Our Services


Preparation of Parish Council Investment and Borrowing Strategies

Parish Council Investment Strategy & Parish Council Borrowing Strategy

Code of Practice compliance

Helping our clients comply with the financial instrument and capital finance disclosure requirements under the Code of Practice is an important part of our service. To ensure that our clients remain compliant with the Code, we provide fair values for debt and investment portfolios, and advice on accounting treatment for impaired financial assets.

Our Technical Advice service includes:

  • Capital Financing, Accountancy & Legislative Advice
  • Compliance with Guidance & Legislation
  • Accounting for Financial Instruments: Fair Values
  • MRP Policy
  • Reporting Requirements including:
  • Treasury Management Strategy Statement
  • Treasury Management Outturn Reports
  • Treasury Management Code of Practice & Guidance Notes
  • Treasury Management Practices (TMPs)