Robertsons Tax Ltd
01786 238696 / 01764 456818
Operating from Dunblane, Auchterarder and London
Susan Robertson B.A. Hons (First Class) C.A.
I trained as a Chartered Accountant with Price Waterhouse in Edinburgh before building my career within blue-chip organisations including Christian Salvesen, Britannia Airways and TUI Travel Group.
Alongside this corporate experience, I acquired, grew and successfully sold my own business at a profit — experience that gives me a genuine understanding of what it means to run, develop and ultimately build value in a business.
That commercial perspective underpins everything we do at Robertsons Tax Ltd.
We are a small, high-quality practice built around long-term relationships and tailored advice. Clients work directly with me, ensuring continuity, discretion and thoughtful, commercially grounded guidance.
With over 30 years’ experience in demanding, best-practice environments, I bring rigour and attention to detail — but without unnecessary formality. My aim is to make financial and tax matters clear, manageable and strategically useful.
I support clients nationwide, providing:
I work with cloud-based systems such as QuickBooks Online, Xero and BrightPay where appropriate, while remaining flexible to suit each client’s preferred way of working.
Clients describe me as approachable, pragmatic and dependable — a safe pair of hands who will navigate red tape, meet deadlines and add meaningful value.
For clients who require it, I also work closely with a Chartered Financial Planner to provide coordinated support for retirement planning, inheritance tax and investment advice.
Alongside this corporate experience, I acquired, grew and successfully sold my own business at a profit — experience that gives me a genuine understanding of what it means to run, develop and ultimately build value in a business.
That commercial perspective underpins everything we do at Robertsons Tax Ltd.
We are a small, high-quality practice built around long-term relationships and tailored advice. Clients work directly with me, ensuring continuity, discretion and thoughtful, commercially grounded guidance.
With over 30 years’ experience in demanding, best-practice environments, I bring rigour and attention to detail — but without unnecessary formality. My aim is to make financial and tax matters clear, manageable and strategically useful.
I support clients nationwide, providing:
- Reliable financial compliance
- Proactive tax planning
- Practical support with day-to-day systems
- Commercial insight to support better decision-making
I work with cloud-based systems such as QuickBooks Online, Xero and BrightPay where appropriate, while remaining flexible to suit each client’s preferred way of working.
Clients describe me as approachable, pragmatic and dependable — a safe pair of hands who will navigate red tape, meet deadlines and add meaningful value.
For clients who require it, I also work closely with a Chartered Financial Planner to provide coordinated support for retirement planning, inheritance tax and investment advice.
