MITCHELL CHARLESWORTH - Key Persons
Having previously worked at Mitchell Charlesworth, Aaron re-joined the firm as Director of Tax in 2021 and has more than 20 years' experience in this field. He qualified as a Chartered Tax Adviser in 2005 and became a Fellow of the Association of Tax Technicians in 2011. With experience of both personal and business taxes and how these interact with each other, Aaron can advise and identify tax planning opportunities for both owner managed businesses and high net worth individuals. Outside of work, Aaron is a keen swimmer, supporter of Wrexham FC and enjoys playing pool and pub league dominoes.
Job Titles:
- Partner
- Partner / Liverpool
Adam has over 20 years' experience in practice, and has advised a significant number of SME clients and large corporate groups during this time. Adam has extensive tax and accounting knowledge, and provides business advice to his clients to help them grow and achieve their full potential in addition to providing the necessary audit, accounting and taxation compliance services. Adam advises and supports clients on making the switch to cloud accounting software and is a member of the firm's Making Tax Digital team, which offers businesses practical guidance on how to manage the forthcoming changes to the tax system. Adam is also responsible for the delivery of corporate finance services, and has significant experience with fundraising, business plans and financial due diligence. Adam joined the firm in 1998 and became a partner in 2015. In his spare time, Adam enjoys going to the gym and hacking around his local golf course!
Alex has more than twenty years' experience in audit, accounting, corporate and personal tax planning including profit extraction, business succession planning, corporate restructuring and growth support. He has a keen interest in owner-managed businesses and advises organisations across a variety of sectors, ranging from professional and medical services right through to the manufacturing and transport industry. A particular area of expertise is in education, supporting a significant number of academy schools and multi academy trusts across the North West. Alex joined the firm as partner in 2020. In his free time, Alex is a keen runner and supporter of a national children's charity.
Job Titles:
- Manager
- Manager / Liverpool
Alex brings to Mitchell Charlesworth over 6 years' experience of advising and working with clients across a number of sectors, including construction, engineering, technology and creative industries. He has a particular focus on delivering high quality financial information through the use and integration of a wide range of software. Alex's breadth of tax and accounting knowledge allows him to comprehensively guide clients towards achieving both their short and long-term financial objectives. As an advocate and avid user of cloud-based accounting software, Alex can provide guidance when adapting for Making Tax Digital or even for entities looking to enhance their current accounting function. In his spare time, Alex enjoys skiing.
Job Titles:
- VAT Consultant
- VAT Consultant / Manchester
Alison has worked in VAT for over 20 years, both in professional practice and industry. She has dealt with VAT issues in a variety of sectors including property, retail, media, manufacturing and healthcare. Alison has significant international VAT experience after spending time overseas undertaking global supply chain restructuring and helping businesses in the UAE with the introduction of VAT. More recently Alison has helped business with Brexit and the EU VAT changes. Alison supports Mitchell Charlesworth as a consultant, allowing her to split her time between VAT and her other interests.
Job Titles:
- Partner
- Partner / Manchester
Alison is Managing Partner in our Manchester office and advises on all areas of audit, accounts, taxation and general financial matters across a variety of sectors. She has over 20 years' experience advising owner managed businesses and developing growth strategies, recognising their special requirements for both tax planning and general financial advice. Alison joined the firm in 1997 and became a partner in 2007, and is a member of the ICAEW. Alison is a former member of the British Womens' Waterpolo Team and a keen tennis player and runner.
Job Titles:
- Partner
- Partner / Liverpool
Alison joined the practice as a graduate trainee in 1990. After qualifying as a Chartered Accountant she moved into a practice management role and became a Partner in 2001. Alison is on the practice's Management Committee where her main areas of responsibility are Human Resources and Marketing. Alison is married to Rob and has two children, George and Maisie, who take up much of her spare time, taxi-ing them to their many sporting commitments.
Job Titles:
- Associate
- Associate / Widnes
Amanda has over 25 years' experience in dealing with small and growing businesses, with thorough knowledge of appropriate tax planning and daily management. She has a varied client portfolio from family/owner managed businesses, to clubs and personal cases. Amanda specialises in advising business start ups and in helping small businesses to expand by implementing growth strategies. Amanda joined the firm in 1987 and became Associate in 2008. In her free time Amanda loves to visit her family, is a keen traveller, and carries out honorary charity work.
Amy joined Mitchell Charlesworth in 2011 and completed the AAT and ACA qualifications, qualifying as a chartered accountant in 2017. She has been a manager within the audit and accounts department based at our Widnes office and became a partner in 2023. Amy specialises in owner management businesses, across a wide range of business sections, and helps businesses at every stage of the process, from inception to well established businesses and each stage in between. Amy also assists businesses with cloud software and digitalisation support and MTD requirements across the taxes.
Job Titles:
- Associate
- Associate / Widnes
Andrea has over 25 years' experience in dealing with Trust and Estates and her portfolio of clients includes a wide variety of types, including Life Interest and Discretionary. Andrea deals with the day to day administration for many of the Trusts, as well as completing the annual accounts and tax returns. Andrea joined the firm in 1990 and became Associate in 2004. She has been a member of the Society of Trust and Estate Practitioners since 1992.
Andrew is a partner at our Chester office. He has many years' experience, specialising in advising family-owned companies and their stakeholders across a broad market sector. Andrew adopts a holistic approach to understanding clients' needs and enjoys helping them achieve their business and personal goals. Experienced in working with corporate clients and providing business advice, he enjoys technology and its use to help clients future-proof their businesses. Andrew advises entrepreneurial companies and their stakeholders across a broad market sector. However, he has a specialisation in professional practices, the wedding and hospitality industry and tech companies. With an engineering degree behind him Andrew enjoys finding practical solutions to assist businesses reach their goals, advising and working alongside clients to develop their business, whilst retaining that personal touch when dealing with difficult problems. He enjoys being a sounding board, and challenging business owners on their plans and aspirations. In his spare time, Andrew enjoys gardening and clay pigeon shooting and is constantly trying to improve his aim.
Andy started his accountancy career in 2010 working at a specialist contractor accountants. He completed his AAT and ACCA qualifications and qualified as an accountant in 2019 before joining Mitchell Charlesworth's Widnes office in November 2020. Andy provides business support and accounts services to a mixed portfolio of businesses across a wide range of sectors, including manufacturing and property. He also delivers cloud accounting software support and training. Outside of work Andy likes spending time with his family, is a keen traveller and enjoys watching any sport but mainly football and American football.
Job Titles:
- Manager
- Manager / Manchester
Anne has in excess of 20 years' experience in dealing with the personal tax affairs of individuals and previously worked for H M Revenue & Customs. Anne is accomplished with all aspects of HMRC's self assessment regime. In particular Anne has knowledge of and can provide assistance in dealing with HMRC regarding the disclosure of undeclared income (i.e. rental income, self employment, interest - foreign and UK) and self assessment enquiries and tax return form checks. Anne can advise on the completion of company forms P11D. Anne's hobbies include yoga, pilates, bike riding and chocolate. Anne enjoys travelling and is an avid animal lover being one of those vegetarians…
Cheryl has over 25 years experience in dealing with a varied client portfolio of owner managed businesses dealing with all aspects of accountancy and personal tax. Cheryl joined the firm in 1996 and enjoys her role as Manager. She is a fellow of the Association of Chartered Certified Accountants.
Job Titles:
- Manager
- Manager / Liverpool
Starting her accountancy career straight after studying her A Levels, Danielle joined a local accountancy firm and started studying for the AAT qualification and then the Chartered Accountancy qualification, in which she qualified in 2018 and is currently a member of the ICAEW. Danielle has experience across a wide range of industries in accountancy and audit. Outside of work, Danielle enjoys spending time with her husband and children.
Job Titles:
- Manager
- Manager / Liverpool
After completing her A levels in 2005, Emerald joined a firm of accountants in Shrewsbury to undertake an apprenticeship studying for the AAT qualification, followed by the Chartered Certified Accountancy (ACCA) professional qualification, for which she qualified in 2011 and is currently a member. Emerald has experience of looking after and advising a wide range of industries, having managed a varied portfolio of clients in previous roles, particularly clients in agriculture, construction, publishing, marketing and hospitality. Outside of work, Emerald enjoys exploring National Trust properties and beauty spots with her two dogs, when not volunteering as treasurer at her local church.
Job Titles:
- Assistant Manager
- Assistant Manager / Widnes
Emily joined Mitchell Charlesworth in 2019 after completing a Maths degree at University of Liverpool. She is currently studying towards her ACA qualification. Emily provides business support, audit and accounts services to a mixed portfolio of businesses across a wide range of sectors, including manufacturing and logistics. Outside of work Emily enjoys spending time with family & friends and is a keen football player.
Job Titles:
- Assistant Manager
- Assistant Manager / Widnes
Emily joined Mitchell Charlesworth in 2014 and completed her AAT qualification in 2017 and is an assistant manager in our Widnes office. Emily assists owner managed businesses in a variety of business sectors, with management accounts, statutory accounts and advice over the taxes. Emily also assists businesses with cloud accounting software and MTD requirements, providing training and support.
Job Titles:
- Assistant Manager
- Assistant Manager / Widnes
Job Titles:
- Assistant Manager
- Assistant Manager / Widnes
Georgina Smith joined Mitchell Charlesworth in 2013, has completed her AAT qualifications and is part qualified ACC. She now manages a mixed portfolio of businesses across a wide range of sectors. She also delivers cloud accounting software support and training. Outside of work Georgie volunteers for Cheshire Phoenix basketball club and often travels to away games.
Job Titles:
- Manager
- Manager / Manchester
Job Titles:
- Associate
- Associate / Liverpool
Harry has over 40 years experience in dealing with all aspects of the Social Housing Sector and as such is our resident Housing specialist and also manages a number of clients in the construction sector. He also heads up the Business Assurance team and is responsible for internal audits and related services. Harry joined the firm in 1970 and became an associate in 2008. Harry is currently a member of the ACCA's Housing Associations Technical Advisory Group. He is an avid reader of historical literature and attends the Philharmonic regularly.
Job Titles:
- Independent Financial Advisor
Job Titles:
- Chartered Insurance Practitioner
Job Titles:
- Chartered Financial Planner