Fax
Financial Controller
In todays fast moving, high achieving business world, an accountancy firm is no longer a sufficient description for the business that we need to operate, nor the service that you need to receive.Whilst our business as Chartered Tax Advisors is still based on conveying meaningful information to you through numbers, it needs to encompass a wide range of skills and services to provide you with a complete solution.
At Ad Valorem we provide a timely, efficient and high quality service. Based in Barrow-in-Furness, serving Kendal, Windermere, Ambleside, Coniston and the South Lakes, Cumbria and Lancaster, Morecambe, Lancashire. We support over 1200 clients based throughout the world, delivering a positive contribution to assist customers in the satisfaction of their own unique business goals
Communication
You would expect us to be skilled communicators and to be responsive to your current and future needs, but the Ad Valorem philosophy takes client relations to new levels, with consultative input to corporate strategies, an IT implementation and support team and a full range of financial services offering you the best products from the best providers.Peace of mind
We are Quality Checked by the Chartered Institute of Tax so that you can rely on our work and expertise.Saving you money
We research all sorts of solutions to make sure every penny you can save, you do save.Making you money
We are growth focused and forward thinking. You set your personal and business goals and we will make sure everything is in place for you to achieve them .Your business is totally unique and we would be delighted to detail how these services can be grouped to best effect to help you.
This website provides an overview of the service areas in which Ad Valorem operate.
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Chartered Tax Consultants & Accountants
Barrow-in-Furness, Kendal, Penrith, Keswick, Lancaster & South Cumbria
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| 2023 Budget Briefing |  |
| February Update | |
| Winter Tax Briefing | |
| Autumn Statement | |
| Autumn Budget | |
| September Newsletter | |
| June Newsletter | |
| Spring Statement | |
| March 2022 Newsletter | |
| Hackthorpe Office |
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| Director Salary & Employee Rates |
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“In one hour Ad Valorem have provided me with more constructive advice, information and tax saving ideas than my previous accountant has in 8 years!”
“The team at Ad Valorem are not just accountants – they are an integral part of our team – providing support and guidance with both business and personal tax advice.”
“We have worked with the Ad Valorem team for more than 7 years and they have been instrumental in helping us develop the business.”
“We feel confident talking to any member of staff with the full knowledge that they are able to provide us with clear and concise answers specific to our requirements. The whole team are reliable, accurate and a pleasure to speak to, providing an excellent and highly personal service.”
“Ad Valorem have provided invaluable support and advice in respect of business growth and development which has enabled me to identify key trends, evaluate business emphasis into various sectors and more importantly look at my role. This means that now I cannot just be a part of the business but now I can drive my business forward with confidence.”