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Please note BHP Financial Planning Limited is not part of the Sumer Group.

BHP Financial Planning

Your business champion

Our passion is helping business owners and leaders achieve their dreams and aspirations. We listen, understand and provide honest advice. Our innovative solutions deliver results.

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Read what our clients say about us.

Sports Shoes

Sports Shoes

BHP have been first class. They have managed to combine a local, hands-on approach with the scale and expertise of a top firm. The transition process has been very smooth. We were with our previous accountants for well over a decade so there was some trepidation about moving such a key partnership. I can only say that the team at BHP have made it virtually seamless - they have been sensitive to our concerns and attentive to our requirements.

Yorkshire Air Ambulance

Yorkshire Air Ambulance

The Trustees were looking for an audit firm that would be able to provide proactive advice on emerging issues affecting the charity sector and of which the Trustees should be aware, and therefore specialist charity experience was an essential element in the decision-making process.

BHP clearly displayed exceptional knowledge of the charity sector together with a real understanding for Yorkshire Air Ambulance. We felt BHP would be a great cultural fit and welcome the down to earth, practical approach demonstrated by the team. We were impressed by their extensive experience and obvious interest in the sector and very much look forward to working with them.

JAY-BE Limited

JAY-BE Limited

I have worked with BHP for nearly 10 years and every member of staff that I have worked with have always been approachable and helpful and nothing is ever too much trouble. I really value our relationship.

Hunter Buildings International UK Limited

Hunter Buildings International UK Limited

We have been working with your team for our audit, payroll, and VAT related services, and the overall experience has been excellent. The support has always been timely, accurate, and very professional. The team’s attention to detail and ability to simplify complex matters has made a real difference to our operations. We truly appreciate the consistency, responsiveness, and quality you bring to every engagement. Happy to recommend your services to others.

North Yorkshire Moors Railway (NYMR)

North Yorkshire Moors Railway (NYMR)

What we were impressed with was the quality of the presentation, the depth of knowledge and the personalities at BHP. An auditor is there to do a job, but it doesn’t have to be an adversarial relationship – it can be friendly where both sides are working towards the same goal, and that’s where I think BHP scores highly for us.

We’ve continued to be impressed by the firm’s ethos and values it stands for, which are very much aligned with us as a charity, and we’ve built a very good relationship on that basis.

Net Promoter Score (NPS)

We don’t just see ourselves as your advisor. Instead we think of ourselves as another team member, committed to your success.

8.9/10 From over 250 clients
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Tailored solutions for your business

Whether you want to launch a new business, hit growth targets or navigate a complex restructure, BHP will be your trusted advisor. Our expert team individually tailors its approach to deliver results, every time. Here’s how our services can help you to manage your business.

Business Solutions

Audit and Assurance

Corporate Finance

Business Taxes

Digital Finance

Consultancy

Business Funding

Forensic Accounting

Financial Reporting, Advisory and Valuations

Making the most of your money

We all want to make the most of our money and we can help you do just that. Taking into account your personal plans, career, family and any businesses that you may own or be involved in, as well as the legacy that you’ll leave behind, our dedicated team of professionals work together to provide you with a tailored package to suit your needs.

Personal Solutions

Personal Tax

Trust & Estates

Our awards and accreditations

High achievers at your service

Great Place to Work Certified Organisation 2026
Prime Global Member
CO²e Emmissions Assessed
CO²e Emmissions Reduced
Finalist - Mid-Tier Fim of the Year - Yorkshire Accountancy Awards 2026
Finalist - Team of the Year - Yorkshire Accountancy Awards 2026
Finalist - Brand of the Year Award - Yorkshire Accountancy Awards 2026
Finalist - Private Client Award - Yorkshire Accountancy Awards 2026
Consultancy/Advisory Service Award - Yorkshire Accountancy Awards 2025
Audit Service Award - Yorkshire Accountancy Awards 2025
Best Workplaces for Women
Best Workplaces for Wellbeing
Best Workplaces for Development
Great Place to Work Certified Organisation 23/24
Best Workplaces in Financial Services and Insurance
Best Workplaces for Women
UK’s Best Workplace - Large Organisation
Best Workplaces for Wellbeing
Great Place to Work Certified Organisation 22/23
Finalist – Tax Service Award
Finalist - Support Staff of the Year Award
Top Accountancy Firm and Top Firm in Yorkshire and the Humber
Outstanding to work for 2021
Corporate Finance Advisory Firm Dealmaker of the Year (David Forrest) Deal of the Year (£10m+) Mid-Market Deal of the Year (£2.5m to £10m)
Corporate Finance Advisory Team of the Year
Insights

Expert insights and industry news

1st October 2026

Benefits in Kind Reporting Is Changing: What Employers Need to Know and Why This Goes Beyond Payroll Processing

Reading Time • 5 minsSummary: Many employers currently report employee benefits annually using Forms P11D. From April 2027, HMRC will phase in real–time payroll…

Blog
28th September 2026

BHP welcomes Allen, West and Foster strengthening its regional presence

Reading Time • 2 minsYorkshire, UK – BHP, part of Sumer Group, the UK’s fastest-growing mid-market accountancy practice, today welcomes Allen, West and Foster,…

BHP News
22nd September 2026

Multiple Roles in Healthcare: Understanding Your Tax Position

Reading Time • 3 minsMany healthcare professionals have a combination of employment, self-employment and partnership income. While this can increase earnings and lead to…

Blog
9th September 2026

Building Healthier Practice Relationships

Reading Time • < 1 minTuesday 22 September 1pm-2pm Online, Zoom   Join BHP Healthcare Partner Rachelle Kilpin and Dr Clare Sieber from General Practice…

Blog
7th September 2026

From Holidaymaker to Homeowner: Tax Matters to Consider Before Buying a Holiday Home

Reading Time • 3 minsA relaxing holiday can often spark a bigger idea: owning a place of your own. Whether it’s a cottage in…

Blog
7th September 2026

Proposed New Tax Duty: Why Businesses Should Pay Attention

Reading Time • 2 minsThe Government is proposing a significant change to the UK’s tax compliance framework that could increase the responsibilities of both…

Blog
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