With offices located in Worcester and the West Midlands, we are one of the leading accounting, tax and business advisory firms dedicated to serving the needs of privately-held businesses, financial services and private clients. Our trained network of experience experts offer a full range of accounting, tax and business development support services.

ABOUT US


Not all accountants are the same.

Any accountant can make you compliant, but what most business owners really struggle with is making enough time to analyse their performance, and plan ahead to improve things in the future.

Any accountant can make you compliant, but what most business owners really struggle with is making enough time to analyse their performance, and plan ahead to improve things in the future.

This is where access to a continuous, proactive network of business support and advice can be critical. Freed from routine financial and accounting operations, and with a team of highly experienced specialists on hand, you can get back to what you love – growing your business.

Established over 30 years ago, our team of experienced specialists has a proven track record of mentoring companies and providing essential services across every stage of a business’ lifecycle. To support you effectively, we invest in getting to know your business. With dedicated, personal contact, we develop deep insight into your business, focusing on your evolving circumstances and specific requirements. We use our skills to monitor your business and give proactive advice on how you can improve your bottom line – working with you to implement any changes or ideas you may wish to take up.

A highly efficient, agile service.

Our acutely flexible network structure means that unlike most accountancy and consultancy firms who employ and train their own staff, we bring together already highly experienced professionals who have worked together for many years in a flexible network. With a complementary and comprehensive set of skills across accountancy, tax and business advisory services, our approach means you:

1

Pay for experts

Not training, or review. Our costs stay competitive because we carry none of the overhead associated with an employee base.

2

Personal service

Each client is known and individually managed by our Managing Director, John Merrick FCCA – giving you a single point of contact.

3

The right skills

Under John’s proactive and experienced guidance, we connect you with the skills and support you need, when you need them.

OUR TEAM


Personalised attention, exclusively from specialists.

John Merrick FCCA | Managing Director

John is a Fellow of the Chartered Association of Certified Accountants, and originally trained with a large firm in Birmingham. He was also an audit manager with a predecessor firm of PWC, and was a partner in a local West Midlands practice. He set up Merrick & Co in 1988. He specialises in providing tax and accounting services to owner-managed, middle market companies and charities. He is also the lead partner for each of our clients, overseeing all aspects of the personal service they receive.

Nigel Smith FCMA | Consultant

Nigel is a Fellow of the Chartered Institute of Management Accountants. He trained in industry and has extensive experience of management accounting, business planning, systems, budgetary control and forecasting. He regularly advises company boards on business and financial issues and is experienced in providing information to banks such as performance reports, assisting in negotiation of funding arrangements and grant claims. Nigel also provides training on Sage and other accounting packages.

Nick Lansley | Tax Consultant

Nick enjoyed a successful career with HMRC in the Midlands spanning some 25 years. He has extensive tax experience covering technical tax advice, enquiry investigations and tax compliance. He also is experienced in preparing and presenting appeals before tax tribunals. He undertakes “health checks” on business records for tax purposes.

Ken Elrick | IHT & Investment Consultant

Ken has practiced as an accountant for over 45 years, specialising in Corporate Finance with both international accountancy practices and his own practice.

During the completion of many private client corporate disposals, it became clear to Ken that on receipt of large capital sums, clients were often left of their comfort zones and most looked to both investing on the stock market and in commercial property. Little consideration was often given o correct capital structuring the penal risks of 40% Inheritance Tax exposures.

With that in mind, Ken now offers an inheritance tax and investment service, providing properly structured guidance aimed at protecting clients’ capital, forming optimal inheritance and investment structures. These are widely diversified to manage risk, relative to the various markets incorporated. The structure is headed up by a leading Merchant Bank, which provides a UK-wide team of professional, qualified advisors.

Simon Bancroft LLB | Corporate Tax Consultant

A non-practicing Barrister, Simon is a highly experienced in the arean of specialist corporation tax mitigation advice. This includes corporation tax planning solutions, where Simon can advise on a unique array of tax efficient structures that seek to reward and motivate Directors and key stakeholders to help the business be successful.

In addition to other tax saving ideas, Simon can provide guidance and advice on capital allowance tax relief, helping you reclaim the costs incurred from the purchase and/or renovation of a commercial property. He also provides a tax credits research and development service, too, to help innovative businesses grow.

David Pegg | VAT Consultant

David is a VAT Specialist with many years of experience, both within HMRC and the accountancy profession.

His VAT services are designed to ensure that our clients’ VAT affairs are properly managed with a view to ensuring accuracy or, in the event of error, to providing help and assistance with any resulting HMRC enquiry. In addition to the completion or review of VAT returns or other VAT declarations, David is also able to provide vital VAT health checks, including pre-VAT inspection reviews and can attend VAT inspections to deal with any technical issues and enquiries.

Jules Shaw | Consultant

Jules Shaw is AICB and CB Cert qualified with an extensive experience of all elements of accounts preparation for small and medium sized businesses. She is also responsible for providing our VAT return and payroll services.

Matt Trobe | Consultant

Matt is a very experienced business turn around consultant. His is able to look at business situations and bring changes to management teams and working practices. His focus is on working with management to help clarify objectives, and analysing complex situations to make them more understandable and actionable. Matt has developed his own Business Toolkit with a strong focus on business performance and KPI measures.

John Tuck | IT Specialist

John has been an independent IT consultant for many years, and is very experienced in advising on software and hardware selection for individuals and small to medium sized businesses. He provides a complete direct support service should IT problems arise.

Greatrex Delicate | HR Specialist

An experienced HR professional with a consistent record of high quality delivery in generalist situations, Greatrex can provide support for businesses and line managers across a number of key areas – from HR administration and employment law, to the development of policies and procedures. Greatrex is also able to provide recruitment support, including the use of objective and psychometric instruments, and guidance on employee relations, particularly with recognised trades unions.

OUR SERVICES


Personalised business services, on demand.

Accounting

An essential business service.

Business Advice

Advice for every step.

Personal Planning

Plan for your financial future.

Tax Services

Accuracy delivered, every time.

TESTIMONIALS


What do clients say about us?

 

Eldridges logo

 

“We have used Merrick & Co for over 25 years, and genuinely wouldn’t be where we are today without their knowledge and expertise.”

Brennan Eldridge | Eldridges Limited

CONTACT US


Get in touch today


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