Wealth Management & Financial Advice

DBA Wealth Management specialises in providing fee-based investment advice and strategic financial planning solutions to individuals and families, and to the trustees of private trusts.

Our typical private client comes to us with a history of success and a desire to organise, simplify, and achieve his or her long term financial goals.

SAGE Support


DBA Software Consultants can assist with all core Sage 50 products, including:

  • Sage 50 and Instant Accounts
  • Sage Payroll
  • Sage Job Costing
  • Financial Forecasting

Our Latest Blog Post

From 1 April 2012 the tax deduction for research and development (R & D) expenses available to SMEs was increased from 100% to 125%. So, for example, a company that spends £8,000 on R & D expenses will be entitled … Continue reading →

Posted on May 4, 2012

Why choose DBA as your accountants:

Personal service. You will be looked after by one of our small team of experienced, qualified accountants who will treat you as an individual and attend to your particular needs. We have been in business since 1995 and, as you can see from the testimonials, our basic creed is to put your interests first and build long-term, trusted business relationships.

Expert advice. We advise not only on the full range of traditional areas you would expect from a firm of Chartered Accountants but we also provide a joined-up service with our experts on Wealth Management and Sage Software.

Value for money. Being a small and tightly run ship we are able to keep our fees highly competitive. For most assignments we are happy to agree fees in advance and we stick to these agreements.

Testimonials

"As a small business owner it is paramount for me to use a firm of accountants who are not only knowledgeable and professional, but who also understand the needs of our company. Having used DBA for over 12 years now I am pleased to say that their team are not only highly skilled and committed, but have always provided a friendly and personable service. I always feel my needs are a priority to them – a first class service."

Keith Taylor, CEO
UK Apollo Group Ltd