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Name: John Daniel O’Hare FCA
Job title: Senior Partner
Key areas of expertise: John is based at the Whitehaven office and deals with a wide range of clients providing them predominantly with accountancy and taxation services. In addition to his accounting work, John is an expert in payroll, VAT matters and personal tax. He manages a portfolio of clients from agricultural, construction, fishing and retail sectors.
What his friends would say about him: A source of common sense and sound advice delivered in his own unique style. Best not to try too hard to understand his sense of humour! | |
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Name: Roger Troughton FCA
Job title: Managing Partner
Key areas of expertise: As a partner in the firm for 17 years, Roger has considerable experience and expertise in general client care providing advice on accounting, taxation and other business matters for a wide range of small business clients.
Roger specialises in VAT and his knowledge of the VAT regulations and understanding of the principles underlying this complex tax, mean clients are given the help and guidance they need to ensure that even the most unusual transactions are dealt with correctly
What his friends would say about him: Always ready to help clients and colleagues alike and to give advice with a smile! An unlimited source of trivia he likes fell walks, holidays in Italy and old fashioned Cumbrian expressions. Thinks chocolate counts towards his “five a day”. | |
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Name: David Plaskett FCA BSc
Job title: Corporate Services Partner
Key areas of expertise: West Cumbrian David deals with all aspects of corporate services including initial company formation/reorganisation, share ownership structure, accounting requirements, taxation, planning issues and funding. He works with, but not exclusively for, the larger corporates and provides pro-active advice tailored to suit all sizes. His strength is his depth of knowledge of the corporate environment gleaned over more than 30 years.
What his friends would say about him: Very level-headed, great attention to detail, always delivers. His passion is golfing his way around the world! | |
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Name: Michael Wood FCA
Job title: General Practice Partner
Key areas of expertise: Michael leads the practice’s team of agricultural experts. His knowledge in this sector is second to none and 50% of his client portfolio comprises members of the farming community. His other specialist sector area is health care professionals and he looks after nearly all the practice’s GP clients providing them with a full range of accountancy services. Michael is a member of the Institute of Chartered Accountants in England and Wales Specialist Interest Groups for Agriculture and Medical Healthcare. He also works for clients from a range of other sectors.
What his friends would say about him: A family man, who, outside of work, eats, sleeps and breathes Whitehaven Rugby League Football Club which, as a Director, he claims is the best semi professional club in the country. He plays golf badly and loves socialising. | |
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Name: David Hopkinson FPFS Chartered Financial Planner BSc (Hons)
Job title: Financial Services Partner
Key areas of expertise: David has more than 18 years’ experience as an Independent Financial Adviser and is the only IFA in West Cumbria and one of very few in the UK to have achieved the Chartered Financial Planner qualification awarded by the Chartered Insurance Institute. He advises on all areas of personal and corporate financial planning.
What his friends would say about him: He is organised, likes to get things done and lives life to the full. Oh, and he loves Australian wine | |
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Name: Peter Ellwood FCA BA
Job title: Accountancy and Audit Partner
Key areas of expertise: Peter works with corporate clients, professional services and small businesses. He thrives on driving businesses forward to reach their full potential, no matter the size or type. He excels at a range of services including business plans for new businesses but is equally comfortable with the incorporation of a business or the audit of a large corporate. As one of the two qualified Audit Partners in the practice Peter oversees all audits and ensures compliance.
What his friends would say about him: Peter likes helping clients succeed, playing golf better than most and spending time with his young family. | |
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Name: Jason Spires ACA BSc
Job title: Audit Partner
Key areas of expertise: Jason deals with all organisations which require an audit. He also advises many other corporate clients, family run businesses and owner-manager service companies. Jason is on hand to assist you with all your accounting, business taxation and advisery needs. He has extensive involvement in resolving start-up and incorporation issues and particularly enjoys helping new businesses to grow. Jason also has considerable experience in advising charities and other not-for-profit organisations
What his friends would say about him: Knowledgeable, wise, trustworthy and dependable. Very outgoing and the embodiment of the phrase ‘the life and soul of the party’. Salt of the earth, just an all-round good guy! | |
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Name: Victoria Bishop CTA MBA MA
Job title: Tax Partner specialising in Capital Gains, Inheritance and Personal Tax
Key areas of expertise: Victoria specialises in personal taxes but also deals with corporation tax. She is a Chartered Tax Adviser and is highly experienced and qualified. She is active in the local branch of Chartered Institute of Taxation and is a member of the local “Working Together” committee run in conjunction with HM Revenue & Customs. She has a close working relationship with local revenue employees. Victoria is able to provide a holistic solution to situations.
What her friends would say about her: Victoria is certainly not what you would expect from a tax expert! She is caring, personable and fun while still being professional, principled, focused and dynamic. She enjoys books, world cinema and speaks German. | | |
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