Meet the team

As well as a “hands on” approach with business owners and wealthy individuals, Elizabeth’s also Auditor for large companies so sees business from many angles. She also looks after a number of overseas companies helping them with the maze of UK compliance.

The wide variety of her role as well as the longevity of her client relationships is what she finds most rewarding.

Kate specialises in sole trader and limited company accounts and tax. She also regularly sets up Cloud-based bookkeeping systems for clients and is really enthusiastic about developing ways to make the bookkeeping work more efficiently whilst helping business owners understand how to use and utilise these systems.

Izzy’s CTA qualified.

Sam’s responsibilities include managing the Company Secretarial service offered to clients as well as managing the set-up of new clients and acting as personnel contact for employees.

Stephen became a Partner in 2008 and is dedicated to helping owner managed businesses overcome their challenges.

Stephen enjoys cycling, snowboarding, and keeping fit.

Leading our Business Services department, Jo manages an enthusiastic and dedicated team of Cloud Accounting specialists, who are all highly organised and passionate about ensuring our services exceed the very high standards we set ourselves and that our clients expect of us. Jo’s keen to encourage clients to streamline their accounting processes and she’s always on hand to help with queries and training.

Jo’s married with two sons and a beautiful golden retriever. She enjoys gardening, walking, and being in the countryside.

Grant has great experience in introducing clients to Cloud Accounting software and ensuring they understand the processes and have the training they need along with providing help and support with regard to Accounts, Tax, and Payroll and general business advice to his portfolio of clients.

Her role includes working on a variety of different jobs including VAT returns, personal tax return and annual accounts. She’s looking to start her CTA qualification shortly.

In June 2014, Summer started her apprenticeship and was awarded my AAT Professional Diploma in March 2018. She’s currently studying to become a chartered accountant with ACCA, which she’s now over half way. She has her own portfolio of clients, which she enjoys working closely with.

Sam’s worked with clients of all types and sizes from small sole traders to large Audit clients. He specialise in owner managed businesses and keen on digital solutions. Helping clients to get the most out of their business and engaging with business owners to find solutions which benefit them is what he enjoys the most.

Gemma takes a keen interest in her clients’ business activities and focuses on developing close and trusted professional relationships. She aims to be accessible to clients and to be there to provide the routine advice when needed. Gemma qualified as a Certified Chartered Accountant in 2006.

Being so closely involved with all aspects of a client’s business helps Mark build a good relationship with his clients to help them during the various stages of their business from start up through to exit planning. Therefore, he’s passionate about helping his clients achieve their personal and business goals.

Vikki previously worked in the Trust department for another accountancy firm for over 21 years preparing trust and estate returns, annual accounts, arranging payments, dealing with tax pools, setting up and designing cash flow and budget reports for clients.