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Our friendly, approachable and dedicated team of professionals are here to take away the stress and pressure associated with your accounts and taxation affairs.
Geoff qualified in 1992 and has worked for medium to large multi-national companies. Having worked in Dublin, Bermuda and London, he founded Windsor Accountancy in 2002 and has overseen the rapid growth to date. Geoff is responsible for new business development, assisting start-up and established businesses on a day-to-day basis and advising clients on tax saving strategies.
Client Services Manager
Steph graduated with a degree in Mathematics from Glasgow University and spent several years working in the hospitality sector before joining us in 2009 as a trainee accountant. Steph rapidly progressed to complete her exams and became a fully qualified ACCA member in 2014. As Client Services Manager, Steph oversees the client accounts department, workflow planning and practice management in addition to managing her own portfolio of clients.
Leigh joined WA in 2014 having spent over 15 years at a local practice in their tax department as assistant to the tax partner. Leigh is a qualified Chartered Tax Adviser (CTA) and Tax Technician (ATT). Leigh is responsible for preparation of tax returns and providing tax advice and planning for all personal tax clients.
Senior Client Manager
Heather is a graduate in Molecular Biology and gained her FCCA designation in 2013. Heather joined WA in early 2016 and comes to us with over 11 years experience with a medium size local firm where she was an Audit and Accounts Manager. Heather is responsible for client statutory accounting and file reviews.
Conor is an Accounting and Finance graduate with over 3 years experience in public practice including 2 years at a UK top 20 firm. His key responsibilities are managing a portfolio of clients, annual statutory accounting, corporation tax matters and management accounts for a number of our key clients. Conor is student member of the Association of Chartered Certified Accountants and is currently in the later stages of completing his ACCA qualification.
Lauren studied A-Level Mathematics at Strodes College and joined us in 2016. Lauren is a qualified Accounting Technician (AAT) and is currently in the early stages of completing her ACCA qualification. Lauren manages a number of our key clients providing bookkeeping support and management accounts. She also looks after our director payrolls and produces annual statutory accounts and tax returns.
Lauren joined Windsor Accountancy in 2017 on completion of her A-Levels at Waingels College. Lauren is currently studying towards her AAT qualification. She is responsible for client bookkeeping, VAT returns, internal reporting and assisting the rest of the team on various accounting matters and projects.
Julia qualified as a Chartered Accountant and Chartered Tax Adviser in 1991. In 2002 she founded River Thames Accountancy Ltd and now provides tax consultancy services and support to Geoff and the rest of the team at Windsor Accountancy. As well as enjoying dealing with all the different aspects of a client’s business affairs, she is the Branch Treasurer and a Committee Member of the Thames Valley Branch of the Chartered Institute of taxation. www.riverthamesaccountancy.co.uk
John has specialised in VAT since its introduction to the UK and spent many years with HMRC in VAT control/training and fraud investigations. Having worked as a VAT specialist for several well-known firms, John now provides Windsor Accountancy with an expert, high quality, professional and responsive service. If there is ever anything we need to know about VAT, John always provides the answers as well as solutions to high-level VAT issues.
Financial Advisor - More Wealth Planning
After gaining a degree in Mathematics, Mark worked in the City for two years whilst gaining his Financial Adviser qualifications. After qualifying in 1997, he spent the next seven years growing a prestigious practice until he relocated from London to Buckinghamshire. Mark has been providing specialist investment and pension advice to Windsor Accountancy clients since 2009.
Rachel started her career as a Financial Adviser at Lloyds TSB in 2004 where she quickly acquired her Financial Planning Certificate and gained client facing experience. Rachel has recently completed her Diploma in Financial Planning and now works within The Ergo Wealth Management Team providing technical, paraplanning and PA support to Mark Blackmore and assisting Windsor Accountancy clients.
A range of accountancy services available to suit your personal and business needs from start-ups and compliance to taxation and investment.
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