Affinity Partners

We have close links with a number of business partners, these affinity partners have been chosen because they can add value to our members and their clients and can offer support across a number of sectors

Where possible, we have negotiated special terms which are only available to our members, so please explain you are a member of the CharterGroup alliance when you speak to one of the Affinity Partners.

Established in 1998, JE Consulting has built and developed a highly respected marketing agency which specialises in working with the accountancy and legal sectors.

Lockton is the world’s largest independent insurance brokerage and are specialists in Accountants PII.

Xero is the global leader in cloud accounting.

Designed for accountants, auditors, bookkeepers and businesses, MyWorkpapers is an industry-proven, born-in-the-cloud platform delivering innovative digital workpapers.

Accounting firms looking to capture more leads and improve service levels choose Moneypenny, to help with their telephone answering and Live Chat needs.

IT for accountants.

The Knowledge Base helps accountants overcome IT problems and realise the potential from their considerable investment in information technology.

A comprehensive accounting system for managing trusts and other wealth vehicles.

They also have a probate product.

Paratus is the first fully automated Security as a service platform, that embraces the key global mission that cyber security must be inclusive not elitist.

Mercia is one of the leading providers of training and support services to the UK accountancy profession.

caba is the occupational charity that helps the ICAEW community thrive by equipping individuals with the practical, emotional, or financial tools to manage whatever’s in front of them, from everyday situations to exceptional life-changing circumstances.

Quantuma is an independent advisory firm providing expert advice on business transactions, assisting in resolving disputes and helping organisations and individuals overcome a range of operational and financial challenges.

Omega are Specialist, Commercial and Business Finance brokers with direct access to the Whole of Market; providing competitive funding for commercial mortgages, property investment, development, bridging and other forms of business and property finance including secured loans.

Markel Tax is a leading UK tax consultancy and insurance provider. They partner with over 2,500 professional services firms to provide specialist tax advice to them and their SME and personal tax clients.

IRIS Software Group is a leading provider that helps accountancy practices and other professional service firms successfully managing their critical operational tasks.

The HAT Group provides compliance, training, technical, recruitment and advisory services to accountancy firms. HAT offer a range of services from training for new recruits to bespoke consultancy services for established companies.

Ignition seek to eliminate the friction by helping accountants send potential clients a single smart proposal they can read, sign and pay in one place and set up the payment.

A directly regulated Open Banking provider enabling accountants and auditors access to independent verified banking assets and liabilities held on their corporate clients’ balance sheets. A cloud native platform designed by ex-auditors automates bank evidence collection, cash testing and client collaboration driving efficiencies and engagement quality across a firm.

First Intuition trains accountancy students for AAT, ACCA, CIMA and ICAEW exams, with training centres across the UK. Offering classroom courses, distance learning options and accounting apprenticeships, as well as skill development courses including Leadership & Management and CPD.

Managing all aspects of Solvent Restructuring, Insolvency & Recovery when businesses face difficult times, we provide solutions to create, preserve and recover value across a range of complex situations.

Insolvency is never simple, but robust, reliable and independent advice can make the process more transparent and productive. FRP has the expertise, experience and technology to help make the best of the most challenging situations.

Interested in becoming an affinity partner?

If you provide services that professional service firms would benefit from then CharterGroup would be delighted to hear from you. Our goal is to establish a network of affinity partners that meet the needs of our members.

For more information contact Steve Hall on 0345 030 6167 or email