Vicki joined the firm in August 2010 and qualified as a chartered accountant in August 2013. She is currently an Audit & Accounts Assistant Manager dealing with accountancy, bookkeeping and audit matters for sole traders, partnerships and limited companies.

Outside of work, Vicki enjoys pub quizzes, holidays and spending time with her family.

Danielle is a qualified chartered accountant and has been with Wise & Co since 1999. She is an Audit and Accounts Manager, dealing with sole traders, partnerships and limited companies. Danielle deals with audit matters, accountancy, bookkeeping, VAT and corporation tax enquiries. She also specialises in ARLA audits. In her spare time, Danielle enjoys spending time with her family and shopping.

Susan joined Wise & Co in 2015 and is our Office Manager. She has over 30 years’ experience in office management, and her specialisms include: HR process and procedures, employment law, recruitment, training, employee welfare, facilities management, health and safety, insurances, communications, and practice compliance.

Outside of work Susan enjoys theatre and film and is also a member of the Historical Association (SWHA). Susan enjoys travelling, and is currently studying to improve her knowledge of French. She recently returned from a dream trip across Europe on the Orient Express.

Becky qualified in 2018 after joining the Wise & Co team in 2015. Previous roles include Capquest in the accounts department of a debt recovery company.

Becky is on hand to assist new starters with training and has a portfolio including a large number of Barristers.

When not in the office, Becky loves travelling and has a keen interest in nature having recently taken up beekeeping with her husband. When not outside Becky likes to do a bit of DIY and looking after her beloved Gerbils.

Dave joined Wise & Co in 2010 having experienced a variety of roles, particularly IT-related ones, having a BSc in Simulation and Virtual Reality. Being technically savvy he assumes a key role within the team helping both colleagues and clients with technical queries, as well as of course clients’ personal tax issues, P11Ds, and liaising with HMRC.

Outside of work, Dave is kept busy looking after his daughter and spending time with family. He is also a keen rugby player and enjoys keeping fit generally – when he gets the chance!

Pete has worked in the financial solutions industry for over 13 years.  During this time he has built up a wealth of knowledge particularly in pensions and estate planning.  He is also very involved in researching new products and has built strong working relationships with a range of providers.  Pete is a first class communicator and is very experienced at cashflow modelling enabling him to deliver insightful lifetime plans for clients.  He holds a Diploma in Regulated Financial Planning, which he gained whilst working in a technical capacity.  He continues to study for other industry recognised qualifications.

In his spare time Pete enjoys travelling, deep sea diving, reading and spending time with his family and friends.

Georgie joined Wise & Co in 2012 having always worked in payroll or bookkeeping roles. She has a BTEC Diploma in Business Studies and enjoys the variation of her role, taking on new challenges and the opportunity to advance her career.

In her spare time she volunteers for a charity, driving three elderly ladies out for afternoon tea once a month. She also enjoys up-cycling old furniture into something more modern for resale, gardening and wildlife photography.

Yvonne joined Wise & Co in November 1999 after qualifying as a Chartered Accountant. She is currently an Accounts Manager for a wide range of clients. Yvonne is also our Training Manager and is responsible for our new trainee accountants.

Keely joined Wise & Co from one of the biggest UK accounting practices in April 2003. She is an Audit & Accounts Associate, dealing with a broad spectrum of clients from start-up businesses to established limited companies. Keely specialises in statutory audit work and also provides assistance with accountancy, bookkeeping and corporation tax. She is committed to providing her clients with a personal and bespoke service to meet their individual business requirements.

Keely is a member of the Audit and Assurance Faculty and Financial Reporting Faculty (ICAEW) and leads the audit training within Wise & Co to maintain high technical and ethical standards.

Keely is a marathon runner (although recently reducing this down to more reasonable distances!) and has completed her first triathlon. She enjoys socialising and travelling with friends and family.

Karley is our dedicated Protection Consultant and is responsible for arranging protection on a business and personal level.

She has worked in the Financial Services industry for over 15 years across different sectors, giving her a wide knowledge of the industry.

In her spare time Karley enjoys going to the theatre and spending time with family and friends.

Christine has been with Wise & Co since 1997. She manages the statutory department and registered office facility, providing a service designed to avoid the problems and expense of late or incorrect filings and inadequate statutory record keeping.

She specialises in Companies Act filing requirements, incorporation of new companies, the drafting of minutes and related documents for directors’ and general meetings together with the preparation, review and submission of annual confirmation statements and other forms to the Registrar of Companies. In her spare time, Christine is a keen landscape and wildlife photographer, and is an avid supporter of the Surrey Scorchers, the local professional basketball team.

Mandy is a qualified Chartered Accountant and has been a part of the team at Wise & Co since May 2002. She is currently an Audit and Accounts Manager dealing with accountancy, bookkeeping and audit matters for sole traders, partnerships and limited companies.

Rachel joined the firm in August 2012 and qualified as a chartered accountant in December 2015. She works with a variety of clients including charities, academies and limited companies across various sectors; assisting with all audit and accountancy matters. Rachel also helps with the technical training for Wise & Co’s trainee accountants.

In her spare time Rachel enjoys singing and is part of a local community choir.

Kelly started her tax career at Baker Tilly where she passed her ATT exams. She has over 20 years’ experience in professional practice with particular interests in the complexities surrounding non-residence and UK rental properties. Kelly joined the firm’s Tax Department in March 2005 and is responsible for a broad spectrum of personal tax clients.

Away from the office, Kelly enjoys her food and will often couple this up with a night at the theatre. She is married and has recently had a little boy.

Guy joined the financial planning industry in 2017 as a Trainee Financial Adviser, having graduated from Oxford Brookes University with a degree in Economics & Finance.

Now a fully qualified Adviser, Guy manages his own clients whilst also offering additional support to other advisers. He is working towards chartered status with the CII, with the aim of enhancing his knowledge within specialist areas of financial planning.

Outside of work, Guy has a keen interest in a variety of sports including rugby, football and tennis. He also enjoys socialising over a beer or two with friends and getting down to the West Country at weekends.

Elise joined the firm in June 2003 and qualified as a chartered accountant in December 2009. She works with a wide variety of clients from small sole traders to limited companies and LLPs, dealing with bookkeeping, VAT returns, annual accounts and audits. Elise has a number of years’ experience in the specialist areas of SRA Accounts Rules and Independent Examinations of Charities.

Outside of work Elise enjoys spending time with her family and walking in the local countryside.

Having originally trained and started a career in teaching, Bridget changed direction after 5 and a half years and qualified as a Chartered Certified Accountant in 2005.  She has worked in practice since then and has gained experience of a broad range of clients and industry sectors encompassing charities and not for profit organisations, Solicitors Accounts Rules, local government grant audits, as well as many owner managed businesses.  Bridget maintains a very practical approach to problem solving and assisting her clients.

In her spare time, Bridget enjoys arts and crafts and reading, and, having grown up in South Africa, walking so that she can admire the local scenery and get to know her adopted country even better.

Hannah joined the firm in February 2007 and qualified in August 2008. She is currently an Accounts Supervisor, assisting clients across a variety of different sectors with accountancy matters. She has a number of years’ experience in the specialist area of barristers.

Outside of work Hannah enjoys running, countryside walks and spending time with her husband and two children.

Amanda qualified as a Chartered Accountant in January 2002 and joined Wise & Co as an Audit and Accounts Manager in September 2004. She enjoys a varied role and deals with clients ranging from small sole traders to larger limited companies, providing audit, accountancy, VAT, corporate tax services and general advice. In addition, she specialises in acting for charities and not-for-profit organisations.

Sammy started her tax career at Baker Tilly in 1987, focusing on Corporation Tax and obtaining her ATT qualification in 1997. Since qualifying, her experience has extended to include R&D for SME and large companies, ATED, EIS applications and compliance and company share option schemes.  In recent years, she has further expanded her experience to include Personal Income Tax and related matters.  She joined the Wise & Co tax team in October 2021, bringing additional expertise to the growing team.

When not in the office, Sammy loves being outdoors as much as possible and is working on making her garden a haven for wildlife.  Her other passions include hiking and relaxing with a good book.

Adrian qualified as a Certified Accountant in 1995 and specialises in the property sector, specifically dealing with both residential and commercial service charge accounts. He has a wealth of experience in dealing with all aspects of running small and medium-sized businesses, including management accounts, statutory accounts, audits and corporation tax.

Outside of work Adrian is a keen squash and table tennis player. When he’s not got a racket or paddle in his hand he also enjoys spending time gardening or enjoying walks and cycle rides to a country pub in his local village of Alresford. He also likes to dabble in fantasy football as it’s less painful than the real thing.

Rebecca started her career with Wise & Co in September 2014 straight from her A levels and qualified as a Chartered Accountant in December 2018. She works with limited companies across various sectors, assisting with all audit and accountancy matters, as well as specialising in Solicitors Accounts Rules and academy audits. Rebecca also assists with the technical audit training for Wise & Co’s trainees.

Outside of work she enjoys socialising, spending time with family, dancing and Zumba!

Heidi qualified as a Chartered Accountant in 2000.  During her training she undertook audits, accounts preparation, company secretarial work, VAT returns, corporation tax and personal tax returns and advice for a broad range of different clients.  After she qualified, she decided to focus on tax, particularly corporate taxes.  These days her work also covers HM Revenue & Customs enquiries, Annual Tax on Enveloped Dwellings (ATED) assistance as well as more general business advice where she finds her accounting and tax knowledge dovetail to find the best possible solutions for her clients.

When she’s not at work, Heidi enjoys trying out new activities so that she tries a new skill every year!  A great talking point, she has sampled blacksmithing, tapestry, wood turning, silversmithing to name but a few, and has also tried out various driving experiences which include learning to drive a tank!

Mark trained with a local firm of chartered accountants and qualified as a Chartered Certified Accountant in 2009.

Mark has significant experience of working with a broad range of clients, from fast growing start-up businesses to more established organisations, including the subsidiaries of foreign parents.   Outside work Mark is an avid football fan.  He also plays golf on a regular basis and is part of a local bowling team.

Will joined Wise & Co in 2002 as the in-house IT Manager having come from an IT support background. He provides all in-house support for Wise & Co’s IT infrastructure while helping to expand the range of services offered by the company to include IT support services for a number of our clients. He has achieved numerous Microsoft qualifications including the Microsoft Certified Systems Administrator certification.

Outside of work Will likes to combine his passion for high performance cars with trips around Europe, and is always on the lookout for an interesting new location to enjoy a refreshing local beer.