Whether your aim is expanding your business, or maximising and protecting your wealth for future generations, we will support you with important decisions every step of the way.
We understand everyone is different, so we provide a holistic approach, listening to your needs and tailoring our services to your requirements.
The company is run by Stacie Johnson who has worked within the bookkeeping and accounting sector for many years. Stacie spent her early years working for a Chartered Accountant before progressing into management accounting roles within the retail and consultancy industry.
Stacie enjoys practising yoga, reading and spending time with her family and friends.
Qualifications: Xero Advisor Certified, Xero Payroll Certified.
Darryl has been advising clients on their Estate Planning for many years on behalf of law firms or privately. He continues to maintain the affairs of his clients, planning and managing all aspects of their personal wealth, including wills and probate, trusts, and tax matters. Having started his career in risk management for Lloyds of London, he has been able to transfer his skills and expertise into Estate Planning.
When not in work, Darryl takes a keen interest in triathlon training, personal development, financial markets and spending time with his wife and children.
Qualifications: Darryl holds several Estate Planning qualifications and is a member of the Society of Will Writers and an Affiliate Member of STEP (The Society of Trust and Estate Practitioners).