Simon Hall
Simon has been a Financial Adviser since 1988 and a Pension Transfer Specialist since 2001
Team
Giles Roper
Giles advises our clients on all matters financial.
Tracey Boydell
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.
Tori Brooks
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.
Shirley Furze
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.
Tracey Hiley
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.
Sheila Cook
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.
Lynda Harrisson
Jacquie assists us with our bookkeeping on Sage, QuickBooks and Xero.
Jacqui Waller
Jacquie assists us with our bookkeeping on Sage, QuickBooks and Xero.
Emily Winchester LLB
Emily joins us after completing her law degree at Swansea University. Emily assists Lorna and Adrian in our busy tax department.