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Tax specialist Annette Stone has been promoted to a Director of Thomas Westcott Chartered Accountants. With more than 20 years’ tax experience, Annette joined our Plymouth office in 2017 and is best known for advising high net worth individuals and business owners.
Adam Croney has been promoted to Partner at Thomas Westcott. With 10 years’ accountancy experience, Adam joined the firm from PwC as a Senior Manager in 2018, before being promoted to Director the following year.
Thomas Westcott Chartered Financial Planners has promoted Simon Lake to the position of Director. Simon is based in our Plymouth office and advises clients across the region and nationally.
Heather Davis has been promoted to Director in our Weston-super-Mare office. Heather, who grew up in Weston and has nearly 20 years’ accountancy experience, will play a key role in growing the firm in North Somerset.
We are starting to see the first rays of light at the end of the Covid tunnel and, as a result of major life changes, many people are thinking about setting up a business. This decision may have been driven by redundancy or a desire not to go back to the old normal. For many, it will be their first experience of business ownership.
Exit planning is one of the biggest challenges a business owner is likely to face. It may well be difficult to think about disposing of the business you have nurtured and grown over many years. However, it could be one of the most important decisions you ever make.
Thomas Westcott Partner Ian Huggett joined a global panel to speak about some of the steps the firm is taking to reduce our carbon footprint and have a positive social and environmental impact. Ian was invited to present at the PrimeGlobal Environment and Social Responsibility Panel, which focused on how the accountancy sector is supporting the environmental sustainability agenda.
Quantity surveying and construction consultancy firm Taylor Lewis is planning for further growth following the successful completion of a management buy-out (MBO), with the company now owned and led by Robin Jackson and Anthony Bassett.
We are encouraging our colleagues, clients and professional contacts to join us on Friday 30 April in supporting Children’s Hospice South West’s Shirty Thirty fundraiser. The event simply involves wearing a crazy or colourful shirt for the day and making a donation to Children’s Hospice South West.
With staff, clients and professional contacts based all over the South West, we hope as many people as possible will get involved and sign up for the Shirty Thirty event.
We are proud to be sponsoring The Incredible Hike for Children’s Hospice South West, which runs throughout May. Held during National Walking Month, this new fundraising challenge is being organised to raise thousands of pounds to support seriously ill children.
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Registered to carry on audit work in the UK and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales, details about our audit registration can be viewed at www.auditregister.org.uk, under reference number C001091748, and details of all audit regulations can be accessed at www.icaew.com/regulations. A list of members can be found under Legal Notices. Thomas Westcott has offices in Axminster, Barnstaple, Bideford, Bridgwater, Burnham on Sea, Crediton, Exeter, Holsworthy, Honiton, Ilfracombe, Okehampton, Plymouth, Seaton, Somerton, Tiverton, Torquay and Weston super Mare.
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