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Chartered Accountants | Fintona, Chalfont St Peter & Wheatley | A D Pottie & Co

Fintona 028 82 840 162

Chalfont St Peter 01753 888785

Wheatley 01865 875624

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A D Pottie & CoChartered Accountants

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Chartered Accountants — Fintona · Chalfont St Peter · Wheatley

For business owners who want to build something, not just survive.

If your accountant only calls at year-end, you’re not getting an accountant — you’re getting a filing service. We work with ambitious owners who want real financial clarity, less tax, and a business that funds the life they actually want.

See if we’re the right fit →How we create growth

3UK Offices

25+Years Experience

CAIChartered Members

£0First Meeting Cost

Takes 30 seconds · No commitment

Is your business ready to grow?

Answer one question and we’ll show you exactly what a growth-focused accountant could do for you.

What best describes where your business is right now?📈 Growing fast — need better financial control💰 Profitable but cash is always tight🎯 Planning to scale, sell, or exit in 3–5 years⚡ Working too hard for the profit I’m making

Good — that’s exactly where we add the most value. Where should we send your personalised growth plan?Send me the growth plan →

✓

Perfect — we’ll be in touch today.

Donald or a senior adviser will call you within one working day. This isn’t a sales call — it’s a genuine conversation about your business.

No obligation. Speak to a Chartered Accountant, not a salesperson.

A business turning over £250k typically saves £6,000–£14,000 in tax with proper planning

Most owners leave the equivalent of one employee’s salary on the table every year

The right structure before you sell can save more than the rest of your career combined

The ambition gap

Your business is doing well. Imagine if it was doing everything it could.

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You’re making decisions without the full picture

You know your turnover. But do you know your true profit margin, your real cash position, and exactly which part of the business is creating — or destroying — value?

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Your tax bill is higher than it needs to be

Not because you’re doing anything wrong — because nobody’s sitting down with you before the year ends to make it smaller. Planning after the event is just paperwork.

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Your structure isn’t built for what comes next

Whether that’s taking on staff, bringing in investment, passing it to family, or eventually selling — the decisions you make now will either cost or save you a fortune later.

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You’re spending time on the business, not on it

The owner who is also the bookkeeper, the payroll manager and the tax planner is the business’s biggest bottleneck. We take all of that off your desk.

“The businesses that grow fastest aren’t the ones that work hardest. They’re the ones with the clearest financial picture — and someone in their corner who helps them act on it.”

— Donald Pottie, Managing Partner

We work with ambitious owners across Northern Ireland, Buckinghamshire, and Oxfordshire who want an accountant that brings ideas to the table — not just a bill at year end.See how we create growth →

How we create growth

Five ways ambitious owners get ahead with us

Not theory. Specific actions we take with clients that move the needle on profit, cash, and business value.

01

Tax planning that happens before year end

We schedule a meeting 2–3 months before your year end — not after. That’s when decisions can still be made. Pension contributions, capital allowances, salary structures, timing of expenditure. By the time most accountants file your return, the money is already gone.

Typical saving: £3,000–£12,000/yr

02

A monthly number that tells you the truth

Management accounts on a real-time Xero dashboard — not a PDF 10 months later. You’ll know your gross margin, your cash runway, your debtor days, and which product or service is actually making you money. Decisions made on real data, not gut feel.

Owners report 2–3 hrs saved weekly on financial admin

03

The right structure for where you’re going

Sole trader, limited company, holding company, family trust — the right answer depends on your profit level, your exit horizon, and your personal goals. We model it out. Most owners are in the wrong structure and don’t know it.

Restructuring at the right time can save 6-figure sums

04

Cash flow that doesn’t keep you awake

A 12-month rolling cash flow forecast via Clarity HQ, reviewed with you quarterly. You’ll see HMRC payment dates 90 days out, salary runs accounted for, and growth investments modelled before you commit. No more surprises.

Clients avoid an average of 2 cash crises per year

05

Exit and succession built in from day one

Whether you plan to sell in 3 years or hand to your children in 10, the decisions you make now determine the outcome. We build the right structure, the right records, and the right tax position so when the time comes, you keep as much as possible.

Good planning adds 20–40% to net exit proceeds

Talk to us about your business →

No obligation. Speak directly to a Chartered Accountant.

Our services

Everything your business needs, under one roof

From day-to-day compliance to long-term advisory — all delivered by Chartered Accountants who know your business.

01

Tax & Accounting

Accurate, timely compliance that keeps you on the right side of HMRC — and uncovers every saving available to you.

• Annual accounts preparation
• Corporation tax (CT600)
• Personal self-assessment (SA100)
• VAT returns & advisory
• Companies House compliance

02

Business Advisory

Strategic financial guidance that turns your numbers into a roadmap for growth, wealth, and peace of mind.

• Cash flow forecasting
• Tax planning & mitigation
• Profit improvement strategy
• Succession & exit planning
• Retirement & estate planning

03

Payroll & Bookkeeping

Your payroll run on time, every time. Real-time cloud bookkeeping via Xero so you always know where you stand.

• Full payroll bureau (weekly & monthly)
• RTI submissions & auto-enrolment
• Xero setup & bank feeds
• MTD ITSA quarterly submissions
• Management accounts

04

MTD for Income Tax

MTD ITSA has been mandatory since April 2026 for income over £50,000. Not enrolled yet? HMRC penalty points are already accumulating. We can get you compliant quickly.

• Qualifying income assessment
• Xero setup & digital records
• Quarterly HMRC submissions
• End of Period Statement (EOPS)
• Final Declaration (replaces SA return)

05

Company Secretarial

Never miss a Companies House deadline. We handle the paperwork so you can focus on running your business.

• Company formations
• Confirmation statements
• Director appointments & resignations
• Share allotments & transfers
• Registered office service

06

HMRC Defence & Tax Planning

When HMRC come knocking, you need someone in your corner. Our No Risk clients get full fee cover and defence.

• HMRC investigation defence
• Salary & dividend planning
• R&D tax credits
• Capital allowances review
• Pre-sale & exit tax planning

How we work together

Three ways to engage. One standard of work.

All fees are fixed, agreed in advance, and collected monthly by Direct Debit. No invoices, no surprises.

Essential

For businesses that want reliable compliance done properly

Typically suits turnover: up to £150k

• Annual accounts filed on time, every time
• Corporation or personal tax return handled
• VAT returns prepared and submitted
• Payroll processed accurately each period
• Companies House kept up to date

You get: compliance confidence. No penalties. No surprises.

Get a quote →

Most chosen by growth businesses

Peace of Mind

For owners who want their accountant thinking about their business year-round

Typically suits turnover: £150k – £750k

• Everything in Essential
• Pre year-end tax planning meeting
• Proactive tax saving recommendations
• Priority response — never wait more than 24hrs
• Regular contact throughout the year
• Quarterly management accounts review

You get: tax savings, financial clarity, and an adviser in your corner.

Get a quote →

No Risk

For ambitious owners who want a strategic partner, not just an accountant

Typically suits turnover: £750k+

• Everything in Peace of Mind
• Full strategic business advisory
• Cash flow forecasting via Clarity HQ
• Succession, exit, and legacy planning
• Full tax mitigation strategy
• HMRC investigation defence — fee guaranteed

You get: a competitive advantage. Your accountant is now your growth partner.

Get a quote →

Not sure which tier fits? Tell us about your business and we’ll recommend the right level of support.

Our promise to you

Four commitments every client receives

Not slogans. The standards by which every client interaction and piece of work is judged.

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Family Security

The right business structure to protect your family from business risk and create foundations for future growth.

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Create Growth & Wealth

Grow turnover and business value, build long-term family wealth, and create a legacy for the future.

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Increase Profit & Family Time

Make the business work for the owner — improve margins, reduce demands on your time, give life back.

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Put Cash in Your Bank

Turnover is vanity, profit is sanity — cash is reality. We transform cash flow so the business funds your lifestyle.

Client results

What growth looks like in practice

From owners who came to us wanting more than just compliance.

★★★★★

“In our first meeting Donald identified £9,200 in tax savings my previous accountant had missed for four years. That’s £36,800 I should never have paid. The fee pays for itself many times over.”

Director, £1.2m turnover construction business — Fintona

Result: £9,200 saved in year one

★★★★★

“We were growing at 30% a year but cash was always short. Three months after working with A D Pottie we had a 12-month cash forecast, a proper management accounts pack, and I finally understood why profitable didn’t mean flush.”

Founder, creative agency, 8 staff — Chalfont St Peter

Result: Cash flow crisis avoided, 2 consecutive years

★★★★★

“I came in thinking I just needed accounts filed. They showed me that incorporating would save me over £22,000 a year at my profit level. That conversation changed the entire direction of the business.”

Sole trader turned director, property portfolio — Wheatley

Result: £22,000+ annual saving post-incorporation

£2.4m+

Tax saved for clients

97%

Client retention rate

25+

Years of experience

3

UK offices, one team

Three offices, one team

Find your nearest office

The same high standard of service across Northern Ireland, Buckinghamshire, and Oxfordshire.

Office 01

Fintona

Northern Ireland — Registered Office

Address1 Church Street, Fintona
Omagh, BT78 2BR

Phone028 82 840 162

Emailinfo@adpottie.co.uk

HoursMon–Fri, 9am–5pmEnquire from this office →

Office 02

Chalfont St Peter

Buckinghamshire, England

AddressDenmark House, 143 High Street
Chalfont St Peter, SL9 9QL

Phone01753 888785

Emailinfo@adpottie.co.uk

HoursMon–Fri, 9am–5pmEnquire from this office →

Office 03

Wheatley

Oxfordshire, England

AddressPunches Barn, Waterperry Road
Holton, Oxfordshire OX33 1PR

Phone01865 875624

Emailinfo@adpottie.co.uk

HoursMon–Fri, 9am–5pmEnquire from this office →

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MTD for Income Tax — mandatory since April 2026. Not enrolled? Act now.HMRC penalty points are already accumulating for non-compliant sole traders and landlords. We can fix this fast.

Check if you’re affected →

Start the conversation

The most valuable meeting you’ll have this year.

No agenda. No sales pitch. Just a senior Chartered Accountant who’ll look at your business, ask the right questions, and tell you honestly what we can do — and what it would cost.

We do our best work with owners who…

✓

Want to grow, not just maintain

You’re not looking for the cheapest accountant. You’re looking for the best return on your investment.

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Are serious about reducing their tax bill

Good tax planning requires a relationship — not a one-off conversation in January.

✓

Have a business with real momentum

Whether you’re at £80k or £2m turnover, you’re running something serious and want it treated that way.

✓

Are willing to move to cloud accounting

We use Xero and real-time data. If you’re still on spreadsheets, we’ll move you — it’s easier than you think.

Our guarantee

If after our first conversation you don’t feel we’ve added genuine value, you owe us nothing — not even an awkward goodbye. We’d rather have this conversation upfront than waste your time or ours.

Tell us about your business

We’ll match you with the right adviser and be in touch within one working day.Your nameEmail addressPhone numberAnnual turnover (approx.) Select… Under £85,000 £85,000 – £250,000 £250,000 – £750,000 £750,000 – £2m Over £2m Nearest office Select… Fintona (Northern Ireland) Chalfont St Peter (Buckinghamshire) Wheatley (Oxfordshire) What do you most want to improve? Select… Reduce my tax bill Improve cash flow Get better financial visibility Plan for growth or scaling Prepare for sale or exit Sort out MTD / digital records Get a better accountant Request my business review →

No obligation. Speak to a Chartered Accountant, not a call centre.

Thank you — we’ll be in touch today.

A senior adviser will call you within one working day. It’s a conversation, not a sales pitch.

Questions & answers

Everything you need to know

Answers to the questions we hear most often — from new enquiries and existing clients alike.What is Making Tax Digital for Income Tax (MTD ITSA) and does it affect me?

Making Tax Digital for Income Tax (MTD ITSA) became mandatory in April 2026. If you are a sole trader or landlord with income over £50,000, you must already be maintaining digital records and submitting quarterly updates to HMRC. From April 2027, the threshold drops to £30,000 — affecting many more sole traders and landlords.

If you are not yet enrolled, you may already be facing HMRC penalty points. Contact us today — we can get you compliant quickly.Do you offer a free initial consultation?

Yes — all three offices offer a completely free initial consultation with no commitment and no fees. We’ll discuss your business, review your current situation, and give you an honest assessment of what we can do for you and what it would cost. Call us, or complete the enquiry form and we’ll call you back within one working day.What areas do you serve from each office?

Fintona (Northern Ireland): Omagh, County Tyrone, Enniskillen, Strabane, and businesses across Northern Ireland.

Chalfont St Peter (Buckinghamshire): Gerrards Cross, Amersham, Beaconsfield, Slough, and the surrounding Chilterns area.

Wheatley (Oxfordshire): Oxford, Headington, Abingdon, Witney, and surrounding Oxfordshire towns.

As a cloud-based practice using Xero and Microsoft 365, we also work with clients remotely across the UK.What accounting software do you use?

We use Xero as our preferred cloud accounting platform for all new clients — this gives you real-time access to your numbers from any device. We also support existing QuickBooks Online clients. Payroll runs through BrightPay Cloud with direct API integration to Xero. For business advisory and KPI reporting we use Clarity HQ.

We’ll set everything up for you — you don’t need any software knowledge to get started.What are your service tiers and how is pricing structured?

We offer three tiers, all with fixed fees agreed in advance — no surprises:

Essential — annual accounts, corporation/personal tax, VAT, payroll, Companies House.

Peace of Mind — everything in Essential plus proactive tax guidance, priority responses, and regular contact throughout the year.

No Risk — everything in Peace of Mind plus full strategic advisory, tax planning, and HMRC investigation defence with a fee guarantee.

Contact us for a personalised quote — fees depend on the size and complexity of your business.Are you regulated? What professional body are you members of?

Yes. A D Pottie & Co Ltd are regulated by Chartered Accountants Ireland (CAI), Company No. NI 065025. All qualified staff hold or are working towards the ACA or FCA designation and complete a minimum of 40 hours of continuing professional development (CPD) per year in line with CAI requirements. We are also subject to the Anti-Money Laundering Regulations 2017 and supervised by CAI for AML compliance.How quickly can you take on a new client?

Once we’ve had an initial conversation and agreed scope and fees, most new clients are fully onboarded within one to two weeks. This includes identity verification (required under AML regulations), engagement letter, HMRC agent authorisation, accounting software setup, and all recurring jobs logged in our practice management system. We’ll handle the professional clearance from your previous accountant.

About our firm

A D Pottie & Co Ltd — who we are

A D Pottie & Co Ltd are Chartered Accountants regulated by Chartered Accountants Ireland (CAI), with offices in Fintona, County Tyrone (Northern Ireland), Chalfont St Peter, Buckinghamshire, and Wheatley, Oxfordshire. The firm was founded by Donald Pottie, who remains Managing Partner and is responsible for firm strategy, complex tax planning, and client advisory relationships.

The firm operates as a single unified practice across all three offices — not as separate branches — using shared cloud systems including Xero, BrightPay Cloud, IRIS Elements, and Microsoft 365. This means every client receives the same standard of service regardless of which office they work with.

The firm’s core belief: “Small business owners rarely fail because they lack effort. They struggle because they lack clear financial insight and structured guidance.” This philosophy underpins every client engagement — the aim is not just to file returns but to help business owners make better decisions, protect their families, and build long-term wealth.

Key facts

Legal nameA D Pottie & Co Ltd — Company No. NI 065025

Regulated byChartered Accountants Ireland (CAI) — AML supervised

Registered office1 Church Street, Fintona, Omagh, BT78 2BR

SpecialismsMTD ITSA · Media & Creative · Construction & Trades · Equestrian · SME Advisory

TechnologyXero · BrightPay Cloud · IRIS Elements · Clarity HQ · Microsoft 365 · GoCardless

Office hoursMonday – Friday, 9am – 5pm across all three offices

Existing clients

Access your client area

Log in to view your accounts, approve documents, access payslips, and track your work in progress.

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Client Portal — BrightManager

View and approve your accounts, sign engagement letters, access completed tax returns, and track work in progress.

Log in to Client Portal →

Need access? Contact your office and we’ll set you up.

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Payroll Portal — BrightPay Cloud

Employees can access payslips, P60s, and payroll documents. Employers can review payroll runs and approve submissions.

Log in to Payroll Portal →

Need your login details? Call your nearest office.

A D Pottie & CoChartered Accountants

Helping business owners understand their numbers, protect their families, and build a better future — across three UK offices.

Services

• Tax & Accounting
• Business Advisory
• Payroll & Bookkeeping
• MTD for Income Tax
• Company Secretarial

Our Offices

• Fintona, NI — 028 82 840 162
• Chalfont St Peter — 01753 888785
• Wheatley — 01865 875624
• info@adpottie.co.uk

Company

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© 2026 A D Pottie & Co Ltd. Registered in Northern Ireland No. NI 065025. Regulated by Chartered Accountants Ireland.

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