Our Senior Staff Posted 19th July 2018 by Lisa Swift MEET THE TEAM AllAdminSeniorServicesTrainees Peter G.C Riley(FCA) - PARTNER The founding partner of C&D Blackpool, Peter deals with a diverse range of clients across all business sectors. Increasingly, Peter is extensively involved in trust and death estate matters, and works closely with many Solicitors on these cases, whilst also dealing with more complex HMRC enquiries and investigations. In short, Peter’s aim is to demystify the complexity by taking clients through the process explaining the pros and cons of the various opportunities available. These are delicate matters and Peter is sensitive to those needs, ensuring a client’s affairs get the attention they deserve. Email Address:firstname.lastname@example.org Peter Swarbrick BSc(Hons)(FCA) - PARTNER Peter qualified as a Chartered Accountant with Grant Thornton in 1984 and became a partner at C&D in 1987. He works closely with a wide range of corporate clients and has acted for numerous acquisitions and disposals of client businesses, focusing on the tax and commercial aspects of business agreements. His years of experience in complex negotiations with bankers, lawyers and investment companies ensures clients will get someone acting on their behalf that isn’t easily intimated by those trying to take advantage. This kind of demanding work keeps him on the road and working off site in his clients’ premises. Email:email@example.com Steve D. Mondy(FCA) - PARTNER Steve has been a partner at C&D for over 20 years. He is a member of the tax faculty at the ICAEW and is experienced in a wide range of business sectors primarily working with SME’s, unincorporated businesses, non audit clients and business startups. Steve provides accounting, taxation and general support. Most of all, he understands the needs of small businesses, in particular the opportunities so often missed by other accountants preferring to work with larger enterprises. This is why so many of his clients seek his advice for business strategy outside of his accountancy role. Email:firstname.lastname@example.org Dominic C. Donleavy BA(Hons)(FCCA, CTA) - PARTNER Dominic joined Crossley & Davis in 2004 from a background of dealing with owner managed businesses and has increasingly specialised in personal and business taxation having qualified as a Chartered Tax Advisor. Dominic has a wide range of experience which includes advising on the tax aspects of buying and selling companies. In 2010 Dominic was made an associate of Crossley & Davis and appointed as a partner in 2016. Whether it’s helping clients take advantage of R & D tax credit opportunities or assisting individuals or businesses with the tougher new buy-to-let taxation rules on mortgage interest, Dominic is equipped with the knowledge to make certain clients only pay what they have to. Email:email@example.com Anthony Wood(CTA, AIIT) - ASSOCIATE Tony advises a portfolio of small personal and corporate clients on the full range of practices services. Additionally Tony specialises in advising clients in the field of VAT. Tony has been involved with a number of schools and academies following the changes to the funding structures in education. His advice is particularly valuable to those businesses requiring assistance with specialist transactions or property sales. He often helps clients, both large and small, with HMRC VAT investigations, never losing sight of who he’s working for, always keeping an eye out for his client’s interests. Email:firstname.lastname@example.org Alistair Swarbrick – BScAccountant Alistair is one of our trainees and has been with us since 2010 and is currently training for his ACA qualification. Initially working part-time between studies, performing bookkeeping and basic analysis work, he joined the firm full-time following his physics degree. he now deals primarily with accounts, audit and tax and has experience working with a wide range of clients and sectors. Adam Fawl – BSc (Hons), ACAChartered Accountant Adam is a member of the Account Preparation, Audit and Tax team at Crossley Davies. He is a qualified Chartered Accountant and works with a range of small and medium sized owner-managed businesses. Outside of work, Adam is a retired national-level swimmer, who previously swam for Loughborough Univesity, winning 3 silver medals at the British National Championships. Andrew SmithTax Manager Andrew boasts a remarkable tenure of more than 19 years with our organisation, during which he has amassed a wealth of expertise spanning the entire spectrum of taxation. He plays a pivotal role in overseeing the preparation of a substantial portion of our clients’ Personal Income Tax Returns. In addition to this, he serves as the primary caretaker of a portfolio of payroll clients and spearheads our Construction Industry Scheme department. Outside of the professional realm, Andrew cherishes quality moments spent with his family, relishing sports and games alongside his three sons. His commitment to community extends beyond his career as he generously dedicates his time as a volunteer coach for a YMCA youth team. Lisa SwiftADMINISTRATION AND COMPANY SECRETARIAL MANAGER Lisa is Crossley & Davis’s Administration and Company Secretarial Manger heading up our front of house and ‘behind the scenes’ admin team. Lisa has been with the firm for over 15 years and boasts an NVQ Level 4 in Business Administration, studied English Literature through the Open University, and has also gained her QA Level 3 in Emergency First Aid at Work. Lisa is responsible for all aspects of heath and safety, HR and oversees all support and clerical work within our company. Outside of work Lisa enjoys spending time with her family, reading, swimming and going to the gym. Emily Calvert – ACAChartered Accountant Emily has worked at Crossley & Davis as a qualified Chartered Accountant for over nine years. Emily works in the accounts department and deals with a wide range of different clients. Hugo Castle – AATAccountant Trainee Hugo is one of our Trainee Accountants at Crossley Davies and is currently working towards becoming a member of the Association of Chartered Accountants. Hugo joined us at the end of 2018, after completing the AAT Level 4 professional diploma in accounting with over 3 years experience working in a practice. In his spare time, Hugo is an avid member of Tarleton RUFC, where he is vice-captain of the First XV. Ian ThompstoneIndependent Financial Adviser Ian has over 20 years of experience in Financial Services. Following a successful career as a Professional Footballer he moved into financial services with Britannic Assurance and qualified as a Financial Adviser. His career progressed via a number of high street banks before he became a partner in an Independent Financial Advice firm. Most recently Ian has been involved in a compliance role for another high street bank. He feels this experience has further improved his knowledge and will assist in helping more clients. However his real passion is sitting down, face to face, with clients and helping them achieve their financial goals. Peter GibsonPRACTICE MANAGER Peter has a wide ranging role within the partnership which includes client responsibilities and practice management. Outside of work Peter enjoys keeping fit by long-distance running. Scott Mitchell(ACCA CTA) - CHARTERED ACCOUNTANT & TAX ADVISOR Scott is a Chartered Accountant and Chartered Tax Advisor with over twelve years experience in practice. He undertakes a variety of tasks ranging from audit and accounts to tax work. Specifically, he has worked on a number of HMRC enquiries helping to get the best result ready for the client. Outside of work, Scott has recently married and has a young son. He is an avid fan of football and sports in general, eating out and socialising. Sharron LloydManager VAT & Bookkeeping Sharron has been with the company for sixteen years and is Manager of our VAT and Bookkeeping department. She has over 40 years bookkeeping experience. Outside of work, Sharron is married and enjoys going on holiday, reading and cycling. Tina LeddenPayroll Manager Welsh born Payroll Manager, Tina, has over 20 years practice experience. Away from work, Tina enjoys spending time with family, horse riding, going to the gym, cinema, concerts with friends and walking the family dog. Jim BakerBUSINESS DEVELOPMENT MANAGER Jim Baker is the firm’s Business Development Manager. With a sales, marketing and business development background in both corporate and professional sectors, Jim has a wealth of experience in customer/client care. In his free time, Jim likes to relax with his family, listen to live music and enjoy good food and wine and spends time building a race track car with his son. Jake Higson – AATAccountant Trainee Jake has recently joined the Crossley & Davis team with over six years experience working in practice. After previously gaining his AAT Level 4 Professional Diploma in Accounting, Jake is currently training for his ATT and CTA qualifications. Outside of work, Jake is a dog lover with three dogs of his own and is a huge sports fan. In his spare time, he can be found hacking his way around the golf course as a member at Ashton and Lea Golf Club in Preston. Luisa Caldarelli – BSC (HONS), ACAChartered Accountant Following a degree in Accounting and Finance, Luisa joined the firm at the end of 2012 and completed her ACA qualification. As a member of the accounts department, she works with a range of clients. Away from work, Luisa enjoys spending time with her young family. Bilal IngarTax Assistant Bilal has recently joined our Tax Department and is AAT Level 3 qualified and is looking to continue his Level 4/ACCA. He has over four years experience working in practice and is looking forward to becoming an integral part of our team. In his spare time Bilal enjoys spending time with family and socialising with friends. Josh Lord – AATAccountant Trainee I am currently studying my Level 4 AAT qualification and I have 3 years previous experience in practice. My hobbies include going to the cinema and playing video games, I’m also a Liverpool FC fan. I’m a dad to a just turned two-year-old and I enjoy spending time with my family. My next goal in life is getting my driving license because I don’t want to be 26 and still getting the bus.