Meet The Team
We are a dedicated team which strives to provide success to our clients in regards to all their accountancy needs. Our team is very close-knit and ensures that a unified support is provided to you whenever you need it. With expertise covering all aspects of accountancy, taxation and business advisory services, we are well placed to take a holistic view to planning for the future as well as dealing with specific matters.
Helen Stevenson FCCA – Client Manager
Helen has worked in accountancy for over 10 years, progressing through the ranks to gain a wide experience of accountancy, audit and tax issues. She is a Member of the Association of Accounting Technicians and the Association of Chartered Certified Accountants. Outside of the office, Helen can be found turning a funny shade of pink at the gym or crashing out on the sofa with a DVD! Helen also enjoys gardening & loves holidaying on a cruise ship because of the opportunities it gives her to see the world.
Outside of the office, Helen can be found turning a funny shade of pink at the gym or crashing out on the sofa with a DVD! Helen also enjoys gardening & loves holidaying on a cruise ship because of the opportunities it gives her to see the world.
Richard Jones Bsc (Hons.) – FCA FCCA CTA
Richard has over thirty years’ experience in the accountancy profession dealing with owner managed businesses. As well as ensuring that their accounts and tax affairs are in order and any liability minimized Richard deals with all manner of clients’ problems; finding solutions and communicating these to clients in a clear, efficient and cost effective manner. Richard is also authorized to provide probate services.
Richard is a Fellow of the Institute of Chartered Accountants and the Association of Chartered Certified Accountants and a member of the Chartered Institute of Taxation.
Trevor Harrison MAAT – Out Sourcing
Trevor uses his holistic understanding of tax issues to advise both businesses and individuals how best to navigate today’s regulation. Working closely with our Financial Planning team, Trevor ensures that clients have both accurate tax advice and access to any tax mitigation products they require.
Out of work trevor is kept busy by his two children, and enjoys swimming, gardening travel, sport, both playing and watching.
Gurpreet Anand BA (Hons.) – Tax Manager
Gupreet has a comprehensive understanding of tax services in compliance with laws and regulations which can be delivered within tight time-frames. Having built numerous relationships with clients, Gupreet is able to give excellent planning, consulting and expertise,. as well as providing innovative tax planning and complex income tax returns reviews.
As well as spending time with her family, Gupreet also enjoys marathon running, playing chess, and recently started a chess club for the elderly in the local community.