About us

We are a friendly, fun loving group of dedicated professionals who get genuine satisfaction from helping our clients. We take great pride in offering our clients an attentive and pro-active service tailored to meet their individual needs.

Our success over the last 25 years has been based on building long-term relationships with clients and winning referrals based on the quality of our service

Rather than spending vast sums on marketing we are committed to investing in our practice to ensure clients receive the best possible service at the best possible price. We believe that this is the best long-term strategy for the growth of our practice. Your success is our success!

Friendly, obliging and attentive……..

We are determined to ensure our clients get the most out of our service. Our friendly and obliging approach can make the whole financial process less stressful for the client.

No charge for phone calls – We do not charge our clients when they phone us. We want to hear from you and help you as much as possible! We also offer a free introductory meeting.

Professional………..

Ellis Lloyd Jones LLP is registered with the Institute of Chartered Accountants in England & Wales (ICAEW) and endeavours to work to the highest professional standards. This ethos is instilled in our staff who are trained to a high level. We are also a registered ICAEW training centre.

Pro-active……………

Life doesn't stand still and neither does the financial world. We are always looking for new ways to help our clients. By keeping our clients up-to-date with the opportunities that may be available to them we can help them to make their affairs as efficient as possible.

Good value………..

We don't believe that you have to pay the earth to receive a good quality service and our fees reflect this. We're large enough to offer a wealth of expertise but also small enough to offer a personal service.

We have a flexible fee and payment structure which can be tailored to meet your needs. If you prefer, we also offer fixed fee quotations for the work we undertake so you can avoid any nasty shocks!

Our commitment to you………

If you're not happy, we're not happy.

If you have a complaint or would like to make a suggestion on how we can improve our service please let us know straight away. We pledge to deal with all complaints efficiently and quickly and we always welcome your suggestions.

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

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: Audit Manager
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.

Glenys Toft
Position: Accounts Senior
Role: Glenys prepares accounts for, and manages, a portfolio of clients, some of whom she has acted for for over thirty years.

Tony Preece (F.P.C., CEMAP)
Position: Independent Financial Adviser
Role: Tony assists our clients with their wealth management and financial services needs through Ellis Lloyd Jones (Financial Services) Ltd.

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.)
Position: Accounts and audit assistant
Role: Hannah is a trainee accountant specialising in accounts preparation and audit work.

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