Our Senior Staff Posted 19th July 2018 by deeperblue MEET THE TEAM AllSeniorTraineesServicesAdmin 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:email@example.com 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:firstname.lastname@example.org 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:email@example.com 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:firstname.lastname@example.org 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:email@example.com Alistair Swarbrick – BSc Accountant Trainee 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), ACA Chartered 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 Smith Tax Manager Andrew has been with the company for over 15 years and has extensive knowledge in all areas of taxation. He is directly involved in the preparation of a large proportion of of our client’s Personal Income Tax Returns. He also manages a portfolio of payroll clients, as well as heading-up our construction industry scheme department. Away from work, Andrew likes to spend time with his family and enjoys playing sports and games with his three sons. Lisa Swift ADMINISTRATION 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. With an NVQ Level 4 in Business Administration and studying English Literature through the Open University, Lisa has also gained her QA Level 3 in Emergency First Aid at Work and she is responsible for all aspects of health and safety at Crossley & Davis. Outside of work Lisa enjoys spending time with her husband and young son, reading and travelling. Charlotte Ascough ADMINISTRATOR As administrative assistant Charlotte’s duties include managing and distributing information within the office, taking telephone calls and memos and greeting clients and visitors. Charlotte is also in charge of sending and receiving correspondence in a variety of forms. Charlotte has successfully completed her NVQ Level 2 and is working towards her NVQ Level 3 in Business Administration. In her spare time Charlotte takes pleasure in exploring foreign countries and watching documentaries. Ellie Gaunt – BA (Hons), ACA Chartered Accountant Ellie is a Chartered Accountant who prepares statutory accounts and manages audits, specialising in the advertising sector. She is also a Fylde Borough Councillor who sits on the Finance and Audit committees. When she is not at work she is busy as a mum with two young children. Emily Calvert – ACA Chartered 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. Georgia Legate ADMINISTRATOR AND COMPANY SECRETARIAL Georgia has been a member of the administration team for three years, assisting with the general running of reception, including typing duties and various internal accounting tasks. Georgia has successfully completed her NVQ Level 3 in Business Administration. Hugo Castle – AAT Accountant 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 Thompson IT MANAGER Ian is the IT manager and has worked for us for over thirty years. He has taught himself everything he knows and has a wide range of skills covering payroll, accountancy, data extraction, problem solving, reconstruction, and of course, IT. Ian Thompstone Independent 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 Gibson PRACTICE 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. Sara Coleman VAT & Bookkeeping Sara has been with Crossley & Davis for three months, working within the VAT & Bookkeeping department. She has 4 years bookkeeping experience and is currently studying towards a Level 3 Accountancy qualification. 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 Lloyd Manager 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 Ledden Payroll Manager Welsh born Payroll Manager, Tina, has over 20 years practice experience. Away from work, Tina has 2 children, 2 horses and 1 fat Jack Russell. She enjoys horse riding, going to the gym, body combat, going to the cinema and concerts and walking her Jack Russell. Tom Lopato ADMINISTRATOR Tom works as an Admin & Filing Clerk and his main duties include, being responsible for keeping all client files up to date, which includes our archive filing. He also carries out many other back-office administration tasks and works with our reception team. Tom’s previous work experience includes working at National Savings and the internet bank, Egg. He has a B.A. (Hons) degree in Fine Art and enjoys travelling and visiting art galleries. Jim Baker BUSINESS 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. Chelsea Gallacher Payroll Assistant Chelsea is Crossley & Davis’ payroll assistant. She is AAT qualified and has seven years experience working within a practice environment. In her spare time Chelsea enjoys travelling to foreign countries with her fiancé, spending time with family and socialising with friends.