Loading…

Deans Accountants: Welcome to Deans Chartered Accountants and Business Advisors. We are a team of reliable, approachable, and proactive accountants who do more than just respond to your needs.

We provide more in-house services than any other accountants in the Borders, with better tools to help you work more efficiently.

FINANCIAL & INVESTMENT SERVICES:
When reviewing our service offering to clients, there was a gap in what we could offer. Previously, financial services had been offered to our clients but we needed to bring in outside resources to do this.

Clients had indicated that they felt much happier if we were providing the advice to them. We therefore decided that this was a service that we had to offer and David and Neil obtained the necessary qualification to do this. We are a member of Valid Path – a national network of financial advisers which specialises in accountancy practices. This fits in with our view that we have to offer more to our clients.

We offer the full range of investment advice with the exception of mortgages. We believe that financial services is an integral part of our service offering and that you cannot give a client any form of advice without considering this.

We utilise a number of resources to provide this service and we have taken the view that this is an ongoing process rather than a transaction driven process. We utilise a process called Wealth Tracker which allows clients to have input into a 5 year plan which measures where you are likely to be in five years time. This process is reviewed on an annual basis to update it for changes in circumstances. A report is produces each year which gauges where you are against your goals. A sample report is available here (Adobe Reader ( .pdf ) format).

We also offer clients access to the Transact & Parmenion platforms. Both are investment platforms which give clients access to all their investments in one location. We have a sample portfolio set up.

To login, please go to: https://www.transact-online.co.uk/omWeb2.cfm?x=8783747504

Contact David or Neil to request a username and password and for more information.

Address

Address:

1 Melgund Place, Hawick, Roburghshire, TD9 9HY, United Kingdom.

Telephone:
Contact Owner

Opening Hours

Monday

9am - 5pm

Tuesday

9am - 5pm

Wednesday

9am - 5pm

Thursday

9am - 5pm

Friday

9am - 5pm

Saturday

-

Sunday

-

Claim Listing

If you own this business and would like to update the details or even the photos. Please claim your business and register so you can submit the changes and update your account as and when you need.

Claim Listing

Features

A team of reliable, approachable, and proactive accountants

Provide more in-house services than any other accountants

Leave a Review

Price
Location
Staff
Services
Overall Rating
Publishing ...
Your rating has been successfully sent
Please fill out all fields
Captcha check failed