I'm the founder and growth Partner at Tree Accountancy based in Manchester city centre. My practice has a great team and we're constantly expanding. I've been working with high growth companies for a number of years advising clients from start up to sale. This advice has been developed working hands on and at board level for many companies to help them achieve their goals. I take great professional pleasure on advising on growth strategies focused on the finance aspect and together with my team, I deliver expert and tailored results.
I’ve worked in the accountancy world for just under 10 years now and bring lots of enthusiasm to the role. I’m tireless when it comes to seeking the best routes to help my clients with their financial affairs and have specialist experience supporting contractors, recruiters and IT consultants both in an external advisory capacity and with general practice business requirements. AAT qualified since 2015, I continue to pursue further qualifications, and ensure I’m up to date with all areas of financial and HMRC compliance. In my spare time, I enjoy football and music.
Director of Tax
With over 20 years experience in the fast-paced world of accountancy and finance, I now work primarily in general practice, advising owner-managed businesses and entrepreneurs on both business and personal tax. I have experience of managing assignments of varying sizes in a variety of sectors including IT, property, security and recruitment. My specialities include personal taxation, wealth planning, business advisory roles and corporate taxation. I also work diligently to ensure HMRC tax compliance, tax planning and accounting for income taxes. When needed, I am also privileged to be invited to work as a team member on several company Boards.
Senior Financial Adviser
Wesley has been advising and guiding clients to achieve their financial goals for over 13 years now. He works closely with business owners to understand their aims and ultimately help them to achieve their objectives.
Wesley has had a very successful career with some of the most recognised high street banks and building societies in the UK. He is currently working towards achieving the highest available external qualification in his field “Chartered Financial Planner”.
Wesley specialises in corporate financial planning, investment planning, retirement planning, inheritance tax planning and business protection. His aim is always to provide a first class, personal service and to build long lasting relationships with his clients.
Outside of his working life Wesley enjoys snowboarding, football, golf and various other outdoor pursuits.
Senior Financial Adviser
Richard is an experienced professional with over 23 years' experience in both personal and business financial planning, developing bespoke strategies to help clients to achieve their financial objectives and ambitions.
For over two decades Richard has worked closely with business owners on all their financial requirements such as corporate pensions, investment planning, business protection, mitigating tax liabilities and aspects of business exit strategy planning. Richard’s focus is on maintaining a long-term relationship with his clients and providing them with a source of trusted advice as their financial needs evolve over the short, medium and long term. He strongly believes that face to face advice is the most beneficial for clients.
Outside of work, Richard enjoys swapping his business suit for a wetsuit to relax in the sea and surf around the Anglesey coast with family and friends. Richard is also a long term supporter of his local Scout Group as both a parent helper and Treasurer.