Who are we?
As a duo, Brian and Caroline have been working together for over ten years as Accountants in practice saving clients’ tax.
Observing a growing demand for wealth management, more recently the team has developed 1 to 1 wealth coaching for individuals, with the added benefit of providing Accountancy services where required.
Brian
Brian has worked as an accountant in industry and in practice for over 40 years.
During this vast experience he has worked with over 500 clients as a qualified accountant.
Brian enjoys helping individuals improve their financial affairs as well as their taxes.
Caroline
Caroline has worked in practice for almost 20 years with a specialism in personal tax. As a proud 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 and enjoys reassuring individuals about their wealth standing.