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 Dan apart?

Dan started his career with Bishop Fleming and qualified as a Chartered Accountant here in 2008. Dan then spent 6 years in London working for a top tier accountancy firm where he headed up a Corporate Services Department specialising in Owner Managed Businesses. Dan and his team won 3 consecutive national awards voted for by Finance Directors for being the best accountant for owner managed businesses before returning to Bishop Fleming in 2014.

Dan has experience of working with businesses in a variety of sectors and sizes. Dan’s clients tend to be enthusiastic, ambitious business owner looking to achieve sustainable growth.

Dan enjoys working closely with owners and delivering commercial and practical advice in ‘clear English’ to ensure that the various challenges that owners are faced with are dealt with in a pragmatic way, to help owners achieve their business goals.

Dan's service expertise

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Accountancy
  • Advising clients on their business objectives and highlighting opportunities for growth
  • Developing close relationships with clients to ensure that all clients’ needs are catered for and our understanding of their business is at a level where we can offer a proactive service

Dan's sector expertise

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Healthcare
  • Advising clients in the care sector of their accounting and reporting requirements (including cost of care reports) and providing guidance to help facilitate profitable business growth
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Hospitality and Leisure
  • Advising several luxury hotels in the local area of not only their accounting and taxation requirements but also providing sound proactive commercial advice
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Professional Services
  • Advising clients of the (current and new) SRA Accounts Rules and the preparation of solicitor partnership, company and LLP accounts
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Technology, Media and Telecommunications
  • Part of the firm's Technology sector team

Testimonials

We recently moved to Bishop Fleming after discussing our growth plans with our bank manager. We had frustrations with our current accountant... and asked for a recommendation for an accountant that would be more pro-active and able to help us with our growth plans and they put us in touch with Dan White at Bishop Fleming. From an early point in our relationship Bishop Fleming were able to offer commercial and pragmatic advice which resulted in a change in our historic structure to not only cater for growth geographically but also to become more tax efficient. We find Dan and his team incredibly personable and easy to work with.

Mike Sommerfeld, Director, Aquamare Marine Limited

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