Who are we?
As a team, Brian and Caroline have been working together for over ten years as Accountants in practice saving clients’ tax.
Observing a growing demand for a more strategic approach to business, we have developed a one-to-one coaching service to help them to achieve their goals.
Brian AFA MIPA
Brian has worked as an accountant in industry and in practice for over 40 years.
Utilizing this vast experience, he has worked with over 500 clients as a qualified accountant and business coach.
Brian enjoys helping individuals improve their financial affairs as well as their taxes.
In Brian’s spare time, he volunteers for a charity, plays golf, enjoys travelling (most recently Costa Rica) and follows Sunderland Football team.
Caroline ATT Fellow
Caroline has worked in practice for almost 20 years with a specialism in personal tax. As a Fellow of the Association of Taxation Technicians, Caroline has prepared around 4,000 tax returns in her career so far and with this expansive knowledge, there is literally nothing she hasn’t seen before!
Clients appreciate Caroline’s knowledgeable and attentive manner.
In her spare time, Caroline is kept busy with her two young children and enjoys travelling to new places in her VW Campervan.