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Meet the Oldfield Advisory Team
We’re a specialist team with a passion for innovation and success for our clients. We challenge the status quo.
Your relationship with us is what really matters at Oldfield Advisory. Our team is an extension of your team and your business is our business. With great communication and help when you need it, the people at Oldfield Advisory just make your life easier.
Joe spends the majority of his time advising clients across UK & Europe bringing expertise in business development and helping businesses restructure for maximum tax efficiency. His experience also makes him invaluable during client board meetings.
Mark specialises in small business accounts, HMRC investigations, individual tax and employee tax codes. He enjoys helping people save tax and supporting them when things are difficult.
Business & Tax Consultant
A firm believer in turning financial analysis into tangible actions, Angus is passionate about helping business owners maximise business performance. As well as leading a team, he spends most of his time delivering tax and business advice.
Chartered Tax Adviser
Heading up the tax consulting team, Gerry delivers practical, robust and creative tax saving solutions to family businesses in areas such as corporate structuring, property transactions, family succession and inheritance tax planning.
Kevin is passionate about exceeding expectations and making every contact an enjoyable experience. He strives to move the business forward whether it be internal systems, sales & marketing, client engagement, or looking after our amazing team!
Accountant and Business Consultant
Every growing business has the potential to be more profitable, more valuable and generate more cash! Carl's passion is helping business owners get to grips with where they are, unlocking the keys to cash generation and profitability in business.
Dave has extensive experience with working with a broad range of clients. He advises businesses on a range of matters from financial reporting and remuneration planning to personal and corporate tax compliance.
Accountant and Software Consultant
Mike is our cheery software guru! He is the go-to whenever you have any Sage or Xero queries. He will also be helping to ensure our clients are MTD compliant with forthcoming HMRC legislation.
Jodie is one of our fully qualified accountants, and has extensive experience in advising clients on financial accounts, management reporting, tax compliance and tax planning. Her expertise and proactive mindset is a great asset to the team.
As well as preparing management accounts and financial reports, Bevis is also part of the innovation team, always looking for ways to make our clients' lives easier. He is also the Oldfield techie and is always on hand whenever there's an issue!
Accountant & Business Consultant
Lloyd works with clients across the UK who wish to maximise their growth potential by using a specialist business advisory service. Deadline orientated, he is renowned for his punctuality and efficiency.
Jack assists business owners to enable them to measure performance and build robust financial plans, ensuring future growth and prosperity. He joins Gerry in the tax consulting team bringing innovative ideas to the team!
Kerry assists clients in tracking their business performance through preparing management accounts. Her specialist role in payroll and compliance, takes the headache away from our clients by making sure statutory deadlines are met.
Lewis is an assistant accountant looking after a variety of clients. He is involved with bookkeeping, management accounts and VAT.
Elizabeth is an accountant on team chequers. With a range of experience in accounts, tax, VAT and payroll she is well placed to meet the needs of the clients she looks after.
Alice is an Accountant in team Empire. She looks after a variety of clients with her experience in accounts and tax, and ensures all aspects of the client’s affairs are dealt with in a timely manner.
P.A. / Client Service Team
Annette works alongside Team Shard, providing dedication and commitment to their clients and team members. Being a supportive member of the team is important to Annette as she prides herself with high standards and appreciates seeing the results.
Client Service Team
As workflow coordinator for Team Chequers, Rilla keeps Mark, Mike, Dave, Lloyd, Bevis, Jack & Elizabeth in check! She enjoys interaction with clients and making sure the team have what they need to meet their clients requirements, come rain or shine!
Client Service Team
Assisting our vibrant dynamic team, Ian provides support to the Client Service Team and his strong background in graphics and design plays a vital part in our marketing team.
Client Service Team
Alice coordinates the workflow for Team Empire and is passionate about ensuring clients receive a timely and efficient service. Alice also provides the business support with her experience in GDPR and health and safety compliance.
Leon is an assistant accountant in team Empire. He looks after a variety of clients with his involvement in accounts, VAT and payroll.
Amanda is an assistant accountant in team Empire. She looks after a variety of clients with her involvement in accounts, VAT and payroll.
Contact our business consultancy team today
It's easy to book an initial consultation - just provide some brief details, and your preferred date and time, and we'll reply by email to confirm your appointment.