BATES WESTON - Key Persons


Adam Walker

Job Titles:
  • Relationship Manager

Alan Floyde

Job Titles:
  • Relationship Manager

Alexandra Percival

Job Titles:
  • Relationship Manager

Amy Mileham

Job Titles:
  • Relationship Manager

Anthony Potter

Job Titles:
  • Partner

ANTHONY THOMAS POTTER


Beth Noy

Job Titles:
  • Assistant
  • Tax Manager
  • Member of the Association of Taxation Technicians
Beth is a member of the Association of Taxation Technicians and has spent her career so far advising owner managers and private clients. She takes a particular interest in setting up trusts to control and protect family assets and in developing effective remuneration strategies.

Bridget Charlton

Job Titles:
  • Marketing Manager

Chris Ball

Job Titles:
  • Financial Planner

Chris Jones

Job Titles:
  • Corporate Finance
  • Partner

CHRISTOPHER GLANVILLE JONES


CRAIG JONATHAN SIMPSON


Craig Simpson

Job Titles:
  • Tax Partner
With over 20 years experience of high level tax planning, Craig specialises in providing commercially driven tax advice to privately owned companies and high net worth families. Advising across the range of tax matters relevant to owner managed businesses, Craig particularly enjoys advising on complex reorganisations and reconstructions. He has a down to earth, approachable manner and is adept at clarifying a client's concerns, applying a wealth of tax knowledge, and then recommending and communicating practical solutions. Craig is regularly asked to address his fellow tax professionals at Chartered Institute of Taxation events and frequently contributes to tax publications, updating and co-authoring Tolley's Tax Planning for Owner Managed Businesses 2020-21.

David Parish

Job Titles:
  • Group Finance Director at Pro Cam Europe Limited
"Whether it be regular, day to day advice or something of a more one-off/special nature, the project is always approached with the utmost professionalism and diligence. We have an excellent working relationship, which is fostered by Craig's extremely personable demeanor."

Ellie Mansey

Job Titles:
  • Payroll Supervisor

Gary Jones

Job Titles:
  • IT Manager

Gemma Thornley

Job Titles:
  • HR Manager

GLYN ANTHONY EVANS


GRAHAM JOHN BUCKELL


IAN KEITH NEAL


Ian Neal

Job Titles:
  • Partner
  • Licensed Probate Practitioner

John Allen

Job Titles:
  • Financial Planner

Kate Evans

Job Titles:
  • Senior Corporate Finance Manager
Kate is methodical, organised and thorough. With a focus on detail, she enjoys getting to the bottom of her clients businesses and understanding what drives them. Good humoured with a friendly and open personality, Kate always puts her clients at ease. As Senior Corporate Finance Manager, Kate assists in company sales & acquisitions, business planning and forecasting. Kate has broad ranging commercial experience and has strong research and analysis skills.

Kay Brookes

Job Titles:
  • Partner
  • Licensed Probate Practitioner

KAY MARIE BROOKES


Liz Pepper

Job Titles:
  • Tax Manager
  • Member of the Association of Taxation Technicians
Liz is all about giving sound advice, delivered in straightforward terms. Her manner is friendly, approachable and open. With a degree in commerce, the world literally was Liz's oyster as she travelled extensively before taking up a position with Ernst & Young's Expatriate tax team. Liz qualified as a Chartered Tax Advisor at Tenon in 2011 before moving to Cooper Parry. Today, as a member of Bates Weston's tax team, making business owners' lives easier is what she does best. She ensures their tax affairs are understood and in order, allowing them to focus on running their business. Liz is a member of the Association of Taxation Technicians and the Chartered Institute of Taxation (CIOT). She has broad experience is all areas of tax compliance and has a keen interest in advising family run companies.

Megan Wallis

Job Titles:
  • Licensed Insolvency Practitioner

Michelle Lawrence

Job Titles:
  • Payroll Supervisor

Neil Harrison

Job Titles:
  • Owner Bridgford Interiors Limited
"I have known Craig for many years. He has an excellent technical knowledge and a wealth of experience. He is very focused and proactive on acting in his clients' best interests."

Nicola Bullock

Job Titles:
  • Corporate Finance
  • Partner
ACA qualified with an honours degree in Maths and Economics, Nicola has been a key asset in the Bates Weston Corporate Finance team since its inception in 2004. She has extensive experience in business sales, planning and forecasting and has facilitated all types of corporate finance deals, across a wide range of sectors.

NICOLA JANE BULLOCK


Paula Aldred

Job Titles:
  • Relationship Manager

Rachel Naylor

Job Titles:
  • Bookkeeping Manager

Rachel Robertson

Job Titles:
  • Training Manager

Rebecca Taylor

Job Titles:
  • Audit Manager

Richard Coombs

Job Titles:
  • Tax Partner

Richard Tattersall

Job Titles:
  • Relationship Manager

Samantha Glanville

Job Titles:
  • Relationship Manager

Sean Douglass

Job Titles:
  • Audit Manager

SI N KENT

Job Titles:
  • Financial Planner

Sinead McNamara

Job Titles:
  • Relationship Manager

Steven Gotheridge

Job Titles:
  • Practice Manager

STUART DAVID HULLAND


Stuart Hulland

Job Titles:
  • Partner

WAYNE DOUGLAS THOMAS


Wayne Thomas - CEO

Job Titles:
  • Managing Partner
  • Partner

Zoe Nikoleini

Job Titles:
  • Payroll Supervisor