The Sum – Essex Abel, The Company.

“…we might not be related, but it feels like a family.”

Essex Abel is a firm of Chartered Certified Accountants and Chartered Tax Advisors based in Loughborough, Leicestershire. Our well spread client base, which has been built up over 70 years, ranges from personal clients who want their personal affairs professionally managed through to larger owner managed businesses who we are able to guide through a range of more complex advisory needs.

Our clients (whatever their size, needs or location) all have something in common – they receive the same professional, reliable, friendly, quality service that forms the basis of our core business values.

It is our strong belief that accountants should be seen and heard and that is why at the outset we establish interactive client/advisor relationships where we regularly update clients with relevant important developments and opportunities as they happen. We have a proactive way of working which looks to the future in all aspects of our clients’ affairs, which helps them to achieve their business and personal goals – whatever they may be.

To find out more about how to become a client or to learn more about our services, please select the appropriate section from the menu or contact us directly.

The Parts – Meet the Essex Abel Team

“…everyone has their part to play.”

Please click on the photos of the Essex Abel team to view each profile. Also, feel free to peruse the testimonials which our clients have been kind enough to provide.


…to the Essex Abel team

Approachable ‘can do’ attitude

I have been a client with Phil (Wilson) for a number of years, both at Essex Abel and his previous firm; in fact the decision to move to Essex Abel was because I wanted to continue to have Phil as my advisor.

He has always been available to assist me in the smooth running of my businesses, dealing with the ever changing needs of a business in the modern day.

Phil’s approachable and ‘can do’ attitude has ensured our relationship has been both professional and enjoyable.

Previously with a top 6 firm of accountants

As Chartered Accountants both my business partner and I have high expectations of what we expect from our business and tax advisors. We were previously with a top 6 firm of accountants but we found that we did not receive the personal service that we were looking for. We were introduced to Essex Abel approximately 15 years ago and found that they offered us the type of service that we demanded.

The nature of our business is that we acquire companies and develop them before exiting in a structured way. It is important to us that our advisors are able to support us through the various stages of our business ventures. Ian (Grimley) and his colleagues are very approachable and their services have always been provided in a timely, professional and friendly manner. They are flexible in their approach to the service they provide and are happy to explore alternative schemes in relation to issues that may occur during the life of a business.

I have always found Essex Abel to be good value for money and I have frequently recommended their services to other business people and will continue to do so

Professional and efficient Accountancy Services and Business Advice

Ian Grimley and his team at Essex Abel have provided accountancy services and business advice to Foursight Publications in professional and
efficient manner for a number of years. Being a small start-up magazine publisher, competing with established and much bigger organisations, time is always
at a premium. Ian understands this and has been on-hand to provide assistance and recommendations as and when it is needed. Essex Abel has enabled me
to spend more time running a portfolio of magazines and less time worrying about behind-the-scenes finances.

When new administrative staff were recruited, Ian took time out to introduce himself and a strong working relationship has developed to the extent that this side of the business is now stress-free and runs extremely smoothly.

The Essex Abel team has also been useful in providing additional advice regarding my personal finances and investments.

I have no hesitancy in recommending them to other small businesses.

Excellent corporate and personal tax advice

David Smith and his colleagues at Essex Abel have been advisors to my business from its inception in 1979, since when my business has grown significantly and now has twelve branches operating throughout the UK and Ireland, with an annual turnover of approximately thirty million pounds.

During this time, Essex Abel have supported both the business and myself to meet the ever changing requirements of my affairs. As well as providing excellent corporate and personal tax advice, they have helped me plan for both the future of the business and myself.

David Smith has been a trusted advisor during this time, providing timely, regular and relevant guidance to my affairs.

The level of service provided by Essex Abel has been first class and I have no hesitation in recommending their services.

Tool to improve profitability and efficiency

I have operated my brickwork contract business since 1990 and in recent years I have expanded into property development. I approached Phil in 2000 when I realised that we were outgrowing our existing accountant. I wanted to grow our business and was looking for the support from an accountant to help me achieve my ambitions. Phil’s approach was different from my previous experience with accountants, after spending some time getting to understand our business; together we set out a plan to achieve my ambitions both within the business and personally. His support has allowed my business to expand, develop, flourish and more recently, move to prestigious premises on Pride Park Derby.

His advice in tax planning matters has been excellent; within the business he has helped us navigate the minefield of the Construction Industry Scheme and personally, has helped us to minimize our tax including setting up a Self Invested Personal Pension.

I gain particular benefit from the regular meetings we have to discuss management information and accounts, finding this to be an effective working tool to improve profitability and efficiency. In both strategic and the operational issues I find Phil’s advice to be invaluable and I am pleased to recommend him and Essex Abel to you.

Incorporation of business resulting in significant tax savings

Urban Planters Leicestershire is a leading franchise, which specialises in supplying and maintaining plants to local businesses to help to make the workplace greener. The business has been operated by Ary and Sheena Saaman since 1997 and has been advised by Jason Oram and Essex Abel, since the business was commenced trading.

As a business which has experienced the issues in relation both to starting and developing a business, the advice and assistance provided by Jason Oram and the team at Essex Abel has proved invaluable.

As well as advising us on the usual compliance issues you would expect from an accountant, such as PAYE, VAT, and corporation tax issues. Jason has helped us to plan our business development in order to ensure that we maximised the tax efficiency of our commercial operations at all times. In particular Jason advised us in relation to the incorporation of our business resulting in significant tax savings, in addition to providing us with the protection of limited liability.

Jason continues to advise us on the tax efficiency of our business, including the extraction of profit to ensure we maximise our return from the business and we have no hesitation in recommending Jason and Essex Abel and the services they provide.

In addition to the above, we have experienced Jason as a most competent, pleasant, down to earth and straight talking partner to our business, who always has the time to spare us whenever we need him.

Valuable service to my business

Jason (Oram) has provided a valuable service to my business over the past few years not only through an effective accountancy and payroll service, but also providing a very useful tax planning service both on a personal and business level. I would highly recommend Jason to anyone who is just starting a business or been in business for a while and would value a more proactive approach to their accounting needs.

Jason’s ability to quickly get to the real issues behind the figures coupled with the order and accuracy his input brings to those figures makes working with his clients a pleasure. His real understanding of all the complexities of the UK Tax system adds considerable value to his services.

Their role has grown with our growth

I have worked with Jason (Oram) since establishing my own company. His advice has always been both timely and useful. Essex Abel helped in the formation of my Company and have continued to support me as the Company has grown and their role has grown with our growth. Jason also introduced me to Business Networking, which has been invaluable to my business development.

Complexities of the financial reporting issues

GMC Software Technology is a leading provider of specialist printing software and has been advised by Jason Oram and Essex Abel, since the UK division was established in 1999.

As the UK subsidiary of an international group we have strict monthly reporting requirements to our parent company and Jason ensures that the reporting deadlines are always met and it was very pleasing to be congratulated by the CFO of the parent company for being the best subsidiary at meeting these deadlines.

As well as advising us on the usual issues you would expect from an accountant, such as PAYE, VAT, and corporation tax issues, we meet regularly to discuss all aspects of the business and the advice from Jason and his team helps us to interpret our management information systems, assists us in the structuring of the employee incentive packages and guides us through the complexities of the financial reporting issues we face as a subsidiary of an international group.

The services provided by Essex Abel and Jason are delivered in a professional and friendly manner and I would have no hesitation in recommending their services.

Added Value to the Business…

I switched accountants to use Essex Abel a few years ago. My previous accountant had done nothing wrong – he did just what was asked of him in a timely and professional fashion and he didn’t charge excessively.

But someone told me that Jason and the team added value to their business by giving proactive suggestions and advice about how the business is structured and operated and helping them to understand the options available. I have found this to be true and they also do everything in a timely and professional manner and don’t charge excessively!

As an example we recently changed from being a sole trader to a partnership as a result of Jason’s discussion of the options and the benefits including the impact on taxes and the ramifications of the changes to company pensions. It is proving to have been a great idea.

I can’t recommend them highly enough.