How to join us

We’d love to work with you and your business!

Just follow these 3 simple steps and let us do the rest!

Have a chat with us

We arrange a free no obligation meeting at a time and place convenient to you. We will prepare a fixed fee quote tailored to your business at the meeting and leave it with you to decide.

Say the word

If you are happy with the quote and would like to join Charles Lovell & Co as a valued client, all we need is a letter from you to confirm.

Sit back & relax

For a smooth transition once we receive your letter we will contact your old advisor to request copies of your previous tax returns. We will also contact HMRC to confirm we are your new business advisors and ask for all future communications to be directed to us.

We promise our clients that:​