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Managing Partner
Wendy is a fellow of the ICAEW and ACCA and joined WSM in 1996 having worked for an accountancy firm specialising in property clients. Wendy led the property department before spending five years at our joint venture Crestbridge UK Limited. Wendy is the managing partner of the firm and specialises in advising small business and property clients including carrying out due diligence for company purchases.
Senior Partner
Following a master's degree from Cambridge University, Gavin completed his professional training with international firm BDO and became an associate member of both the Institute of Chartered Accountants and the Institute of Taxation. Gavin brings incisive leadership to the firm’s tax teams with an array of UK and pan-European clients.
Partner
After completing an Economics degree at Cambridge, Simon spent several years working at Deloitte in London and PwC in Australia before joining the firm. Simon has expertise in assisting companies with restructuring their operations and expanding their business, within the UK and further afield. His knowledge of financial and management reporting in the UK and other jurisdictions is remarkable and so Simon is responsible for ensuring the quality of the professional and ethical standards across the firm. In January 2014, Simon was elected as president of EuropeFides: our association of expert accounting and legal firms from across Europe and China, and continues to be a key member today. This strong network of connections, provided to us by EuropeFides, ensures that WSM can support our clients in expanding their businesses across the continent. In addition, Simon is one our leading experts in Research and Development Tax Credits in which role he has helped clients claim over £1.5million in cash!
Insolvency Partner
After graduating in Accounting and Law from the University of Southampton, Andy trained as a Chartered Accountant with Arthur Young in London, which later joined forces with Ernst & Whinney. Having passed his professional exams in 1989, Andy gained his first experience of insolvency work with the merged firm of Ernst & Young during the recession of the early 1990s. In 1992 Andy rejoined Marks Bloom in his home town of Kingston upon Thames, having previously gained work experience at the firm both before and during his university studies, and became a partner in 1995. That same year he passed the Joint Insolvency Examination Board exams, and obtained an insolvency licence from the Institute of Chartered Accountants in England and Wales in 1996. Since that time, Andy has increasingly specialised in insolvency work, both corporate and personal, and is a fellow of the Association of Business Recovery Professionals. Following the merger of Marks Bloom and WSM on 1 October 2015, Andy is executive partner of the insolvency division, WSM Marks Bloom LLP Andy is married with two children, and has since 1990 acted as honorary treasurer of Emmanuel Church in Tolworth. In his spare time, he is a keen cyclist, having participated in the Prudential RideLondon-Surrey 100 on two occasions for the benefit of local charity Love Kingston. Andy also has a long-held appreciation of real ale and vinyl records, both of which he is surprised and alarmed to find becoming increasingly fashionable.
Doug is a chartered accountant and licensed insolvency practitioner and has been a partner in our insolvency team since 2018. Post-university, after time working in the Middle East, he gained experience in the insolvency sector, passing the Certificate of Proficiency in Insolvency, before joining Marks Bloom. Doug went on to study and pass the Joint Insolvency Exam Board examinations in 2014 and the ACA in July 2019. He is also a Member of the Association of Business Recovery Professionals. Outside of work he is a keen sports fan and has a young family.
Adam graduated from Birmingham University in 2005 with a degree in Modern History and Political Science. During his time at university he spent his holidays working at Marks Bloom, and was headhunted back in 2008 to join the growing insolvency team. Adam passed the Certificate of Proficiency in Insolvency exam in 2009 and the three JIEB exams in 2010, and obtained his insolvency licence through the ICAEW in January 2017. He is also a Member of the Association of Business Recovery Professionals. Outside work Adam is most often found doting on his baby daughter, Jessica. He also enjoys chess, computer games and motor sport, and is a keen (and decent enough) amateur kart racer.
Director
A fellow of the ICAEW, Paul joined the firm after training with KPMG following a degree from Aston Business School. He is a regular contributor to journals and specialist magazines and has overall responsibility for the firm's strategic growth. Paul has been working in the real estate sector for over 25 years and his portfolio includes UK developers and contractors as well as international investment funds.
Tax Director
After gaining a degree in Mathematics from Exeter University, Anne became an associate of both the Institute of Chartered Accountants and the Institute of Taxation. Anne has worked for a variety of firms, including Touche Ross. Anne specialises in technical areas of taxation, particularly in the areas of non-resident taxation and offshore trusts.
Private Client Director
Peter undertook business studies at Kingston University after leaving school and then accepted a place working for the Inland Revenue, working firstly at Walton on Thames and then promoted and relocated to Richmond. He was then offered a job with Wilkinson Latham, a small firm of Chartered Accountants, where he had worked for over 27 years and finally became a partner, before joining the tax team at WSM in 2014. In his spare time, you may occasionally find him at Box Hill with his beloved Classic Dragstar Motorbike.
Private Client Tax Director
Samara is a Certified Tax Adviser and Chartered Certified Accountant, who graduated from the University of Westminster with a BA Honours degree in Business Finance. Before joining us in January 2016, she worked in the finance department at an estate agency and decided to join the corporate team at WSM as the work was more in line with her studies for her ACCA qualification. She moved to the Private Client Tax team shortly afterwards and subsequently gained her CTA qualification. In her role at WSM, Samara mainly deals with Private Client tax advisory issues and tax compliance work.
Private and Corporate Client Director
Shakeel trained and qualified with a Central London firm and is a fellow of the Chartered Association of Certified Accountants. Before joining WSM, Shakeel was a sole practitioner for over twelve years. He advises on a wide range of accountancy, taxation and business related issues and is also the resident property tax specialist. Shakeel is married with three children and over the years has completed various marathon walks for charity.
Corporate Client Director
Chris joined WSM in February 2021, following a Maths Degree from the University of Bristol and completing his professional training at PwC. Chris spent six years at PwC, completing his ACA and joining the ICAEW as a full member in 2017. Chris’ experience lies in the financial statement and controls audits of asset and wealth managers and he is currently studying towards his Chartered Tax qualification. Outside work Chris plays and watches sport with particular interest in rugby, hockey and golf.
Mike has a degree in Business Management from Newcastle University and became a full member of the ICAEW in July 2020 having completed his professional training at Deloitte. Mike joined WSM in December 2020 where he has continued to develop his depth of experience primarily working with Corporate clients, ranging in size from small owner-managed businesses to large multinational retailers. Outside of work, Mike's hobbies include cricket, football, and most recently, he has taken up the highs and lows of the golf world.
Corporate and Private Client Director
Jamie joined the firm in December 2019 having become a member of the ICAEW while training in the Private Markets division at Deloitte. His experience is primarily in the SME sector where he manages a wide range of compliance and advisory projects. In July 2021 he gained his Chartered Tax Advisory Qualification which has enabled him to develop his owner managed business and personal tax knowledge to give his clients a holistic advisory service. Away from WSM, Jamie is a keen watcher and participator in anything to do with sport and regularly runs marathons.
Practice Director
Debbie joined WSM in May 2020 after a five-year career at PwC where she secured her ACA qualification and became a full member of the ICAEW. Whilst completing her professional training, Debbie gained experience working primarily on consolidated banking audits before spending just over a year in learning and development. Here she focused on the design and implementation of soft skill development programmes in areas such as leadership & management, graduate induction, and audit & assurance.
Employment Taxes Director
Grazyna has been with WSM since 1989 and is valued, not just for her tax and accounting knowledge, but her local knowledge too! As a Polish speaker, she will be at the vanguard of the firm’s European expansion plans over the coming years. Responsible for WSM's payroll bureau, Grazyna is CIPP qualified and possesses the Foundation Degree in Payroll Management.
Human Resources Director
In 2004, Nelly completed a Bachelor of Science degree in Business and Information Technology and became a member of the Association of Accounting Technicians in 2010. Nelly currently has responsibility for managing a portfolio of client payrolls as well as being at the heart of the firm’s own staff recruitment.
Corporate Client Manager
Suzanne joined WSM after the merger with Marks Bloom in October 2015. After a degree in Accounting and Finance at Kingston University, Suzanne started at Marks Bloom in 1998 on a training contract and has worked with them since, gaining experience of SME clients in various business sectors. In her spare time, Suzanne enjoys various cultural hobbies; namely theatre, films and books.
Linzi has worked in accounting since 2005 when she joined Marks Bloom. During her training she qualified with the AAT in 2009 and then went on to study the ACCA, which she become a member of in 2013. She joined WSM in October 2015 assisting small companies with VAT, Accounts and Corporation Tax. Linzi currently mainly works with property clients and non-resident landlords. When not in the office, Linzi has three young children and enjoys spending time gardening.
In 2009 Negar embarked on an AAT course with Marks Bloom, qualifying in 2011 and continuing to study ACCA, becoming a member in 2015. She joined WSM in June 2016 after maternity leave, and specialises in VAT returns, accounts and corporation tax for small companies, as well as assisting with audit work. When not in the office, Negar enjoys spending quality time with her little boy and husband, and pursuing her passion for travel.
After graduating from University of Glasgow in 1996 with a degree in Accounting and Finance Jen started her ACCA training with Fraser Russell before relocating to Wimbledon and joining WSM in 1998. After a short career break to be with her family Jen returned to private practice where she gained a wealth of experience with SME clients, accounts , personal tax and vat before rejoining the corporate team at WSM . Jen is a member of ACCA and when she is not in the office enjoys cycling, running , walking her dog and spending time with her 4 children.
Corporate Client Assistant Manager
Tom joined the WSM team in October 2017 having made a move from the retail industry into the finance sector. Having completed the ACA in 2022 and CTA in 2023, Tom is a qualified accountant and tax advisor in the firm. Tom has a diverse skillset with experience in areas including accounts, audit, VAT, financial due diligence and specialises in corporation tax. Outside of work he enjoys reading books and travelling.
Ramann graduated with a BSc in Actuarial Science at CASS Business School prior to pursuing a career in Accountancy. After completing his training, he qualified as a member of the ICAEW in 2021 and is now a corporate client assistant manager within the corporate department. Out of working hours, Ramann is a car enthusiast and has a keen eye on keeping up to date with the latest technological trends.
Private Client Manager
Before joining WSM in 1999, Helen trained with a Lloyd's specialist in the City. She covers personal tax such as property income, rental business and CGT. Helen also speaks fluent German, an essential skill to enable her to deal with our growing German client base.
Client Manager
Tracey deals with UK income tax and VAT compliance for a wide range of businesses and property clients. Whilst keeping on top of new legislation, Tracey can also be trusted to update the team on her favourite TV shows and the antics of her kitten, Rocky.
Chiung-Ying joined WSM from a commercial background in 1999 and is a member of the Association of Accounting Technicians. She manages a portfolio of self employed business owners as well as providing accounting support to the firm's corporate clients.
Kathryn qualified as an ACA in 1993 and joined the team at WSM in October 2013. She provides a wide range of services to a portfolio of private clients and a small number of corporate clients. Kathryn aims to deliver a personal and efficient service that is tailored to each client's individual needs. Outside of work she enjoys spending quality time with her family and friends.
Sharon is a FCA and joined the WSM team with BA Hons as a Client Manager in January 2014 after we merged with Deirdre Thomas' practice. After qualifying as a Chartered Accountant at a small firm in Tunbridge Wells, Sharon relocated to Kingston to live with her husband. Outside of work, she enjoys spending quality time with her family and catching the rays on the slopes, snowboarding! We are delighted that we have Sharon on board as a member of the rounders and running teams.
Michelle joined WSM in 2014 after working at Wilkinson Latham since she left college. She specialises in all aspects of bookkeeping, processing payrolls, and VAT returns. Michelle works from home most of the time to enable her to bring up her young family. In her spare time, she enjoys going for long walks in the forest with her mischievous, but loveable cocker spaniel.
Tax Senior
Saira graduated from the University of Southampton with a degree in Chemistry. She is currently working towards her ACA qualification. In her spare time, she enjoys badminton, zumba, trying new things and spending time with her family and friends.
Carla joined WSM in November 2015 with eight years industry experience. After completing her training she qualified as a member of the ACCA in 2019 and is now a corporate client manager within the corporate department. When not at work, she enjoys spending quality time with her young family and friends.
Tax Accountant
Mahima became a member of the WSM team in 2012. Her area of specialisation is personal tax, providing personal tax compliance services to clients, including preparing tax returns, and liaising with HMRC when queries arise. Additionally, she provides tax advice on matters such as rental income, foreign income, capital gains tax and the remittance basis to high-net-worth individuals, non-domiciled and overseas clients.
Consultant
David's consultancy role with the firm follows a professional career spanning five decades during which time he has specialised in taxation, property, stock-broking and the music and entertainment industry, areas into which he still puts considerable energy.
Naomi joined in November 2020 after graduating from the University of Bristol with a BSc in Economics with Study Abroad. Naomi joined as a trainee accountant and is studying towards her ACA qualification. In her spare time, she enjoys running, going on long walks or is out exploring the world.
Corporate Senior
After graduating from universities in France and Germany and completing a Masters in Management at St Andrews, Catherine joined WSM as a trainee accountant and is currently working towards her ACA qualification. Catherine is a keen sailor and a water sports enthusiast, and also enjoys discovering new places in her free time.
Harry graduated with a BSc Accounting and Finance with a year in Data Analytics from the University of Kent. Harry joined WSM in September 2021 as a trainee accountant to follow on his passion for accountancy and progress with his professional qualification. Outside of work, he enjoys playing sport, particularly football and golf.
Ore joined WSM in November 2021, following a degree in Accounting and Finance from the London School of Economics. He’s currently working towards his ACA qualification. Outside of the office he is involved in the creative process of music production, enjoys collaborating with artists, and watches football among other sports.
Corporate and Private Client Trainee
Will joined WSM in September 2022 after graduating with a degree in Finance and Investment. He is currently working towards his ACA/CTA qualification. In his spare time Will enjoys socialising, cooking and travelling. He also likes to keep active by exercising.
Rathesh joined WSM in January 2022. He graduated with a degree in German, which included a year abroad in Berlin where he worked at a travel agency to concentrate on his German language gaining experience. He is currently studying towards the ACA qualification. Outside of work, Rathesh likes spending time with friends and improving his language skills.
Corporate Trainee
Teena joined WSM in 2022 as a trainee accountant with one years’ experience working in audit. She is a qualified AAT and is currently working towards her ACA qualification. In her spare time, Teena enjoys spending time with her family, cooking, and travelling.
Mai joined WSM as a trainee accountant in 2022 after graduating from the University of St Andrews with a MPhys in Theoretical Physics and Mathematics. Mai is working steadily towards her ACA qualification, and in her spare time enjoys cooking and preparing meals for family and friends.
Jodie joined WSM in January 2023 as a Trainee Accountant. Having studied at the University of Southampton, she graduated with a First Class Honours degree in Accounting and Finance and is now currently studying towards her ACA qualification. Jodie loves travelling and experiencing different cultures.
Finn holds a degree in Industrial Economics from the University of Nottingham. He gained experience across startup and recruitment sectors before joining WSM in October 2023 and is now working towards his ACA qualification. Outside of work Finn is passionate about football, hockey, and running
Audit Manager
Jodie joined WSM in 2022 and has a vast knowledge in the accounting sector having gained various degress and diplomas including a BCom in Accounting and Finance with Cum Luade in 2016, a Post Grad Diploma in Accounting Sciences in 2017 and a post grad Diploma in Applied Accounting Sciences in 2018. Jodie became a member of the South Africa Institute of Chartered Accountants in 2021. Although Jodie has a love for tax and passed her first year of her International Tax Masters degree in South Africa, her experience lies in auditing of SME's, having experience in various industries ranging from manufacturing, education, retail, NPOs and pharmaceuticals. In her spare time, Jodie enjoys anything outdoors from camping, hiking, rock climbing and mountain biking.
Audit Assistant Manager
Aadel joined WSM in 2022 having become a member of the South Africa Institute of Chartered Accountants. Aadel holds a bachelor’s degree in accounting as well as a postgraduate diploma in Accounting. His experience lies in auditing of SME's, having experience in various industries ranging from healthcare, hospitality, IT services, oil & gas as well as construction and engineering. In his spare time, Aadel enjoys playing and watching football as well as travelling.
Bookkeeper
Altus joined WSM as a Bookkeeper in September 2022. He graduated in 2014 with a degree in Cost and Management Accounting and became a member of the South African Institute of Professional Accountants in 2017. Outside of work, Altus likes playing golf, going to the gym and spending time with friends and family.
Sherazade joined WSM as a Bookkeeper in September 2023, aswell as having a higher diploma in Financial Accounting, Sherazade also has experience in the banking sector, insurance, SMEs, and NPOs and has a passion for finance and accounting.
Outside of work, Sherazade enjoys spending time with family and being outdoors especially while camping, hiking, and sightseeing.
Tax Administrator
Tracey joined WSM after the merger with Marks Bloom in 2015. She began her time at Marks Bloom as a secretary and over the 28 years has seen plenty of change. Tracey is now a Tax Administrator for WSM. In her spare time, Tracey enjoys socialising with her friends, spending time with her three grandsons and looking after her dog Malone.
Payroll Manager
Michelle has fourteen years payroll experience, with eight years at Marks Bloom. Prior to this, she worked in the banking industry for six years and is currently studying for her AAT. With this knowledge of both financial environments, she is able to provide a good professional service and understanding of the needs of her clients. In her spare time she enjoys spending time with her family, travelling and curling up with a good book.
Payroll Administrator
Elina joined our team in 2018. As well as being multi lingual in Greek and Russian her previous experience includes both payroll services and that of a PA. When not working Elina enjoys watching a movie or relaxing with a nice book as well as catching up with friends and family.
Accounts Assistant
Maureen joined WSM in 2014 with the rest of the Wilkinson Latham team. Freshly qualified from secretarial college in 1987, she started at Wilkinson Latham the following week where she worked as a PA to the senior partner. During this time she was able to study and qualified in bookkeeping and accounts.
Izabela joined WSM in December 2021 after working in a busy Accountancy Practice in Surrey. She has an MBA in Finance and Banking, and an AAT qualification. In her spare time, she enjoys nature hikes, yoga, travel adventures and Art appreciation.
Marketing and Events Manager
Amanda graduated from Brunel University, with a joint honours degree in Leisure Management and Television and film studies, she started her career in a customer service role before joining the hotel group Le Meridien as an Events coordinator, where she worked for seven years progressing to the role of Airline Crew Manager. During her time in the Rezidor hotel group she won an award from a major international airline for her outstanding attitude and dedication to customer service. Amanda has over 20 years experience in customer relations and event management.
Company Secretary
Qualified through many years of experience working in an accountants' office, Delores provides a quiet reliability that always gets the job done. Delores has full responsibility for all the firm’s Company Secretarial services for limited liability clients.
Facilities Manager
Originally born in South Africa and relocated to the UK in June 2010 where she has settled and now calls home. Simone has a background in customer care and front of house as well as Spa Management. Her diverse skills enable her to assist in the smooth day to day running of the office. She also makes great coffee which the clients enjoy!
Licensed Insolvency Practitioner
Dermot qualified as a Chartered Accountant in 1982 and moved to specialise in the field of insolvency and restructuring in London at that time, becoming a Licensed Insolvency Practitioner in 1989. He is a Fellow of the Association of Business Recovery Professionals. Dermot has previously run his own practice and been a restructuring and insolvency partner at a top 10 national firm. Dermot has been based in Guildford since 1989 and now heads up the Guildford office of WSM Marks Bloom LLP. As well as undertaking all types of formal insolvency appointments, Dermot has extensive experience in solvent winding ups and restructurings, including S110 Schemes of Arrangement. In his spare time, aside from enjoying family and friends, his interests include cycling and cars.
Restructuring and Insolvency Manager
Svetlana started her restructuring and insolvency career when she joined the Guildford Office as a graduate from the University of Surrey in early 2006. She has studied for and passed the Certificate in Insolvency with the IPA in 2011. In 2014 Svetlana passed the Joint Insolvency Examination Board and is qualified to act as an Insolvency Practitioner in relation to both corporate entities and individuals. Svetlana gained her Insolvency Licence with the ICAEW in 2015. The majority of her career has been spent working on the insolvencies of companies operating across a wide range of sectors, as well as dealing with bankruptcies and Individual Voluntary Arrangement. Svetlana is in the process of completing her Chartered Certified Accountant qualification with ACCA. Svetlana was born and spent her childhood in Minsk (Belarus) and is fluent in Belarusian, Russian and English. Outside of work, she enjoys yoga, swimming, travelling and spending time with her family and friends.
Insolvency Manager
Following completion of his Post Graduate Diploma in Law at the College of Law, Shaun started his working life at an FSA authorised firm ensuring legal and regulatory compliance for a trustee service provider handling regulated and unregulated investment activities. Shaun entered the Insolvency profession in 2014. Having successfully completed the Certificate in Insolvency with the ICAEW shortly afterwards. Shaun is now working towards becoming JIEB qualified. In his spare time Shaun enjoys tinkering with cars, clay pigeon shooting and spending time with his family.
Ed joined WSM Marks Bloom in January 2022 and has worked in the insolvency industry for over 20 years. Throughout that time, he has been gained experience in all aspects of solvent and insolvent case types. In his spare time Ed enjoys outdoor cooking and spending time with his family.
Insolvency Administrator
Cameron joined WSM Marks Bloom in January 2022, he is currently working towards his ICAEW Certificate in Insolvency. After this he will work towards his ACA Qualification. In his free time, Cameron likes to take part in sporting activities both as a player and spectator, he is particularly interested in Rugby, American Football and Cricket. Cameron also enjoys travelling and spending time with family and friends.
Lauren is an insolvency and restructuring case administrator and joined the firm in mid-2016, having completed her LPC at the University of Law in Guildford. Lauren has studied for and passed the Certificate in Insolvency with the ICAEW in 2017 and is presently studying for her ACA exams with the ICAEW. In her spare time Lauren enjoys horse riding and competing in dog agility with her corgi.
Manpreet joined WSM Marks Bloom in 2022 as an insolvency administrator after graduating from Kingston University with a BSc degree in Accounting & Finance with Business Experience. She is currently working towards the ICAEW Certificate in Insolvency, after which she will start working towards her ACA qualification. In her free time, Manpreet likes to spend time with her family and friends, try new restaurants and hopes to travel the world.
Adam recently graduated from City, University of London in 2023 with a bachelor's degree of Law with Honours in Law with Human Rights. Following this, he joined WSM Marks Bloom in January 2024 as an insolvency administrator and is currently aspiring to become a solicitor in the future. In his free time, Adam enjoys reading, collecting vinyls, visiting the gym, cooking, playing games and walking his dog.
Administrator
After graduating from the London School of Economics with a BSc (Econ) in monetary economics, Andrew was employed by a City firm of auditors before joining the West End insolvency practice of Bernard Phillips. He remained there for four years before starting his own practice, A.Segal & Co in the 1980s, operating in Chingford E4. He gained his insolvency licence in 1986. In 2005 the practice was sold to Begbies Traynor and in 2009 Andrew joined HW Fisher in Camden where he stayed until 2019 when he became part of the WSM Marks Bloom team.
Senior Insolvency Administrator
Jack joined WSM Marks Bloom in December 2017 having commenced his career as an apprentice in the insolvency team at Wilkins Kennedy and has now progressed to become a Senior Insolvency Administrator having passed his CPI in June 2022. Jack plans to take his JIEB within the next few years in order to become a qualified Insolvency Practitioner. In his spare time Jack enjoys playing golf.
Louise is an AAT qualified Senior Insolvency Administrator based in our Kingston office and has been in the insolvency sector for over 8 years. After joining WSM Marks Bloom in December 2020 she successfully passed her Certificate of Proficiency in Insolvency (“CPI”) Louise has a large portfolio of cases which she has managed in her time from both personal and corporate insolvency and is focusing on bettering her skills and knowledge in Insolvency. Louise is now working towards her JIEB exams.
Ella recently graduated from the University of Exeter with a BSc degree in mathematics. She joined WSM Marks Bloom in October 2022 as an insolvency administrator, after deciding to pursue a career in accountancy. She is currently working towards the ACA, and also plans to study for the certificate of proficiency in insolvency (CPI).
Eleanor joined WSM Marks Bloom in 2022 as an insolvency administrator after gaining three A levels in Maths, Psychology and Biology. Eleanor is currently working towards her ACA qualification and Certificate of Proficiency in Insolvency.
Dhruv joined WSM Marks Bloom as an Insolvency Administrator after graduating from University College London with a BSc degree in Economics. He is currently studying towards his ACA qualification and certificate of proficiency in insolvency (CPI).
Secretary