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Our ClientsPall Mall Surgery |
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Marguerite Whybrow is practice manager at Pall Mall Surgery in Leigh-on-Sea, Essex. When you are responsible for a GP practice treating patients from a large catchment area, it is important to have a professional services provision that you have confidence in.
According to Mrs Whybrow, this is exactly what she receives from Rickard Keen, with whom she has been dealing for at least 12 years.
Rickard Keen takes care of all the annual accounts for the practice and the partners’ personal accounts. Mrs Whybrow and other members of staff also use the financial planning and wealth management company, Rickard Keen Financial Services, for financial advice.
In the last year the practice has moved into a new Primary Care Centre and sold its former surgery premises. Rickard Keen dealt with the capital gains tax issues arising from the sale of the original surgery and various other financial matters.
During the same period, a new partner was admitted to the partnership and Rickard Keen assisted with various personal tax matters.
“As you can imagine,” says Mrs Whybrow, “there were a great many issues to deal with and it was good to know Rickard Keen was there to help. I have confidence in them, we get on well, and they are friendly and local.”
“We benefit from knowing someone is advising us, and I would recommend Rickard Keen as we are happy with and have faith in them.”