01
About
Three advisers. One firm.
Ledger is a small practice for people and businesses who want clear numbers and someone to call.
We started Ledger to be
the firm we wanted to hire:
small, plain-spoken
and always on time.
Every client has one adviser who knows their numbers and answers the phone. We agree a fixed fee before we start, explain everything in plain English and check in every quarter.
We work with families, freelancers and small businesses, mostly by phone and video, with an office for anyone who prefers to sit down in person.
02
Advisers
The people you will talk to.
Accounts & tax
Mei Tanaka
Turns shoeboxes of receipts into one clean set of numbers.
Mei looks after bookkeeping and tax for small businesses and the people who run them.
She likes a tidy ledger, a clear deadline and explaining tax without jargon.
Financial planning
Daniel Okafor
Builds one-page plans that people actually follow.
Daniel works with families and business owners on saving, pensions and big decisions.
His plans fit on one page and get a check-in every quarter.
Insurance & coaching
Elena Rossi
Finds the gaps in your cover and the habits that stick.
Elena reviews insurance and runs our coaching sessions.
She is the person to call when you want to feel calmer about money.
03
How we work
Three promises we keep.
01
Fixed fees
The price is agreed in writing before any work starts.
02
One adviser
The same person every time, with a direct line.
03
Plain English
No jargon. If something is unclear, we explain it again.
04
Book a call
Pick a time. We’ll call you.
A free 20-minute call with one of our advisers. No preparation needed.
Choose a time
Book a call · Tue 20, 09:30
20 minutes, by phone or video. Free.