meet the team

Meet the team

Phil Bates

Principal

Jan Jones

Client Service Manager

Paul McFarlane

Client Service Manager

Paul Bates

Accounts and Taxation

Trish Brew

Personal and Estate Tax specialist

Elaine Blair

Administration

Lesley Bates

Company Secretarial

Alan Mellor

Financial Planner

get in touch with us

For your free first meeting with us and to discuss your requirements, contact our team who will be happy to help.