Our Trusted Partners – Adding Value to your Business

Our Partners

Having worked with hundreds of businesses over 20+ years in the industry, we know that one business can’t be an expert in everything. Our speciality is the provision of strategic accountancy advice and support to owner managed businesses and SME’s, but we realise that they may also need support with other areas of their business such as leadership development, insurance or marketing that are not our area of expertise.  

As part of our added value, we work with a selective group of trusted partners who align with our business values, and where appropriate we can make an introduction to you.  Whether you choose to work with them or another supplier, we will always be on hand to provide any financial input into the work you undertake should you require it.   

Meet our partners below and don’t hesitate to ask for an introduction if you feel one of them could be of help to your business.

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We have been working with Paul for several years now and have found him to be much more than an accountant looking after our books. He does that exceptionally well, of course, but he also provides us with insights, advice and guidance that help us as we navigate our business towards our goals. The accounting sector is changing, but Paul has long been ahead of the curve. He knows that to succeed, a business must run on firm financial foundations, and making sure your end of year accounts are right, doesn't guarantee success.

Peter Quintana

Director of hgkc

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hgkc provides practical business advice to enable business owners and leaders to overcome the challenges they face in realising their vision of the future. We focus on the outcomes our clients want to achieve so that we can help them navigate their way towards their goals. We specialise in leadership, innovation and exit planning, enabling our clients by using a range of tools and platforms that include DiSC profiling, Engagement Multiplier, outcomes mapping (a tool unique to hgkc), Mural and Solverboard.

At hgkc, we share a common thread; we are shaped by the lives we have led. Taking care of others and a strong sense of responsibility is what unites us around our purpose. It’s not just “work” to us. We have only succeeded when you have too.

Excellect

Excellect is a privately owned insurance broker specialising in health insurance, group protection and employee benefits. We are based in Bristol but work with SME businesses across the country and internationally. We are independent and whole-of-market, and have access to all insurance companies and providers in the benefits market. We can therefore secure the most competitive products and terms on your behalf. 

We know that it can be challenging to attract, retain, and engage with your employees; and keep them happy and motivated. Through our initial consultations and proactive annual reviews, we support your business and future growth with a full range of employee benefits such as: Death in Service, Dental and Health Cash Plans, Health Assessments, Private Medical Insurance etc. as and when you need them.

We work with you on the selection and setup of your new benefits and throughout the year to make sure administering your employee benefits is easy. The best bit is our service is free of charge – so we save you time and money!

High levels of customer service and client retention are an absolute priority for our whole team, we are hugely proud of our 97% client retention rate and our 5* Google Reviews. Please read some of our clients’ testimonials when you have some time.

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I have known Paul in a professional capacity for a number of years, I knew when I first met him that he was the type of person that I could work with, and over time we have become good friends. He has a rare ability to communicate a high level of technical knowledge in a way that everyone can understand. I have no reservation in recommending Paul to my friends, family and clients. To me, Paul is much more that just an accountant, he is my go to proactive financial expert with a diverse skill set and and wide network of partners. I am proud that Excellect are are a trusted partner of Equifino.

Simon Kelly

Director of Excellect
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Sense Risk have worked with Equifino (Paul) for several years now. Equifino (Paul) truly cares about their (his) clients and want to see them succeed and excel. They are knowledgeable and committed to that agenda and an asset to any business.

Emily Kenna

Director of Sense Risk Solutions

Sense Risk Solutions

Sense Risk Solutions is an insurance advisory practice for small and medium businesses. We help our clients consider their risks and insurance.

All businesses are unique with different perceptions of risk and what they want insurance to cover. We help them get cover that is tailored to their needs through a commitment to collaboration, communication and knowledge.

All Things Web®

All Things Web® are a full service digital marketing agency providing Marketing Strategy, Web Design & Development, SEO, PPC, Marketing Automation, Content Marketing and other digital services to entrepreneurs, start-ups and SME’s across multiple sectors and industries.

With over 20 years’ experience in digital marketing, specialising in the provision of innovative online solutions, consultancy and training we strive to deliver strategic campaigns that are aligned to the ambitions and budgets of our clients.

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“Having known Paul, and worked with some of his clients, for a number of years, making the move to Equifino was easy! Paul’s experience of working with owner managed businesses and his proactive approach has proved invaluable from the outset. For us it’s more than just keeping our business compliant with accounting and payroll services but the peace of mind that we have a trusted partner, who understands our business and goals, working alongside us to help with our strategic decision making. “

Helen Moloney

Managing Director of All Things Web®

More Ways we Can Help You

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