Jackie has always had a passion for helping people to achieve their potential and it is this ethos that is the driving force behind Wells Advisory.
She worked in tax for over 10 years, initially Jackie qualified as a Certified Accountant; working in accounts and audit giving a great foundation and knowledge base to build on. Jackie then decided to specialise in taxation and consultancy, qualifying as a Chartered Tax Adviser in 2003. Throughout this time she has advised individuals and businesses on a whole range of different areas, helping new businesses getting started out right, through to working with the business owners on their exit or succession plans.
It doesn’t matter how big or small an issue is, if you need to talk then we’re here to listen.
David’s career in tax began in 2009 when he started to work for one of the “Top Four” firms in London where he completed his ATT qualification. The focus of his early tax career was primarily on expatriate tax matters, however since that time he has been able to offer advice on a much wider spectrum of personal tax matters to include capital gains tax, property matters and helping individuals make voluntary disclosures to HM Revenue & Customs, to name a few.
As tax can be confusing, his objective is to make the process as simple as possible for the client and to ultimately ensure that the correct amount of tax is paid.
Kris qualified with The Association of Certified Accountants in 2009 and over the years he has helped many individuals expand their businesses.
In dealing with a multitude of different clients Kris has gained invaluable hands on experience.
His forte is understanding clients needs and providing insightful and ‘outside of the box’ advise. Kris’ relaxed demeanor means he is approachable and offers clear, ‘no jargon’ help to ensure that client’s are working towards their objectives.
Kevin qualified as a Certified accountant in 2011 and has worked in practice for in excess of 10 years. He has a wealth of experience in helping clients with all of their accounting and tax planning requirements.As a digital expert he has a real passion for Cloud accounting and enjoys consulting with clients to design and implement new accounting systems within their businesses. As one of a handful of advisors to achieve Platinum partner status with Xero he has a proven track record for success in the cloud accounting sector.
We are now in a age where cloud software will automate and streamline your accounting processes and credit control. Kevin is interested in helping clients reap the benefits of those systems which will help drive their businesses forward.