Strategic Chartered Accountants & Business Advisors
We partner with owner-managed firms (£250k–£15m turnover) to drive growth and protect wealth in Colchester, Essex, Suffolk and the East of England.
Peter Disney -Top 10 Global Business Advisor
Top 10 Advisor of the Year ~ Helm’s global ranking of independent accountancy and advisory firms, 2022.
Clients' net asset average growth
241% in the last five years
582% in the last 10 years. Retained profits after dividends and an indicator of resilience and longevity - Wood and Disney Limited Company client base, balance sheet review: 2015 - 2025
12+ years average client retention
Wood and Disney most recent client data: average age of our company clients is 12.68 years. The average age of a company at Companies House is just 8 years old; only 28% of businesses survive more than 10 years.
70+ years combined Business Expertise & Experience
Wood and Disney, directors have 70 years of experience between them working in Essex, Suffolk and London, and over half of the team have been with Wood and Disney for more than 20 years each.
Are we the right fit for your business?
Wood and Disney works with a select group of established, ambitious businesses who want more than just compliance from their accountant.
Our clients typically want a trusted advisor who understands their business and helps them make better financial decisions.
Who we work best with
- Are owner-managed or family businesses
- Are limited companies
- Are established and profitable
- Have turnover typically £250k to £15m
- Want regular meetings and proactive advice
- Value excellent service and long-term relationships
- Are ambitious and growth-focused
- Want to build stronger, more valuable businesses
We may not be the right fit if
- You are primarily looking for the cheapest accountant
- Your business is brand new or very early stage
- You only want basic compliance work once a year
- You prefer a transactional relationship with your accountant
Our clients choose us because they want a long-term advisor who helps them build a stronger business.
We work best with established Limited Companies who feel their current accountant is just "doing the books" and not "growing the business."
What our clients typically achieve with our support
• Increased profitability
• Stronger cashflow
• Higher business valuations
• Greater personal wealth
85% of our clients say they now understand their finances better
75% feel more confident about the future of their business
Based on Wood & Disney client survey, 2023.
What makes Wood and Disney different
The Foundation
Premium Compliance
Your numbers
Wood & Disney work alongside ambitious business owners to help them:
- Real-Time Insights: Monthly data that lets you lead your business, not just record its history.
- Tax Mitigation: Proactive strategies to ensure you never overpay corporation or personal tax
- Invisible Compliance: Meticulous, jargon-free handling of VAT, Payroll, and Statutory Accounts.
Our aim is not simply to record the past — but to help shape a better future for the businesses we advise.
The Future
Strategic Advisory
Beyond the Numbers - the wider picture
Many businesses hear from their accountant only once a year.
We meet quarterly or monthly with our clients throughout the year to:
• review performance
• discuss strategy
• identify opportunities
We act as a trusted strategic sounding board, to business owners.
The Legacy
Wealth Management
Beyond the business – you, your life and your aspirations
- Succession & Exit: Designing your roadmap to step away from the business on your terms.
- Family Wealth & IHT: Protecting your life’s work from unnecessary Inheritance Tax.
- Personal Tax Optimisation: Aligning dividends and drawings for maximum personal wealth.
- The Journey to Freedom: Ensuring your business serves your life, not the other way around.
Trusted by ambitious business owners
Strategic Support
The monthly financial management meetings have been a lifeline. Wood & Disney help us understand our numbers, make better decisions and move the business forward with confidence.
Olly Pittman
JSC Group Ltd
Business Advisory
Wood & Disney isn’t just an accountancy firm — they act as my business advisors, helping me plan ahead and take the right steps to grow the business.
Peppa Sheridan
Peptalk Communications
Practical Advice
They are forward-thinking and always take the opportunity to give advice on improving our profitability. I can’t think of anyone I would trust more with our accounts.
R. Bullock
Precision Engineering Ltd
What happens when you first speak with us?
1.
An initial conversation
We take time to understand your business, your goals and the challenges you are facing.
2.
Exploring opportunities
We discuss where strategic advice may help improve profitability, cashflow and long-term value.
3.
Agreeing the right level of support
If we believe we can help, we will outline how we typically work with clients and the level of support that may suit your business.
4.
A smooth transition
If you decide to work with us, we handle the transition from your existing accountant and make the process straightforward.
There is no obligation — our first conversation is simply an opportunity to explore whether we are the right fit for each other.
Does your accountant give you the business advice and support to power your growth?
Book an Introductory Call
Give us a call now ~ after all, what have you got to lose?
5 minutes that could transform your business life
