THE WALDRON PARTNERSHIP - Key Persons
Anne has many years experience of working in practice. She specialises in personal tax, especially all aspects of property income and gains. Outside work she can be found walking her dogs.
Anne has over 25 years experience supporting many small and medium-sized businesses, not just in the local area, but throughout the UK. Her personal, professional and straightforward approach allows clients to focus on the job that they are good at.
Bernard has recently retired after many years working with start-ups and growing businesses. We wish him well in his retirement.
Kelsey is an AAT qualified accounting technician with a number of years' experience working in practice preparing accounts and tax returns.
Job Titles:
- Payroll Administrator
- Payroll Manager
Lai is an experienced payroll administrator with more than 15 years experience in managing payrolls for clients.
Luke is AAT qualified and starting his ACCA studies. He is a wizz with our accounts software and already a valuable member of the team.
Marco trained in a large practice and spent time in industry. He is also a Chartered Tax Advisor. He brings a rich experience of finance, taxation and Sage. When not working he plays golf.
Michael has over 25 years experience working with individuals and small businesses. He advises on all aspects of management and accounting. When not in the local area he can be found enjoying the Devon countryside.
Mike has many years experience in practice supporting small and medium-sized businesses with accounts, VAT and payroll and other taxes. He is Quickbooks qualified.
Nigel has many years experience in industry and in practice supporting small and medium-sized businesses.
Sam is studying as an AAT accounting technician. He is a master with all accounting software and excel and already a valuable member of the team.
Sarah has many years experience working with Sage and Bookkeeping.
Terri is recently AAT qualified and is already a valuable member of the team. Terri is also doing a BA (Hons) Business Management degree with The Open University. Outside of work Terri enjoys spending time with her two children.
Terri has heaps of experience in payroll and VAT. Outside work she is kept busy by her young family.
Tom is now over half way through ACCA studies and is trusted and valuable member of the team.
Tony has over 20 years experience working with individuals and small businesses. He specialises in all aspects of Compliance and Tax Planning. He is a keen theatre goer and is interested in historical sites, stately homes, museums, and National Trust properties.