Meet The Team
I love a challenge and the opportunities that my role brings.
I particularly enjoy working with all our clients, over the years it has been a privilege to work with them and to be part of the development and growth of their businesses.
Tax planning for individuals can sometimes appear complex, however I work with individuals on an ongoing basis to ensure that, they are aware of the latest rules, allowances as well as alerting them to any future changes.
I believe our team is amazing and I am very proud of how we all work with our clients, supporting them and each other.
My other roles include;
Accountancy / Financial Trainer working with our future Accountants, a role I thoroughly enjoy.
Financial Directorships enable me to work with business owners and assist them with the interpretation of financial statements, budgets, cashflow and funding requirements. Ensuring that they maximise sales and profitability.
Otherwise, I enjoy time with my husband , family and my lovely cat. I swim on a regular basis.
I support Susan and Beverly in the office, on a part time basis, as I feel that most networking opportunities can be found on the golf course! This view is not always shared by the way!
We actively support charities, and in particular I enjoy participating in the annual Xmas charity event, where we have raised £000’s for several charities over the last 9 years.
We also support local events such as Fete’s, and yes you can probably guess I support Golf days!.
Bev has tried to retire twice, however when the opportunity to work with Sue presented itself and it was too good an opportunity to miss. Bev has a strong administrative and Customer Care background, and works WITH Sue and the team to deliver quality work to our clients.