Lee
Kelly is a former partner of Howard Worth, having acted as the
general partner responsible for managing the Macclesfield office.
Having graduated from Oxford University in 1987 with a degree in Politics,
Philosophy and Economics, Lee originally trained at Arthur Andersen
in Manchester and then became a tax manager at HLB Kidsons. A tax
articled ATII qualified chartered accountant, Lee specialises in tax
planning and advice.
After
studying Geography at Emmanuel College, Cambridge, Ann McEllin qualified
as a chartered accountant with Ernst & Young, and has wide-ranging
accounting and internal and external auditing experience. She left
Ernst & Young to join the internal audit department of ICI Plc,
leaving-after two years to establish and manage the European internal
audit function of a US "Fortune 500" company, Thermo Electron
Inc. Ann will work in our audit and accounts department, initially
for three days a week.
Kerrie
Pegg is a young qualified chartered certified accountant, dealing
with most aspects of client work, including statutory and non-statutory
accounts preparation, audit fieldwork, corporation tax and personal
tax. Kerrie qualified with first-time passes in February 2002, having
previously worked at another firm of chartered accountants in Leek.
Kerrie is the initial point of contact for a number of our corporate
and non-corporate clients.
Carol
Gregory is our personal tax advisor. Being a former employee
of the Inland Revenue, she has a sound knowledge of personal taxation
rules and requirements. Since leaving the Revenue she has worked
for other firms of accountants in various areas of the UK. She is
normally the first point of contact in relation to your personal
taxation needs.
Brian
Whiston is responsible for undertaking payroll services to our
clients. He also prepares accounts, and has an extensive knowledge
of the accounting and software package, SAGE. Brian again is the
first point of contact for many of our clients, and would be happy
to assist with any SAGE technical queries.
Sue Barnett is our secretary/administration
assistant. She answers the telephone, and carries out general administrative
duties. She also helps to ensure that statutory accounts and returns
are filed or submitted within the required time limit.
Please do not hesitate
to contact any member of our team if you have any queries.
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