Meet Us

Director

Will is licensed by the ICAEW to carry out probate work and has extensive knowledge in trusts, income tax and capital taxes. He has over 20 year’s experience in advising local businesses and individuals and has built up long standing relationships with clients during this time. His interests include various sports and he is Chair of a local cricket club and enjoys watching his Son play.

Director

Bob has been in practice for 45 years specialising in private client matters including probate, wills, lasting powers of attorney, eldercare and inheritance tax planning. Bob is born and bred in the Vale of Evesham and has been actively involved in local Sports Clubs and Scout Group. He enjoys skiing and travelling a lot!

Senior Client Manager

Andrew manages the office, the team and a multitude of clients, from individuals, sole traders, partnerships, and limited companies. He specialises in small to medium owner-managed businesses and guiding each through all their accounting and tax requirements. He offers a friendly, personal approach. Outside of work Andrew has two amazing stepchildren, living in Inkberrow with his partner and their cat, named Bob! He also enjoys going on walks and running to keep fit.

Client Manager

Harry loves preparing accounts and manages multiple clients. He enjoys keeping fit, reading and travelling.

Client Manager

Rachael is very experienced at preparing accounts for Sole traders, Partnerships and Limited Companies. She also has extensive knowledge on various bookkeeping packages and provides great assistance to clients on these.

In her spare time Rachael loves dancing, walking, spending time with friends and has 3 adopted animals.

Bookkeeping and Payroll Manager

Mary completes bookkeeping and VAT returns for many of our clients and also operates several payrolls. She has experience with Sage, Xero and Quickbooks software packages, her interests include holidays in Cornwall, dogs and films.

Personal Tax Manager

Sophie has many years’ experience and prepares many tax returns and other tax compliance disclosures to HM Revenue & Customs. She’s a Mum and a Nanny, loves dogs and is preparing to run an ultra marathon.

Probate and Trusts Administrator

James has many years’ experience and manages all of the probate work and trusts that we look after. He enjoys sports, spending time with his family and watching his Son play rugby.

Administrator

Abi is the office administrator, and her role covers sales ledger, internal finance control, maintaining our client database and internal processes. She also aids Bob and Will in their day-to-day work and have contact with various clients every day. Outside of office life Abi has two lovely children and enjoys spending time with her family and friends.