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Staff Profiles
Administration
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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. |
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Helen Wright
Secretary/Typist
Helen works in reception and deals with outgoing correspondence for cba. |
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Caroline Dooley
Internal Bookkeeper and payroll clerk
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Linda Holdstock
Accounts Assistant
Linda works with our Accounts Production team assisting staff on a variety of projects. |
Accounts Production Department
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Emma Lindley
Accounts Manager
Emma is a Qualified Certified Accountant she carries out audits for our clients. |
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Matt Kendall
Accounts Manager
Matt is a Chartered Accountant having completed his studies in 2009. |
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Rachel Hay
Accounts Manager
Rachel is a Qualified Certified Accountant. |
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Jo Hall
Accounts Manager
Jo looks after a number of our clients' payroll, VAT, bookkeeping and accounts. |
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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. |
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Dave Kendall
Accounts Assistant
Dave is an AAT Trainee working in accounts production and producing VAT returns |
Tax Department
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Helen Oliver
Tax Manager
Helen works alongside Tracy Hutty, our Tax Partner with all of our Personal Tax clients. |
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Sonia Jeffery
Tax Manager
Sonia works in our Tax department with our Personal Tax clients. |
Payroll Bureau
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Elaine Thorne
Payroll Manager
Elaine runs our payroll bureau, undertaking weekly and monthly payroll and year end for our clients. |
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Liza Hardy
Payroll & Bookkeeping Clerk
Liza provides support to the accounts team and payroll bureau. |
IT Department
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Scott Reading
IT Manager
Scott runs our IT department and also offers IT support to a variety of clients on a remote basis. |
Marketing
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Jess Clark
Marketing Manager
Jess works on our internal marketing strategy and also offers marketing services to a number of our clients. |
Financial Services
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Simon Riley
Independent Financial Adviser
Simon provides advice to clients and non-clients regarding mortgages, investments and protection. |
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Martin King
Independent Financial Adviser
Martin provides advice to clients and non-clients regarding mortgages, investments and protection. |
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Brian Bettison
Independent Financial Consultant
Brian provides advice to clients and non-clients regarding Investment Trusts and Pension schemes. |
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Linda Whitely
Assistant
Linda works alongside our advisers providing administrative support. |
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Judi Cullum
Assistant
Judi works alongside our advisers providing administrative support. |
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David Dunning
Financial Services General Manager
David oversees the Financial Services Department and provides advice to clients. |
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