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We always deliver what
we’ve promised and we
never avoid a difficult
conversation. If something’s
wrong, we’re here to listen.
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.
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What we offer your business isn’t a standard accountancy service. When you work with us, it’s a truly personal and productive relationship.Â
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We believe in creating a real partnership with you and your business – and going the extra mile to be there when you need us.
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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.
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Philip is much more than just an accountant. He’s a business partner, a trusted adviser and a genuine member of your team.
“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. Â
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.â€
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.
Our business clients have incredible success stories: and the driving force behind them is the support they get from their accountant.