Services
Wealth
Social media is key to helping businesses achieve their potential, so we work with business owners to create bespoke social media strategies that elevate their online presence and deliver real-world results. →Wealth
Social Media Audit - We'll conduct an in-depth social audit on your business and your competitors to ensure we're 100% clear on what you're about.
Social Strategy - We design a social strategy that works specifically for you in order to engage with your ideal audience and reach your business objectives.
Content Calendar - Working with you, we create a monthly content plan.
Digital Dashboard - We update your personalised digital dashboard monthly, so you know exactly how your social media is performing.
• Digital marketing solutions • Social profile optimisation
• Linkedin content writing • Linkedin outreach
• Instagram content planning • Instagram outreach
• Facebook content writing • Facebook outreach
• Twitter content writing • Twitter outreach
Social Strategy - We design a social strategy that works specifically for you in order to engage with your ideal audience and reach your business objectives.
Content Calendar - Working with you, we create a monthly content plan.
Digital Dashboard - We update your personalised digital dashboard monthly, so you know exactly how your social media is performing.
• Digital marketing solutions • Social profile optimisation
• Linkedin content writing • Linkedin outreach
• Instagram content planning • Instagram outreach
• Facebook content writing • Facebook outreach
• Twitter content writing • Twitter outreach
Accountancy
Good financial management is the key to business growth, this is why we work with businesses across the UK to drive growth by offering efficient and swift financial services. →
(All Accountancy and Taxation services within the Charlie Puffin Group are provided by Floating Cloud LTD trading as Modina)
(All Accountancy and Taxation services within the Charlie Puffin Group are provided by Floating Cloud LTD trading as Modina)
Accountancy
Bookkeeping - Journal prep, VAT, Invoices & receipts, reconciliations.
Payroll - Overtime & bonuses, Commission systems , RTI & Pensions, PAYE Reconciliations.
Business Information - Management accounts , Profit & loss, Balance sheet , Accounts payable & receivable.
Credit Control - Maintained debtor lists, Control of collection process , Pre-due & post-due chase, Accounts payable & receivable.
Tax - CIS tax returns , Tax planning.
Business accounts
(All Accountancy and Taxation services within the Charlie Puffin Group are provided by Floating Cloud LTD trading as Modina)
Payroll - Overtime & bonuses, Commission systems , RTI & Pensions, PAYE Reconciliations.
Business Information - Management accounts , Profit & loss, Balance sheet , Accounts payable & receivable.
Credit Control - Maintained debtor lists, Control of collection process , Pre-due & post-due chase, Accounts payable & receivable.
Tax - CIS tax returns , Tax planning.
Business accounts
(All Accountancy and Taxation services within the Charlie Puffin Group are provided by Floating Cloud LTD trading as Modina)
Employee Benefits
We work with companies to offer market-leading employee benefits to help employers take care of their most precious assets, their people. Our experienced and knowledgeable team are on hand to offer advice and support to help you find the right benefits package for you and your employees. →
Employee Benefits
Pensions - Plan key actions, Advise on employer’s responsibilities, Scheme set up , Advise/agree joining methods, Apply waiting period, Confirm process of employee communications, Implement default investment options, Assist with pre-staging communications to raise awareness, Answer any employer/employee queries, Assist with scheme registration.
Employee healthcare - Private medical insurance, International PMI, Health cash plans, Dental plans.
Employee Wellbeing - Occupational health, Employee assistance programmes, Onsite health screens, Health assessments, Day 1 absence management.
Group Business Schemes - Group pension schemes. Group income protection, Group life assurance, Group critical illness, Group private medical insurance, Ancillary benefits.
Benefits Administration - Full scheme administration, Flexible benefits and portal management, Specialise in multi-product benefits packages, Online benefits platform.
Employee healthcare - Private medical insurance, International PMI, Health cash plans, Dental plans.
Employee Wellbeing - Occupational health, Employee assistance programmes, Onsite health screens, Health assessments, Day 1 absence management.
Group Business Schemes - Group pension schemes. Group income protection, Group life assurance, Group critical illness, Group private medical insurance, Ancillary benefits.
Benefits Administration - Full scheme administration, Flexible benefits and portal management, Specialise in multi-product benefits packages, Online benefits platform.
Mortgages
We offer independent, whole-of-market
mortgage advice - With a choice of over 80
lenders and up to 25,000 different mortgage schemes. We are not part of an estate agency group or tied to any insurance providers. We work for you, rather than someone else. →
Protection
Financial products are most useful when protecting our families, incomes, or property. Insuring against events like sickness or death may be uncomfortable to consider, but the benefit of setting financial issues aside during emotionally difficult times is invaluable.→
Protection
Life insurance
Home insurance
Private medical insurance
Income protection
Critical illness cover
Wealth
We understand that each client is different and pride ourselves on offering financial solutions to our clients through the different stages of their lives, from setting up a Pension to Estate Planning. →
Consulting
Our expert team has wide-ranging experience having started, acquired and scaled multiple businesses. We work with business owners directly to drive growth, problem solve and get you where you want to be. →
International
Thinking of setting up an overseas business? Our experts can offer advice and support from
setting up the business to ensuring your compliance with overseas tax laws, to securing funding
and even handling your overseas banking. →
International
Overseas business set up
Overseas financing
Overseas banking
Overseas tax compliance
Equity & Funds
We understand that Equity & Funds can be a tricky business, which is why we offer a comprehensive range of equity fund services taking care of the hard stuff - buying and selling shares, refinancing, arranging, bank liaison and day-to-day banking - so you don’t have to. →
Tax
Our expert team are here to help you understand, plan for and meet your tax obligations, while ensuring you’re both HMRC compliant and tax efficient. →(All Accountancy and Taxation services within the Charlie Puffin Group are provided by Floating Cloud LTD trading as Modina)
Tax
CIS tax returns
Tax planning
(All Accountancy and Taxation services within the Charlie Puffin Group are provided by Floating Cloud LTD trading as Modina)
(All Accountancy and Taxation services within the Charlie Puffin Group are provided by Floating Cloud LTD trading as Modina)
Law
At Charlie Puffin Group, we offer a comprehensive legal support service across three key areas; Corporate, Commercial and Employment. We dot the i’s and cross the t’s leaving you free to focus on your business. →What Our Clients Say
Accountancy
“I find Charlie Puffin Group extremely efficient and it’s always a pleasure to deal with the staff who are both friendly and courteous at all times. I am always impressed that I receive answers to queries within the hour. Very happy and thank you all.”
Digital
“Charlie Puffin Group has been supporting me with my social media marketing plans. They have been extremely effective and professional. They understand me and my business and really ‘get’ my objectives, adding ideas and depth. It’s made such a difference. Highly recommended!”
