Brook Financial Management Limited
 

About Us >

Key People

Alison Smith

Telephone:

01460 259852

Email:

alison@brook-financial.co.uk

Position:

Director

Qualifications:

FCCA - Fellow of the Chartered Association of Certified Accountants
BSc (Hons) - Mathematical Science and Statistics, City University, London

Experience & Specialisms:

Alison qualified as a Chartered Certified Accountant in 1996 after training with two local firms of Chartered Accountants. Since qualifying Alison has had a number of varied roles in different financial sectors.

Alison’s varied experience in general practice, financial services and industry has shaped the way she runs her own business today. She enjoys working with her clients to constantly help improve their businesses. She believes that straight talking in plain English is the key to continued success with her clients!


Kevin Smith

Telephone:

01460 259852

Email:

kevin@brook-financial.co.uk

Position:

Director

Qualifications:

MATT - Member of the Association of Tax Technicians
MAAT - Member of the Association of Accounting Technicians

Experience & Specialisms:

Kevin qualified as both an Accounting Technician and Tax Technician whilst training in a local firm of Chartered Accountants. In 2001, he moved out of general practice and into the role of Financial Controller for a local motor dealership which was the ideal job for such a car fanatic! The opportunity to work in industry has given Kevin hands on experience with finance which has assisted him in advising his clients with their businesses.

Kevin is also responsible for the company’s payroll department and is always available to de-mystify the tax rules for his clients with his down to earth approach!


Liz Wilding

Telephone:

01460 259852

Email:

liz@brook-financial.co.uk

Position:

Outsourcing Department

Qualifications:

Currently studying towards her Sage 50 Accounts Certificate
Association of Accounting Technicians Foundation Level (AAT)
HNC - Business and Finance

Experience & Specialisms:

Liz joined Brook Financial Management in March 2008. Her excellent attention to detail and organisation skills have made her an invaluable member of the Outsourcing Department.

She is an experienced user of Sage software and also assists clients with their debt collection and credit control.


Samantha Skelsey

Telephone:

01460 259852

Email:

sam@brook-financial.co.uk

Position:

Outsourcing Department

Qualifications:

Currently studying towards her Sage 50 Accounts Certificate
NVQ in Business and Administration

Experience & Specialisms:

Sam has been working for Brook Financial Management since the company was formed in September 2006. She is an experienced user of Sage software and specialises in Purchase Ledger support within our Outsourcing Department.

Sam is an enthusiastic member of the team and has also put her accounting skills to use outside of work in her role of Treasurer at her local Pre School.

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Meads Barn • Ashwell Business Park • Ashwell • Ilminster • Somerset • TA19 9DX
T: 01460 259852 • F: 01460 258994 • www.brook-financial.co.uk
Registered in England & Wales No 5856521 VAT No: GB - 889 5042 76

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