Personal Advisor
Personal Advisor is for:
Portfolios owned personally, with tax paid via Self-Assessment
Landlords who want day to day phone support and ongoing tax advice
Portfolios that may include HMOs, furnished holiday lets and more
Is Personal Advisor right for you?
To use Personal Advisor, you'll need to:
Have a dedicated bank account for your portfolio, from one of our 20+ supported banks
Log in on a regular basis to keep your bookkeeping up to date
Review your returns and answer any questions our accountants have
Need help deciding if Personal Advisor is right for you? Book a call with one of our friendly team →
Customise your service
How many properties are in your portfolio?
Four property are included and there's a small additional charge for extra properties
How many HMO units are in your portfolio?
If your portfolio includes house in multiple occupation (HMOs), how many lettable rooms / units do you have in total?
Is your portfolio more advanced?
If you have a larger or mixed ownership portfolio, or would like unlimited tax advice take a look at Growth Advisor.
My Personal Advisor
Scroll down to customise your service
Monthly cost
£59.00
Personal Advisor
£59.00