AccountancyAccountancy Hours: 9:00am - 5:15pm Monday to Friday Driving Directions: https://www.bishopfleming.co.uk/contact/plymouth
Bishop Fleming is a leading provider of audit, accounting, tax and business consultancy in the UK. With a turnover of £38.4m, the firm saw growth of 15.5% per cent over the last 12 months. Bishop Fleming is currently ranked in the top 30 in the Accountancy Age league table. The firm has a wealth of knowledge and experience in areas such as personal tax, corporate finance, business recovery and insolvency, business & international tax, payroll services, forensic and litigation support, grant services, VAT, audit assurance and accounting. The firm is a top financial adviser for UK small and mid-market transactions and is the number one provider of audit services to the academy sector. Claire is an experienced chartered accountant with a passion for helping clients to get the best information at their fingertips all year round. With an expert knowledge of Xero and Sage, Claire can assist clients in getting the best out of their accounting software and is experienced in preparing management accounts. Claire has a passion for getting to know and understand her clients with a view to developing long term relationships and therefore being able to guide clients to the wide range of specialist services that Bishop Fleming can offer as and when appropriate. Claire manages a range of non-audit companies and unincorporated businesses and is also a specialist in solicitor audit work and LLP’s. Claire was nominated for the West Country Women Awards 2022, in the category of Best Supporting Act. An excellent tax advisor, Pippa gives fully rounded tax advice aligned with personal, business and development strategies and goals. Pippa works with clients across all stages of the business lifecycle. Her support ensures tax is within business strategy, and clients achieve their goals. Nathan is an expert in audit and compliance services, working with clients across a wide range of sectors. He has strong technical accounting and reporting skills which he has honed from working with a substantial number of corporate entities, as well as public sector bodies. Nathan has specific expertise in the education and housing sectors. As well as his considerable external audit experience, he has overseen many internal audit contracts for clients in various industries. Robert is a Corporate Services partner with a wealth of experience delivering practical, commercial advice to a broad range of sectors and businesses. As a leading member of Bishop Fleming’s corporate finance team he delivers strategic support and advice in a wide range of corporate transactions. He uniquely blends this transaction and advisory expertise with an audit and assurance specialism. With well over 30 years in the profession and 25 years as a partner in Bishop Fleming he has first hand experience of how to manage and grow a successful business. Matthew has a can-do positive attitude and uses this to help his clients’ businesses achieve their goals by offering pro-active advice. He believes in delivering a personal service to his clients. Matthew started his career with Bishop Fleming in 2013 and has experience of working with businesses in a variety of sectors and sizes. He uses his creative problem-solving skills to ensure that the various challenges that business owners face are resolved efficiently. Matthew takes a particular interest in cloud accounting and uses his knowledge in this area to support his clients’ needs. David is an expert in business taxation working with corporate clients of various sizes and their owners. After spending an initial few years obtaining a grounding in personal taxation, David is well positioned to provide holistic advice to business owners. David utilities his strong analytical ability to break down complex tax issues and communicate them clearly and concisely to clients. He enjoys being able to assist clients achieve their objectives tax efficiently, including maximising available tax reliefs and incentives. He works in collaboration with other advisors within and outside Bishop Fleming to ensure his clients receive additional specialist advice as and when appropriate. This ensures a joined up commercial approach can be taken when delivering advice. Charlie is a driven and experienced audit director and business adviser to businesses in a wide range of sectors. He joined us from a Big 4 firm, where he has worked with a range of clients across various sectors, including healthcare, housing, charities and manufacturing. Charlie has led in delivering the training in annual accounting and tax developments for finance staff. Charlie enjoys workings with dynamic and growing organisations to advise them on the challenges they face as they develop and grow. He brings a passion for client service, a true interest in his clients and commitment to high quality delivery. Freya works with a mixed portfolio of owner-managed businesses, multinational corporates and academies. Her friendly yet professional manner allows for excellent working relationships to be formed and maintained and she enjoys going the extra mile for her clients. She has strong technical accounting and reporting skills which she has developed from working with a number of entities across a wide range of sectors. She is passionate about delivering a robust, high-quality service whilst ensuring all regulatory and commercial deadlines are met and she actively encourages regular communication with her clients to ensure support can be provided throughout the year. An experienced Chartered Tax Advisor, Verity provides direct tax advisory and compliance services to charities and not for profit organisations. Verity has worked with a variety of charitable organisations ranging from small charitable foundations to large national charities and housing associations. She has a passion for developing strong relationships with her clients to ensure she fully understands their aims, ambitions, and needs, allowing her to provide appropriate support and advice when required. Clear and concise communication skills and creative problem solving have allowed Verity to successfully support charitable clients in reducing their tax exposure and maximising the resources available to further their charitable objects. Jon advises limited companies, owner-managed businesses and their owners and charities on direct tax matters. He likes to build long-term relationships with his clients helping to align tax advice with commercial and personal objectives. Jon is well known for providing clear and succinct practical advice to his clients in order to help them optimise their overall tax position. He has worked with a wide range of types and sizes of business at different stages of their lifecycle and is able to use his experiences to help clients achieve their commercial objectives in a tax efficient manner. Jon is passionate about charities and not for profit organisations and is the firm’s lead on direct tax matters for the sector. He has worked with a wide range of charities, not for profit organisations and social enterprises helping them to minimise their tax exposure and maximise their social benefit. Craig is an experienced auditor and business advisor delivering high quality services to businesses across a broad range of sectors. He is pro-active with his clients and passionate about delivering robust, high-quality services, whilst also building trusted relationships. He has strong technical accounting and reporting skills which he has developed through working with a substantial number of corporate entities, ranging from listed to owner managed businesses. Steve is an expert in business compliance services working with owner managed professional businesses, with responsibility for the Healthcare sector, particularly GP’s, hospital consultants and dentists. As a Senior Manager in our Healthcare team with over 36 years’ experience, Steve is our practice wide specialist on superannuation. He applies his analytical skills to guide clients through the increasing complexities and impact within their tax returns of pension annual allowance and lifetime allowance charges. He maintains a close working relationship with a portfolio of healthcare clients, and, in collaboration with Bishop Fleming’s tax specialists and financial advisers, proactively advises on changes in the healthcare sector and how best to deal with their impact. Dan started his career with Bishop Fleming and qualified as a Chartered Accountant here in 2008. Dan then spent 6 years in London working for a top tier accountancy firm where he headed up a Corporate Services Department specialising in Owner Managed Businesses. Dan and his team won 3 consecutive national awards voted for by Finance Directors for being the best accountant for owner managed businesses before returning to Bishop Fleming in 2014. Dan has experience of working with businesses in a variety of sectors and sizes. Dan’s clients tend to be enthusiastic, ambitious business owner looking to achieve sustainable growth. Dan enjoys working closely with owners and delivering commercial and practical advice in ‘clear English’ to ensure that the various challenges that owners are faced with are dealt with in a pragmatic way, to help owners achieve their business goals. Emily is a Chartered Tax Advisor who is passionate about helping clients with a range of tax matters including Inheritance Tax and Estate planning, Trust Taxation, Capital Gains Tax, and Income Tax. With over 10 years of experience working in the tax industry, Emily is skilled in providing varied complex tax advice to individuals. She has a particular passion for advising clients on their Inheritance Tax and succession planning matters, including Trust and Estate taxation. Emily also thoroughly enjoys helping business owners to understand their own and their business’ tax issues in a clear and concise manner. Emily takes great pride in building strong and long-lasting relationships with clients, striving to put the client first and going above and beyond to help them as much as possible. Categories
About Us
With 8 offices spanning from the West Midlands to the South West, Bishop Fleming has 42 partners and over 500 staff in the UK.
Bishop Fleming is a member of Kreston Global, a global network of independent accounting firms in more than 100 countries.
Rep/Contact Info
Ali began her career in the NHS before moving to audit and has worked with a variety of charitable organisations ranging from small charitable foundations to large national charities and housing associations.
Peter has excellent project management skills and always ensures that the audit is well planned to ensure that the client has no surprises. He has a real focus on communication to ensure that the audit runs smoothly and to the project plan.
Peter has worked on the audits of several large MATs, the largest of which containing 36 academies (£44M income), as well as managing the Reach South Academy Trust audit in 2021, so he has capacity to take on the management of your audit.
Peter takes a professional yet friendly approach in enhancing client relationships and in making complex audit and accounting issues easy to understand. He understands that clients’ needs vary and is flexible in tailoring his knowledge and expertise to individual cases.
Emily’s role within the audit team allows her to work with a wide range of clients, from multi-national corporates to not-for-profit entities.
Emily has experience of auditing companies within the manufacturing sector and international groups. Emily enjoys getting to know clients as well as understanding their business.
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