Funding Advisory Hub

Bishop Fleming Funding Advisory Service

Our Funding Advisory Hub, curates insights and expertise together in one place, to assist your company in raising finance.

What sets Hazel apart?

Hazel is an ACA, FCCA qualified Partner who provides proactive and pragmatic accounts and tax services to aspirational business leaders.   

She enjoys investing time in building relationships with clients to enable her to understand their business activities, commercial challenges, future ambitions and personal life goals.  

Hazel is a valuable advisor, delivering holistic business support and tax planning, introducing the firm’s specialists at the right time, if appropriate.
She is interested in technology in an evolving digital world and advises clients to embrace cloud technology that automates and integrates accounting systems to become more efficient and access data insights to develop the business and be ready for HMRC implementation of Making Tax Digital.

Hazel is also a non-executive board member of the Torbay Development Agency and a panel member of the ACCA South Western Network.

Hazel's service expertise

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Corporate and Business Services
  • Providing advice on the appropriate business entity structure to operate, with extensive experience of advising businesses on setting up groups with a holding company
  • Helping clients to understand the financial reporting standard accounting policies to adopt and their impact from an accounting and tax perspective
  • Advising clients on the pay and reward of directors and key employees
  • Advising clients on the financial performance of the business and assistance with setting financial budgets and cashflow monitoring which are aligned to business plans
  • Proactive pre-year end tax planning to enable business owners to make informed decisions to plan for tax liabilities
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VAT
  • Advising high growth turnover clients on the transition of exiting from the cash accounting VAT scheme to invoice basis
  • Advising clients on their VAT record keeping systems in readiness for Making VAT Digital

Hazel's sector expertise

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Technology
  • Advising clients in the High-Tech sector from incubator stage to revenue generation
  • Assisting with their corporate structure and obtaining attractive Enterprise Investment Scheme (EIS) status for external investor funding
  • Advising clients who are diversifying and launching new products, entering new markets by trading online and overseas
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Property
  • Advising clients who are seeking to purchase commercial property as part of their expansion plans and how best to structure the acquisition

Testimonials

Thank you and your team for all your help and support through the year end process, and particularly the impressive tax saving on the R&D Claim! This is where a good relationship with our external partners really comes into play, and I am very pleased with how you have worked proactively and positively with us over the last 12 months.

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