Meet the team

After completing a degree in Taxation and Law at Bournemouth University Jon’s first job in tax was with OJ Kilkenny, a firm specialising in the tax affairs of sports people and entertainers.

Rebecca has specialised in private client tax since 2005. She qualified as a Chartered Tax Adviser in 2014 and has worked with a variety of small and larger firms in Surrey, more recently Smith and Williamson and Menzies

Patrick is a private client specialist having worked in Private client tax since 2003. He qualified as an Associate of Taxation Technicians in 2006 and has worked within the Big 4, larger and boutique practices across London, Hampshire, and Surrey.

Lucy graduated from Bournemouth University with a first class honours degree in Accounting and Taxation and then went on to complete the Chartered Tax Adviser (CTA) exams.

Sarah graduated from University in 2014 with a first class degree in Accounting and Finance.

Caroline began her career in accountancy in 2000 and has worked in a number of small practices over the years.

Saif graduated from University of Hertfordshire with a degree in accountancy and finance in 2015. Saif began his career as an Accounts Assistant however when he was looking for pastures new, he decided to specialise in Tax and has not looked back since!

Vicki is the one that keeps the office running smoothly. Vicki’s background is hospitality so she is used to working under pressure, organising people and most importantly doing so with a smile!