Our Team

We are a dedicated team which strives to provide success to our clients in regards to all their accountancy needs. Our team is very close-knit and ensures that unified support is provided to you whenever you need it. With expertise covering all aspects of accountancy, taxation and business advisory services, we are well placed to take a holistic view to plan for the future as well dealing with specific matters.

Peter qualified in 1984 and started the business in 1989 after leaving Moores Rowland, a top 20 National firm of accountants based in Brighton. His role as the LLP Managing Partner is to ensure that the firm continues to look forward to offering clients top quality business advice from top quality ACCA qualified staff.

Peter’s business and tax experience mean that he is often involved with ‘exceptions’ and ‘one-off’ situations such as Tax Enquiries, company sales or acquisitions, as well as tax saving opportunities.

Peter lives on Shoreham Beach with his family and enjoys polishing his car & motorboat. He still plays 5 a side football and watches Chelsea.

Qualifications: FCCA, QuickBooks Online Advanced Pro-Advisor.

Kayvan joined the business in 2003 as an ACCA student and after qualifying as a chartered certified accountant he became a partner in 2013. He now manages a portfolio of clients as well as overseeing the work of all the portfolio managers. Kayvan also acts as Finance Partner for the LLP.

Kayvan specialises in advising incorporated and unincorporated owner managed businesses ensuring that they remain accounting and tax compliant whilst looking at ways to save tax and improve profits.

He stands in the North Stand at the Amex and is a lifelong Seagulls fan. He has a keen business interest in Brighton’s digital media scene while his interest in sports including rugby, cricket and golf are reflected in the business clients that he advises.

Qualifications: FCCA, QuickBooks Online Advanced Pro-Advisor, Xero certified advisor.

Katie is a fully qualified ACCA accountant and joined PJCO in May 2016.  She has over 10 year’s experience in the industry and also worked in another accountancy practice for four years prior to joining PJCO. She brings a wealth of knowledge and insight broadening our knowledge base in the firm.

As a Client Portfolio Manager her role includes dealing with limited companies, corporation tax, VAT, sole trader and partnership accounts plus personal tax. She is always ready to help and chat about any issues or assistance a client may need.

Katie enjoys spending time with her family, trips away and attempting to match the great bakes on the “Great British Bake Off”, with some success and some bakes not to be mentioned.

Qualifications: FCCA, QuickBooks Online Advanced Pro-Advisor, Xero certified advisor, AAT

Sophie has recently completed our ACCA Accountants Graduate Trainee programme and has become a fully qualified Chartered Certified Accountant.

Sophie joined the firm in 2015 after finishing her degree in Mathematics at the University of Brighton and moving back to her hometown of Arundel. She became a Client Portfolio Manager in early 2017.

Her role includes dealing with limited companies, corporation tax, VAT, sole trader and partnership accounts plus personal tax.

She is an avid traveller and loves exploring new places and cultures. She enjoys being outdoors whether it’s going for walks or pursuing more adventurous activities on her travels, such as scuba diving, flying and white water rafting. Sophie likes to keep fit, regularly visiting the gym and taking part in classes.

Qualifications: ACCA Qualified, BSc Hons Mathematics, QuickBooks Online Advanced Pro-Advisor

Selda originates from Turkey and completed her ACCA training at PJCO where she qualified as an ACCA accountant in 2011. Selda has over 17 year’s experience within the practice.

Selda deals with the accounting, tax and compliance matters for a portfolio of clients including limited companies, corporate tax, personal tax, VAT and marketing.

Selda’s interests include playing tennis, travel, photography, foreign languages and cultures.

Selda is currently learning Italian and trying to grow an olive grove and a small vineyard in Tuscany.

Qualifications: FCCA, QuickBooks Online Advanced Pro-Advisor

Daniel joined our team back in April 2016 and prides himself on being a specialist in Payroll and Automatic Enrolment. He also produces dividend documentation for most of our clients.

Daniel is an expert in the payroll software we use called ‘Brightpay’ and is responsible for the majority of the client’s weekly/2-weekly/4-weekly and monthly payroll processing. He ensures accordance with HMRC via Real Time Information (RTI) and that all clients get the correct payroll information, on time.

Daniel also is an expert with the workplace pension provider we use called ‘NEST’ and is responsible for the majority of the client’s automatic enrolment duties. He ensures all clients comply with automatic enrolment alongside processing the correct pension contributions and payments to NEST.

He is training towards a ‘Foundation Degree in Payroll Management’ through the Chartered Institute of Payroll Professionals (CIPP). He is keen to help any new clients with their payroll and automatic enrolment requirements. Outside of work; Daniel lives in Shoreham, enjoys playing football and has been a Brighton season ticket holder since 2009.

Qualifications: PTC Certificate in Payroll

Abbie joined us in the summer of 2016, after graduating from the University of Sussex with a degree in history, and is through our Graduate Training programme is now a fully qualified ACCA accountant.

She is now looking after a portfolio of clients dealing with limited companies, corporation tax, VAT, sole trade and personal tax.

Abbie lives locally and loves socialising with her family and friends. She enjoys visiting different cities with New York being her favourite so far. She is also keeping fit by running!

Qualifications: ACCA, History BA (Hons). QuickBooks Online Advanced Pro-Advisor.

Chloe joined us in October 2017 and has worked her way through the PJCO Graduate Training Scheme to become a fully qualified Chartered Certified Accountant, as well as her QuickBooks Online Advanced Pro-Advisor qualification.

Working as a Client Portfolio Manager, Chloe specialises in start-up companies and small owner-managed businesses, both incorporated and unincorporated.

Having studied English and American Literature and Film for her degree, Chloe has a broad interest in the arts and loves a trip to the cinema or investing time in a good book. You may also see her at a pub quiz, loving a bit of healthy competition!

Qualifications: ACCA, English and American Literature and Film BA (Hons), QuickBooks Online Advanced Pro-Advisor.

QuickBooks Find an Accountant Reviews:

Outstanding

Dee Ingle, February 9, 2021

“Exceptional service, attentional to detail, accessible, no unexpected costs, really good value. We have used Quickbooks for over 20 years and we are quite stunned at how smooth the process can be when you get an accountant who knows how to use Quickbooks! We are extremely happy with the service from Chloe and her team. Highly recommended.”

Lovely to work with, quick & sound advice!

Olivia.P, November 20, 2020

“Chloe has been wonderful to work with so far – very prompt with her responses and always honest and efficient! I’m new to the world of Contracting and Accounting but as soon as I signed up with Chloe all of my worries (and flapping!) have gone away. Thank you Chloe, and I look forward to continuing to work with you!”

 Very responsive

Keira, July 29, 2020

“I have always found Chloe to be knowledgeable, helpful and professional. She’s very prompt with her responses to any questions we have and offers sound advice. Thank you Chloe!”

Easy to work with, keeps everything simple

R C Roofing, April 16, 2020

“Chloe is an amazing accountant, made everything so simple, and was always there to respond and help me with any questions I had. Couldn’t recommend her enough”

 Very professional, prompt and helpful

StitchMarketLtd, April 8, 2020

“Very patient with my lack of knowledge and super fast replying. Handled my year and reporting and bookkeeping. Highly recommended!”

Makes Accounts Look Easy

aks19, March 23, 2020

“I’ve written very few online reviews of people and services but some people like Chloe are an exception. Chloe is such an easy person to work with and highly competent at her work. She responds to our questions with an amazing turnaround time and super efficiency. For an SME who often have very little resources, an Accountant such as her is no less than a lifeblood. I cannot recommend her highly enough.”

Great company and very friendly

FigPopShopLtd, March 18, 2020

“Chloe is a great person to be in contact with, she was so quick to reply and was very friendly. We managed to arrange a face to face meeting quite quickly and when I met Chloe and the accountant Kayvan they were so helpful and put my mind at ease with their professional manner and friendly attitude. They have people for every department so I can email about anything I need to and someone will know the answer. Thank you Chloe and I look forward to a long successful working relationship.”

helpful and knowledgable

Mercer, February 27, 2020

“Since setting up my own business Chloe has constiently given sound advice and managed my financial affairs to an excellent standard. She is always professional and deals with any queries promptly and is very easy to deal with.”

Proactive, efficient

AnaP, February 26, 2020

“It’s a pleasure to work with Chloe, she is efficient and professional in her work. She is good working with time constraints and always prompt to respond! I highly recommend her services!”

Approachable, patient and proactive

CocumProperties, February 25, 2020

“Chloe was extremely helpful in helping to resolve any issues or queries during the preparation of the self-assessment tax returns and accounts for my property investment business. She was clear about what documentation I was required to provide and gave ample notice for me to gather the relevant information.”

Great support

Aeronerd, February 20, 2020

“Chloe has been extremely supportive in helping me with my small business book keeping, tax returns (both business and personal), and all other aspects of my accounting. She always responds promptly, shows a keen understanding of the problems I bring to her and is ready with a solution.”

Indispensible bookkeeping assistance

ABC Books, February 18, 2020

“I’ve been a bookkeeper for many years and the prospect of MTD was very daunting for me, however Chloe made every aspect of the process as simple and easy as possible. Chloe has helped me with QuickBooks training to the extent that I have now have four QuickBooks clients for whom I am filing MTD VAT returns for each quarter on QuickBooks. Her training was thorough and concise and I now feel confident in setting up any new clients on the system on my own. Thank you, Chloe!”

Efficient and reliable

Kerr, February 18, 2020

“Only just starting down the limited company road but have found Chloe to be very knowledgeable, super efficient and quick to respond to my numerous shouts for help! Chloe has done my tax returns for a number of years, so already have experience of her professionalism.”

Great advisor

Mark1tech, February 18, 2020

“Excellent, Chloe provides all my book keeping and accounting needs, she has answered all my questions promptly and always gets everything filed on time,even when I push the time limits.”

Amy joined our ACCA Graduate Accountant Training Program in 2018. During Amy’s time at PJCO, she will be gaining relevant tax knowledge, working to build a portfolio of clients and studying to become a fully qualified Chartered Accountant.

Amy studied Accountancy and Finance at Southampton Solent University and graduated in July 2017 with a 2:1. She decided to continue with her studies after gaining a years’ experience as a Purchase and Sales Ledger Analyst.

Amy lives in Horsham and enjoys exercising regularly, socialising with friends, and trying out new places.

Qualifications: BA (Hons) Accounting and Finance Degree, QuickBooks Online Advanced Pro-Advisor

QuickBooks Find an Accountant Reviews:

Very efficient and patient

Woodside Group, January 30, 2021

“Very patient and helpful to us considering our lack of knowledge and understanding of the processes involved. Was always able to help offer support and made things very easy to organise and get sorted.”

Excellent personal accountancy

Ollie, January 25, 2021

“Amy is incredibly profession and on the ball, with a very personable way of interacting. Great to have someone so competent that I can trust my accounts with.”

Personal Tax

RO, January 13, 2021

“Very efficient, friendly and professional, a very reliable service.”

Responsive, helpful and accurate

PH, January 6, 2021

“Amy has been great to work with – very efficient, polite, responsive and helpful. I’m looking forward to continuing to work with Amy in the future”

Very professional and efficient

Sanget, November 26, 2020

“Amazed at the speed and efficiency at which the systems and processes were setup. Was very reassuring for me to start the new business journey with this level of support.”

Super efficient!

Clarence Pegrum, November 13, 2020

“I have only been working with Amy for a few months and it’s an absolute pleasure! No one really enjoys their taxes but when you have someone who is always on hand, quick to respond, incredibly efficient and knowledgable – it takes a lot of the pain away! Thank you Amy for all you do, I look forward to growing my business with your expert support.”

A true expert!

james_phd, November 2, 2020

“Amy has been amazing at looking after my small business accounts. Always quick to respond with very knowledgeable and professional replies and helps to keep me on track with my accounts whether that’s; book-keeping, tax planning; quickbooks, or general tax advice. No question is too silly as Amy will always explain things in a simple manner to help me understand. Thank you Amy and I look forward to keep on working with you into the future!”

A friendly, thorough, timeous professional.

ADO, November 1, 2020

“Amy has provided accounting services, guidance and advice since January 2019, with the focus on the preparation and submission of VAT, personal tax and company tax documentation to HMRC. Her approach is very thorough and always conducted in a timeous and professional manner.”

Incredible

Jessica, October 28, 2020

“I wish I could tick everything, Amy is super talented, efficient and so on-point with everything. Amy keeps me in check and certainly keeps me organised. Her communications are easy to understand and she helps me more than anyone will ever know. I struggle with figures, numbers and calculations and she helps me with such patience. Thank you, Amy!”

Amy Manvell PJCO

PatM, October 7, 2020

“Amy has the patience of a saint!, her expertise and advice is always timely and relevant. The attention to detail and support provided is accompanied with a very personable approach to getting things done.”

Very helpful and knowledgeable

SP, September 30, 2020

“I have used the services of PJCO for a number of years to navigate the vagaries of HMRC. In the last few years Amy has been my guide and has always provided a great service. Keep up the good work Amy and thank you.”

A fine accountant, certainly recommend

Natalia, August 19, 2020

“For me, a foreigner, it seems like the British tax system is deliberately made to be as confusing as humanly possible. Amy always does my taxes on time and saves me immeasurable amounts of headache. Thank you for your good work, Amy!”

Very knowledgeable & helpful

OYoung, August 10, 2020

“Amy has been very helpful from the moment I chose to set my business up. She responds very quickly to any queries I have and gives great advice. I look forward to working with Amy in the future.”

Highly recommend Amy Manvell

harshitha17, August 5, 2020

“Amy is very responsive and helpful with all my queries. Amy’s expertise and professional approach gets desired outcomes and this is ideal for my newly set up business. Look forward to continue working with her.”

Responsive and helpful

Kas, July 29, 2020

“Amy is very helpful and responsive. She has a great, friendly attitude and is very accommodating.”

Matt joined the graduate ACCA training program in 2018 after graduating from the University of Portsmouth with First class honours in Accounting with Finance.

Working alongside the portfolio managers and other graduates, Matt will be looking to build on his existing tax and accountancy knowledge, work towards becoming fully qualified and eventually manage his own portfolio of clients.

Matt lives in Worthing and enjoys keeping fit whether that’s venturing out on his road bike or going for a run along Worthing beach. He loves to travel and has been to numerous places in both Europe and America and one day hopes to travel around Asia.

 Qualifications: BA(Hons) Accounting with Finance First-Class honours, QuickBooks Online Advanced Pro-Advisor

QuickBooks Find an Accountant Reviews:

“Matthew’s has been my secret weapon, enabling me to set up and grow an independent consulting business run on QuickBooks . Matthew’s really approachable, proactive, and helpful in exploring options. He’s great at making things simple for me so I focus on the stuff that matters – I feel much more in control (and compliant!) as a result. Totally recommended.”

“Matthew was very helpful in preparing my personal tax. The process was handled in very good time and with just the right level of input on my part (which is very appreciated these days)”

“I’m only a one-man-band so-to-speak, but Matthew has consistently – with diligence and promptness, always answered my dumb tax questions with sound advice – and brought my floundering around, back onto an even keel and smooth waters. A good chap!”

“Fantastic service from Matt. He kept me constantly informed by email and phone and he was always willing to answer all my questions in layman’s terms. Would highly recommend Matt and PJCO”

“Just completely efficient and easy to deal with . No fuss, everything well organised and dealt with quickly”

“I am employed and self employed and I had no idea where to begin with my taxes, Matthew made it so simple and seamless! Very knowledgeable and explained and answered all my questions in depth! A pleasure to work with! Thanks again Matthew.”

“Thank you a lot Matthew. I appreciate everything you do for my business. You are highly knowledgeable, professional, supportive and great advisor. Always respond so quick. Your answers are clear and to the point. You explain everything in a simple way which make it easy to understand . I cannot recommend Matthew highly enough. Thank you Matthew and all the team in PJCO.”

“Matt has been fantastic to work with throughout our engagement. He is extremely quick to respond to any questions we have, the responses are always well thought out with detailed knowledge of the subject. Matt has helped us with many questions including car/van vat, self assessment tax return and even as far as personal finance.”

“Matthew and the staff at PJCO are always friendly, helpful and professional. Matthew has been my accontant for the last 2 years. He is always there when i call to query something. He makes it clear and understandable for someone who has no clue about accountancy.”

“Have been working with Matthew for a couple of years now and he is nothing other than 100% efficient, reliable and extremely knowledgeable. He and his firm PJCO have provided Accountancy services to our firm for many years now and Matthew has also prepared our Self-Assessments all of which have been methodical, accurate and professional. I would have absolutely no hesitation in recommending Matthew and PJCO to anyone looking for similar advice.”

“Matthew has been extremely helpful in the 15 months since I started my business. He has been a constant reassuring presence; always happy to answer questions and does so with great alacrity. Matthew has shown me how to use Quickbooks to the best effect, by setting up systems and rules that minimises my input which has been excellent. It’s a huge relief that I don’t have to worry about any of my accounting as I know Matthew and his team have taken proper care of it. I look forward to continue working with him.”

“Matthew is a joy to work with. He is extremely conscientious and professional. He remains gentle and patient when reminding me my tax return is nearing the deadline! He is also very quick, thorough and extremely tolerant. His communication is great and I highly recommend him.. Thank you Matthew..”

“I use this accountant for my tax return/self assessment and find him a pleasure to work with and always on hand for any questions with quick responses and has always maintained a professional manner, highly recommended.”

“Matthew is always a phone call away should I need any help and advise. The query’s I contact him are often resolved immediately thanks to his expertise.”

George joined the ACCA graduate training programme in October 2018 and will be assisting Jake with his portfolio of clients. He graduated from Southampton Solent University achieving a 2:1 in International Business Management. He also spent a year overseas studying at The Hague University of Applied Sciences on ERASMUS exchange.

George is a Shoreham-By-Sea local but has spent many years living abroad in Spain, The Netherlands and Australia. He is fluent in Spanish and his interests include travelling, live music and adding to his record collection.

Qualifications: BA (Hons) International Business Management, Quickbooks Online Advanced Pro-Advisor.

QuickBooks Find an Accountant Reviews:

“George is very knowledgeable and quick to respond and resolve any queries. Would highly recommend him.”

“George has done my accounts for a few years now, he is very professional and helpful. i would definately recommend him to anyone who wants help with accounts /tax. he always replies to my queries quickly . He is top of his game !”

“George has helped me for a couple of years now and has always been very helpful and responsive. He is also very understanding and patient with me and my many questions!”

Isabella joined the ACCA Graduate Accountant Training Programme in October 2018. Isabella will be assisting with a portfolio of clients, involving confirmation statements, payroll and personal tax returns. She graduated in July 2018 with a 2:1 in Psychology with Forensic Psychology from Goldsmiths, University of London.

Isabella currently lives in Peacehaven and enjoys playing golf, shopping, going to the gym and travelling.

Qualifications: BSc (Hons) Psychology with Forensic Psychology.

Donna joined us in 2018 from a background in Administration and Practice Management, she brings with her a wealth of experience in Administration from a varied background, most recently in Accountancy. Donna will be helping to implement changes in our systems with the use of new technology and focusing on consolidating and streamlining the way we work in order to support and improve our overall efficiency.

Donna lives locally and enjoys camping in her 1972 VW ‘Dafi’ and socialising with friends and family.

Disney has joined us as head of marketing, she will be keeping us up to date on our website, social media and helping to advertise the business. Disney also works as a graphic designer for local youth charity ESTEEM.

Out of the office she enjoys spending time with her pugs, working on her photography and going to the cinema but prefers to be wrapped up in bed with a cup of tea.

 

Tom joined us in July 2019 to study towards the ACCA Graduate Training Programme, after graduating from the University of Portsmouth having achieved a 2:1 in Economics and Management.

Tom lives in the small village of Partridge Green and enjoys most sports including regular football and golf.  He likes to go to live sporting events when he can, whether that is watching his football team Arsenal or watching Sussex play cricket down at Hove.  He loves to travel, having spent a few months travelling around the USA before joining us at PJCO, and one day he would like to see more of Australia.

QuickBooks Find an Accountant Reviews:

Clear, concise and brilliant!

Imran H, March 9, 2021

“Tom was so well versed and patient in explaining things – couldn’t recommend enough. Great ability to dumb things down to explain as well.”

 Quick, clear responses & great to work with!

Olivia, February 9, 2021

“Tom has been awesome to work with. He gave me a very thorough overview of Quickbooks (which was very new to me!) and is always incredibly responsive, friendly, efficient and clear. He also checks in from time to time just to make sure everything is going well, which is great! Thanks Tom!”

 Clear, great training

cpp7, December 1, 2020

“Had a video call with Tom where he shared his screen and showed me how to get set up on/ use Quickbooks and Receipt Bank. Really clear, patient and easy to follow. Great trainer and nice personable guy. Thanks Tom!”

Friendly, giving clear instruction and advice

Thevelocoffeebus, November 23, 2020

“Tom is really personable and relaxed in his approach, he does not expect you to understand accounting jargon so explains things clearly. He concentrates on the key things you need to use at the time rather than explaining all the unnecessary features. He is very quick at coming back to follow up emails so back up support is always there. I highly recommend him to help. Thanks Tom”

Very easy to work with

Oliveryoung93, October 27, 2020

“Tom was easy to work with and presented himself very well. He has a very polite and friendly attitude and was very thorough when going through my training. I know I can call Tom when required and he will give me the advice I need.”

Great knowledge and very helpful!

Mickhall4, September 23, 2020

“Tom was excellent, he spent time with me to work through Quickbooks answering any questions I had. Very clear on what I needed to do and how I should be planning for the future.”

 Quickbooks training

Amooproperty, September 1, 2020

“Tom was punctual for the quickbooks training. He explained everything logically and clearly and was happy to repeat the instructions. I found Tom very valuable and found the training very helpful.”

Tom made it very easy to understand

NickyJarWill, July 21, 2020

“Tom made training for using QuickBooks very easy and simple. He tailored the training to what I needed to know and showed me how to make sort cuts to save time. He was very approachable and easy to talk to. Thanks Tom!”

Knowledgeable and responsive service

JTB, June 5, 2020

“Great service from Tom – friendly and knowledgeable, did a very good job of pitching his advice at an appropriate level for me. Impressive expert-level Quickbooks knowledge. Went above and beyond to assist with the migration of our business from a legacy system to Quickbooks. Recommended.”

Very easy training and professional

Grant B, April 26, 2020

“Tom helped me set up my Quickbooks account and training via a online training session. Tom explained everything in great detail and answered all my questions showing his great knowledge of the product. I can Highly recommend Tom If you’re looking for someone to help you with QB”

Tom is a great QB advisor

JY XBorder Consulting Ltd, March 20, 2020

“I had an online 1.5 hr training session with Tom today. It was well structured, starting with Receipt Bank to QB. Tom explained everything so clearly, it was very interactive and he was able to answer all my questions. I’m lucky to have such great advisors helping me! Thanks Tom!

 Extremely knowledgeable and great to work with

Happy customer, February 19, 2020

“Tom delivers his work with a great blend of authority and warmth. I feel extremely confident in his work and guidance, whilst also enjoying our interactions every time we work together.”

 Outstanding service

Lindley85, February 19, 2020

“Tom is a saviour with all the help he has provided with all my QuickBooks training. I have no accounting knowledge and have found him very patient. He is always happy to help with my many queries. Tom has outstanding knowledge and is very easy to approach. Thoroughly recommend”

Very Helpful and Knowledgeable

Steven D, February 2, 2020

“Tom was very approachable and able to set me up with Quickbooks and explain how to invoice etc. He also helped with registering me with VAT and will assist in quarterly VAT reporting. Tom is obviously very knowledgeable about Quickbooks and flexible in his approach. Keen to help , Tom ably ran a Training session for me at PJCO premises which was well worthwhile”

 Quickbooks champ

Justin W, November 6, 2019 “Tom has been fantastic to work with so far. His training on Quickbooks was comprehensive, yet he managed to make it simple and interesting! I would recommend working with Tom and the PJCO team to anyone.”

Melitta is currently a student at Chichester College studying in an AAT course. She has just finished an AAT Foundation and Diploma in Accounting and Business Level 2 and will continue further into the course.

Melitta is eager to broaden her knowledge of accounting to become an ACCA Chartered Certified Accountant within PJCO. She enjoys trips to the cinema, going out shopping with friends, and relaxing at home with her two cats.

Katherine has joined us in 2020 as part of the marketing and admin team, she will be working alongside Disney in organising charity events, updating the website, social media and promoting the business. 

She enjoys spending time with family and friends. She likes travelling, reading, animals and going to the gym. Her main interests are Art&Design.

Jo joined our ACCA accountant graduate training programme in March 2020, assisting Chloe with her portfolio of clients. She graduated in July 2018 with a 2:1 in Biology from the University of Southampton.
Jo is a Shoreham local but has also spent time working abroad in Greece. Out of the office, she is a lover of the outdoors, a qualified sailing instructor and lifelong ballet dancer.

QuickBooks Find an Accountant Reviews:

Very Helpful

K, October 23, 2020

“Very helpful, quick to respond, kind and patient. Knowledgeable in her field, would highly recommend Jo.

Thank you: Great advice, support and cooperation.

Carol123, October 22, 2020

“Highly recommended. Jo is great in what she is doing. She explains everything we ask about. She is always supportive and do her best to find the good solution and the proper reply for our query specially in the furlough scheme. Thank you Jo. We do really appreciate what you did and still doing for our business.”

Jay, October 20, 2020

“Jo has been professional in all the advice provided and is always friendly and helpful.”

ADO, October 18, 2020

“Joanna has provided assistance, guidance and advice since April 2020, focussing on the Furlough Scheme including the application, preparation and submission of claims to HMRC. Her approach was very thorough and always conducted in a timeous and professional manner.”

BK2020, October 15, 2020

“Jo has been incredibly helpful in providing insightful information and help during this unpredictable time. Thank you for all of your help over the past few months!”

Sally B, October 13, 2020

“Jo, has been a great guide for the ever changing rules and regulations for the HMRC salary for this year. It has been a relieve to be able to leave this in Jo capable hands to sort out each month.”

David, September 22, 2020

“Jo has been a real pleasure to work with. She has provided clear guidance on how my business is impacted by COVID and assisted in the furlough claims. All questions have been answered quickly and professionally. As a result what could have been a difficult time has been made easy!! Thank you.”

mrsimoncohen, September 22, 2020

“Clear and professional – a pleasure to work with Jo and I hope to continue to work with her.”

 I have just finished my Level 2 AAT Foundation in Accounting and Business at Chichester College and I am eager to progress as far as I can. I live in the seaside town of Bognor Regis. I really enjoy travelling, listening to music, and spending time with my friends and family.

I have recently finished my Level 2 AAT Foundation Diploma in Accounting and Business at Chichester College, I aspire to pursue a career in accounting. In my spare time I enjoy reading, art and spending quality time with my friends and family. I also attend bat surveys, its exciting to watch the bats commuting/foraging and listen to them on the specialized bat detecting devices.

I graduated from the University of Chichester with a 2.1 degree in Sports Therapy in 2020 and wanted a complete change of pace in my career, having always had a keen interest in finance and accountancy. Outside of work I enjoy keeping fit either at the gym or on the cricket field and socialising with friends from trying out new restaurants to travelling to new cities for gigs or festivals.

Alice joined us as a Payroll Administrator in 2021, having previously worked as the Senior Quality Control Biochemistry Scientist at a Worthing based pharmaceutical firm and leading a team of ten analysts.

She has experience in team and project management, lean methodology, data analysis, forecasting and root cause analysis and gained a Bachelor of Arts degree in Surface Design from the University of the Arts, London in 2010.

Outside of work Alice enjoys attending art exhibitions, matcha chocolate, watching horseracing and snooker, visiting National Trust properties and spending time with her beautiful cat Goldikova.

Dan Joined the graduate ACCA training program in 2021 after graduating from the University of West London achieving a 2:1 in Business Studies with Finance.

Dan is aiming to gain knowledge and experience within accounting while studying towards his ACCA qualification.

Dan lives in Portslade and enjoys attending Chelsea matches when possible. He also likes to spend time socialising with his friends and family during the weekends.

George W. Bush

In the corporate world, sometimes things aren’t exactly black and white when it comes to accounting procedures.

George W. Bush

Meet Our Consultants

David Logan – CTA, ATT

tagtax.co.uk

David Logan of TAG Tax and heads up our tax technical team.  David has over 25 years of wide-ranging tax experience and is a Chartered Tax Adviser (“CTA”) with the Chartered Institute of Taxation. David spent over 14 years with the Big 4 firm working specialising in Corporate Tax dealing with both national and international companies and groups. David also spent 3 years with mid-tier firm heading up a tax team in a regional office dealing with both corporate and personal tax matters for owner managed businesses. This enabled David to gain valuable experience in managing Director/Shareholder issues for owner managed businesses.

Gavin Johnson

Gavin has been providing independent financial advice to discerning clients since 2000.  Attention to detail, good listening skills and great empathy are some of the most common traits highlighted by his clients.

He has spent the vast majority of his career specialising in advising business owners, and high net worth individuals.

Gavin has extensive experience and detailed technical knowledge in advising clients across all areas of retirement planning, tax planning, investments, estate & inheritance tax planning and personal/business protection.

A keen football fan, who still plays even though he is the wrong side of 40, Gavin now also enjoys teaching and watching his 3 sons playing football and rugby. 

Daniel Bird

As a Chartered Financial Planner, Daniel brings over 15 years’ experience as a trusted adviser to a wide client base of professionals, entrepreneurs, business owners, board directors and continues to work with many families that he has advised for many years. He has extensive technical knowledge in advising clients across all areas of retirement planning, tax planning, investments, estate & inheritance tax planning and personal/business protection.

Daniel joined the team in 2019 following 7 years at Adam and Company Bank, where he was a director in the London Financial Planning Team. Outside of work Daniel enjoys spending time with his wife and young son but will also take the opportunity in playing golf, football and squash when he can.  

Nick Hills

privatepremierfinance.co.uk

Nick is our independent mortgage and Insurance adviser and his company Private Premier Finance based in Haywards Heath, offering our clients the best available on the market at no fee.

Simon Barrs FCCA – Consultant

Simon is retained as a consultant and offers systems-based solutions to clients.