I have over twenty years of experience in accountancy having worked my way up through a modern apprenticeship before qualifying as a Chartered Certified Accountant in 2004. I qualified as a Chartered Tax Adviser and have been a member of the Chartered Institute of Taxation since 2009.
I specialise in advising owner-managed businesses, dealing with all aspects of day to day advice including accounting requirements, taxation advice, strategic planning and proactive advice on how to grow your business.
Being a chartered tax advisor I offer guidance on all forms of taxation, including all aspects of family owned businesses, capital gains tax reduction on property and business disposals, and family trusts and inheritance tax planning.
There is no one size fits all business planning, therefore we work with clients to understand their individual needs to help them to develop and restructure their businesses to minimise risk and maximise efficiency.
I am married to Sarah (who is Alex’s sister, that’s the connection) and I have three beautiful children; Georgia, Benjamin, and Finlay.
I trained, qualified and gained a vast amount of experience in a ‘Big 4’ firm working as an audit specialist. However, I am also gifted in having a big picture mentality, borne partly from running my own practice but also from my previous work experience. This ensures that throughout my professional time spent with you I will be thinking about adding value to your business and possible strategic actions rather than just being your “accountant”.
People are what I am really interested in, I’m a big personal relationship advocate and I really enjoy getting to know an individual and their personal goals as well as their business needs as a whole.
I live with my wife, Heather, our son Noah, and our two cats Minnie and Hades.
I’m a self-motivated, highly organised qualified accountant with eight years experience; specialising in owner-managed businesses with a focus on corporate entities.
I joined the ChadStone team in early 2016 and have thoroughly enjoyed tackling the challenges that come with a rapidly growing firm of accountants.
Being ACCA qualified and having trained on a wide variety of jobs, I possess a broad range of skills suited to most areas of accountancy.
I am married to Gez and we live together with our son Rory and our cat Jaffa (not named after the VAT case I promise).
I started working for ChadStone part-time in 2016 after spending 15 years as a teacher. I am thoroughly enjoying being part of the ChadStone team as I love to learn new skills.
I am married to Rob and we have three beautiful children; Georgia, Benjamin and Finlay.