Jonathan Tate :: BA, ACA :: Manager
Jon graduated with an Accountancy degree in 1985 before entering a training contract with our firm to qualify as a Chartered Accountant in 1988. He believes that by retaining a broad expertise, he is able to give comprehensive technical advice to both companies and their owners. He has shunned any narrow specialisations or special interest groups and has always embraced working for a non-departmentalised firm.

Mark Wallis :: FCCA, ATII :: Manager
Mark is a Chartered Certified Accountant having been admitted as a fellow in April 1998, and is also a Chartered Tax Advisor. He deals with a diverse portfolio of clients (individuals, partnerships, limited companies and trusts) and his main area of expertise is in tax planning. When not in the office he relaxes with his young family, and when time allows enjoys football, DIY and gardening.

Steve Davis :: ACA :: Manager
Steve is a Chartered Accountant with over 23 years experience. He is responsible for a mixed portfolio of clients including personal tax cases and various owner managed businesses, together with companies, clubs and other organisations requiring audit services. Whilst undertaking a general practice role, Steve's areas of expertise include audit, company statuory and compliance matters, and technical support. In his time away from the office, Steve enjoys football, walking and supporting his children in pursuit of their own football and swimming interests.

Mrs Lesley Rose :: MAAT :: Manager
Lesley is an Accounting Technician and has been in the practice for many years, she has the responsibility for overseeing our payroll bureau. She also has responsibility for her own portfolio of clients from personal tax returns to small businesses. Lesley is local to the area and is very involved in community events in her home village of Chickerell.