Meet the Oldfield Advisory Team

Leon is an Accountant. He works closely with a variety of clients working on their accounts and assisting them with strategy/planning, driving growth and helping them reach their goals.

Joe is one of our Partners and part of our Leadership Team. Advising clients across the UK, he collaborates with business owners ensuring their business is optimised for growth and financial prosperity.

Alice leads our Client Service Team. Working closely with our other CST Team members, they work hard to ensure clients receive timely and efficient service. Alice also provides support and guidance with her experience in GDPR / health & safety.

Mark specialises in small business accounts, HMRC investigations, individual tax and employee tax codes. Sorting out Tax can be stressful, so Mark enjoys helping people navigate their way through and supporting them when things are difficult.

As part of our Client Service Team, Annette works closely with the Tax team providing support to clients. Being a supportive member of the team is important to Annette as she prides herself with high standards and appreciates seeing the results.

As a Senior Consultant, Angus works very closely with clients to help them thrive. Angus is a firm believer in turning financial analysis into tangible actions, maximising business performance, and delivering pertinent tax and business advice.

As workflow coordinator for teams Lion Kings & Mustangs, Carina keeps all members on top of their game. She enjoys interaction with clients and making sure both teams have what they need to meet clients' requirements, come rain or shine!

As a Senior Accountant 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.

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!

As a Business Consultant, Carl has a passion for helping business owners get to grips with where they are, where they want to be, and then helps them get there by ensuring they generate more profit, value and also in generating more cash.

Lizzie is an Assistant Accountant, with her experience of accounts, tax, VAT and payroll she is well placed to meet the needs of the clients she looks after.

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.

Alice is an Accountant experienced in accounts, tax, VAT and payroll. Alice ensures all aspects of the client’s affairs are dealt with in a timely manner.

As an accountant Mike works with a variety of clients on their accounts, VAT and payroll. Mike is also our go to software expert, and his experience with Sage and Xero means that clients are well served if they have any queries.

As a Consultant, Bevis works with clients to develop business strategies and forecasts for future success. He also heads up the Internal Development team, who are always looking for ways to streamline and further improve our service offering.

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.

Working closely with Gerry as part of the Tax Team, Jack assists business owners, by planning and implementing corporate restructures and unique tax projects, ensuring that these work to his client’s benefit.

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. He also works with the tax team on helping clients find solutions to their tax queries.

Arron is an assistant accountant. With experience in accounts, VAT and payroll, he makes sure that clients are well looked after. Arron is also involved in our innovation team, looking at ways to improve efficiency and other ways to help our clients.

Amanda is committed to going the extra mile for our clients and serving their needs to the highest standard. She prepares management and annual accounts, VAT returns, payroll and much more on a day-to-day basis.

Joy is our Marketing & BD Manager.
Working closely with the Senior Leadership team she develops go to market strategies for business & revenue growth, as well as working to improve existing client relationships and gain new ones.

Ian is an integral part of our Marketing and Business Development team. He designs and creates engaging content that informs existing clients, as well as building on the Oldfield brand and helping to win new clients.