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Meet our team

Our company is built on people first. All of us are driven by a genuine desire to improve our clients’ whole financial situation and a strong interest in how technology can help us achieve better outcomes for them. As individuals, we all bring a mixture of skills and experience with us that complement our colleagues’. You can find out more about us by clicking on each of the team’s profiles. Now that you know more about us, we look forward to getting to know you.

Managing Partner

Work experience: I was Senior Partner at one of the...

Tax Director

Work experience: I have been working in personal and corporate...

Accounts Senior

Work experience: When I was eighteen, I moved from Banbury to...

Practice Director

Work experience: During my 40-year career in the finance sector,...

Client Services

Work experience: After gaining my degree in Risk Management I...

Bookkeeper

Work experience: I have been working in the finance sector...

Client Services

Work experience: Lisa has worked in accounting since leaving university...

Client Services

Work experience: Having decided to enter the accounting world when...

Practice Support

Work experience: I have a background in HR and customer...