Meet the team

WHO WE ARE AT TC GROUP

With over 1000 people across our business located in over 36 offices, our team’s made up of individuals helping business owners and their growth goals.

With TC Group by your side, no matter how complex your financial situation may be, we have the resources and expertise to help you navigate it successfully.

Here, you’ll find our Partners and Heads of Service Lines.

Know who you’re looking for? Use our search below to quickly find them.

Or use the buttons below to find a specific team.

  1. Richard Keyes

    CEO

    Richard joined TC Group in 2006 as the Marketing Director, and took over as Group CEO in 2016.

  2. Grant Bartholomew

    COO

    Grant qualified as an ACA Chartered Accountant at TC Group before becoming Group COO in 2016.

  3. Peter Shaw

    CFO

    Pete’s spent over 20 years in the financial services industry, having spent over a decade in private equity.

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    In addition to investing in TC Group, he previously invested and sat on the board of SJD Accountancy, an accountancy services business to contractors.

  4. Peter Swift

    Chairman

    Following 20 years engaged in a series of private equity and private capital backed businesses across a wide range of sectors, Peter joined the Peninsula Group in 2009 where he oversaw 13 years of rapid growth, both at home and internationally, before joining TC Group in 2023.

  5. Mark Adams

    Head of Partner Services

    Having joined TC Group in 2008, Mark now heads-up our Partner and Cross-sell services, as well as project managing the onboarding of mergers and acquisitions.

  6. Chris Checkley

    Regional Partner

    Chris heads up our Sussex office. With over 30 years of professional practice experience, he’s well versed in advising clients across a vast array of complex issues in a friendly and easy to understand manner.

  7. Andy Atkins

    Regional Partner

    Andy’s a Partner in our Spalding office and has over 30 years experience advising and helping his clients. His client base is mainly owner managed businesses across manufacturing, agriculture, horticulture and logistics sectors.

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    Andy’s other role is as a group Regional Director covering the North and East of England.

  8. Mark Gilbert

    IT Partner

    Mark holds an MSc in Business and Organisational Strategy and has spent nearly 20 years working in senior IT roles within the professional services sector.

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    Mark provides strategic digital advice to the business, overseeing IT governance, managing systems development and support, as well as third-party supplier and partner relationships to optimise business performance.

  9. Helen Kay

    Head of Compliance

    Helen’s a Partner with over 25 years’ experience working in the UK and overseas, and is TC Group’s Audit Compliance Principal.

  10. Adam Suffolk

    Tax Partner

    Adam’s the Group Head of Tax and is a Chartered Tax Advisor with over 20 years experience in tax and helping clients with their tax affairs.

  11. Andrew Perrett

    Cloud Accounting Associate Partner

    Andrew leads our Cloud Accounting offering and is responsible for implementing innovative cloud-based solutions for TC Group clients.

  12. Shiv Shah

    Head of Mergers & Acquisitions

    Shiv’s Head of M&A and has six+ years’ experience advising owner managers, investors, and corporates in the business services sector.

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    He’s recently moved in-house, working alongside the C-Suite and private equity investors to execute a ‘Buy and Build’ growth strategy.

accounting, tax and audit

  1. Adam Hecht

    Partner

    Adam’s a Partner based in the London – BSG Valentine office.

  2. Alan Brown

    Partner

    Alan’s a Partner at the North Essex offices, specialising in corporate and business advisory services with clients based in Europe, the Far East, and US.

  3. Alistair Thomas FCA

    Partner

    Alistair’s a Partner at our London – TC Citroen Wells office, specialising in Audit and Financial Reporting.

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    He deals with a wide variety of sectors ranging from metal trading to construction.

  4. Amanda Kruger

    Partner

    Amanda’s a Partner based in the West Bristol office.

  5. Andrew Wilson

    Partner

    Andrew’s an Audit Partner in our London Mayfair office with over 20 years’ experience in the accounting profession across a wide range of sectors.

  6. Angela Milne

    Partner

    Angela’s a Partner based in the East Bristol office. She manages a large portfolio of clients and provides accounts, tax, and business advice to owner managed businesses as well as individuals.

  7. Athanasios Athanasiou

    Partner

    Athanasios’s a Partner based in the London – BSG Valentine office.

  8. Ben Bingham

    Partner

    Ben’s a Partner in our Sussex office with over 20 years’ experience in practice across a wide range of sectors helping owner managed businesses.

  9. Ben Young

    Partner

    Ben’s a Partner of our Leicester, Milton Keynes, Northampton, and Southampton offices.

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    He assists independent, owner manager, and investor-backed businesses to grow and meet their challenges in both an advisory and reporting capacity.

  10. Ben Sharp

    Partner

    Ben’s a Chartered Tax Advisor and MAAT. With 20 years’ experience in professional practice, Ben has held roles as Partner and Director of Tax.

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    Ben also has a wealth of commercial experience advising growing business in all stages of their development, growth and options for the future.

  11. Bobby Gupta

    Partner

    Tax Partner, Bobby, joined our Stratford-upon-Avon accountancy practice in 2004.

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    Although he’s not that old, he’s been advising owner-managed businesses for 35 years, specialising in tax for the last 30.

  12. Carly Liston

    Partner

    Carly’s a Partner and heads up our Peterborough – TC CH and Hertford offices.

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    With a career spanning over two decades in practice, she advises and supports a wide range of owner managed businesses with accountancy, tax, and their wider business challenges.

  13. Chris Dell

    Partner

    Chris’s Head of Brand, Creative & Culture and a Partner in our Leicester, Milton Keynes, Northampton, and Southampton offices.

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    His role means he’s constantly shaping our business’s identity whilst fostering a thriving, collaborative work environment.

  14. Chris Prowse

    Partner

    Chris’s the Tax Partner at the East Bristol Office, heading up the Personal Tax Team.

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    Chris has over 15 years experience in Personal Tax, dealing with all aspects of Self Assessment and Capital Gains Tax.

  15. Chris McKenna

    Partner

    Chris’s a Partner based in our Holbeach office.

  16. Chris Kyle

    Systems & Data Partner

    Chris heads-up TC Group’s systems and data function, which includes the onboarding of mergers and acquisitions.

  17. Chris Brown

    Partner

    Chris oversees the East Yorkshire office, having joined TC Group in 2019.

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    Chris has extensive experience in all aspects of accountancy, finance and taxation and supports a wide spectrum of businesses.

  18. Daniel Stephenson

    Partner

    Dan’s a Partner in our Gateshead office and has over 20 years’ experience in professional practice, specialising in owner-managed businesses.

  19. Danny Porter

    Partner

    Danny’s a Partner based in our Portsmouth office and joined TC Group over 15 years ago. Danny’s passionate about working with owner managed companies on all aspects of their business.

  20. Darren Ward

    Tax Partner

    Darren’s a Chartered Tax Advisor with over 10 years’ experience in professional practice and as Tax Partner for TC Group Kent, leads on compliance and all types of advisory and planning work.

  21. David Lee

    Partner

    David’s a Partner based in the London – BSG Valentine office.

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    A commercial advisor with over 40 years’ experience, David’s built strong relationships across many sectors. Owner managed businesses and high-net work individuals trust David’s advice and guidance, and his client base rely on him as a dependable, expert sounding board.

  22. David McGeachy

    Partner - Head of VAT

    David’s a Head of VAT and Partner of our Leicester, Milton Keynes, Northampton, and Southampton offices.

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    Leading our VAT and customs advisory services, he advises CFOs, FDs, and business owners on critical issues where practical solutions need to be found and successfully implemented.

  23. David Leigh

    Partner

    David’s a Partner in the London Mayfair office, working with owner-managed businesses and family-run companies.

  24. David Marks FCA CTA

    Partner

    David’s a Partner and a Professional Services specialist at our London – TC Citroen Wells office with a strong emphasis on law firms, barristers, and barristers chambers.

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    David also works with a wide variety of businesses, from start-ups through to international groups – including private equity houses, property developers and investors.

    David’s wide range of experience enables him to give strategic tax advice and general commercial advice to individuals as well as small and large companies alike.

  25. Debbie Ince

    Head of Tax - TC SEM

    Debbie’s Head of Tax at TC SEM with presence across our Leicester, Milton Keynes, Northampton, and Southampton offices.

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    As a qualified Chartered Accountant and Chartered Tax Advisor with more than 30 years’ experience, Debbie supports owner managed businesses plan for the future in a commercial and tax-efficient manner, from both a personal and business point of view.

  26. Debbie Beard

    Tax Partner

    Debbie’s a Tax Partner based in our Portsmouth office, who joined TC Group in April 2017 having spent over 30 years in the profession.

  27. Ed Holcombe

    Partner

    Ed’s a Chartered Accountant and Partner in our East Bristol office. He’s been working with owner managed business in the region for over 20 years.

  28. Emma Jones

    Partner

    Emma’s Head of Audit and Partner of our Leicester, Milton Keynes, Northampton, and Southampton offices.

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    With over a decade of experience, Emma’s committed to developing, improving, and growing TC Group’s Audit & Assurance service offering.

  29. Fergal Sherry

    Partner

    Fergal’s a fellow of Chartered Accountants Ireland, and has led TC Outsourcing since 2019. In his role, he’s responsible for leading an ever-larger team in providing cross-functional support throughout the Group.

  30. Gemma Glanville

    Property & Lettings Partner

    Gemma’s ACCA Chartered Accountant and ARLA qualified. With over 16 years’ experience in professional practice, Gemma leads the Property and Lettings division, providing expertise in client accounting, from Independent Letting Agencies to National groups.

  31. Georgie Eykel

    Tax Partner

    Georgia’s a Tax partner based in our Portsmouth office.

  32. Glyn Thomas

    Personal & Trust Tax Partner

    Glyn has over 30 years’ experience in advising predominantly wealthy landowners on property taxes, capital gains tax, and trust/succession planning.

  33. Graeme Copestake

    Partner

    Graeme is an ACA and ACCA qualified Chartered Accountant and Chartered Tax Advisor with 30 years of professional experience.

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    Graeme leads our TC Group Kent clients in the Third Sector, Sustainability, and Data/Business Intelligence. He is also an experienced Financial Director who supports clients with all of their strategic objectives. Graeme also leads and delivers approved Strategic Finance courses.

  34. Graham Figgins

    Audit Principal

    Graham’s an Audit Principal who trained with a leading international firm of accountants before joining TC Group in July 2003.

  35. Graham Darbourne

    Partner

    Graham’s spent over 20 years advising owner managed businesses and private clients with both their personal and corporate accounting and tax matters.

  36. Hanish Sharma

    Partner

    Hanish’s a Partner based in the London – BSG Valentine office.

  37. Hannah Sibley FCA

    Partner

    Hannah has experience in a wide range of sectors, including FCA-regulated trading clients, property investment companies, a variety of small and large owner-managed businesses and now has a focus on Authors and Charities.

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    Hannah works in both Accounts and Audit at our London – TC Citroen Wells offices, and gets involved in bespoke client projects, due diligence assignments, and report writing.

  38. Henry Charles FCA

    Partner

    Henry specialises in private client business and has a strong bias towards international work, dealing with non-resident and non-domiciled individuals, offshore trusts, and overseas companies at our London – TC Citroen Wells office.

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    Henry’s also a member of the Society of Trust & Estate Practitioners.

  39. Huw Davies

    Partner

    Huw’s a Partner based in our Hertford office. With a 40+ year background in banking and accountancy, Huw provides relevant and timely guidance to business owners that positively impacts the future of their businesses.

  40. James Blake

    Audit Partner

    James’s an Audit Partner in our Portsmouth office. James’s a highly experienced Auditor, having been with the TC Group for over 25 years.

  41. James Paget

    Partner

    James has over 20 years advising owner managed businesses with a strong emphasis on remuneration planning/profit extraction.

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    James also has solid experience with start ups, growth with equity investment, through to advising on business sales and Inheritance Tax planning matters.

  42. James Berry FCA CTA

    Partner

    James works on a variety of clients including a large number of corporate clients, including businesses regulated by the Financial Conduct Authority (FCA), commodity traders, and property companies at our London – TC Citroen Wells office.

  43. Jamie Williams

    Partner

    Jamie’s a Partner based in North Essex, providing business support services and specialising in the healthcare sector.

  44. Jim Norrington

    Partner

    Jim heads up our Croydon office and his team specialise in providing outsourced Financial Director and Financial Controller services.

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    With a keen focus on assisting business owners, Jim’s dedicated to helping them optimise their time and resources. By empowering entrepreneurs to gain clarity in their business strategies, Jim propels them towards achieving their personal goals.

  45. John Grant

    Partner

    John’s a Partner in our Peterborough office, with over 10 years experience providing Audit and Accountancy services to a broad range of clients across varying industries.

  46. Jordan Dennis

    Partner

    Jordan’s a Partner in our Leicester office and has over 15 years of experience.

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    Jordan’s client base is predominantly SME’s, for which he enjoys sitting with his clients to understand and advise on their business from the bottom up.

  47. Josh Rowbottom

    Partner

    Josh’s a Partner responsible for the growth of our Boston office, where he spends his time split with the Spalding office.

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    Josh works with a wide range of clients ranging from small owner managed businesses, to complex groups and audit clients. Josh’s background in agriculture helps us service our agricultural clients in Lincolnshire.

  48. Justine Fife

    Partner

    Justine’s a Partner and has over 30 years’ experience in professional practice, working with family-run companies and owner managed businesses.

  49. Katie Osborn

    Associate Partner

    Katie’s worked in our Farnham office for over 17 years. In that time, Katie’s trained and gained her ACCA qualification, helped grow the office’s portfolio and become a Partner at the firm.

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    She works with her clients helping them to understand the results of their businesses and planning for the future. Katie’s main client base are owner managed Limited companies but she also works with some larger clients, with one in particular listed on the Swedish Stock Exchange.

  50. Keir Warwick

    Partner

    Keir’s a Partner based in our Peterborough office.

  51. Ken Craig

    Partner

    Ken’s a Partner based in the Peterborough – TC Craigs office.

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    He works with a wide range of clients throughout the UK and abroad, assisting partnerships, companies, and individuals with their accounting and tax affairs and helping them to start up, plan, and mitigate tax liabilities more effectively.

  52. Kevin Edenborough

    Partner

    Kevin’s a Partner and heads up the Keynsham (Bristol) office, having joined TC Group in 2018.

  53. Kim Youle FCA

    Partner

    Kim oversees a varied portfolio of clients, providing a full range of services, from Audit and Accounts preparation through to Corporate Tax and Personal Tax at our London – TC Citroen Wells office.

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    Kim specialises in businesses regulated by the Financial Conduct Authority (FCA), property companies, retail clients and owner-managed companies in the SME sector.

  54. Kirsty Elder

    Partner

    Kirsty’s a Partner in our East Bristol office.

  55. Larry Louison

    Partner

    Larry’s a Partner in our London Mayfair office and has worked in general practice for over 25 years.

  56. Leckraj Beegadhur FCCA

    Partner

    Leckraj works with a significant portfolio of clients, both individuals and corporate, and has particular expertise in Audit and Accounting of Academies, Authors, Charities and Owner-managed businesses at our London – TC Citroen Wells office.

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    His experience in cloud accounting software’s helped businesses achieve further efficiencies with their bookkeeping processes, developing better systems. He also provides on-going support to clients and conducts training on all cloud accounting solutions to both individuals and businesses who see the benefits in migrating their existing accounting systems to a cloud platform.

  57. Lucy Filer

    Partner

    Lucy’s a Partner in our Christchurch office.

  58. Luke Bryan

    Partner

    Luke’s a Partner at our TC Murphy Salisbury Office in Stratford-upon-Avon, and has over 15 years’ of experience in public practice.

  59. Marie Craig

    Partner

    Marie’s a Partner based in the Peterborough – TC Craigs office.

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    Marie manages a large portfolio of clients, ranging from small owner managed businesses to large group companies.

  60. Mark Hunter

    Partner

    Mark’s clients are owner managed SME’s across the Healthcare, Leisure, Motor trade, Wholesale and Real Estate sectors.

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    Mark also provides CF transaction support services for clients and financial institutions.

  61. Mark Bailey FCA CTA

    Partner

    Mark’s a financial services specialist at our London – TC Citroen Wells office and has been responsible for developing a significant presence amongst clients regulated by the Financial Conduct Authority (FCA).

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    He’s also a member of the Chartered Institute of Taxation (CIOT) and specialises in providing innovative solutions to tax problems.

  62. Mark Bullock

    Partner

    Mark’s a Partner in our Stratford-upon-Avon office and has over 30 years of experience advising clients.

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    Mark’s client base is predominantly corporate with a strong bias towards audit and advisory.

  63. Mark Cummins

    Charities & Education Partner

    Mark’s a Partner in our Sussex and heads up our specialism in Charities and Independent Schools. He’s specialised for over 20 years and is well known in the sector for his sound understanding of the sector needs and enthusiastic approach.

  64. Martyn Smith

    Partner

    Martyn’s a Partner and heads up the Portsmouth office. Martyn’s been with TC Group since 2010.

  65. Maxine Higgins FCA

    Partner

    Maxine’s a general practice Partner at our London – TC Citroen Wells office with specific responsibilities for Personal Taxation; as well as Trusts both in the UK and overseas, and estates.

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    Maxine’s especially interested in assisting clients with tax planning – in particular, inheritance tax.

    She’s had a long involvement with the London Society of Chartered Accountants (LSCA), having run the monthly South-West London tax discussion group for several years and sat on the LSCA taxation committee.

  66. Melvyn Gandz

    Partner

    Melvyn’s a Partner based in the London – BSG Valentine office.

  67. Mike Todd

    Partner

    Mike started as an accountant in 1974, and has been a Chartered Accountant since 1980 as well as in practice since 1982.

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    During that time, he’s built up many long-standing client relationships and has advised clients throughout their business development.

    Throughout his years, he’s provided friendly advice to a range of small businesses and family trading companies.

  68. Miles Auckland

    Partner

    Miles’s a Partner of our Farnham office, having joined TC Group in 2001. Miles has over 30 years’ experience in advising owners of small and medium sized businesses from start-up to sale ready.

  69. Modestinos Nicolaou

    Partner

    Modestinos’s a Partner based in the London office.

  70. Neal Patel

    Partner

    Neal’s a Partner based in the London – BSG Valentine office.

  71. Neil Potter

    Audit Partner

    Neil has over 10 years’ experience of advising and working with corporate clients both in the UK and Internationally.

  72. Neil Sengupta

    Tax Parter

    As Tax Partner, Neil has over 25 years’ experience of helping clients with their business tax affairs, as well as advising on the tax affairs of owner managed businesses.

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    Neil also has plenty of experience working with both large and listed corporate groups.

  73. Nelson Colaco

    Partner

    Nelson’s a Partner based in the London – BSG Valentine office.

  74. Nick Brennan FCA CTA

    Partner

    Nick’s a Tax Partner in our London – TC Citroen Wells office and handles a wide range of tax issues.

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    He calls on extensive experience of compliance and structuring – both UK and with an international flavour – in advising individuals, businesses, and trusts.

    He strikes a balance between technical expertise and commercial empathy, priding himself on the minimal contact his clients have with the revenue authorities. He sits on the Taxation Panel of the Bar Council.

  75. Phil Clark

    Partner

    Phil’s a Partner in our London Mayfair office and has over 30 years experience in professional practice, specialising in corporate and owner-managed businesses.

  76. Philippa Blunt

    Partner

    Philippa’s a Tax Partner based in Portsmouth with over 30 years of experience.

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    She’s a Chartered Tax Advisor and her client base’s predominantly private clients offering advice on Personal Tax, Inheritance Tax, Trusts, and Capital Gains Tax.

  77. Richard Bright

    Partner

    Richard has over 30 years of experience advising clients across a broad range of industries. He heads up the Corporate Finance team for the North, and has a wealth of experience as a lead advisor.

  78. Rizwan Ashraf

    Partner

    Rizwan’s a Partner and is based in our Peterborough – TC CH office.

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    With over 12 years’ experience, he assists business owners with their accounting, tax, and general business affairs, with the aim of fostering future growth.

  79. Rob de Main

    Partner

    Rob’s Head of Operations and Technology and Partner of our Leicester, Milton Keynes, Northampton, and Southampton offices.

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    He brings a wealth of experience and expertise, overseeing TC Group’s operational strategies and technological advancements to drive efficiency and maximise productivity for our teams and clients alike.

  80. Rob Kerry

    Partner

    Rob’s a Partner at North Essex, managing a portfolio of owner-managed businesses. He advises on starting businesses and tax issues.

  81. Robert Keen

    Partner

    Robert’s a Partner in our London Mayfair office and has over 30 years’ experience.

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    He looks after a varied client base including an Audit portfolio and assisting owner managed businesses and family-run companies throughout their lifecycle across a variety of sectors.

  82. Sally Meah

    Audit Partner

    Sally’s ACCA Chartered Accountant with over 20 years’ experience in professional practice. As a Registered Auditor and RI, Sally is TC Group Kent’s Audit Partner.

  83. Simon Garner

    Partner

    Simon heads up our Colchester office, specialising in corporate and business advisory services.

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    He has a particular interest and is experienced in dealing with clients engaged in the Property & Construction and Agriculture sectors.

  84. Simon Howell

    Partner

    Simon’s a Partner and works from our Farnham office.

  85. Simon Poluck

    Partner

    Simon’s a Partner based in the London – BSG Valentine office.

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    A Partner for 30 years, Simon has extensive experience across sectors, working with owner managed companies on all aspects of their business.

    As an Associate of the Chartered Institute of Taxation, Simon has the expertise and experience supporting clients with a wide range of taxation matters.

  86. Stephen Murray

    Partner

    Stephen’s a Partner in our Consett office and has over 40 years of experience in professional practice.

  87. Stephen Simou FCA

    Partner

    Stephen’s the Senior Partner of our London – TC Citroen Wells office.

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    He heads both the department dealing with the affairs of authors and other creative artists, as well as the department dealing with the Accounts and Audit of Charities.

    He also has expertise in a number of other areas, including property investment and development companies, UK trusts, personal income tax and owner-managed businesses.

    Stephen’s approach is very much hands-on and he enjoys working closely with all his clients to ensure their expectations and requirements are fully met.

  88. Steve Walsh

    Partner

    Steve’s a Partner at our TC Murphy Salisbury office in Stratford-upon-Avon.

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    Steve’s very proud to be considered his client’s “most trusted advisor” and works closely with his clients to help them achieve their business and personal goals.

  89. Steve Beaumont

    Partner

    Steve’s a Partner at TC Group and heads up the Christchurch office.

  90. Tim Saxton

    Partner

    Tim’s a Partner in our London Mayfair office and has some 40 years’ experience in professional practice.

  91. Tim Barley

    Partner

    Tim’s a Partner in the East Yorkshire office, with a broad client portfolio.

  92. Trevor Shaw

    Partner

    Trevor’s a Chartered Tax Advisor and Chartered Accountant with over 35 years experience in the profession.

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    Trevor advises on corporate tax matters for large and owner managed businesses, and represents TC Group on the BOKS International Tax Group.

    Trevor specialises in  corporate reorganisations, acquisitions and disposals, employee share incentive arrangements, patent box, corporate debt and interest rate restrictions, and cross-border taxation.

  93. Trevor Rose

    Trevor Rose

    Partner

    Trevor’s a Chartered Accountant, Chartered Tax Advisor and Registered Individual for audit, with over 40 years’ experience in professional practice, including 30 years as Managing Director of a Chartered Accountants Group.

  94. Vince McLoughlin

    Partner

    Vince’s a Partner in our Head office in Sussex, heading up the Tax team.

  95. Zoe Mowlem

    Partner

    Zoe’s a Partner based in our Christchurch office with over 20 years’ experience as an accountant. She has a varied client base working with owner managed businesses.

Business Recovery and Insolvency

  1. Denise Gordon

    Insolvency Team

    Denise manages a portfolio of corporate liquidations, both solvent and insolvent, assisting and advising directors, creditors and employees through the liquidation process.

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    Denise has dealt with all aspects of both solvent and insolvent corporate liquidations for around 16 years.

  2. Laurie Hodgkins

    Insolvency Team

    Laurie’s part of the Insolvency team, and is based our Peterborough office.

  3. Michael Gregson

    Partner

    Michael’s a Partner based out of Peterborough and Baldock offices.

  4. Paul Ward

    Senior Manager

    Paul has in excess of 30 years experience of the Insolvency industry, having dealt with both personal and small to medium sized corporate insolvency assignments throughout this time.

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    He’s a member of the Insolvency Practitioners Association and is based in our Peterborough and Baldock offices.

Corporate Finance

  1. Patrick Faughnan

    Head of Corporate Finance

    Patrick’s Head of Corporate Finance with presence across our Leicester, Milton Keynes, Northampton, and Southampton offices.

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    He provides advice and support to business owners on Succession Planning, Mergers & Acquisitions, Fundraising, and Valuations.

Financial Services

  1. Aaron West

    Independent Financial Advisor

    Aaron’s worked for 12 years in the financial advice industry, and has worked largely with business owners and Directors during that period to manage their goals.

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    Aaron’s able to look at both company and personal assets to plan for the future.

  2. Charlotte French

    Chartered Independent Financial Planner

    Charlotte’s been a Financial Advisor for over 20 years, advising both business and personal clients alike.

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    She spent many years advising under the banner of one of the world’s largest banks and made the move in 2015 to becoming independent in terms of providing advice.

    Advising on and seeing clients achieve their objectives’ what drives her, and she’s worked with many of her clients for a number of years acting for not only them both on a business and personal side but also their children and other family members. She enjoys building long term, trusted relationships with those she works with.

  3. Cheryl Shires

    Senior Paraplanner

    Cheryl’s a Senior Paraplanner to TC Group clients and is based in our Portsmouth office.

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    Having worked in the financial services industry for over 35 years, she has a wealth of technical and product knowledge. Cheryl’s also Chartered Insurance Institute Diploma qualified.

  4. Jackie Fagelman

    Independent Financial Advisor

    Jackie’s an Independent Financial Advisor to TC Group clients and is based in our Portsmouth office.

  5. Jem Turrell

    Independent Financial Advisor

    Jem’s an award winning Financial Advisor with over 30 years’ experience within Financial Services.

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    He’s a Chartered Member and Regional President of the Chartered Institute of Securities and Investments, and affiliated to both the Personal Finance Society and Chartered Insurance Institute.

    He’s also a military veteran and former Special Constable.

  6. Sam Naylor

    Head of Mortgage and Protection

    Sam’s a fully qualified advisor specialising in Mortgages. Sam previously worked in a pension environment within the financial services industry before leaving to move into teaching Maths.

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    Sam returned to financial services in 2017 and upskilled to focus on providing protection and specialist mortgage advice to clients, their employees, as well as their friends and families.

  7. Simon Perkins

    Head of Financial Planning

    Simon’s a Chartered Financial Planner, providing independent advice to TC Group clients and is based in our Portsmouth office.

HR & Recruitment

  1. Wendy McGarvey

    Head of HR for TC Group & Head of HR Client Advisory (London & South)

    Wendy’s Head of HR for TC Group and provides advice and support to all internal TC Group offices.

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    Wendy’s also Head of HR Client Advisory for our clients in London and South, supporting businesses across a range of industries in getting the best out of their people.

  2. Bruce Keir

    Head of HR Client Advisory - Midlands & North

    Bruce’s Head of HR Client Advisory for our clients in the Midlands and North. Bruce supports business across a range of industries in getting the best out of their people.

  3. Vicki Young

    HR Business Partner (Client) - London & South

    Vicki’s a HR Business Partner providing advice and support to our clients in London and the South.

  4. Katie Law

    HR Business Partner (Client) - Midlands & North

    Katie’s a HR Business Partner providing advice and support to our clients in the Midlands and the North.

  5. Lindsay Vivier

    Internal Recruitment Manager

    Lindsay’s our Internal Recruitment Manager working with our Partners to fill all internal vacancies.

Innovation Tax Reliefs

  1. Vic Ulfik

    Head of Innovation Tax Reliefs

    Vic’s Head of Innovation Tax Reliefs with a presence across our Leicester, Milton Keynes, Northampton, and Southampton offices.

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    With a background in engineering, manufacturing, and operations management, he’s committed to supporting innovative businesses to maximise their entitlement under the R&D tax credits scheme and other innovation reliefs.

Property

  1. Tom Dymond

    Partner - Head of Property Services

    Tom’s Head of Property and Partner of our Leicester, Milton Keynes, Northampton, and Southampton offices.

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    As a fully qualified Member of the Royal Institute of Chartered Surveyors, Tom delivers first-class property advice and support to business owners and investors.

Service Charge

  1. Paul Jepps

    Partner - Head of Service Charge

    Paul’s Head of Service Charge and Partner of our Leicester, Milton Keynes, Northampton, and Southampton offices.

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    He brings over 25 years’ industry experience and has successfully developed a well-respected, trusted and award-winning Service Charge team that’s committed to supporting landlords, managing agents, housing associations, and residents across the UK.

VAT

  1. David McGeachy

    Partner - Head of VAT

    David’s a Head of VAT and Partner of our Leicester, Milton Keynes, Northampton, and Southampton offices.

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    Leading our VAT and customs advisory services, he advises CFOs, FDs, and business owners on critical issues where practical solutions need to be found and successfully implemented.

TC Financial Planning Limited and TC Group Financial Planning LLP are Appointed Representatives of Vision Independent Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). Firm Reference No 487395.

Vision Independent Financial Planning Ltd are a Network who provide us with regulatory support and compliance services.

TC Financial Planning Ltd is registered in England and Wales registration number: 11561419 Registered Office: The Courtyard, Shoreham Road, Upper Beeding, Steyning, West Sussex, BN44 3TN.

TC Group Financial Planning LLP is registered in England and Wales partnership number: OC427088 Registered Office: The Courtyard, Shoreham Road, Upper Beeding, Steyning, West Sussex, BN44 3TN.

The guidance or information contained on the website is subject to UK regulatory regime and is therefore aimed at consumers in the UK.

Details of the companies within TC Group can be seen on the Legal notices page of the website.

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