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

Customise your service

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

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Monthly cost
Personal Advisor
Our service is subject to a 12 month minimum contract.