Hamilton Portfolio Partnership was established in 1999 as a family office. over the years, the partnership has invested in and managed many businesses both strategically and financially. THIS HAS GIVEN US CONSIDERABLE EXPERIENCE.

We are based in Northumberland in the North East and Glasgow, but provide services remotely to clients throughout the UK. We manage small and medium sized businesses in a wide variety of sectors.
We offer a full end to end service.  Our services include bookkeeping, year end accounts, tax advice and returns, management accounts, VAT returns, forecasts and budgets.

Our team

Hamilton Portfolio Partnership is managed by Sarah-Jane Moffat and Alan Smith, both of whom are members of the Association of Chartered Certified Accountants.  Sarah-Jane also holds a Compliance (SMF16) and Money Laundering (SMF17) role with the Financial Conduct Authority.  Both spent many years working in practice and gaining considerable experience in dealing with a wide range of clients before joining Hamilton Portfolio.

We have both worked with a variety of different manual and computerised systems over the years but mainly Sage and Xero.

Sarah-Jane Moffat

Sarah-Jane@hamiltonportfolio.co.uk

Sarah-Jane joined in 2009 from Campbell Dallas LLP. She is responsible for the overall finance function of Hamilton Group and syndicate companies.  Sarah-Jane has gained considerable experience working in practice and has been ACCA qualified since 2010.

Alan Smith

alan.smith@hamiltonportfolio.co.uk

Alan joined HPP in 2015 as the Financial Accountant. He is responsible for the day to day finance function of all related syndicate companies. Alan began his training in a mid-tier accountancy firm, gaining 10 years’ experience in practice before joining Hamilton Portfolio Partnership.

Contact us.

Accounting Solutions that ADAPT to your business

TAKE YOUR BUSINESS TO THE NEXT LEVEL

Complete the contact form and we will be in touch within 48hrs

Services we offer

    • Company secretarial services

    • Year end accounts

    • Tax advice and returns

    • Ongoing management accounts

    • VAT returns and compliance

    • Projections

    • Training on Sage and Xero accounting software

  • Structure advice being Sole Trader, Partnership, Limited Liability Partnership or Limited Company

    Cash Flow Projections

    Banking

    Complete registration with Companies House and HMRC

  • Register your business for VAT when relevant

    Monthly and quarterly VAT preparation

    Ensure Making Tax Digital compliant

  • Monthly preparation of accounts

    Monitoring profit margins and reviewing terms with customers and suppliers

    In depth review of budget variances