The cba Partnership

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CII Chartered Financial PlannersICAEW - The Institute of Chartered Accountants in England & Wales

Staff Profiles

Administration

Vicky Kent

Receptionist

Vicky is the first person to meet and greet all clients and visitors to cba, whether over the phone or face-to-face.

Helen Wright

Secretary/Typist

Helen works in reception and deals with outgoing correspondence for cba.

Caroline Dooley

Internal Bookkeeper and payroll clerk

Linda Holdstock

Accounts Assistant

Linda works with our Accounts Production team assisting staff on a variety of projects.


Accounts Production Department

Emma Lindley

Accounts Manager

Emma is a Qualified Certified Accountant she carries out audits for our clients.

Matt Kendall

Accounts Manager

Matt is a Chartered Accountant having completed his studies in 2009.

Rachel Hay

Accounts Manager

Rachel is a Qualified Certified Accountant.

Jo Hall

Accounts Manager

Jo looks after a number of our clients' payroll, VAT, bookkeeping and accounts.

Amy Hedges

Accounts Assistant

Amy is now an AAT Trainee working in accounts production on VAT returns, Payroll and provides bookkeeping services with clients on-site.

Dave Kendall

Accounts Assistant

Dave is an AAT Trainee working in accounts production and producing VAT returns


Tax Department

Helen Oliver

Tax Manager

Helen works alongside Tracy Hutty, our Tax Partner with all of our Personal Tax clients.

Sonia Jeffery

Tax Manager

Sonia works in our Tax department with our Personal Tax clients.


Payroll Bureau

Elaine Thorne

Payroll Manager

Elaine runs our payroll bureau, undertaking weekly and monthly payroll and year end for our clients.

Liza Hardy

Payroll & Bookkeeping Clerk

Liza provides support to the accounts team and payroll bureau.


IT Department

Scott Reading

IT Manager

Scott runs our IT department and also offers IT support to a variety of clients on a remote basis.


Marketing

Jess Clark

Marketing Manager

Jess works on our internal marketing strategy and also offers marketing services to a number of our clients.


Financial Services

Simon Riley

Independent Financial Adviser

Simon provides advice to clients and non-clients regarding mortgages, investments and protection.

Martin King

Independent Financial Adviser

Martin provides advice to clients and non-clients regarding mortgages, investments and protection.

Brian Bettison

Independent Financial Consultant

Brian provides advice to clients and non-clients regarding Investment Trusts and Pension schemes.

Linda Whitely

Assistant

Linda works alongside our advisers providing administrative support.

Judi Cullum

Assistant

Judi works alongside our advisers providing administrative support.

David Dunning

Financial Services General Manager

David oversees the Financial Services Department and provides advice to clients.

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cba (accountants) Limited is registered in England & Wales. Registration number: 4923526 Registered office address: 72 Lairgate, Beverley, East Yorkshire HU17 8EU

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