Accounting

At Holdfast Life & Invest we regularly work with a range of accountants to ensure our mutual clients are getting the insurance cover they need. They provide us with expert advice about business valuations, tax returns, expenses and a range of other important pieces of information that we need to develop our advice for you.

We can work with your accountant or if you don’t have one, we can refer you to a professional who will be able to help you with your finances.