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Our Promises

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What Our Clients Say

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Meet The Team

Meet The 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 a 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 planning for the future as well dealing with specific matters.

Stewart M. Davies ACA FCCA MAAT Cert PFS – Director

Stewart has thirty years’ experience in the accountancy profession dealing with owner managed businesses. As well as ensuring that their accounts and tax affairs are in order and any liabilty minimised, Stewart deals with all manner of clients’ problems; finding solutions and communicating these to clients in a clear, efficient manner.

Andrew Walker FCA – Director

Andrew qualified with ICAEW at the age of 23 after two years’ experience with KPMG. He came back to Scarborough and set up his own practice in 1990. In 2001 he expanded into Whitby after taking over Philip Burley & Co with fellow director Stewart Davies.

Sylvia G. Barker CTA – Client Manager

Sylvia is a chartered tax advisor with a vast knowledge of taxation and HMRC compliance, she has over thirty years experience in her field.

Susan A. Hodgson – Payroll Manager

Susan deals with most of our payroll clients together with providing bookkeeping services. She has worked at this office for some thirty plus years.

Jonathan Smith FCCA – Accounts Senior

Jonathan is the latest member our team to join us. With over 16 years in accounts under his belt, he became a fully qualified Chartered Accountant in 2012 he has brought a raft of skills to the practise. With expertise in Payroll, Accounts and Tax, he is happy to help any member of staff in the office to solve problems quickly and efficiently.

Tanya Bailey – Tax Manager

Joining the practice in 1992 Tanya started off as an accounts clerk and in 2000 moved full time into our busy taxation and VAT department.

Craig A. Moth FMAAT – Senior Accounts Technician

Craig joined the practice in 1998 and quickly became AAT qualified. He’s since gone on to become a fellow member of the association and has established himself as  a senior technician. Craig deals with computerised accounting systems and is certified in Xero, QuickBooks Online, IRIS Kashflow and Sage accounts. Craig also deals with our limited company client requirements such as company register maintenance and incorporations.

Wayne K. Borrett BA – Office Administrator & Senior Accounts Technician

Wayne joined the firm in 2003 and has spent 14 years combining all manner of duties including accounts preparation, VAT, payroll and taxation. In 2013 he amalgamated his duties along with the day to day running of the practice as office administrator.

Dan Thomas ATT – Tax Technician

Dan has joined us recently from a very knowledgeable background, having worked in Tax for over 14 years he has an extensive amount of knowledge in Personal Tax. He tackles tasks such as Personal Tax Returns, Payroll assistance and Accounts Production when needed.

Alan Wright – Accounts Technician

Billie-Jo Cole – Junior Accounts Technician

Billie-Jo joined us October 2018 as is currently studying for her Level 4 Professional Diploma. She has demonstrated a keen interest for the production of accounts and tax, also gaining an Online Core Certification in QuickBooks Online.

Alix Wright – Junior Accounts Technician

Alix started with us in April 2017 and enrolled onto the AAT qualification. Alix has since gained her Level 2 & Level 3 Advanced Diploma and is currently studying for her Level 4 Professional Diploma. She’s wasted no time and has already demonstrated a flare for accountancy. She quickly achieved her QuickBooks Online Core Certification, alongside working on platforms such as Iris Kashflow and Sage.

Chelle Smith – Junior Accounts Technician

Chelle is another member of our Junior Trainees studying for their AAT qualification. She has recently completed her Level 2 Foundation Certificate and Quickbooks Online Core Certification. Chelle has also given multiple Quickbooks demonstrations to clients.

Jude Readman – Secretary

Jude joined us in 2016. Not only has she established herself as a friendly face in reception. She also maintains and updates client information to ensure the smooth running of day to day operations. Alongside maintaining reception, Jude also completes various VAT returns for us.

Jenni Heywood – Secretary

Having joined us from a banking background, Jenni is our front of house and deals with telephone enquiries and client correspondence.

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