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Empower Your Financial Future with Apex Wealth

Experience expert accounting services for efficient business and money management.

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Our Services

Small Business & Personal Tax

Efficient financial record-keeping and management for small businesses.

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Limited Company Services

Simplified limited company accounting and compliance solutions.

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Coaching and Consulting

Strategic business guidance and coaching for financial success.

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Our Unique Value

Discover what sets Apex Wealth apart in our industry

Expertise

Seasoned professionals offering expert accounting advice and solutions.

Commitment

Dedicated to excellence and client success in every engagement.

Human Approach

We prioritize relationships and personalized service for every client.

Trust & Security

Complete confidentiality and security in all your financial matters.

What Our Clients Say

"Highly recommend Apex Wealth for their professionalism, expertise, and exceptional results."
Edelson Fantini

Edelson Fantini

Bethel's Bakery

"Apex Wealth transformed our business with their expert accounting guidance."
Diego Lima

Diego Lima

Kings Motorbikes

"Working with Apex Wealth has been a game-changer, providing invaluable accounting guidance and support."
Pedro Manuel

Pedro Manuel

MPO Repairs

"Highly recommend Apex Wealth for their professionalism, expertise, and exceptional results."
Edelson Fantini

Edelson Fantini

Bethel's Bakery

"Apex Wealth transformed our business with their expert accounting guidance."
Diego Lima

Diego Lima

Kings Motorbikes

"Working with Apex Wealth has been a game-changer, providing invaluable accounting guidance and support."
Pedro Manuel

Pedro Manuel

MPO Repairs

About Apex Wealth

Discover our commitment to financial excellence and client success.

Our Story

Apex Wealth was founded with a clear purpose: to make managing your finances simpler and more meaningful.

We believe in transparency, trust, and building genuine relationships with every individual and business we serve. Our role goes beyond compliance and accounting — we walk alongside our clients, providing clarity, guidance, and confidence at every stage of their journey.

At Apex Wealth, numbers are never just figures. They represent people's goals, stories, and futures, and we treat them with the care and respect they deserve.

What truly sets us apart is our human approach. Every client is supported by a dedicated team who is always available to listen, advise, and act. We ensure you are never left alone in the process, because we believe that true financial success can only be achieved when the human touch remains at the heart of everything we do.

Our Values

Expertise

Seasoned professionals offering expert accounting advice and solutions.

Commitment

Dedicated to excellence and client success in every engagement.

Human Approach

We prioritize relationships and personalized service for every client.

Trust & Security

Complete confidentiality and security in all your financial matters.

Our Services

Comprehensive financial solutions for individuals and businesses.

Expert Accounting Services

Small Business & Personal Tax

Our experienced team provide peace of mind by dealing with your small business finances.

Learn More

Limited Company Services

Simplified limited company accounting and compliance for businesses of all sizes.

Learn More

Coaching and Consulting

Our specialists help you plan for a secure financial future with tailored solutions.

Learn More

Ready to Transform Your Financial Future?

Contact us today to explore our tailored solutions for your individual or business needs.

Get Started

Small Business & Personal Tax

Efficient financial record-keeping for your growing business.

Our Small Business Service Provides Peace of Mind

Explore the range of services we offer to make managing your business easier, allowing you to focus on what matters... Your business growth!

Discover Our Expertise

We offer a range of exceptional services designed to help manage your business. We take the hassle out of bookkeeping, accounting and tax to free up your time to focus on running and growing your business.

No two businesses are the same so we are here to support you with our team of accountants and finance professionals. Working with you to figure out the right solution to maximize the return on your investment and time in your business.

Use our state of the art cloud based accounting software package to manage your bookkeeping and accounting needs. Knowing we are here to support and guide you at every step.

Let's Explore a Brighter Future Together!

Our Small Business & Personal Tax Plans

Starter Accounting Support

£40/Month

Designed for self-employed individuals who need essential support to stay compliant.

  • Access to cloud-based accounting software for Making Tax Digital (MTD)
  • Annual self assessment tax return submission as your tax agent
  • Simple AI-assisted invoice generation
  • Simple expense recording
  • Telephone & email support
Get Started

Professional Accounting Support

£80/Month

For established self-employed businesses requiring VAT handling and proactive tax planning.

  • Everything in Starter, plus:
  • VAT registration (if required)
  • Quarterly VAT reporting & submission
  • Tax planning support
  • Dedicated account manager
  • Priority support
Get Started

Complete Accounting Support

£100/Month

Full-service package for businesses, including Universal Credit support.

  • Everything in Professional, plus:
  • Payroll processing
  • Quarterly financial review
  • Monthly Universal Credit assistance (if needed)
Get Started

Limited Company Services

Simplified limited company accounting for your business.

Find the Perfect Fit for Your Budget

Choose from our range of flexible pricing options that cater to your specific needs.

Standard

£120/month
  • Access to cloud accounting software for Making Tax Digital (MTD)
  • We act as your agent with HMRC
  • We deal with Companies House
  • Annual accounts preparation and tax return submission
  • Annual confirmation statement filing
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Gold

£150/month
  • Everything in Standard, plus:
  • Director remuneration structuring
  • Personal tax planning
  • Quarterly financial review
Get Started

Platinum

£200/month
  • Everything in Gold, plus:
  • Full payroll functionality
  • VAT registration
  • Quarterly VAT return submission
Get Started

How It Works

As an Apex Wealth limited company client we set you up for success

1

Consultation

We discuss your limited company needs, whether you need help setting up a new one or already have one.

2

On-boarding

We set your company up on our system and make the necessary registrations with HMRC and Companies House.

3

Business as usual

Use our cloud-based accounting software to enter and manage your invoices and expenses. Stay on top of your business.

4

Reporting

Companies House and HMRC filings are undertaken throughout the year as agreed.

Coaching and Consulting

Strategic business guidance and coaching for your financial success.

Achieve Your Goals with Our Expert Guidance

We provide comprehensive solutions and support to help you reach new heights in your personal and business finances.

Financial Coaching

We provide personalised coaching to help you achieve your personal and business financial goals.

  • Personal financial goal setting
  • Budgeting and cash flow management
  • Debt reduction strategies
  • Investment guidance
  • Retirement planning

Business Consulting

Our specialists help you plan for a secure financial future with tailored solutions.

  • Business financial planning
  • Growth strategy development
  • Profitability analysis
  • Tax optimization strategies
  • Succession planning

Detailed Discovery Call

£55

Connect with us to discuss your situation and questions

  • Overview of your financial situation
  • Options for your next steps
Book a Meeting

Ready to Transform Your Financial Future?

Contact us today to explore our tailored coaching and consulting solutions.

Get Started

Our Blog

Insights, tips, and news on finance, management, and business growth.

Business
Apr 22, 2026 Apex Wealth

What Happens If I Don’t Repay a Director’s Loan? What Happens If I Don’t Repay a Director’s Loan? What Happens If I Don’t Repay a Director’s Loan? What Happens If I Don’t Repay a Director’s Loan?

It’s not uncommon for directors of small or family-run businesses to borrow money from their companies. But what happens when that loan doesn’t get repaid? Writing off a director’s loan might seem like a simple solution, but it comes with a range of tax and National Insurance consequences — both for you and your company. Let’s take a look at what you need to consider before hitting the write-off button. It’s not uncommon for directors of small or family-run businesses to borrow money from their companies. But what happens when that loan doesn’t get repaid? Writing off a director’s loan might seem like a simple solution, but it comes with a range of tax and National Insurance consequences — both for you and your company. Let’s take a look at what you need to consider before hitting the write-off button. It’s not uncommon for directors of small or family-run businesses to borrow money from their companies. But what happens when that loan doesn’t get repaid? Writing off a director’s loan might seem like a simple solution, but it comes with a range of tax and National Insurance consequences — both for you and your company. Let’s take a look at what you need to consider before hitting the write-off button. It’s not uncommon for directors of small or family-run businesses to borrow money from their companies. But what happens when that loan doesn’t get repaid? Writing off a director’s loan might seem like a simple solution, but it comes with a range of tax and National Insurance consequences — both for you and your company. Let’s take a look at what you need to consider before hitting the write-off button.

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Tax Tips
Apr 21, 2026 Telegraph

HMRC paid me a tax refund six years ago. Now it wants it back in just 30 days’ HMRC paid me a tax refund six years ago. Now it wants it back in just 30 days’ HMRC paid me a tax refund six years ago. Now it wants it back in just 30 days’ HMRC paid me a tax refund six years ago. Now it wants it back in just 30 days’

HMRC paid me a tax refund six years ago. Now it wants it back in just 30 days’ HMRC paid me a tax refund six years ago. Now it wants it back in just 30 days’ HMRC paid me a tax refund six years ago. Now it wants it back in just 30 days’ HMRC paid me a tax refund six years ago. Now it wants it back in just 30 days’

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Business
Apr 21, 2026 HMRC

Making Tax Digital for Income Tax Self Assessment for sole traders and landlords Making Tax Digital for Income Tax Self Assessment for sole traders and landlords Making Tax Digital for Income Tax Self Assessment for sole traders and landlords Making Tax Digital for Income Tax Self Assessment for sole traders and landlords

Making Tax Digital for Income Tax Self Assessment for sole traders and landlords Updated 2 September 2025 Making Tax Digital for Income Tax Self Assessment for sole traders and landlords Updated 2 September 2025 Making Tax Digital for Income Tax Self Assessment for sole traders and landlords Updated 2 September 2025 Making Tax Digital for Income Tax Self Assessment for sole traders and landlords Updated 2 September 2025

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News
Jan 29, 2026 Apex Wealth Team

Welcome to Apex Wealth Blog Bem-vindo ao Blog Apex Wealth Benvenuto nel Blog Apex Wealth Bienvenido al Blog Apex Wealth

Welcome to our new blog! Here you'll find valuable insights about finance, accounting, and business growth. Bem-vindo ao nosso novo blog! Aqui você encontrará informações valiosas sobre finanças, contabilidade e crescimento empresarial. Benvenuto nel nostro nuovo blog! Qui troverai preziose informazioni su finanza, contabilità e crescita aziendale. ¡Bienvenido a nuestro nuevo blog! Aquí encontrarás información valiosa sobre finanzas, contabilidad y crecimiento empresarial.

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Tax Tips
Jan 28, 2026 Apex Wealth Team

5 Tax Tips for Small Business Owners 5 Dicas Fiscais para Proprietários de Pequenas Empresas 5 Consigli Fiscali per Proprietari di Piccole Imprese 5 Consejos Fiscales para Propietarios de Pequeñas Empresas

Discover essential tax strategies that can help your small business save money and stay compliant. Descubra estratégias fiscais essenciais que podem ajudar sua pequena empresa a economizar dinheiro e manter-se em conformidade. Scopri le strategie fiscali essenziali che possono aiutare la tua piccola impresa a risparmiare denaro e rimanere conforme. Descubre estrategias fiscales esenciales que pueden ayudar a tu pequeña empresa a ahorrar dinero y mantenerse en cumplimiento.

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Business
Jan 27, 2026 Apex Wealth Team

Understanding Limited Company Benefits Entendendo os Benefícios de uma Empresa Limitada Comprendere i Vantaggi di una Società a Responsabilità Limitata Entendiendo los Beneficios de una Empresa Limitada

Learn about the advantages of operating as a limited company and whether it's right for your business. Conheça as vantagens de operar como uma empresa limitada e se é a opção certa para o seu negócio. Scopri i vantaggi di operare come società a responsabilità limitata e se è giusto per la tua attività. Conoce las ventajas de operar como una empresa limitada y si es la opción correcta para tu negocio.

Read More

Contact Us

Get in touch to discuss how we can help with your financial needs.

Send Us a Message

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Get In Touch

We're here to help with all your financial needs. Reach out to us through any of the channels below.

Phone

+44 (0) 7565 881038

Email

info@apexwealth.uk

Business Hours

Monday - Friday: 9:00 AM - 6:00 PM

Saturday: 10:00 AM - 2:00 PM

WhatsApp Book a Meeting

Client Area

Access your exclusive resources and manage your account.

Privacy Policy

How we collect, use and protect your personal information.

Introduction

Apex Wealth ("we", "our", "us") is committed to protecting and respecting your privacy. This policy explains how we collect, use, and safeguard your personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

Information We Collect

We may collect your name, email address, phone number, business details and financial information necessary to provide our accounting, tax and consulting services.

How We Use Your Information

Your data is used solely to provide and improve our services, communicate with you, fulfil legal obligations, and process payments. We do not sell or share your personal data with third parties for marketing purposes.

Your Rights

You have the right to access, correct, delete, or restrict the processing of your personal data. To exercise any of these rights, please contact us at info@apexwealth.uk.

Contact

If you have questions about this Privacy Policy, please contact us at info@apexwealth.uk or call +44 (0) 7565 881038.

Terms of Service

Please read these terms carefully before using our services.

General Terms

By engaging Apex Wealth for accounting, tax, or consulting services, you agree to these Terms of Service. We reserve the right to update these terms at any time.

Services

We provide small business accounting, limited company services, tax preparation, coaching, and consulting services. The scope and fees are defined in individual service agreements.

Payment Terms

Fees are payable monthly or as agreed. Late payments may incur additional charges. We reserve the right to suspend services for overdue accounts.

Limitation of Liability

While we exercise reasonable care, Apex Wealth is not liable for decisions made based on our advice. Clients are responsible for providing accurate and complete information.

Contact

For questions about these terms, contact us at info@apexwealth.uk or call +44 (0) 7565 881038.

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