CTT GROUP - Key Persons
As CTT Accountancy's youngest recruit, the word colleagues most often use to describe Alana is ‘driven', which is understandable given her accomplishments. Having joined the team in September 2021 straight after taking her A-Levels, Alana has already passed four exams as required by her AAT apprenticeship, gaining a distinction with an incredible score of 96%. Her goal is to complete her AAT training and progress onto taking her ACCA qualifications to become a fully chartered certified accountant.
She enjoys applying her increasing knowledge across all areas of CTT Accountancy, with a particular focus on trusts and estates. She relishes the challenge of taking on new work and broadening her experience while providing her colleagues and clients with an exceptionally high level of support.
Amy is the dynamic director of CTT Accountancy. Having qualified as a chartered accountant at the age of 22, she co-founded the company shortly after. Now, she manages the business with great autonomy alongside her co-director Nick.
Amy brings honesty, directness, and exceptional communication skills to the table. She works with clients from diverse industries, and her understanding of the current client base has made her a valuable asset to the company. Her exposure to various industries, coupled with her well-rounded knowledge of trusts, estate planning, and legal services through her STEP Qualification, has enabled her to offer exceptional service to clients.
Amy is the dynamic director of CTT Accountancy.
Amy has been passionate about her career since she was 16 years old. Excelling in mathematics, business, and psychology studies, Amy knew that she wanted to make her mark in the industry. She qualified as a chartered accountant at the age of 22 and co-founded the company shortly after. Now, she manages the business with great autonomy alongside her co-director Nick.
Since becoming ACCA qualified at 22 years of age, Amy has developed her industry knowledge working for a large national accountancy practice and is now eager to apply her ambitions as a driving force behind CTT Accountancy.
Amy is incredibly dedicated and passionate about building strong, trusted client relationships, making dealing with finances as effortless as possible for her clients. With a personal, hands-on approach, Amy is committed to understanding the pressures that clients face and offering tailored support.
From property to professional services, working with a diverse portfolio of clients has given Amy a wealth of experience providing high quality, client-focused accounting practices and advice within a number of industries.
Andrew Drakes is a Technical Help Advisor. He is a full member of the Society of Trust and Estate Practitioners and has completed the STEP Diploma.
A chartered fellow of the Chartered Institute for Securities & Investment (CISI), Andrew has a reputation for excellence, professionalism and integrity and excels at achieving high-quality results for his clients in challenging situations.
As a former professional rugby player and coach, Andrew brings the same energy and enthusiastic approach to his work at CTT Group, in addition to 32 years of experience in Wealth Management.
He thrives on building and developing teams and is respected for working collaboratively with others at all levels.
Andrew is a strategic leader who prides himself on providing exceptional customer service to his clients, being highly effective at turning unprofitable into profitable and using analytical reasoning to solve problems.
Job Titles:
- Director
- Group General Counsel
- House Solicitor, Advanced Risk & Compliance Practitioner, TEP
Anthony's outstanding legal acumen is equalled by a genuine commitment to the development and success of his colleagues and our business.
An experienced law firm Partner, Anthony has developed a comprehensive career driving strategic planning, marketing, and business development for high profile corporations.
In addition to his reputation as a transformational leader and trusted advisor, Anthony is collaborative, intuitive, and approachable. With over a decade of professional experience and a legal background gained entirely at partner level, Anthony brings a unique blend of expertise and experience to his role in the business, providing strategic advice to the CTT Group of companies.
Bob started his career in 1983 as a Financial Advisor; after sailing through Sales Management and becoming the youngest ever Branch Manager for L&G at the age of 29, Bob has the expertise, attitude and skills to run his teams and advise clients on taxation and trusts.
Bob continues to work as an IFA and a Practising Trust and Estate Practitioner, TEP and believes that building a trusted relationship with their clients, coupled with the ability to problem-solve effectively, will help them to exceed their clients' expectations.
Bob works as one of the Founders and Directors and became a nationally recognised centre of excellence for services to their clients, protecting wealth and assets efficiently and effectively for their families.
Bob's mantra for all is, "Let's just exceed expectations of our clients in the services we offer."
Charlotte was appointed as the Legal Director in 2017 and holds a key responsibility in overseeing the running of the Processing and Admin Teams as well as ensuring that the day-to-day operations run smoothly across the company.
Charlotte became a full TEP in 2017 following completion of the STEP Diploma in Advising Vulnerable Clients, and she now regularly speaks at industry events and attends meetings with key stakeholders in the legal sector such as the Law Commission.
Job Titles:
- DIRECTOR
- General Manager of Markham Colliery
Clive graduated university in 1974 with a first-class degree in Mining Engineering, from there he joined the National Coal Board where he progressed through the line management ranks and became Colliery General Manager in 1986.
At the age of 36, Clive was appointed as General Manager of Markham Colliery in Derbyshire. After leaving the mining industry Clive wanted to take a completely different career route and joined a company taking instructions for wills and associated documents.
Over fifteen years ago, Clive set up his own company taking instructions for and processing wills and associated documents for his own clients. As well as his own work Clive was approached by a number of national organisations to train their staff and process all of their documentation. From this period Clive's company has written tens and thousands of client wills and maintain these in secure storage.
Job Titles:
- Director
- Head of Our Finance Department
Debbie is the head of our Finance Department and has over 15 years of experience in accounts with the last 7 of those years primarily looking after client money accounts. Debbie has embraced the role as HOFA and is committed to ensuring systems and processes are in place to enable the company to comply with obligations imposed under the SRA Accounts Rules.
Harvir, the newest addition to CTT Accountancy, brings a wealth of knowledge and ambition to his role. Graduating from Coventry University with a first-class degree in Accounting and Finance, Harvir was recognised as the highest performer on his course, winning the Course Tutor's Prize.
Prior to joining CTT in May 2023, Harvir gained valuable experience during his eight-month tenure at an accountancy firm in Coventry. His impressive track record and undeniable potential caught the attention of CTT's directors, who were eager to welcome him on board.
Harvir's strong work ethic and skills in financial accounts, management accounts, and business advice make him a true all-rounder. He particularly enjoys the versatility of work and clients he encounters and puts 100% into every task. With ambitions of becoming a chartered accountant, Harvir envisions a successful career within CTT Accountancy.
James Fisher works as a Financial Services Support. He is a full member of the Society of Trust and Estate Practitioners and has completed the STEP Diploma. As well as this, he is qualified to DipPFS level.
Katie holds an AAT qualification and is due to gain her ACCA qualification later this year, making her a fully chartered certified accountant. Katie joined CTT Accountancy in August 2021 from a larger firm where her role as a trainee saw her working across multiple accounting disciplines and a variety of clients. Now, she's looking forward to developing her skillset and portfolio at CTT Accountancy, with her sights set on becoming a Senior Account Manager.
Her enthusiastic approach, excellent communication, and commitment to best practice ensure that Katie delivers exceptional service at every stage of our clients' journeys. She thrives on achieving the best possible outcome for clients while performing a vital role in supporting directors Amy and Nick, and passing her knowledge on to junior team members.
Laura may be part-time at CTT Accountancy, but she brings everything to her role as Accounts Assistant.
Her bookkeeping and payroll expertise are second to none.
With an in-depth knowledge of PAYE processing, her dedicated eye for detail ensures our clients are fully compliant, always. Laura also handles trust and estate registrations and pension submissions, skills she's developed since joining CTT Accountancy in 2021.
Her outgoing, lively approach makes her the perfect personality for heading up CTT Accountancy's social media channels, and when you call our offices, it's Laura's bubbly voice you'll likely hear on the phone. She enjoys getting to know clients and building a relationship with them that allows her to provide a personalised service to suit their business' needs.
Lucy Towey is a Practice Manager. She is a full member of the Society of Trust and Estate Practitioners and has completed the STEP Diploma, As well as this, she is an IFA qualified to DipPFS level.
Job Titles:
- ACCOUNTING & FINANCE STUDENT / Leicester University
Leicester University student Nav joined CTT Accountancy in August 2022 on a work placement. Having completed two years of his Accounting and Finance course, he's currently gaining industry experience with CTT Accountancy before completing the third and final year of his degree.
Holding both AAT and ACCA qualifications, Nick has been practising as a fully chartered certified accountant since 2011. He gained valuable experience at his previous firm as Associate Director, helping them grow from a well-respected local independent practice to a large national firm. Now, as CTT Accountancy director, Nick specialises in advising owner-managed businesses, offering personalised structuring and planning support.
His range of experience across a variety of businesses and his bespoke approach to building client relationships are key in his delivery of efficient, genuine, and passionate accountancy advice, helping owner-managed businesses achieve their goals while sharing their drive for success.
Nick is a qualified ACCA accountant with a wide range of experience delivering efficient, genuine and passionate accountancy advice for both owner managed businesses and individual clients. Nick's attention to detail and bespoke approach has allowed him to build strong working and personal relationships with clients, taking pride in really understanding what owner managed businesses need from their accountant whilst sharing their drive for success.
After starting his career in 2006 as a trainee, Nick progressed to the position of Associate Director at his previous firm, having helped them develop from a well-respected local independent practice in Coventry, to a large national practice.
This journey of growth has given Nick a wide exposure to varying client needs, providing him with the knowledge and experience required to help drive CTT Accountancy forward.
A Financial Adviser with over a decade of professional experience, Spencer has developed a career driving technical innovation within the financial planning and estate planning industry.
Appointed Technical Director of CTT in 2017, Spencer has developed a reputation for technical expertise and is a renowned presenter throughout the industry.
He is a full member of the Society of Trust and Estate practitioners with a STEP Diploma in Trusts and Estates in addition to being an IFA qualified to the DipPFS level.
Spencer is highly regarded by his industry peers and widely respected for his innovative solutions and friendly, approachable nature. He enjoys nothing more than furthering the solutions developed for a wider audience of clients and is heavily involved in the technical development of the market-leading Legacy software.