We’re not your average accountancy firm

What you get with Caplan Associates is a true business partnership, with an adviser who genuinely cares about you and your business.

We believe in offering a truly personal service to all our clients. And you can rest assured that we always have the long-term interests of your business at heart too.

A Personal Service


What we offer your business isn’t a standard accountancy service. When you work with us, it’s a truly personal and productive relationship.

We believe in creating a real partnership with you and your business – and going the extra mile to be there when you need us.

It’s about a true one-to-one, personalised service. And taking the time to get to know you and to find out what makes you tick as a business owner.

Find out more about our services

Our Core Values


There are seven core values that drive our firm. And they help us deliver a uniquely tailored and individual service for your business.


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    Honesty, trust and integrity

    We always deliver what we’ve promised and we never avoid a difficult conversation. If something’s wrong, we’re here to listen.

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    We offer a long-term relationship that works in true partnership, and we like clients who share the same values that we hold dear.

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    Professional responsibility

    We encourage our team to take responsibility for their decisions. And we respect the decisions you make as a business owner.

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    Exceeding expectations

    Our goal is to go beyond what you expect of us. We deliver consistent and reliable accounting services that go one step further.

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    You expect the best advice in a professional manner. And we pride ourselves on our reliability and accuracy; and our clients do the same.

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    Your business inspires us to improve our own company. And we hope our support, advice and insight bring greater inspiration to you too.

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    Understanding and empathy

    We take the time to understand you, your business and your background.  We know your goals and aims are unique.

Get to know Philip


Philip is much more than just an accountant. He’s a business partner, a trusted adviser and a genuine member of your team.

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 “I like to know all about my clients! How they work, why they started, what’s in it for them. And they’re welcome to know the same about me. 

If we ‘get’ each other, then my clients get the best advice and are confident that all the financial areas of their business are taken care of – not just accounts or tax returns”.

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    Find out more about Philip


    Philip trained as a chartered accountant with a firm in the city, at the time in the ‘top twenty’. After qualification, Philip found that he was drawn to smaller practices where he can work with all aspects of the accounting elements of a business.

    Philip was a partner in a medium sized accountancy firm, and was also the finance director in a high-tech company. When he decided to build Caplan Associates, he did so in order to have a more personal relationship with clients, and to enjoy working with aspirational, inspiring business owners.

    Philip is involved as a trustee in a number of charities and enjoys making a difference for deserving causes.