“Following our demerger, we took the opportunity to rethink our professional advisers. We’d previously used larger firms for audit and tax because of where the business was at the time, but as a relatively straightforward well-run business we wanted advisers that were a better fit for who we are today.
We wanted to ensure we had the breadth of expertise we’d need if required, but with a more personal approach and people who would actually see face to face. Cooper Parry certainly stood out in the tender process.
One of the biggest compliments I can give is that they deliver exactly what they said they would. It was clear from the outset that Cooper Parry would be a good cultural fit for our business, and that’s provided to be the case. It’s easy to promise a different approach during a pitch but Guy and the team have been completely consistent from day one. Everything they talked about in those first meetings has been reflected in how they work with us. That consistency is a big reason we’ll continue the relationship.
The audit approach has been genuinely refreshing. The team took the time to understand the nature of our business and how we already operate. As a business with strong controls, we already carry a lot of testing ourselves. Rather than starting again or duplicating work, they built on what was already there. It’s a pragmatic approach that makes perfect sense and avoided creating unnecessary work for my team while giving us the assurance we needed.
Bringing both our audit and tax work together under one roof has been a real benefit. Both teams work closely together so everything joins up naturally making the whole process more efficient and giving us confidence that everyone is working towards the same outcome. It’s simplified things considerably and means that we’re getting joined up advice from one trusted team.
Above all it’s the personal touch that stands out and they feel like a genuine partner rather than just another adviser. They’re approachable, know our business, understand what matters to us and work with us in a way that feels collaborative. That’s exactly the type of long-term relationship I was looking for.”
Nico Jones – Finance Director
ABOUT SDL SURVEYING
Established in 1989, SDL is now the UK’s largest independent provider of mortgage valuations. It works with most major lenders in the UK, managing well in excess of 200,000 valuations per year.
