Because no two businesses are alike.
Since 1972 we’ve provided our services as chartered accountants and business advisers to businesses, their owners and management teams enabling them to reach the next level of their business’ life cycle. Ours is a modern, personal and bespoke service; from day-to-day business processing solutions to strategic and highly technical planning projects. With traditional business models shifting fast, our aim is always to find creative and practical solutions for the issues our clients face.
Our clients range from fast growing start-ups and established SMEs, to charitable and not for profit organisations, which all form a critical part of the UK economy’s back bone. Their ability to predict and keep up with consumer demand gives them the edge in today’s world. Not only do they retain the loyalty of their customers but given their agility and their approach to innovation, they tap into developing markets at an early stage.
You’ll receive a highly personal service from advisers who care and who’ll be there every step of your journey. We’ll work in partnership with you complementing your business and industry experience with our commercial knowledge and technical steer. The numbers in your accounting system may reflect your business’ past performance, but we’ll help you to use them effectively when planning for the future, offering you valuable insights from a different perspective.
Everything we do is underpinned by our firm’s core values.
We’ll be your sounding board; appreciative and understanding of your business vision.
Honest; providing clear advice; building a strong rapport; we understand your pressure points.
We understand what it’s like to be a business owner; we’ll take your technical knowledge and will help you to find commercial solutions.
Listening to your concerns; we’re here to provide you with practical business support and guidance throughout the year.
Our specialists have first-hand experience of working with businesses and their owners in a whole range of sectors.
As a firm Wise & Co is highly committed to upholding and maintaining a programme of corporate social responsibility. We’ve focused our strategy on two primary areas: the impact we make as a business on the environment both locally and globally, and our influence and effect on people and society.
Our people are the most important element of our business – they are what makes Wise & Co so successful. If you’d like to apply to be part of the team please click below.
Mark is a general practice partner and the firm’s HR partner. He joined Wise & Co as a trainee in 1987 and became a partner in 1998. Mark’s portfolio of clients is broad ranging from legal practices and owner managed businesses to his specialism in the charity and not for profit sector.
Over the years he’s built up extensive experience of working with schools – both independent and academy status – and other educational organisations. He brings highly comprehensive knowledge of their particular accounting requirements, which his clients find very valuable. Mark has also advised charities at both local and national level as well as many not for profit organisations.
Mark acts for a number of legal practices and therefore has a great deal of experience of Solicitors Regulation Authority (SRA) Accounts Rules. He maintains a practical approach to problem solving and understands the specific issues affecting legal practices.
Outside work Mark enjoys swimming, cycling, going to the cinema, walking and spending with his family and his dog, Alfie.
Steve joined Wise & Co in 1989 where he trained and qualified as a chartered accountant. He’s now a general practice partner as well as the firm’s IT partner.
Steve’s main expertise lies in mergers and acquisitions, property and VAT. He’s been involved with AIM listing flotations, negotiations with Government body joint venture agreements, venture capital fundraising and the planning and negotiation of management buy-ins and buy-outs. He’s also assisted many clients with the sale of their businesses.
Steve frequently provides advice on the implementation of share option schemes as well as strategic positioning for minority shareholders.
Property is of particular interest to Steve and he has advised many investors and developers alike on VAT planning and recovery, as well as how to dovetail that planning with the building schedule to achieve the most efficient financial outcome. Over and above this, Steve acts for many clients of varying sizes operating in the technology field encompassing software and hardware, digital and telecommunications. As IT partner Steve offers his clients advice on business software and technology solutions for the day to day running of their business.
In his spare time, Steve enjoys motorbikes and cars. He also likes going on outward bounds trips, testing his powers of endurance in all sorts of weather!
Bob’s wealth of practical and technical experience is the result of a long career spent advising clients across a number of different industry sectors. A large proportion are either owner managed businesses or the UK subsidiaries of overseas groups. He has a hands on approach and works in partnership with them as an integrated part of their team. By developing a deep understanding of his clients’ businesses he regularly acts as a sounding board for their future plans and is therefore able to offer the best advice to get the right results.
Bob is a big sports fan. As a passionate golfer he’s been able to combine his love of the sport with work by acting for a number of golf clubs in the area. Furthermore, with three daughters who all enjoy riding, he has developed a keen interest in horses over the years, although he doesn’t get in the saddle himself, citing the lack of a steering wheel and brakes as the reasons.
Treena joined Wise & Co in 1994 where she trained and qualified as a chartered accountant. She became a partner in 2006 and now also heads up the firm’s audit function. Her work covers audit and compliance related matters.
Whilst most of Treena’s clients are owner managed businesses they operate in a wide range of industry sectors. She does have particular expertise of dealing with charities, Solicitors Regulation Authority (SRA) Accounts Rules and businesses operating in financial services.
Away from work, Treena enjoys keeping fit at gym classes, looking after her various pets, and gardening. She also has a house in France, where she spends her holidays, whilst enjoying the local cuisine and wine.
Stephen is a general practice partner. He joined Wise & Co in the autumn of 1994, where he qualified as a chartered accountant, and became a partner in 2006.
Stephen looks after a broad range of clients with a particular emphasis on providing practical advice to entrepreneurs and due diligence reporting for small companies and businesses.
His other key areas of specialism are individuals and companies working in the media and entertainment sector and those operating in the hospitality and leisure sector. He also acts for a large number of barristers and has a great deal of knowledge and experience of the issues they face and their accounting and taxation requirements.
When he’s not at work, Stephen can be found playing golf with friends or going for a run including the occasional 10k race. He also enjoys football but sadly admits that his playing days are behind him!
Jo joined Wise & Co in 2002 and qualified as a chartered tax adviser in 2005. She became a tax partner in 2018.
Her role has developed over the years with a range of personal, partnership and owner-managed business clients. These days her focus is very much on tax planning and she regularly advises on tax aspects of business restructures, mergers and demergers, research and development claims, implementation of schemes under both the Seed Enterprise Investment Scheme (SEIS) and Enterprise Investment Scheme regimes. She has also assisted many clients on the implementation of employee share schemes and has advised them on a succession planning strategy.
In her spare time, Jo enjoys foreign travel and walking her two Weimaraner dogs.
Specialist sectors: Personal Service & Consultancy Companies