Wealth Management

Having qualified with Bronsens, Katy looks after a growing portfolio of clients. Katy enjoys helping her client’s transition to cloud based solutions.

Bianca qualified with Bronsens and looks after a growing portfolio of clients. Bianca enjoys helping our clients through their MTD journey to ensure they meet all the necessary requirements.

Bianca is currently on maternity leave

Georgina joined us in May 2022 and is currently studying for her ACCA exams.

Tracey looks after the secretarial requirements of our Chipping Norton office, ensuing things run smoothly and providing a warm and friendly greeting to our clients.

Lorna joined Bronsens in November 2020 as a senior tax manager having previously worked for firms including Shaw Gibbs.  Lorna is a member of the Association of Taxation Technicians (ATT) and has many years of experience advising clients on a wide range of personal taxation issues such as international, capital gains, property and PAYE.

Lorna is also a licenced probate practitioner in Bronsens Probate Services Limited.

Outside of the office Lorna enjoys travel and cheering on her horses at racing meetings.

Simon has been a Financial Adviser since 1988 and a Pension Transfer Specialist since 2001

Nikki heads up our digital bookkeeping department and is currently on-boarding our clients onto the latest digital technologies to ensure data is captured in the most efficient way possible. As well as a Hubdoc and Xero specialist Nikki also assists our busy payroll department.

Giles advises our clients on all matters financial.

Based in Chipping Norton, Tracey processes a large number of payroll for our clients, from the simple directors only through to large complex company payrolls. Our payroll department is fully BACS accredited.

Payroll Manager

Based in Witney Tori processes a large number of payroll for our clients, from the simple directors only through to large complex company payrolls. Our payroll department is fully BACS accredited.

Payroll Manager

Based in Chipping Norton Shirley processes a number of payroll for our clients, from the simple directors only through to large complex company payrolls. Our payroll department is fully BACS accredited.

Sheila brings her wealth of farming knowledge to the practice and looks after our farming portfolio and advises our clients on a wide range or topics.

Jacquie assists us with our bookkeeping on Sage, QuickBooks and Xero.

Zoe is currently studying for her ACCA exams. Working alongside other team members Zoe is building up her knowledge in all aspects of accountancy and is Xero certified.

Hannah has her own portfolio of clients and helps them address all of their business needs, from cloud migration to audits.

• Owner managed businesses
• Vat consultancy
• Internet based businesses
• Property investment companies.

Barry is responsible for a portfolio of owner managed business and deals with all aspects of their accountancy needs:

• Restaurants
• Retail
• Management companies
• Small owner managed companies

Sonia has a wealth of experience in accounting practice. She looks after a varied portfolio across a wide range of industries including:

• Professionals, consultants and graphic designers
• Auto repair garages
• Service industries
• Retail industry

Kelly meets and greets our clients and works alongside Judy carrying out valuable secretarial work

Based in Witney Judy looks after all aspects of our admin requirements ensuring the practice runs smoothly.  Judy is Xero certified and looks after our bookkeeping.

Katie is currently studying for her ACCA exams. Working alongside other team members Katie is building up her knowledge in all aspects of accountancy and is Xero certified.

Jo is Xero certified and works across both offices in our accounts preparation department.

Lilian brings a wealth of experience in dealing with owner managed businesses and all aspects of their accountancy requirements

• Owner managed business
• Pubs and hospitality
• Service industries

Sarah heads up our busy audit team and looks after a wide portfolio of clients

• Building ,timber and plumbing merchants
• IT and software consultants
• Manufacturing
• Small owner managed business