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About us

Dedicated to delivering an unparalleled client service

Schofields are a long established independent firm of Chartered Accountants, Business Advisors and Registered Auditors based in modern offices in the heart of Bournemouth on the South Coast.

We are delighted to act for a wide range of local businesses and individuals as well as many others further afield and by building our relationships with our clients our reputation for providing exceptional advice and first rate client service has continually been enhanced and allowed the firm to expand.

Our team comprises a mixture of Partners, Associate Partners and other key personnel with each and every one of us bringing dynamism and initiative to the team.  As well as being professional, approachable, cost-efficient and reliable we all work in a proactive manner to help our clients succeed and we are always delighted to be of service.

We are small enough to give a personal service but large enough to offer specialist advice as and when required and with the wealth of experience within our team we pride ourselves on delivering an unparalleled service to all clients, whatever their size or sector.

To find out more about how we can help you and your business click here for an overview of our services.

To access a wealth of information visit our resource centre or view our free factsheets.

Professional Indemnity Insurance

In accordance with the disclosure requirements of the Provision of Services Regulations 2009, our professional indemnity insurer is Lloyd’s, of One Lime Street, London, EC3M 7HA. The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada and excludes any action for a claim brought in any court in the United States of America or Canada.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01202 555785. Or if you would prefer, ask us a question online.

Making Tax Digital for VAT

New rules from April 2019.

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Spring Statement 2018

Details of the Spring Statement. Our summary focuses on the issues likely to affect you.

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Autumn Budget 2017

Details of the Autumn Budget 2017. Our summary focuses on the key issues.

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Members of the team include:

Peter Schofield FCA - Senior Partner

Peter is the Senior Partner and looks after a range of corporate and private clients with an emphasis on tax planning and problem solving. Peter also specialises in business and company share valuations.

peter@schofieldsonline.co.uk

Daniel Leatham FCCA ACA - Accounts and Audit Partner

Daniel is a Chartered Accountant and heads the accounts and audit departments whilst also providing general tax and business planning.Having joined the firm in 1994, he has an extensive and wide ranging portfolio of clients and has developed a sound working relationship with them, striving to offer proactive and prompt service.

dan.leatham@schofieldsonline.co.uk

Nicholas Wheeler CTA – Tax Partner

Nick is a Chartered Tax Advisor and heads the tax department who joined Schofields in 2012. Nick has ten years of experience in the tax industry, is responsible for finding tax planning solutions for owner managed businesses and individuals. Nick also advises on inheritance tax and capital transactions, and manages HMRC enquiries.

nick.wheeler@schofieldsonline.co.uk

Ian Legg FCCA - Accounts and Audit Partner

Ian is a Chartered Certified Accountant, qualifying with the firm since joining in 1998. He is an accounts and audit manager with a wealth of experience covering all aspects of audit and accountancy issues, working with a number of clients providing accounting and business assurance advice covering a wide range of industry sectors.

ian.legg@schofieldsonline.co.uk

Peter Westerman APFS – Wealth Management Partner

Peter is a Chartered Financial Planner and heads up the wealth management division. He and his team advise on all areas of personal wealth management, corporate investments and protection including trustee advice. Each of the team have their own areas of expertise including specialist pension advice allowing them to advise on defined benefit pension transfers.

peter.westerman@schofieldsonline.co.uk