The Team
Our core values
We are a family run business that has been established for over 30 years. We are based in Petersfield and have local clients as well as some in London, the South East, and foreign shores. With extensive experience in both personal tax, business tax and accounting, we are able to offer class-leading advice to support you and your business.
Our Core Values
We run an honest, open, and ethical practice, providing quality services to each and every one of our clients. Open and proactive communication is at the forefront of our values which is why we will always be on hand, be it via phone, email, or a meeting. We want to provide you with a positive experience working with a firm that cherishes its core family values by offering you focused tax advice for years to come.
Our Team
Edward
Managing Director
Ed qualified in 2006 as an Associate Member of the Chartered Institute of Management Accountants and has over 13 years commercial experience primarily working for ExxonMobil in management … Read More01730 239645
Chloe
Director, Bookkeeper & Administrator
Chloe has a background in HR and Finance having previously worked in the IT Sector, holding a postgraduate qualification in human resource management. Chloe joined the practice in 2016 to jo… Read More01730 239645
Stephanie
Accounts Manager
Stephanie is a chartered accountant and has over 15 years of experience in accounts preparation and audit, working with both sole traders, small owner-managed businesses and large corpora… Read More01730 239645
Sarah
Payroll Manager & Bookkeeper
Sarah is ICB qualified. After working for an FTSE 100 Company for 13 years, Sarah was Payroll Manager responsible for 4 million payrolls per month, and then the Accounting Services manager re… Read More01730 239645
Roger
Consultant
Roger became a Fellow of the Institute of Chartered Accountants of England and Wales in 1979, qualifying in 1982. Roger has been practicing for over 40 years in the field of taxation and accoun… Read More01730 239645
Katie
Accounts Production & Compliance
Katie qualified as a chartered certified accountant in 2011 and has over 20 years experience of working in practice. Her work has encompassed all areas of tax and accounting compliance for in… Read More01730 239645
We are fully accredited and chartered for peace of mind
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