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Our commitment to you

WSM® Client Charter

Core Values

Honesty and Integrity

We uphold the highest professional standards: we are open, honest, attentive and respectful.

Consistently High Standards

We take pride in delivering consistently high standards across all our services.

Personal Accountability

Each of us is personally accountable for our work and responsible for the impact of our actions on clients and colleagues.

Thoughtful Intelligence

We are highly skilled professional people who undertake thorough analysis of issues and problems and deliver appropriate solutions for each and every client.

Collaboration

We believe in working as a team, bringing out the best in each other, creating long term relationships, building trust and confidence.

Proactive Thinking

We encourage and embrace new concepts, modern technologies and progressive ideas.

Our commitments

Always act in our client’s best interest

Use jargon free, informative and clear language

Make sure clients understand information they receive so they can make well-informed decisions

Provide complete transparency in terms of costs, timescales and the service we will provide

Be committed to the effective use of technology

Provide solutions that are clearly aligned with client objectives

Our ask from you

Our employees are people too and we ask that you to treat them in the same way you wish to be treated.

Provide any information that has been requested within agreed timescales.

Update your contact details whenever there are changes to maintain accurate records with us.

Be open and honest with us if anything we do for you is not meeting your expectations.

Maintain integrity with the information that you provide to us.

Our approach

Making things easy

We will provide services that are tailored to our client’s needs.

Clients will always have at least two dedicated points of contact.

Being aware of our client’s personal situation

We will listen to our client’s concerns and answer any questions clearly and concisely.

We will be mindful of their personal circumstances.

Keeping your data secure 

We will protect information we hold about our clients and treat it as private and confidential. 

We will always use that information fairly and lawfully.

Keeping clients updated

WSM Blogs

Our blog page is updated weekly with current tax related articles, information and advice for all your accountancy needs.

Newsletters

We will send you quarterly newsletters to update you on the latest tax news.

Budget Seminars

We host an annual budget breakfast seminar in spring following the chancellor’s announcement where we have a guest speaker Tim Good from PTP who looks at the implications of the budget announcements and what they mean for you and your business.

WSM® Tax Bites

We send out weekly Tax Bites which highlight Tax Implications in real life situations.

Website and Social Media

Our social media platforms LinkedIn, Twitter, Instagram are updated regularly, keeping you informed on events, fundraising and all other news that is happening in the office and the world of tax.