Julie has over 30 years of industry experience spanning mid-sized, top ten, and smaller accountancy firms. Her diverse background also includes working in-house (personal tax work for a law firm within their UK tax team) and for a tax charity. She is a member of the Association of Taxation Technicians (ATT) and is a qualified […]
James is a Chartered Tax Adviser and Fellow of the Association of Taxation Technicians, with over 25 years’ experience in practice. He advises a diverse range of clients, from owner-managed businesses to larger corporate groups, high-net-worth individuals and trusts. He works closely with clients on day-to-day tax matters as well as more complex issues, including […]
Dale is a member of the Association of Chartered Certified Accountants (ACCA) and the Association of Accounting Technicians (AAT) with over 25 years of experience delivering accounting solutions to small and medium-sized businesses across diverse sectors. His expertise includes preparing sole trader and partnership accounts, management accounts, statutory financial statements, corporation tax returns and VAT […]
With more than 30 years of experience as an Office Manager, Melanie takes pride in keeping everything running smoothly and creating a positive, supportive environment for both clients and colleagues at our Guildford office. Originally from South Africa, Melanie moved to the UK in 2022 and has thoroughly enjoyed continuing her career in a role […]
Martin is a Fellow of the Institute of Chartered Accountants with over 40 years of helping clients from small start-ups to multinationals. For over 20 years, Martin has specialised in supporting small and medium sized, owner managed businesses and individuals with their accounting and tax needs. He goes beyond compliance to deliver value-added planning and […]
Sophie is a member of the Association of Chartered Certified Accountants (ACCA) and provides support for small to medium size companies and their directors. She is experienced in preparing statutory accounts, corporation tax returns, VAT returns, management accounts and personal tax returns. Sophie regularly uses and advises on cloud accounting packages including Xero, Quickbooks and […]
With over three decades of experience at our Kingston office, Karen is a trusted adviser to our small and medium-sized business clients. She combines a high level of proficiency in tools like QuickBooks, Xero, and Sage with a genuine passion for helping businesses thrive. Karen’s deep understanding of financial and tax requirements allows her to […]
Shuo joined the firm in 2018 and has since built a strong track record in delivering high‑quality audit services. Prior to this, she spent two years at PwC in the audit practice, gaining valuable experience across a range of sectors. She qualified as an ACA (Associate Chartered Accountant) in 2023, further strengthening her technical expertise […]
Steven is a part-qualified accountant working towards full qualification with the Association of Chartered Certified Accountants. He has experience working with a wide range of clients, from start-ups and sole traders to large corporate groups. Steven specialises in statutory accounting compliance, management reporting, VAT, and both corporate and personal tax. This enables him to support […]
Fawad brings extensive senior-level experience in corporate finance, playing a pivotal role in delivering tailored financial solutions to clients. His expertise spans financial management and reporting, working capital optimisation, exit planning, and growth by acquisition strategies. Fawad specialises in developing customised financial strategies that help SMEs improve operational efficiency whilst ensuring long-term financial stability.
The quality of our advice has seen us accredited with coveted Platinum Partner status by Xero – a leading provider of accounting software.
The quality of our advice has seen us accredited with Gold Partner status by FreeAgent – a leading provider of accounting software.
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