Meet the team

The following are the key team members who will be your points of contact for any requirements you may have:

Gina Greedy FCCA - Senior Accounts Manager

Gina Greedy FCCA

Senior Accounts Manager

A qualified Chartered Accountant, Gina has been a mainstay of the company for many years. Her skill and knowledge of accounting packages make her a key figure in either overseeing the work of the rest of the team or providing training on software when required. Gina is responsible for coordinating the accounting systems and the way we do things here.

Helen Fitzgerald BA(Hons) - Administrator

Helen Fitzgerald BA(Hons)

Administrator

The “director of first impressions” Helen is often the first voice you hear when you call us or the first person you see when you visit. She liaises and coordinates each department and has the unenviable task of managing the director’s workload. Her skills also extend to creating and managing our client company compliance.

Ian Gillard FCA FCCA DipPFS AIPW - Director

Ian Gillard FCA FCCA DipPFS AIPW

Director

Along with managing areas of our business, Ian’s role focuses on the advisory areas to support our standard services. As well as being a Chartered Accountant, Ian can also boast qualifications in both financial and legal services, thereby being able to provide a complete advisory service.

John Morgan DipPFS, CertsCII(MP&ER) - Mortgage Advisor

John Morgan DipPFS, CertsCII(MP&ER)

Mortgage Advisor

Another mainstay of the company, John is our financial advisor with a specialism in mortgages and protection. If there is a mortgage solution to be found, then if John cannot find it, it almost certainly does not exist! In addition, John can also deal with investments and pensions and is an expert in later-life planning.

Mark Mackay FMAAT - Online Accounts Manager

Mark Mackay FMAAT

Online Accounts Manager

Mark joined as a raw trainee and has successfully climbed the ladder to his current position. He also has excellent skills in accounting software and supporting online software and is our “go-to” for installing external systems and overseeing the regular outsourcing of online accounting work we undertake.

Polly Lovegrove - Payroll Manager

Polly Lovegrove

Payroll Manager

Polly runs our payroll outsourcing department and deals with clients with staff numbers ranging from 1 to over 200. She is the first port of call should you have any issues with paying staff or confirming statutory requirements such as holiday leave, statutory sick and maternity/paternity pay and minimum wage.

Robin Browning BA(Hons) FCCA FCA FAIA - Director

Robin Browning BA(Hons) FCCA FCA FAIA

Director

Robin’s role is varied and along with managing areas of our business, includes accounting and audit director overview plus advisory support to many clients. His status as a local boy stands him in good stead as he understands the area and its outlook.

Samuel Taylor ACCA

Audit Manager

Sam has recently qualified as a Chartered Accountant and has now taken on the role of audit manager. This role requires an ordered and process-driven mind, along with a requirement to be skeptical. Sam also supports the accounts managers.

Yvonne Downie ATT(Fellow) - Head of Tax

Yvonne Downie ATT(Fellow)

Head of Tax

Personal tax compliance and completion fill Yvonne’s days, particularly as we approach 31 January each year. Our personal tax clients bring many different needs to be solved and Yvonne is well-experienced to cope with almost anything.