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The Team

The Team

Neville Ellis (B.A., F.C.A.)
Position: Senior Partner
Role: Neville oversees the general running of the practice and specialises in the following areas:

  • General business advice
  • Business valuations
  • Probate and executorships

Richard Ellis (B.A., A.C.A.)
Position: Partner
Role: Richard has a specialisation in tax and also heads up the firm’s wealth management business. Areas of particular specialisation are:

  • Business Tax
  • Personal Tax
  • Capital Gains Tax
  • R&D tax credits

 

 

Keri Jones (F.C.A.)
Position: Partner
Role: Keri specialises in general accounts preparation and VAT.

 

 

Kara Williams (B.S.C., A.C.A.)
Position: Partner
Role: Kara heads the audit department as well as managing a large portfolio of clients. Her specialist areas are:

  • Company audits
  • Preparation and audit of charity financial statements
  • Grant audits

 

 

Barbara Morgan
Position: General Manager and Head of Payroll
Role: Barbara has a portfolio of specialist clients and also manages the firm’s payroll bureau.

 

 

Lisa Bateman
Position: Administration Manager
Role: Lisa keeps the finances of the practice in trim and also manages our tax enquiry insurance scheme.

 

 

Andrina Whitfield
Position: Tax Senior
Role: Andrina specialises in personal and business taxation with 20 years experience in this field.

 

 

Alison Durham
Position: Tax Assistant
Role: Alison specialises in personal and business taxation and oversees our annual self-assessment progress.

 

 

 

 

 

 

 

Andrew O’Brien (B.S.C., F.P.C., CEMAP)
Position: Independent Financial Adviser
Role: Andrew assists our clients with their wealth management and financial services needs through Ellis Lloyd Jones (Financial Services) Ltd.

 

 

Tracey Goatcher
Position: Payroll Senior
Role: Tracey is responsible for the day-to-day running of our payroll department.

 

 

Hannah Gittings (B.A., A.C.A.)
Position: Chartered Accountant
Role: Hannah is a chartered accountant managing a portfolio of clients.

 

 

Gemma Harris (B.S.C.)
Position: Accounts assistant
Role: Gemma is a trainee accountant specialising in accounts preparation and payroll.