (QuickBooks, Xero, etc).
With Dext's easy submission methods, you will never lose another receipt or invoice. There is a whole range of ways to submit receipts to us and you can choose whichever methods that suit your businesses workflow:
- Dext App (iPhone & Android)
- Dropbox
- By post
... and many more.
How do I start?
- Once the software has been registered, you will receive your log in details so you can log in to the dashboard online and use the mobile phone app, which you will need to download from the app store
- Connect the app to your Cloud accounting software (QuickBooks, Xero…)
- You then just start submitting your receipts
The good news is that we can set this up and get you up and running in no time, so what are you waiting for? Get in touch to find out about how we can save you time.
Greenfield Recovery Ltd
Our collaboration with business partner Greenfield Recovery Limited to provide a wide range of financial and recovery services tailored to businesses facing financial challenges or insolvency.
By leveraging the combined expertise of MoneyWize Accountants & Tax Advisors and Greenfield Recovery can access comprehensive financial and recovery services to overcome financial challenges and achieve long-term stability. The collaboration aims to provide tailored solutions, practical advice, and reliable support to help businesses navigate complex financial landscapes.
These are just a few examples of the companies we have partnered with to bring you a wide range of financial solutions. Each partnership is carefully selected to ensure that we can offer you the highest quality products, services, and expertise in the industry.
By leveraging these partnerships, we are able to provide you with a one-stop-shop for all your financial needs. Our goal is to simplify your financial journey, save you time and effort, and help you achieve your financial goals with confidence.
To learn more about our partnerships and the specific financial solutions we offer, please contact us or explore our website. We are excited to bring you the benefits of our collaborations and provide you with exceptional financial services.