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Specialists

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Corporate Finance Director

Alex Colley

Apprentice Private Client Administrator
Genus Client Financial Controller

Alexandra Robinson

Genus Financial Accountant
Private Client Senior Manager
Genus Client Financial Controller & Finance Systems / App Integrator

Amanda Griffiths

Receptionist/Administrator
Audit and Accounts Partner
Corporate Finance Partner

Anisa Malik

Audit and Accounts Assistant

Anita Purslove

Private Client Accountant

Beki Pearson

Payroll Administrator

Beth Higginbottom

Receptionist Administrator

Bethany Bates

Research Assistant

Bobby Thompson

Genus Assistant Management Accountant

Callum Walsh

Accounts Assistant

Catherine Thompson

Genus Senior Management Accountant

Chris Allen

IT Director

Christine Burgon

HR Administrator

Connor Marshall

Corporate Finance Executive

Craig Lucas

IT Support Technician

Daniel Kealey

Head of Finance

Daniel Neal

IT Manager

Daniel Thomas

Audit and Accounts Senior
Private Client Senior Manager
Private Client Senior Manager

Dean Jones

Research Assistant

Edward Fletcher

Accounts Senior
Mergers and Acquisions Associate
Adviser - Business Taxes and Radius

Emma Baker

Healthcare Manager

Emma Mosley

Audit and Accounts Assistant

Emma Styles

Assistant Payroll Manager
Client CFO and Director of Genus

Gemma Gregory

Office Manager

Greg Taylor

Corporate Finance Executive

Gurpreet Kaur

Research Assistant

Helen Milner

Credit Controller

Helen Shepherd

Personal Tax Administrator

Helena Flatters

Audit and Accounts Semi-Senior

Htet Htet Khaing Win

Audit and Accounts Senior
Senior Audit and Accounts Manager

Ibrar Razakat

Apprentice Support Technician

Jake Furniss

Accounts Assistant

James Cochrane

Audit and Accounts Senior

Jessie Milligan

Audit and Accounts Assistant
Senior Audit and Accounts Manager

Jo Grant

Senior Marketing Manager

Jodie Hague

Finance Assistant

Joe Nelson

Audit and Accounts Semi-Senior

Josh Barker

Accounts Semi-Senior

Julie Braithwaite

Payroll Administrator

Julie Dixon

Partners' PA

June Freeman

Assistant Payroll Manager

Karen Lawson

Receptionist / Administrator

Katie Castledine

Partners' PA

Kelly McCubbin

Private Client Adviser
Senior Audit and Accounts Manager

Laura Burnell

Accounts Department Administrator

Lauren Crampton

Financial Services Administrator
Genus Client Financial Controller

Lewis Bowman

Tax Compliance Manager

Liam Buttery

Accounts Manager - Owner Managed Business

Linda Seaston

Accounts Senior

Linzi Riley

Audit and Accounts Senior

Lloyd Caesar

IT Support Technician

Louise Runagle

Research Assistant

Lucy Carmichael

Private Client Administrator

Lucy Pridmore

Receptionist/Administrator

Madeleine Clarke

Accounts Senior
Accounts Manager – Owner Managed Business

Margaret McPhail

Adviser Support

Mary Jackson

Adviser Support

Maryia Alozai

Genus Management Accountant

Matt Burton

Audit and Accounts Assistant

Mia Jolley

Trainee Payroll Administrator

Natalia Piddubriwnyj

Research Manager

Nellie Powell

Accounts Department Administrator

Olivia Woolhouse

Adviser - Business Taxes and Radius

Pamela Mathieson

Business Development Senior Manager

Peter Goldingay

Genus Management Accountant

Rachael Lonsdale

Partners' PA

Rebecca Aspinall

Adviser Support

Ruth Morfitt

Payroll Administrator

Ryan Wilkes

Accounts Manager - Owner Managed Business

Samantha Stead

Audit and Accounts Semi-Senior

Sarah Whitehead

Research Analyst

Sean Busby

Audit and Accounts Semi-Senior

Sharon Cook

Payroll Administrator

Sue Kinsella

Payroll Manager

Sue Saxon

Tax Manager

Thomas Hardy

Audit and Accounts Semi-Senior

Thomas Schofield

Personal Tax Assistant

Tom Fletcher

Digital Communications Manager

Tony Downs

Senior Accounts Production Manager

Tony Nunn

Accounts Assistant

Tracy Patrick

Tax Manager

Victoria Price

HR Adminstrator