Jade BA ATT

Tax Senior

  • Jade has nearly four years of experience as a tax professional.
  • Works across both mixed tax and personal tax roles, giving her a broad understanding of various tax matters affecting individuals and businesses alike.
  • Prepares and reviews tax returns, advising on income tax and capital gains matters, and liaising directly with HMRC on behalf of clients.
  •  Supports a wide range of clients, from self-employed individuals to high-net-worth clients and small businesses, providing clear, tailored advice
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Georgina Goodman

Bookkeeper

  • 27 years’ accounts experience
  • Budgetary planning and reporting of variances
  • Credit control: chasing business customers for payment
  • Reporting cost abnormalities
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Daniel Briant

Accounts Trainee

  • Daniel specialises in preparing VAT returns and accounts for limited companies, sole traders, and partnerships.
  • In-depth understanding of many accounting software packages, including Sage, Xero and QuickBooks.
  • Delivers timely and accurate financial services, ensuring clients avoid late penalty fees and addressing any queries or concerns they may have.
  • Ensures that VAT returns for his clients are filed on time, helping them stay compliant with regulations and avoid any penalties.
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Tumisang Olaotse BAcc

Audit Semi-Senior

  • Bachelor of Accountancy (BAcc)
  • Partly qualified ACCA
  • Experienced in external audit and statutory accounts preparation for many sectors
  • Helped a bank to enhance internal controls so that they could reduce financial risks and improve compliance, providing peace of mind to senior management.
  • Enabled clients to identify discrepancies and inefficiencies during the audit
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Eashan Panchal BSc (Hons)

Tax Trainee

  • Achieved a first-class honours in his degree from Brunel University and received a roll of honour award for academic excellence (top 5 GPA for class of 2023).
  • Assists a large number of clients with a vast array of tax affairs.
  • Liaises with HMRC to deliver the best outcomes for clients.
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Thanzil Khan BA CMIIA FIoL

Risk and Technology Assurance Partner

  • BA Hons Accounting & Finance
  • Chartered Member of the Institute of Internal Auditors (CMIIA)
  • 20+ years of experience in internal audit, risk management and governance advisory
  • Supports corporate/commercial, public sector, and not-for-profit clients
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Geeta Morgan FCA CTA MSCI Prof. PgDip (GRC)

Audit Director

  • As Audit Director, has audited the States of Guernsey and the Guernsey Financial Services Commission.
  • FCA – Fellow Chartered Accountant (ICAEW)
  • CTA – Chartered Tax Advisor
  • MSCI – Member of Chartered Institute for Securities & Investments
  • Prof.PgDip (GRC) – Fellow of the International Compliance Association
  • Has never lost a client due to work quality or failing to meet expectations.
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Rob Wilkes FCA

Audit Director

  • Rob has 34 years of audit experience.
  • Worked in the UK, Ireland and Australia and at four of the top five global accounting firms.
  • Advises and audits clients in the technology, professional services, leisure, hospitality, manufacturing, wholesale and NFP sectors.
  • Experienced in leading the delivery of audits for listed companies, large privately owned international companies and Private Equity owned businesses.
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Sabrina

PA to Managing Director

  • Sabrina manages calendars and schedules appointments, meetings, and events.
  • Makes travel plans, including flights, hotels, and transport.
  • Plans and organises events and parties.
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