Pembroke · Wales
Advisory & CFO Support in Pembroke
Not every growing business in Pembroke can justify a full-time finance director, but most reach a point where they need one some of the time. Our advisory service gives you forecasting, tax planning, funding support and a sounding board for big decisions, on a retainer sized to your business.
What’s included
- Cash-flow and profit forecasting with scenario planning
- Tax planning across the company and its owners
- Funding applications, grants and investor preparation
- Pricing, margin and cost reviews
- Business structure advice: sole trader, partnership, company or group
- Exit, sale and succession planning
Pricing: Fractional CFO retainers quoted on scope. See all plans or read the full Advisory & CFO Support service page.
Advisory & CFO Support for Pembroke: the basics
Advisory work is where accountancy adds the most value: structuring the business tax-efficiently, planning cash, pricing properly and preparing for a sale or investment. We work with Pembroke owners on the decisions that move the numbers, not just the reporting of them.
Welsh taxpayers pay Welsh rates of Income Tax, which currently match England’s, collected by HMRC. Property purchases in Wales are subject to Land Transaction Tax, which has its own bands and is administered by the Welsh Revenue Authority.
Why Pembroke businesses use IGI for advisory & cfo support
Switching handled for you
We request clearance and records from your previous accountant and pick up where they left off. There is no charge for moving to IGI.
Tax planning through the year
We review your position before the year ends, when there is still time to act on pensions, timing of income, allowances and the salary and dividend mix.
Making Tax Digital ready
Cloud bookkeeping with bank feeds and receipt capture is included, so your Pembroke business keeps digital records that meet HMRC’s requirements.
Advisory & CFO Support questions
Answers for Pembroke clients. Your accountant can go into detail for your situation.
A finance director who works with you part-time, typically a few days a month, giving a Pembroke business senior financial leadership without a full-time salary.
Compliance work reports what has already happened to HMRC and Companies House. Advisory looks forward: what should you do next, what will it cost, and how will it affect your tax position.
Yes. We prepare forecasts and management information, help you present the case to lenders or investors, and support due diligence.
No. A two-hour planning session before a major decision is often the most valuable work we do for a small Pembroke business.
Yes. We regularly bring late returns up to date, calculate what is owed, set up payment arrangements and appeal penalties where there is a reasonable excuse.
No. IGI Accounting is an online practice serving Pembroke and the rest of the UK. You work with your accountant by phone, video call and secure messaging, and your records live in cloud software, so there is nothing you need to drop off or collect.
Other services in Pembroke
IGI Accounting is a trading name of IGI Security Services Ltd (company number 15881180). Information on this page is general guidance for UK taxpayers and is not advice for your specific circumstances; figures and thresholds are those in force at the time of writing and may change. Please speak to your accountant before acting on any of it.