Our Advisers

Find an adviser

Toby Carmichael-Jack

WISE FINANCIAL SOLUTIONS, FINANCIAL PLANNER

Toby Carmichael-Jack ACSI, DipPFS

WISE FINANCIAL SOLUTIONS, FINANCIAL PLANNER

Toby advises individuals and businesses on all financial planning matters including pre-and post-retirement, investments, estates, cash flow forecasting and corporate pensions. He particularly enjoys helping clients to meet their financial goals and believes this is best achieved through a combination of getting to know clients, understanding their objectives and technical knowledge.

Toby has previously worked at Group Rapport (part of the Fairstone Group) and Chase de Vere. In 2016, he joined Fish Financial and continues to be impressed with the use of technology within the firm, allowing for true holistic financial advice.

He is an associate member of the Chartered Institute for Securities and Investment, a Diploma qualified member of the Chartered Insurance Institute and was featured as one of Citywire’s top 35 financial advisers under the age of 35 in 2016.

When he is not busy working, you will likely find Toby at the gym or socialising.

Ian Colley

WISE FINANCIAL SOLUTIONS, SENIOR FINANCIAL PLANNER

Ian Colley ACMA, DipPFS

WISE FINANCIAL SOLUTIONS, SENIOR FINANCIAL PLANNER

Ian advises high net worth individuals and business owners on all financial planning matters with a focus on tax efficient investments and pensions. He loves spending time with clients and believes that a proactive and ongoing portfolio management service will deliver ‘peace of mind’ for clients and ultimately the desired financial outcome.

Ian enjoyed a 14-year career with ANZ Banking Group, including Executive and Country Head roles in the Middle East, Pakistan, Indonesia and Australasia. He established Fish Financial in 2007, a fast-growing IFA practice with offices in Farnham and London, and is also Partner in a Farnham-based solicitor firm.

Not one to sit still, Ian has also undertaken entrepreneurial ventures as diverse as composite chassis for the electric vehicle (EV) market, and a new winter sports product “snow surf board”.

A football-vet and golfer, Ian enjoys a glass of wine with family and friends.

Jess Crawley

AUDIT SUPERVISOR

Jess Crawley ACA

AUDIT SUPERVISOR

Jess joined the firm in August 2012 and qualified as a chartered accountant in December 2015. She is currently an Audit Supervisor, assisting clients across a variety of different sectors with audit and accountancy matters. Jess also supports the technical training of Wise & Co’s trainee accountants. She has a number of years’ experience in the specialist areas of academies.

Outside of work Jess enjoys travel, countryside walks and experimenting with recreating food dishes she has encountered during her trips.

Mark Criddle

AUDIT & ACCOUNTS MANAGER

Mark Criddle ACA

AUDIT & ACCOUNTS MANAGER

Mark is a qualified Chartered Accountant. He is involved with a variety of clients dealing with accountancy, bookkeeping and audit matters for sole traders, partnerships and limited companies

Vicki De Piano

AUDIT SUPERVISOR

Vicki De Piano ACA

AUDIT SUPERVISOR

Vicki joined the firm in August 2010 and qualified as a chartered accountant in August 2013. She is currently an Audit Supervisor dealing with accountancy, bookkeeping and audit matters for sole traders, partnerships and limited companies.

Outside of work, Vicki enjoys pub quizzes, holidays and spending time with her family.

Danielle Dixon

AUDIT & ACCOUNTS MANAGER

Danielle Dixon FCA

AUDIT & ACCOUNTS MANAGER

Danielle is a qualified chartered accountant and has been with Wise & Co since 1999. She is an Audit and Accounts Manager, dealing with sole traders, partnerships and limited companies. Danielle deals with audit matters, accountancy, bookkeeping, VAT and corporation tax enquiries. She also specialises in ARLA audits. In her spare time, Danielle enjoys spending time with her family and shopping.

Susan Doherty

OFFICE MANAGER

Susan Doherty

OFFICE MANAGER

Susan joined Wise & Co in 2015 and is our Office Manager. She has over 30 years’ experience in office management, and her specialisms include: HR process and procedures, employment law, recruitment, training, employee welfare, facilities management, health and safety, insurances, communications, and practice compliance.

Outside of work Susan enjoys theatre and film and is also a member of the Historical Association (SWHA). Susan enjoys travelling, and is currently studying to improve her knowledge of French. She recently returned from a dream trip across Europe on the Orient Express.

Jane Gregory

HEAD OF BUSINESS SERVICES

Jane Gregory

HEAD OF BUSINESS SERVICES

Jane joined Wise & Co in April 2018 after working for another local firm for 17 years and prior to that with a Big 4 where she trained in audit. Before deciding to pursue a career working with accountancy firms, Jane spent 5 years working in highly commercial roles in industry. Having studied modern languages and European business studies as a Master’s degree, her first job was with a US owned commodities trading company followed by a privately owned shipping company.

Jane looks after all aspects of business generation from the development and promotion of new advisory services to marketing and content management and potential client relationship management. She is focused and passionate about promoting the Wise & Co brand locally. Furthermore, as she has always held positions in commercial roles and finance including audit, she has a solid understanding of the issues and risks faced by owner managers.

When not at work, Jane particularly enjoys cooking and baking. She loves ski-ing with her two boys and watching them play sport, especially cricket which seems to take up all her spare time in the summer!

Yvonne Harman

ACCOUNTS & TRAINING MANAGER

Yvonne Harman FCA

ACCOUNTS & TRAINING MANAGER

Yvonne joined Wise & Co in November 1999 after qualifying as a Chartered Accountant. She is currently an Accounts Manager for a wide range of clients. Yvonne is also our Training Manager and is responsible for our new trainee accountants.

Keely Harvey

AUDIT & ACCOUNTS ASSOCIATE

Keely Harvey FCA

AUDIT & ACCOUNTS ASSOCIATE

Keely joined Wise & Co from one of the biggest UK accounting practices in April 2003. She is an Audit & Accounts Associate, dealing with a broad spectrum of clients from start-up businesses to established limited companies. Keely specialises in statutory audit work and also provides assistance with accountancy, bookkeeping and corporation tax. She is committed to providing her clients with a personal and bespoke service to meet their individual business requirements.

Keely is a member of the Audit and Assurance Faculty and Financial Reporting Faculty (ICAEW) and leads the audit training within Wise & Co to maintain high technical and ethical standards.

Keely is a marathon runner (although recently reducing this down to more reasonable distances!) and has completed her first triathlon. She enjoys socialising and travelling with friends and family.

Christine Launchbury

STATUTORY SERVICES MANAGER

Christine Launchbury

STATUTORY SERVICES MANAGER

Christine has been with Wise & Co since 1997. She manages the statutory department and registered office facility, providing a service designed to avoid the problems and expense of late or incorrect filings and inadequate statutory record keeping.

She specialises in Companies Act filing requirements, incorporation of new companies, the drafting of minutes and related documents for directors’ and general meetings together with the preparation, review and submission of annual confirmation statements and other forms to the Registrar of Companies. In her spare time, Christine is a keen landscape and wildlife photographer, and is an avid supporter of the Surrey Scorchers, the local professional basketball team.

Mandy Maskell

AUDIT & ACCOUNTS MANAGER

Mandy Maskell FCA

AUDIT & ACCOUNTS MANAGER

Mandy is a qualified Chartered Accountant and has been a part of the team at Wise & Co since May 2002. She is currently an Audit and Accounts Manager dealing with accountancy, bookkeeping and audit matters for sole traders, partnerships and limited companies.

Rachel Mason

AUDIT SUPERVISOR

Rachel Mason ACA

AUDIT SUPERVISOR

Rachel joined the firm in August 2012 and qualified as a chartered accountant in January 2016. She works with a variety of clients including charities, academies and limited companies across various sectors; assisting with all audit and accountancy matters. Rachel also helps with the technical training for Wise & Co’s trainee accountants.

In her spare time Rachel enjoys singing and is part of a local community choir.

Kelly Mowatt

TAX ASSISTANT MANAGER

Kelly Mowatt ATT

TAX ASSISTANT MANAGER

Kelly started her tax career at Baker Tilly where she passed her ATT exams. She has over 20 years’ experience in professional practice with particular interests in the complexities surrounding non-residence and UK rental properties. Kelly joined the firm’s Tax Department in March 2005 and is responsible for a broad spectrum of personal tax clients.

Away from the office, Kelly enjoys her food and will often couple this up with a night at the theatre. She is married and has recently had a little boy.

Elise Pullen

AUDIT & ACCOUNTS ASSISTANT MANAGER

Elise Pullen ACA

AUDIT & ACCOUNTS ASSISTANT MANAGER

Elise joined the firm in June 2003 and qualified as a chartered accountant in December 2009. She works with a wide variety of clients from small sole traders to limited companies and LLPs, dealing with bookkeeping, VAT returns, annual accounts and audits. Elise has a number of years’ experience in the specialist areas of SRA Accounts Rules and Independent Examinations of Charities.

Outside of work Elise enjoys spending time with her family and walking in the local countryside.

Bridget Russell

AUDIT & ACCOUNTS MANAGER

Bridget Russell

AUDIT & ACCOUNTS MANAGER

Hannah Sainsbury

ACCOUNTS SUPERVISOR

Hannah Sainsbury FCCA

ACCOUNTS SUPERVISOR

Hannah joined the firm in February 2007 and qualified in August 2008. She is currently an Accounts Supervisor, assisting clients across a variety of different sectors with accountancy matters. She has a number of years’ experience in the specialist area of barristers.

Outside of work Hannah enjoys running, countryside walks and spending time with her husband and two children.

Liz Sandford

AUDIT & ACCOUNTS MANAGER

Liz Sandford FCCA

AUDIT & ACCOUNTS MANAGER

Liz joined the bookkeeping and management accounts department of the firm in September 2004 and subsequently transferred to the audit and accounts team. She qualified as a Certified Accountant in May 2008. Liz has a diverse portfolio of clients, with particular interest and knowledge of charities, academies and SRA accounts and audits.

Lorna Stark

TAX MANAGER

Lorna Stark FCA

TAX MANAGER

Lorna joined Wise & Co from a Big Four firm where she qualified as a Chartered Accountant in 2003. She is a corporate tax specialist and is the tax department’s resident accountant combining her experience of company accounts with specialist tax expertise. Lorna advises on all aspects of company taxation, including capital allowance and research and development claims, international tax issues (including transfer pricing and tax treaty claims) as well as the tax considerations of corporate restructuring.

When not at work, Lorna can often be found on a netball court, as both an avid player and supporter. Her two children are local league players too and the whole family cheers on the mighty Surrey Storm team.

Amanda Thomas

AUDIT & ACCOUNTS MANAGER

Amanda Thomas ACA

AUDIT & ACCOUNTS MANAGER

Amanda qualified as a Chartered Accountant in January 2002 and joined Wise & Co as an Audit and Accounts Manager in September 2004. She enjoys a varied role and deals with clients ranging from small sole traders to larger limited companies, providing audit, accountancy, VAT, corporate tax services and general advice. In addition, she specialises in acting for charities and not-for-profit organisations.

Mark Turnbull

WISE FINANCIAL SOLUTIONS, SENIOR FINANCIAL PLANNER

Mark Turnbull ACSI, DIP FA MLIBF

WISE FINANCIAL SOLUTIONS, SENIOR FINANCIAL PLANNER

Bringing a wide range of business and life experience to his advice role, Mark provides bespoke investment and retirement planning advice to private and corporate clients.

A qualified adviser since 2007, Mark gained valuable experience at some of the largest wealth management companies in the UK, originally qualifying as a Stockbroker with a City Investment firm and latterly moving into an advisory role with Barclays Wealth.

Providing his clients with innovative wealth management strategies, Marks aim is to inspire them to achieving financial independence. He is a passionate advocate of true client focused wealth management, completely at the other end of the spectrum from that typically found in larger organisations.

Outside of work Mark is ever trying to improve his golf handicap and helps coach Albury’s under 9’s cricket team.

Adrian Tyrell

AUDIT & ACCOUNTS MANAGER

Adrian Tyrell FCCA

AUDIT & ACCOUNTS MANAGER

Adrian qualified as a Certified Accountant in 1995 and specialises in the property sector, specifically dealing with both residential and commercial service charge accounts. He has a wealth of experience in dealing with all aspects of running small and medium-sized businesses, including management accounts, statutory accounts, audits and corporation tax.

Outside of work Adrian is a keen squash and table tennis player. When he’s not got a racket or paddle in his hand he also enjoys spending time gardening or enjoying walks and cycle rides to a country pub in his local village of Alresford. He also likes to dabble in fantasy football as it’s less painful than the real thing.

Will Yates

IT MANAGER

Will Yates

IT MANAGER

Will joined Wise & Co in 2002 as the in-house IT Manager having come from an IT support background. He provides all in-house support for Wise & Co’s IT infrastructure while helping to expand the range of services offered by the company to include IT support services for a number of our clients. He has achieved numerous Microsoft qualifications including the Microsoft Certified Systems Administrator certification.

Outside of work Will likes to combine his passion for high performance cars with trips around Europe, and is always on the lookout for an interesting new location to enjoy a refreshing local beer.