Bio
Credentials
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Association of Independant Financial Advisers
Association of Professional Financial AdvisersSep, 1994- May, 2026 -
Institute of Insurance Brokers
IIBAug, 1992- May, 2026 -
Company Secretary
-Jul, 1987- May, 2026 -
Institute of Chartered Accountants of England & Wales
ICAEWSep, 1984- May, 2026
Experience
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Zenith Management NW Ltd
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Manchester, United Kingdom
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Management Accountant
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Jan 2012 - Present
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Manchester, United Kingdom
Reporting to the Operations Director of a property management business, I have been responsible for setting up the Accounting Department and putting these processes on a more professional footing. Responsibilities:• Oversee the monthly preparation of Financial Services Packs for each of the build...
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Thomson Sport Ltd
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Manchester, United Kingdom
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Financial Controller
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Sep 2009 - Jan 2012
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Manchester, United Kingdom
Reported to the Managing Director of this £50M (approx) turnover business. Responsibilities:• Preparation of the Year-End Statutory Accounts & Monthly Management Accounts to the Board of Directors;• I established systems so that accounting information was up to date and accurate; Additionall...
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MC2 (Manchester) Ltd
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Manchester, United Kingdom
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Financial Controller
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Feb 2008 - Sep 2009
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Manchester, United Kingdom
The role reported to the Managing Director of this small PR business in Manchester, with a £3M turnover. Responsibilities included: • Preparation of Year end Accounts;• Preparation of Monthly Management Accounts;• Preparation of annual budgets;• Preparing all management information;• Liaison wit...
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Atticus Legal LLP
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Manchester, United Kingdom
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Practice Manager
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Aug 2006 - Feb 2008
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Manchester, United Kingdom
Reporting to the Senior Law Partner of this new Law Practice in Manchester, my first task was principally to close down the previous firm of solicitors from which Atticus had evolved, ensure all debts were collected that were owed to the new Atticus organisation, pay creditors and sell relevant a...
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Urban Bases Ltd
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Manchester, United Kingdom
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Accountant & Lettings Manager
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Mar 2002 - Aug 2006
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Manchester, United Kingdom
This was a new start-up Estate Agency with plans to grow in the North West. Reporting to the Owner/Partners, I was responsible for setting up all of the Accounting processes (using Sage and excel tools), including the management of the Lettings side of the Business.Responsibilities:• Preparation...
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Walne & Co. Ltd
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Oldham, United Kingdom
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Partner, IFA & Company Accountant
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Apr 1991 - Feb 2002
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Oldham, United Kingdom
This was an Oldham-based Insurance Broking and Financial Advisory Business, where I set up the IFA aspects of the business and managed the accounting reporting for the whole Insurance Brokerage business.
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Xenon Computers Ltd
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Manchester, Dagenham & Isle of Man
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Financial Controller & Company Secretary
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Aug 1989 - Mar 1991
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Manchester, Dagenham & Isle of Man
This was a computer hardware sales and maintenance business, based in Manchester, Dagenham and the Isle of Man. With an Accounting staff of 6 direct reports, I was responsible for the generation of the monthly Management Accounts as well as the annual Financial Accounts; I was also responsible f...
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Sofbro UK Ltd
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Manchester, United Kingdom
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Financial Controller & Company Secretary
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Aug 1987 - Jul 1989
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Manchester, United Kingdom
This was a Poynton-based software house, where in addition to acting as Company Secretary, I was responsible for preparation of Budgets and management of the Company Cash Flow, as well as the preparation of monthly Management and annual Financial Accounts.
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Volex
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Leigh
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Financial Accountant - Wiring Systems Division
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Aug 1985 - Jul 1987
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Leigh
Part of the Volex Group of Companies, the Wiring Systems Division accounted for a turnover of £10M, with a number of electrical wiring harness contracts with key UK-based automotive manufacturers (principally Ford Motor Company). Reporting to the Divisional Managing Director and heading up a Fin...
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Arthur Young LLP
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Newcastle upon Tyne, United Kingdom
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Audit Senior
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Sep 1981 - Jul 1985
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Newcastle upon Tyne, United Kingdom
Post-graduation, I studied successfully to complete my ICAEW examinations whilst undertaking a range of junior and then senior audit roles for this Big-4 Accounting Practice working out of the Newcastle offices.
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Education
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Newcastle University
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