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 email@example.com +442476673160
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 firstname.lastname@example.org +442476673160
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 email@example.com +442476673160
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 firstname.lastname@example.org +442476673160
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 email@example.com +442476673160
Client Service Team
As workflow coordinator for team lion kings and team 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 the clients' requirements, come rain or firstname.lastname@example.org +442476673160
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 email@example.com +442476673160
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 firstname.lastname@example.org +442476673160
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 email@example.com +442476673160
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 firstname.lastname@example.org +442476673160
Marketing & BD Manager
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.