The Sanders Partnership - accountancy, tax and business advice

The Sanders Partnership, Chartered Accountants
Helping you achieve your goals, creating your future

Saving tax

We help save you tax, time and worry as well as help you grow your business.

Reducing risk

We help you better understand your numbers and where you need to focus, whilst also reducing the risks you face.

Success

We see our purpose as helping people to be a success in their lives; especially helping you in all your business and financial affairs.

Results

We want to make a difference and look forward to delivering the best results for you.

Services: How do we help?

ACCOUNTS for COMPLIANCE
& MANAGING YOUR BUSINESS for GROWTH

We prepare annual compliance accounts for Directors, shareholders and HMRC to take away your worries making sure those accounts are filed correctly and on time.
We also prepare useful management reports monthly or quarterly to help you run and grow your business. We meet with you on your site or online to discuss those reports with you.

 

TAX COMPLIANCE & PLANNING ADVICE

We help make sure you meet your regular tax obligations on time, taking away your worries and making sure your tax returns are done correctly.
As part of our work we are always reviewing your tax position to ensure you don’t pay too much, saving you tax; this is a really enjoyable part of our work. We cover company corporation tax, personal tax, VAT, Making Tax Digital, R&D Tax Relief and Capital Gains Tax and Inheritance Tax planning.

BOOKKEEPING & PAYROLL

Using the latest technologies we take away these nuisance tasks to save you time to concentrate on growing your business.

 

BUSINESS GROWTH ADVICE

Wanting to grow your business? We can help you understand your numbers and finances, to help you focus on where you want to go, to find and achieve your goals. We can also help manage the business and personal finance risks you face.

 

OUR SPECIALISMS

Creative and eCommerce businesses, manufacturing, charities and social enterprises, business from Central Europe and start up businesses.

About us

Our story

In 2005

We began life as Sanders Geeson, Chartered Accountants, based in Wakefield, founded by Jan and Christine. Our aim was to build an innovative accounting practice using the latest technology to ensure we can work closely with our clients. 

In 2014

Sanders Geeson joined forces with another firm of accountants, The SFB Group, to successfully enhance our clients’ experience. Beyond our high quality reputation for providing accounting, tax planning, business advisory growth services, we now offer forensic accounting, corporate finance and financial planning services in conjunction with SFB and our other partners. We and our partners have offices across Yorkshire and the Midlands.

In 2018

We were shortlisted for business of the year in The Wakefield Business Awards. 

In 2019

We re-launched as The Sanders Partnership, to provide a fresh focus locally in Yorkshire and build on our great success to date. We have grown the business every year since we started.

If you are looking for a better accountancy, tax and business growth advisory service, get in touch!

Our Sanders Partnership team look forward to working with you. 

Meet our management team

Thomas Szczepanski
ACA & BA (Econ) Business Studies

Client Manager

Marie Szczepanski
ACA & BA Multimedia Design

Client Manager

Jan Szczepanski 
ACA MBA LLB DipPFS

Director

Christine Szczepanski ACA & BSc

Company Secretary

Saskia Camille-Shaw
ACCA

Client Accountant

Weronika Dolezal

Assistant Accountant,
Polish Client Liaison

Some
Case Studies
to show how we can help you

Supporting a client to get online, to get paid up to date by customers and then paid by HMRC!

A new client came to us because of quality issues with their current accountant who was doing their bookkeeping, leaving them with no idea of which customer owed what. We helped them take control of their bookkeeping in house using Xero (allowing us to see and advise them online), supporting them to get on top of their finances and helping them find over £15,000 of unpaid invoices they were able to chase customers for and get paid.
We then helped them with their research & development tax relief claim as they were doing all kinds of unique developments, this resulted in a repayment of corporation tax from HMRC of over £35,000, valuable money to help their business grow. We subsequently helped in implementing a share option scheme to incentivise their senior managers.

Being your Finance Director

Feeling alone, not sure what you are doing and where you are going?
Last year we started working with a business who were looking for more involvement day to day from their accountant. We started by ensuring that the produced monthly financial reports were consistent, timely and reliable, managed expectations with their overseas owners, restructured their finance department and have made ourselves easily available to the local management, helping them to learn and understand their financial position better. We have also assisted with finance related projects as required.
This has helped management build the confidence to plan to continue to rapidly grow their business.

Starting up, fulfilling your dreams and managing the risks

We have helped many hundreds of start up businesses to plan and run the business of their dreams. We are right there from the start, on the same journey Jan made from one client in 2005, with all its massive ups and downs on the way. Jan believes the key to success is bouncebackability! We’ve done it and seen it! Jan has no regrets and would never go back to working for someone else. He literally started with a clean sheet of paper, writing down his goals and knocking them off the list as they were achieved. Not that it was all plain sailing…….. He now has a great team to take things onwards.
When starting up, clients are most concerned that things are done right and on time with the various authorities, but we can also help support with finance, planning and more general business advice, using the most up to date innovative technology.

Contact us

Telephone:

01924 254802 (Wakefield) (9am-5pm) Ask for Thomas or Marie

E-mail:

enquiries@sanderspartnership.co.uk

Address:

SFB Sanders Geeson Limited
19 King Street
The Civic Quarter
Wakefield
West Yorkshire
WF1 2SQ 

Car Parking

A short stay car park can be found nearby in Woolpack’s Yard (postcode WF1 2SG). If you’re approaching from the south along Westgate, this car park can be accessed by turning left along Mulberry Way (also known as Mulberry Road), right onto Burton Street, right at the end of Burton Street and then immediately left into the car park. We have free parking on request.

SFB Sanders Geeson Limited
Registered in England No 4604256.
Registered Office: 19 King Street, Wakefield, West Yorkshire, WF1 2SQ.
VAT No: GB 854 4265 15.

Professional Indemnity Insurer: HCC International Insurance Company Plc, of Walsingham House, 35 Seething Land, London, EC3N 4A. The territorial coverage is restricted to the UK and excludes any action for claims brought in the US or Canada.

The Sanders Partnership is a trading name of SFB Sanders Geeson Limited.

SFB Sanders Geeson is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

The information contained in this site is of a general nature and is not a substitute for professional advice. You are recommended to obtain specific professional advice before you take any action. Therefore no responsibility for loss occasioned by any person acting or refraining from action as a result of the material can be accepted by the authors or the firm.

Privacy Policy

SFB Sanders Geeson takes the protection of your privacy very seriously. This policy sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us.

DATA CONTROLLERS

Data controllers determine the purposes for which, and the way in which, personal data is processed. SFB Sanders Geeson is a data controller.

SFB Sanders Geeson Ltd has the registered office address of 19 King Street, The Civic Quarter, Wakefield, WF1 2SQ.

You can find us on the Register of data controllers held by the Information Commissioner’s Office (ICO): https://ico.org.uk/about-the-ico/what-we-do/register-of-data-controllers/

HOW DO WE COLLECT INFORMATION FROM YOU?

We obtain information about you when you engage us to deliver our services and / or when you use our website, for example, when you contact us about our services or events.

WHAT DATA DO WE COLLECT?

We need to know basic personal data in order to provide you with our services. If you do not provide this information then we will be unable to provide the services you have requested. We will not collect any personal data from you that we do not need in order to provide and oversee the services we have agreed to provide you with.

We may collect the following personal data from you:

  • Name
  • Contact information including address, telephone number and email address
  • Demographic information, such as postcode, preferences and interest
  • Other information relevant to the provision of our services – including your Unique Tax Reference (UTR) number, your National Insurance number and bank account details
  • Your IP address, which pages you may have visited on our website and when you accessed them

We do not seek any ‘special categories of personal data’ from you, unless otherwise agreed with you. Special category data includes data relating to race or ethnic origin, political opinions, religious or other similar beliefs, trade union membership, physical or mental health, sexual life, or criminal record.

HOW WE USE THE DATA COLLECTED

We collect this data to enable us to better understand your needs and to undertake the services you engage us to deliver. SFB Sanders Geeson’s legal bases for processing your data are:

  • For our own internal records where there is a legitimate interest or where we are required to maintain records in accordance with applicable legal and regulatory obligations
  • For the performance of a contract with you, for example where SFB Sanders Geeson processes your data in connection with providing you with a service – this could include
  • the processing of financial transactions
  • verifying your identity where this is required
  • contacting you with details of any changes in legal and regulatory requirements or other developments that may be relevant to your affairs, and where applicable, how we may assist you further
  • For meeting our legal obligations with respect to the prevention and detection of crime, fraud or corruption
  • To distribute marketing communications in instances where we have a legitimate interest to send such communications or where you have explicitly given us consent to receive such communications
  • To contact you in response to a specific enquiry by post, email or telephone

Where your information is used other than in accordance with one of the above uses, we will obtain your consent prior to processing.

We take all reasonable steps to ensure that your personal data is processed securely.

HOW LONG DO WE KEEP DATA?

We are required by legislation, other regulatory requirements and our insurers to retain your data where we have ceased to act for you. The period of retention varies with the applicable legislation but is typically five or six years. To ensure compliance with all such requirements, it is the policy of SFB Sanders Geeson to retain all data for a period of seven years from the end of the period concerned.

If you consent to marketing communications, any information we use for this purpose will be kept with us until you notify us that you no longer wish to receive this information.

WHO HAS ACCESS TO YOUR PERSONAL DATA?

We will not sell or rent your information to third parties.

We will not share your information with third parties for marketing purposes.

Any staff with access to your information have a duty of confidentiality under the ethical standards that this firm is required to follow.

SHARING YOUR PERSONAL DATA

We may pass your information to our third party service providers, agents, subcontractors and other associated organisations for the purposes of completing tasks and providing services to you on our behalf, for example to process payroll or basic bookkeeping. However, when we use third party service providers, we disclose only the personal information that is necessary to deliver the service and we have a contract in place that requires them to keep your information secure and not to use it for their own purposes.

Please be assured that we will not release your information to third parties unless you have requested that we do so, or we are required to do so by law, for example, by a court order or for the purposes of prevention and detection of crime, fraud or corruption.

It is likely that we will need to share your data with our suppliers. For example, we may ask a supplier to maintain our database software, or to assist us with events, or to provide us with administration, IT and other related services.

HOW YOU CAN ACCESS AND UPDATE YOUR PERSONAL DATA

Keeping your information up to date and accurate is important to us. We commit to regularly review and correct where necessary, the information that we hold about you. If any of your information changes, please email or write to us, or call us using the ‘Contact Information’ noted below.

You have the right to ask for a copy of the information SFB Sanders Geeson holds about you. See ‘Your Rights’ section.

SECURITY OF YOUR PERSONAL DATA

Whilst we strive to protect your personal information, we cannot guarantee the security of any information you transmit to us, and you do so at your own risk.

Once we receive your information, we make our best effort to ensure its security on our systems. Where we have given, or where you have chosen, a password which enables you to access information, you are responsible for keeping this password confidential. We ask you not to share your password with anyone.

Your data will usually be processed in our offices in the UK. However, to allow us to operate efficient digital processes, we sometimes need to store information in servers located outside the UK, but within the European Economic Area (EEA). We take the security of your data seriously and so all our systems have appropriate security in place that complies with all applicable legislative and regulatory requirements.

YOUR RIGHTS

Access to your information: You have the right to request a copy of the personal information about you that we hold.

Correcting your information: We want to make sure that your personal information is accurate, complete and up to date and you may ask us to correct any personal information about you that you believe does not meet these standards.

Deletion of your information: You have the right to ask us to delete personal information about you where:

  • you consider that we no longer require the information for the purposes for which it was obtained
  • you have validly objected to our use of your personal information – see ‘Objecting to how we may use your information’ below our use of your personal information is contrary to law or our other legal obligations
  • we are using your information with your consent and you have withdrawn your consent – see ‘withdrawing consent to use your information’ below

Restricting how we may use your information: In some cases, you may ask us to restrict how we use your personal information. This right might apply, for example, where we are checking the accuracy of personal information about you that we hold or assessing the validity of any objection you have made to our use of your information. The right might also apply where there is no longer a basis for using your personal information but you do not want us to delete the data. Where this right is validly exercised, we may only use the relevant personal information with your consent, for legal claims or where there are other public interest grounds to do so.

Objecting to how we may use your information: Where we use your personal information to perform tasks carried out in the public interest then, if you ask us to, we will stop using that personal information unless there are overriding legitimate grounds to continue.

Withdrawing consent to use your information: Where we use your personal information with your consent you may withdraw that consent at any time and we will stop using your personal information for the purpose(s) for which consent was given.

Please contact us in any of the ways set out in the ‘Contact Information’ section below if you wish to exercise any of these rights.

CHANGES TO OUR PRIVACY POLICY

We keep this privacy policy notice under regular review. Any changes we make to this privacy policy in the future will be posted on this page. Please check back frequently to see any updates or changes to our privacy policy.

This privacy notice was last updated on 25th April 2018.

CONTACT INFORMATION

This privacy policy outlines the basis on which any personal data we collect from you, or that you provide to us, will be processed by us. Any questions, queries or requests regarding this privacy policy should be addressed to:

SFB Sanders Geeson Limited
19 King Street
The Civic Quarter
Wakefield
West Yorkshire
WF1 2SQ

Alternatively, you can email info@sanderspartnership.co.uk or call us on 01924 254802.

COMPLAINTS

We seek to resolve all complaints about how we handle your personal information, but you also have the right to lodge a complaint with the Information Commissioner’s Office (ICO) at:

Information Commissioner’s Office Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

Telephone – 0303 123 1113 (local rate) or 01625 545 745

Website: https://ico.org.uk/concerns

Copyright Notice

The text and graphic content of this web site may be used, printed and distributed ONLY under the following conditions:

  • the content of the site is used for non-commercial purposes only
  • SFB Sanders Geeson Limited attributed as the source
  • the content is not modifiedSanders Geeson