We pride ourselves on delivering a service in line with our brand values and take great satisfaction in seeing our team embrace these to build the successful firm we are today.
We work with honesty and integrity as we care about the people and businesses we work with.
We believe in treating our colleagues, clients and partners how we would like to be treated.
We believe in providing straight talking, jargon free, sound advice.
We take pride in making a tangible difference to help our clients prosper over the long term.
Represent the firm positively and create a great first and lasting impression with colleagues, clients and contacts.
We take the time to understand a clients individual requirements and are flexible in our approach to meeting their needs.
We are professional, friendly and always available to help.
We are forward thinking and embrace new technology that benefits our clients.
We as Directors, take overall responsibility for our clients’ affairs, drawing upon the expertise of other specialisms within the firm to deliver a solution that meets their specific requirements
Based in the Solihull Office, Kevin has over 25 years experience advising clients in the SME market.
Kevin is one of Prime’s key audit specialists and looks after a portfolio of clients ranging from large privately owned manufacturing enterprises, charities and solicitors, together with a broad range of clients across most sectors. His strengths lie in his ability to cut through the jargon of accountancy speak and in proactively identifying the best ways forward for his clients.
Kevin is a part of the Solihull Chamber of Commerce executive committee and Chairman of the Solihull BID.
He is married and has two children, and when not in the office (or as Kevin would prefer, out helping clients) he coaches rugby or spends time during the winter months taking the boys ski-racing around Europe.
In Laurence’s role as a consultant he stays involved in assisting clients with bespoke cloud based accounting solutions and ad hoc matters.
Very much an advocate of technology Laurence spent much of his career embracing technology and utilising the advantages it provides to improve the solutions offered to clients. Laurence first started using Xero in 2009 when the software first launched in the UK and has assisted a wide range of clients from various industries ever since. Laurence has taken the lead on setting up many bespoke accounting solutions for clients using the software and the add on packages Xero works with. The solutions offered to clients have reduced the admin element of clients’ accounting functions and improved the information provided to the business owners.
After completing a BA Honours degree in Business Studies, Laurence joined Prime (formerly Pilley & Florsham) as the firm’s first Chartered Accountant trainee. He qualified in 1983 and was presented with the Warwickshire Prize for being the highest placed Warwickshire Society student in the Institute's finals. After qualifying, Laurence left and joined his father in practice in Leamington Spa. When his father retired in 1985, they merged the practice with that of Pilley & Florsham and became the Leamington branch office.
Laurence was appointed a partner of Pilleys in January 1986, retired as a Director of Prime in 2018 and remains an active consultant in the business.
Outside of the office, Laurence has voluntary posts as the Finance Director of a School Multi Academy Company and Finance Director of The Albany Theatre Trust. He has an interest in photography, videography and music having played the keyboard in various local bands.
Jamie was educated at Bablake School in Coventry and joined Prime (formerly Pilley & Florsham) in 1985 where he trained as an accountant. After many years building up his experience and managing various groups of clients, he qualified as a Chartered Certified Accountant in July 1996 and became a partner in January 2000.
Jamie oversees Prime Payroll, the firm's payroll solution for clients. He also manages a varied portfolio of clients, providing support for new start ups through to analysing management information with a view to appraising and improving business performance for established enterprises.
Jamie has also experienced life outside Prime as the Internal Auditor for a National Housing Association. He was responsible for reviewing and, where necessary, devising the financial systems of the association. During this period he gained experience of the unique culture of a large mix funded national organisation and a fascinating insight into Housing Association Finance.
When not at his desk, Jamie can either be found ploughing the fairways (and rough!!) or looking after his young family. He also has a keen interest in West Ham United FC.
Morgan began training to be a Chartered Accountant in 1994 at an independent Birmingham firm which predominantly serviced the SME market. He qualified in 1998 and gained a great deal of experience in audit before deciding to move on to a top 10 national firm, where he managed a portfolio of clients and supervised the larger audits including high profile and listed companies.
He joined Prime (formerly Pilley & Florsham) in 2004 as Senior Audit Manager to head the audit and accounts department. In January 2007, Morgan was appointed as a Director of Prime.
Morgan now heads up Prime’s audit and accounts department. He is one of the firm’s specialist audit directors and is also responsible for the training and development of the department.
Morgan enjoys really getting to understand his clients’ businesses so that he can provide the appropriate support and advice to help them drive their business forward.
He is also a Xero certified partner, helping clients streamline their accounting systems to provide them with efficient and timely management information.
Outside of the office Morgan suffers by watching the rise and fall of Aston Villa Football Club.
John was born in Gorleston, Norfolk and educated at Great Yarmouth Grammar School. He joined Prime (formerly Raftery & Co) in 1981 and became a partner in 1993.
John has over 30 years’ experience advising a broad range of principally owner managed businesses. He believes it is essential to develop a close working relationship with clients, engendering the trust that is essential for a successful professional relationship. As well as advising established businesses to continue their progression, he enjoys assisting start up and fledgling businesses in their development and growth.
John lives in Solihull and is married with two sons and two daughters. He relaxes by reading and listening to music.
Jeremy joined Prime (formerly Pilley & Florsham) after completing a BA Honours degree in Business Studies at Coventry University. He qualified as a Chartered Accountant in 2003. He was appointed as a director of the firm in July 2017.
Based in the Solihull office, Jeremy is one of Prime’s audit specialists and has been involved in training and developing the department for a number of years.
Jeremy has dealt with a broad range of clients in a variety of industries including manufacturing, retail, IT, charity, healthcare, automotive, construction and property, transportation, leisure and education.
Jeremy lives in Solihull and is married with a son and a daughter. He is a keen skier and football follower now that his playing days are behind him. He is an active member of Coventry Round Table.
Steve Harcourt joined Prime in October 2007, having previously gained ten years’ experience working for a Coventry based sole practitioner where he trained and qualified with the Association of Chartered Certified Accountants. Following numerous promotions Steve was appointed a director of the firm in July 2017.
Steve has extensive experience of all aspects of accounting including cash flow reporting and compiling internal financial reports. Steve manages the entire outsourced virtual accounts office for one of the region’s leading tourist attractions. He also manages the firms’ contractor offering and advises clients on their IR35 status.
An approachable and commercially astute accountant, Steve is focused on offering clients added value. He has particular expertise in the Engineering and Construction sector.
Born and bred in Bedworth, Steve gained an honours degree at Middlesex University and now lives in Nuneaton with his wife Claire and two children. Outside of work Steve has been a member of Nuneaton golf club for over 20 years and tries to find time to play as often as possible. He is also a keen cyclist and life long supporter of Coventry City Football Club.
Mike started his life in Suffolk. He took a degree in pure mathematics at St. Andrews University. After training at Arthur Andersen and then a small two partner firm in London specialising in the entertainment industry he qualified as a chartered accountant in 1976 being awarded the ‘tax prize for the best paper during his professional exams.
Following qualification Mike gained experience within small accountancy firms before being made partner at Raftery & Co (which later became part of Prime). After 7 years as partner, Mike moved to London and decided to start his own practice specialising in the not for profit sector and bespoke accounts and tax advice for successful professionals both UK and non-UK domiciled. He ran the practice for 28 years moving back to the Midlands 20 years ago. He remained in touch with Prime throughout and merged his practice with Prime in late 2016.
Mike’s clients have won the best in category award for Charity Accounts in two successive years. He was awarded a diploma in Charity Accounting in 2007. Mike was a founder member of the Charity Practitioners forum and its chair from 2014 to 2016.
Outside of work Mike is married with two adult children. He enjoys travelling, yoga and walking.
Adrian joined Prime in May 2012, having gained over 25 years experience in the financial aspects of disputes and litigation, acting as adviser, expert witness, expert determiner and mediator, spanning all types of dispute.
His expertise covers all types of forensic work including partner and shareholder disputes, business valuation, business interruption, loss of profit claims, professional negligence, fraud and matrimonial.
Adrian regularly lectures to solicitors, barristers and accountants on a range of forensic accounting topics.
Adrian is a fellow of the institute of Chartered Accountants and a member of the Academy of Experts. He also a qualified Expert Determiner and Accredited Mediator and is on the ICAEW Presidents Appointments Panel for dispute resolution appointments.
In his spare time Adrian is a keen photographer and has even managed to sell a few of his "snaps".
Glen is the Director of Prime Wealth, the financial planning arm of Prime Accountants Group and works out of both offices. This ‘in-house’ relationship ensures a much more ’joined-up’ approach for clients.
A local lad, educated at Solihull School, Glen has worked in a number of financial planning businesses in the West Midlands and Warwickshire region, specialising in the advice requirements of owner managers and high net worth individuals.
Glen is passionate in the design and implementation of an advice process that not only considers traditional financial planning vehicles but also integrates both tax and legal specialists to cover a far wider range of services than that delivered by a traditional financial planning firm.
Along with advising clients with their various pension, investment and wealth structuring requirements, Glen is the director responsible for the day to day running of Prime Wealth, defining and implementing its service proposition, use of technology, selection of its investment partners and relationship with the professional community.
In his spare time (when he has some) he enjoys watching and participating in sport and spending time with his growing family.
Paul joined Prime in July 2015 as an Accounts Manager with a wealth of experience advising owner managed businesses. In July 2017 Paul was promoted to Senior Audit & Accounts Manager.
Paul began training in 1998 at a large independent firm of accountants in the Midlands. Having worked within the audit department, Paul was promoted to Accounts department manager shortly after qualifying in 2005 and worked closely with their SME client base.
Through working at various offices around the Midlands Paul has gained a wide range of experience of different industry sectors.
Away from the office Paul lives with his wife and two children in Nuneaton, is a keen football fan supporting Liverpool FC and enjoys hacking his way around the local golf courses.
Sarah joined Prime in 1996 as a trainee. She qualified in 2001, becoming a member of the Chartered Institute of Taxation, the premier tax qualification. Following this Sarah was appointed Tax Manager in 2004 and promoted to Senior Tax Manager in 2015.
Having worked in tax for many years, Sarah is very experienced and provides detailed tax advice to clients of all sizes and across all industry sectors.
Frances manages our Virtual Accounts Office team based in the Coventry office. In addition to managing the team, Frances has her own client portfolio, as well as getting involved with other client needs as necessary to resolve ad hoc issues.
Frances joined Prime via a merger in 2009. Whilst at Prime Frances completed her ACCA qualification in 2010 and was then promoted to Business Services Supervisor in 2011. Following the introduction of the Virtual Accounts Office teams in 2012, Frances became the VAO Team Leader in our Coventry office.
In 2018 Frances won the finance category in the Coventry and Warwickshire Young Professionals awards which is testament to the work she and her team produce in our VAO department. Frances further impressed the judges with her efforts in supporting the local community, an example of which was hosting mock interviews for sixth form students.
Out of the office, most of Frances’s time is spent with her two children. She also has a passion for football and is a keen Liverpool supporter. Frances also plays crown green bowls for her local club and county team.
Kerrie originally joined Prime (formerly Pilley & Florsham) in 2006 as a Payroll administrator, was appointed Payroll Manager in 2010 and promoted to Senior Payroll Manager in 2016.
As a local girl, educated at Cardinal Newman Secondary School, Kerrie has worked in a number of sectors including Local Government and the Car Manufacturing Industry, bringing a wealth of payroll knowledge to the firm.
Kerrie is very experienced and provides detailed payroll advice to clients of all sizes and across all industry sectors, specialising in taking on new payroll clients and liaising with business owners to ensure the process is seamless. Kerrie has an excellent working knowledge in regard to day to day running of a payroll, supervision and training of staff and the implementation of new systems such as Star Payroll Professional, Oracle, Sage and others.
Kerrie achieved her CIPP Diploma in Payroll Management in 2001, becoming a member of the Chartered Institute of Payroll Professionals. Kerrie is also a Tutor for the CIPP and enjoys the opportunity to get involved in any changes within the payroll profession engaging frequently with HMRC and The Pensions Regulator, providing valuable feedback to assist in future changes that are on the horizon.
Client care is of the utmost importance to Kerrie, which was acknowledged when she was awarded the 2011 "Customer Care" award from Solihull Chamber of Commerce.
Away from the office Kerrie is a keen cyclist, and also plays Badminton, Netball and football.
Gareth Jackett joined Prime in December 2015, having previously worked at another local practice for 24 years where he qualified with the Association of Taxation Technicians. He became a fellow of the association in 2011.
He has gained experience working for the Inland Revenue and HM Customs & Excise. He is a member of the Association of Church Treasurers and Accountants and in his spare time has worked with churches in Coventry as a treasurer for the last 20 years dealing with church finances and gift aid schemes.
His experience in practice has been focused on dealing with owner managed businesses, individuals and trusts and has encompassed corporation tax, PAYE/CIS and all aspects of personal taxation.
Gareth is married with three children, he enjoys rugby especially when Wales win and is actively involved in his local church.
Liz began her career as an Accounts Assistant with a small independent firm of accountants in Birmingham where she trained and qualified as a member of AAT. In 2011 Liz moved to a larger firm to commence her training towards becoming a member of ACCA and gain experience in the field of audit.
Following qualifying as a member of ACCA Liz joined Prime in 2015 as an Audit and Accounts Senior and was promoted to her current role of Audit and Accounts manager in March 2018.
During her time Liz has been able to build her knowledge through working with a broad variety of clients from a range of industries and by gaining experience in the different services that are offered to clients.
Away from the office Liz enjoys spending her time at the gym, baking and socialising with friends.
Sarah is a Virtual Accounts Office (VAO) Manager based in the Coventry office. In this role Sarah assists clients with their day to day accountancy requirements and her client base covers a broad range of owner managed businesses in a variety of sizes and industries.
Sarah has a background of working in practice and qualified as a member of ACCA in 2007; in addition she holds a Degree in Applied Accounting from Oxford Brookes. Her experience includes accounts, payroll, tax, bookkeeping, management accounts and VAT.
Following a short break from work for maternity leave Sarah joined Prime in October 2013.
Most of Sarah’s time outside of work is spent looking after her young children, but she does enjoy going to the theatre, shopping, and walking her 2 dogs.
Nick joined Prime in 2006 as IT Manager after spending the previous 12 years providing IT support to the firm via a third party. He provides IT services not only to Prime internally but also to Prime clients.
Nick, together with his team, has expertise in wireless network installations, VPN configuration, server installation and Citrix administration, as well as a whole raft of other computer related capabilities. He can also turn his hand to application programming and, as a consequence, has created a variety of applications for in-house use at the Prime offices.
Having been involved with computers since leaving school, he has a Diploma in Computers and Diploma in Performance Management as well as the Microsoft Certified Systems Engineer (MCSE) qualification.
When not tinkering with hardware or software, Nick can be found performing DIY and has, successfully, installed his own kitchen and built an outbuilding at his home in Nuneaton.
Martin began working in Payroll in 2002 and has gained over 14 years of experience in all aspects of Payroll, having dealt with a varied amount of pay frequencies whilst working at various companies. Martin has processed payrolls in a variety of sectors including local government, payroll bureau and the automotive industry.
Over this period of time the duties concerning payroll have grown considerably and Martin has seen first hand the importance of providing an accurate and efficient service.
Martin has a CIPP diploma in Payroll Management
Away from the office Martin is keen on playing and/or watching any sport but his main “love” is Football and Everton (for his sins!!). and playing football in the Coventry Alliance football league for Christ the King.
Jacquie joined Prime in September 2000 as a payroll clerk but quickly moved across to the accounts and audit team as an assistant, becoming a manager in April 2005.
Jacquie now manages a wide portfolio of sole-trader, partnership and smaller limited company clients. Over the years, Jacquie has dealt with a broad range of clients including those in the construction industry, retail and many more. Although her main role is managing year end accounts preparation, she also helps train new employees for the accounts and audit teams.
In her spare time Jacquie enjoys working on her allotment and swimming.
Leigh joined Prime in August 2016, having gained over 17 years experience as a General Practitioner with a diverse range of experience, including company valuation, fraud investigation and loss of profit claims.
He has acted for a broad range of clients, both personal and commercial from a variety of industries and of various sizes. After completing an investigation of fraud for one of his clients Leigh decided to utilise his wealth of accounting experience to move into Forensic Accounting.
Leigh has experience of client acquisition strategies, tax advice, due-diligence and reviews of sale and purchase agreements. Leigh also regularly delivers seminars to others within the financial and legal sectors covering a variety of topics from both a financial accounting and financial management perspective. His seminars are often aimed at ensuring delegates gain an introduction and understanding of accounts.
Outside of work, Leigh enjoys spending time with family and planning their next camping trip. Leigh plays roller derby for "Crash Brummies" and is a keen supporter of Everton FC.
Having completed her studies at Bournemouth University, graduating in Accounting and Finance, Holly joined the Prime team in 2010 and continued to study as an accounts trainee until qualifying as a Chartered Accountant in 2014.
Following numerous promotions, Holly was appointed Audit and Accounts Manager in June 2016 and is based in our Solihull office.
During her time here at Prime, Holly has worked for many of our clients and now has a broad range of experience across numerous industries sectors and her client portfolio includes sole traders, partnerships and limited company clients.
Holly also specialises in Solicitor’s accounts and is the point of contact within the accounts team in regards to SRA Audits. She works closely with Prime Director, Kevin Johns on these clients.
When Holly isn’t in the office she likes to spend her time and money, shopping and travelling the world.
Paislei qualified as a Chartered Tax Adviser with the Chartered Institute of Tax in 2013 and following the previous tax manager’s leave for maternity and return in a new tax advisory role, Paislei was then appointed Tax Manager in 2013. In this new role, Paislei assists and advises her clients with their tax affairs as well assisting directors on an ad hoc basis.
In 2011 Paislei was nominated and won the career advancement award at Solihull Chamber employee awards 2011. Paislei won this award after demonstrating drive, enthusiasm and willingness to learn by taking it upon herself to find out more about becoming tax qualified and further her career.
In her spare time Paislei enjoys playing netball and following our Gold Postbox Cycle Challenge has now discovered a new found love for cycling.
Emma is one of our Account managers based in the Solihull office. Emma joined Prime in July 2015 as an Audit & Accounts senior and was promoted to Assistant Accounts manager in October 2017. In March 2018 Emma was promoted further to Accounts Manager.
Having started her accounting career as a trainee accountant at a small independent firm, Emma qualified as a member of AAT and was made Audit & Accounts Semi senior. Emma moved to Solihull in 2009 to join a larger firm where she gained more experience acting for SME’s and auditing. During this time she qualified as a member of ACCA and was promoted to Accounts and Audit senior.
Over the years Emma has seen first hand the benefits technology can bring clients and relishes the opportunity to utilise such software to better the client experience. Throughout her career Emma has gained a large amount of knowledge and experience in working with SME’s and also with solicitor SAR audits.
When Emma is not in the office she enjoys spending time with her family, going shopping and when time allows, getting away on holiday.
After considering his long term plans Suresh joined Prime in 2018 bringing with him his team and client base. Suresh joined Prime as a consultant and stays heavily involved in his clients’ affairs on a day to day basis.
Suresh’s career in accountancy started in 1971 when he began to train with a small firm in Birmingham. After qualifying as a Certified Accountant Suresh joined KPMG where he gained valuable experience working with clients across a broad range of industries.
Following this Suresh set up his own practice, S.Pabari & Co. which he ran for 38 years, servicing clients across the Midlands with compliance accounting, taxation advice and payroll services. S.Pabari & Co established a strong client base of pharmacist clients from which Suresh and his team were able to build extensive experience is this field.
Suresh was approached by a number of firms but was impressed by Prime’s emphasis on client service and brand values which are embraced throughout the firm. Suresh and his team have always treated client service with the utmost importance and therefore felt the transition to Prime would be seamless and to the benefit of this clients and staff.
Away from the office Suresh likes to keep fit by jogging, swimming and playing tennis, although nothing keeps him fitter than chasing after his three grandchildren.
Stephen joined Prime in 2018 when the firm he founded, Rochesters Chartered Accountants, joined the Prime group this year. Stephen remains involved with the staff that joined Prime with him and his clients’ affairs. Stephen prides himself on having a deep understanding of how his clients businesses work and providing a 'hands-on' service throughout the year.
Stephen originally trained and qualified with KPMG before setting up Rochesters in 1984. Stephen built a firm on the ethos of doing the right thing and waiting to make a difference for their clients. As Stephen began to plan for the future of Rochesters an alignment with Prime Accountants Group ensured a seamless continuation of service for clients at a level to which they have become accustomed to. Prime were able to demonstrate a similar approach to client service through their brand values.
Nicola is a director at Prime Accountants Group. She qualified as a certified accountant in 1999 and has over 20 years’ experience working in audit and accountancy.
Nicola has a broad range of experience, from dealing with small owner managed companies to large corporate groups. She also has over 10 years’ experience in working in audit and accounts for pension schemes and other businesses in a number of specialist areas.
Nicola is a people person who believes in building client relationships and offering an all-round service. She believes in providing a pro-active service to support her clients in fulfilling their legal and regulatory responsibilities, as well as helping organisations to grow and achieve their potential.
In her spare time Nicola enjoys films, reading, cooking and gardening, as well as socialising with friends and family.
Peter is a Director at Prime Accountants Group and brings to the role over 15 years post qualification experience from a range of accountancy firms including both independent and big four firms.
Peter’s portfolio includes clients from a range of industries and a variety of sizes. Peter enjoys the diversity his clients provide and is able to utilise his experience and technical knowledge to support and assist them in reaching their business and personal objectives.
As an astute accountant Peter is diligent in spending money, except when is comes to football where he throws good money after bad supporting Stoke City as a season ticket holder.
Mo joined Rochesters in 2013 and is a qualified accountant who has many years of experience of dealing with a broad range of clients including sole traders, owner managed businesses and large corporates. As one of the manager's of the firm, Mo ensures that all matters are dealt with in an effective and timely manner.
Tim Stimpson is a former Rugby Union International full back who played for teams such as Leicester Tigers, Newcastle Falcons, Wakefield and Nottingham. During his career he also played for England 19 times as well as the British and Irish Lions. He contributed to many of Leicester Tigers’ great achievements including winning the league four times, scoring over 1000 points in the English Premiership and finally kicking the team to victory in the Heineken European Cup Championships two years running.
Tim currently acts as an after dinner and motivational speaker covering topics such as change management and fulfilling your potential. As part of his role as our brand ambassador Tim will be meeting with clients and Prime staff to discuss these topics and transfer the experiences gained from rugby to the business environment.
Tim also has extensive experience in personal wellness and will also present on ways on introducing small changes to your daily routine to live a healthy lifestyle.
Jacob studied at Queen Mary’s Grammar School and then went on to study Architecture at the University of Nottingham. After graduating in 2012, he started his career in accountancy at Prime in 2013 and began studying for his ACA exams which he passed in December 2016, leading him to be fully qualified in July 2017.
Jacob has experience in audits, SAR audits, year end accounts and management accounts, which he now specialises in within his role as Business Services Manager. With a good knowledge of Xero and Futrli, Jacob is able to offer advice on getting set up on the software for those who are new to accounts software.
Outside of work, Jacob enjoys reading and listening to audiobooks in his spare time and also runs a war gaming and board gaming club in Walsall every week and occasionally enjoys a game of squash.
Sally began her accountancy career in industry whilst studying for her CIMA qualification which she completed in 2005. She later moved into practice at a firm in Chichester in 2007 where she began working as an Accounts Senior, before being promoted to Accounts Manager in 2014.
Sally joined Prime in December 2018 after relocating to the Midlands for her husband’s job and is now one of our Accounts Managers. She has experience of acting for many types of client including SMEs, sole traders, partnerships and trusts.
Whilst not at work, Sally enjoys spending time with her family and two dogs. She has recently joined a local choir and also enjoys going on holiday to warm places so that she can go scuba diving.
Elizabeth joined Prime in January 2019 as a Forensic Manager. Elizabeth obtained a first class Business degree from Aston University following which she began studying for her FCA qualification at one of the Big Four Chartered Accountants, where she qualified in 1990.
Within her role Elizabeth began specialising in Forensic Accounting due to having an investigative nature and has managed a portfolio of Personal Injury cases, claims for loss of profits from contractual disputes and business interruption, fraud investigations and professional negligence claims, preparing expert reports and supporting the legal teams.
In her spare time, Elizabeth enjoys hill walking in the Lake District, playing and listening to music and also travelling to new places to explore.
Matt Walker joined Prime in December 2018 as a Tax Manager. Matt began his career in 2003 working at HMRC, in which time he qualified with the Association of Accounts Technicians (AAT). This allowed him to gain experience in all aspects of personal tax. Matt later moved into practice in 2012 and worked in Wolverhampton, Birmingham and Castle Donington before becoming ATT qualified in 2016 and then later joining Prime.
Matt has an in depth knowledge of all aspects of personal tax however specialises in remuneration planning for individuals and owner managed businesses.
In his spare time, Matt enjoys going to the gym, playing tennis, playing in the ball pit with his 2 year old son, and also manages to squeeze in time to play the guitar and piano.
Anne supports Glen in the delivery of the advice proposition and management of the growing team. Anne joined Prime Wealth from Mazars Wealth Management. She is a Chartered Financial Planner and Fellow of the Personal Finance Society and brings with her a wealth of knowledge and experience in dealing with complex financial planning scenarios. Along with knowledge of the entire regulated product range, she has extensive knowledge of inheritance tax planning strategies and advising clients with high value pensions.
Anne was born in Birmingham and is continuing her education journey that has spanned a working lifetime within Financial Services.
Anne has attained the designation of Fellow of the PFS and is now considering the benefits of a Masters Degree in the near future. She is passionate about every individual’s journey through their Financial Services experience and she is keen to enhance the service for all whilst promoting the professionalism and diversity of the industry.
Anne lives in Droitwich with her family and relaxes by spending time with family and friends.
Indu joined Prime in September 2019 as a Tax Manager in our Birmingham office. Prior to starting her career, Indu studied business economics at the University of Leicester. Indu became a qualified Chartered Tax Adviser in 2012 whilst gaining her 11 year experience at a firm in Birmingham city centre.
Indu specialises in Private Client Tax and has worked on a broad range of clients including high net worth individuals, owner managed businesses and property landlords. Indu also has experience of trusts and has and worked closely with trustees to ensure trusts have adhered to the influx of increased regulation.
In her spare time, Indu enjoys visiting new restaurants in Birmingham city centre as well as going to music festivals and sunny holidays in Spain (whilst also attempting to learn the language).
Claire Lea joined Prime in October 2019 as an Associate Tax Director. Claire has 15 years specialist tax experience and heads up our Tax Advisory team, specialising in owner managed businesses. Having Claire on board further enhances the tax offering Prime is able to provide to clients. Working alongside our existing tax team we are able to structure clients’ affairs to meet their business objectives and personal goals.
Prior to her career, Claire studied Mathematics at Warwick University and then after graduating qualified and spent a number of years at EY. Claire has worked for a number of firms within the West Midlands leading her to develop a good understanding of the local business community.
Claire lives in Warwick with her family including two young daughters and in her spare time enjoys running, walking the dog and teaching her oldest daughter violin. She enjoys getting to know people and is a ‘people person’, which is why Claire thrives in her role and enjoys getting to know all about our clients and their businesses.
Siobhan joined Prime in January 2020 as a Forensic Manager.
Before joining Prime, Siobhan worked as a Business Services Manager at another firm of accountants. This role allowed Siobhan to gain a broad experience of many different clients requiring a range of different services, and she enjoyed learning about their businesses and assisting the owners with their accounting queries. By working closely with her clients’ Siobhan got to understand both their business and personal objectives which allowed her to develop good working relationships.
Siobhan applied her varied client experience when working on cases involving business valuations, matrimonial finance, contractual disputes and fraud investigations, before joining Prime to concentrate solely on Forensic Accounting.
Outside the office, Siobhan enjoys socialising with friends and family and also going on holiday, but this is all whilst she is not running around after her two young children.
Prime always welcomes contact from high calibre, dedicated and motivated applicants. We are a forward thinking organisation that uses the latest technology to run the business and continually improve our service to clients, therefore all candidates should have a good level of IT and communications skills. If you think you would meet the outstanding criteria we expect from our teams, we would be delighted to hear from you - even if no specific vacancy is available at the moment.
Prime Accountants Group takes its role within the wider community seriously and has been involved in a number of fundraising and charity projects throughout recent years. We recognise that, as a local business, we have a responsibility to the local community.