Financial services for athletes.


Set up out of one of the leading independent firms in the region – Charnwood Accountants & Business Advisors LLP (CABA) – we are able to offer the exceptional quality of service provided to all clients of CABA, utilising the vast technical expertise available within that team & complementing that with a sports-specific advisory team headed up by an elite athlete.

Our athlete focussed services are broken down into four tiers allowing you to choose the level of service you require. We can of course advise you on this – get in touch via 01509 277747 or

Each tier is cumulative, for example, the Gold plan includes all the services of the Potential, Bronze and Silver plans. You can read about the Potential, Bronze, Silver and Gold tiers below!

Potential Plan

Our most popular plan – the potential plan covers all the basic requirements for managing your finances as an athlete. This plan includes:

• Discovery meeting: competitive cycle, income/funding sources, planning & advice on tailored structure/setup

• Life cycle planning: potential, competition, post-competition

• Setup of appropriate business structure

• Access to hosted workshops & seminars

• Compliance services: Personal tax return & annual review of tax efficiency

• Phone & email support throughout the year, including via WhatsApp

Bronze Plan

Looking for tailored financial planning? Our Bronze plan includes all the great services of the Potential plan and adds:

• Year-end review & planning meeting

• Limited company structure

• Compliance services: Year-end accounts, business tax return & annual returns

Silver Plan

Our Silver plan includes the Potential & Bronze plan services and offers you:

• Annual payroll

• Review & support with annual funding/APA declaration

• Mid-year planning meeting

Gold Plan

Our most comprehensive plan offers you complete VAT support and monthly 1-to-1 updates as well all the services listed in the Potential, Bronze, and Silver plans.

• VAT registration & support

• Monthly update call/contact as required

What next?

If you want to chat about the service plans, please get in touch via 01509 277747 or You can also download our service guide here.

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