An exclusive Alliance Member Benefit
The Alliance Agency Finance Helpline
Thank you for your interest in the Alliance Agency Finance Helpline Service (the “Service”).
The Service is provided by our partner Moore Kingston Smith on behalf of The Alliance of Independent Agencies Limited (the “Alliance”).
Moore Kingston Smith will provide a confidential 30-minute financial consultation for Alliance members, topics may include
- Cashflow
- Profitability
- Tax
- R & D Claims
- Financial Planning
- M & A Preparation
The service format will be via telephone or video, available on a rolling basis throughout the year
How to Use the Service
To use the Service, please submit your inquiry on the form at the bottom of this page.
Please tick the relevant subject area and provide a clear explanation of your issue and link any documents that might help us provide a response.
Terms of Service
By using the Service you (on behalf of our agency) agree to the Terms of Service
Please read them carefully. In particular, please note that this is a free service for member agencies to receive initial guidance on financial issues, as a result of which:
- you are solely responsible for your use of, and any reliance on, any guidance that you receive through your use of the Service.
- neither Moore Kingston Smith nor the Alliance take any liability for any loss, damages, costs or expense other loss whatsoever caused to the Agency, or to any client of the Agency, arising from or connected in any way with any guidance provided through the Service.
- before relying on any advice you have received you should consider taking independent financial advice, or, if you wish, instructing Moore Kingston Smith to act for you and provide formal advice.
When can I expect a response?
Your enquiry will be dealt with as possible, and you should receive a response within 48 hours. This is not always possible, but if there is likely to be a delay we will try and tell you as soon as we can. If your request is urgent please say so, so that we can try and respond more quickly if we can.
What is the agency entitled to?
The agency is entitled to a maximum of thirty minutes of free financial guidance per month. That includes time reviewing documents and emails and discussing the issue on the telephone/video. You will not usually receive any advice in writing. Unused time cannot be rolled forward to a later date.
What if I need more detailed advice?
If you require more detailed guidance or advice, you may wish to instruct accountants that you know, or may wish to continue to work with Moore Kingston Smith by instructing them to act for you. If do so, Moore Kingston Smith will provide their terms of engagement and a fee estimate, and you will benefit from any fee discount that may be agreed for Alliance member agencies from time to time.
Please complete the form below.
Moore Kingston Smith will only use your data in accordance with its Privacy Policy at https://mooreks.co.uk/privacy-notice/