Meet our team

I am a member of the ICAEW and ACCA and have been helping clients by providing accountancy and taxation advice for the last 25 years. I am passionate about accountancy and delivering the best possible pro-active service to my clients which hopefully not only helps them to grow their business, but provides peace of mind that accounting advice is only ever an email or phone call away. I am very fortunate to have the help and support of a very dedicated team around me and I genuinely couldn’t do the job without them.

Whilst my background has been rooted in general practice, I have developed a special interest in the franchise and ophthalmic sectors and I am very proud to have achieved the British Franchise Association’s (BFA) Qualified Franchise Professional qualification. As part of my work within this sector, I provide training and support on behalf of the BFA and other national franchise networks and was also very proud to achieve ‘Highly Commended’ in the British Accountancy awards ‘Practitioner of the Year’ as well as being a finalist in ‘Partner of the Year’ a couple of years later.

What makes Moco great is…

Working with a truly dedicated team whose top priority is to help clients achieve their ambitions and grow a successful business. I can honestly say that every single member of the team is focused on achieving the best possible outcome for our clients.

My most trusted piece of advice in business is…

Follow your dreams and don’t be deterred by the bumps along the way! Seek professional advice for those areas which either don’t interest you or take up too much of your valuable time which could be better spent elsewhere.

On a Saturday morning, you’ll usually find me…

Walking the dog with my husband – we usually like to walk around 7-8 miles but don’t always achieve it!

I became a Chartered Accountant by accident really, but having said that I have enjoyed pretty much every day of it ever since.  It’s a fascinating and rewarding career.

Many years ago, I decided it would be good to be very, very knowledgeable in just one area and I took the decision to specialise in acting for dentists.  As a result, I no longer know anything about farmers, solicitors, manufacturing businesses, VAT or auditing!  I do however like to think that there is very little about the business of dentistry that I don’t know back to front and inside out.

What make Moco great is…

First and foremost, it’s the people, but it’s also the specialist knowledge that everybody has.

My most trusted piece of advise in business is…

Being a Chartered Accountant, ultimately, has very little to do with accountancy.  It’s all about talking to people and helping people run their businesses as well as possible, but in my case that’s dentists!

On a Saturday morning, you’ll usually find me…

Sailing in or maintaining my 100-year-old boat down at the sailing club, or working in the garden, depending on the time of year.

I am a Chartered Certified Accountant, and have been heading up the dental team at Morris & Co for over 15 years. My particular area of expertise is in dealing with the accounting affairs of ‘mini corporate dental practices’ which I really enjoy. I also take a keen interest in IT matters and am heavily involved in organising the firms’ IT infrastructure. I am completely immersed in all things dental and can’t even escape this at home as my daughter and son-in-law are both dentists who run and own two dental practices!

What makes Moco great is…

I am fortunate to work with a truly dedicated team who will always go above and beyond to help our dental clients by providing pro-active advice and guidance. Many people claim to be specialists in a given field but this can only really be achieved by spending years working within the sector and I can honestly say that the team possesses a sound knowledge of all dental accounting matters.

My most trusted piece of advice in business is…

Concentrate on what you do best and leave the rest to the experts in their given field.

On a Saturday morning you’ll usually find me…

Gardening – no matter how hard I try to stay on top of it there is always so much more to do!

I joined Morris & Co in 1988, qualified as a Chartered Accountant and since then have had (and still have) the privilege of working with some really great team members and clients and have seen our people, systems and procedures continually develop and evolve.

Morris & Co have always invested in IT infrastructure and software and been ahead of the curve in many respects and I am glad to see this is continuing since becoming part of the DJH Mitten Clarke group.

My main area of expertise is in advising and working with individuals and owner manager businesses, assisting them with their personal and business compliance needs and also being a point of contact for a wide range of client advisory services.

In my time I have been Chairman of the local ICAEW Chester & North Wales branch and have held treasurer positions for various clubs and associations that I have been involved with.

My role now also involves assisting with student development. Seeing students develop in confidence and ability and providing excellent service and advice to our client base is a very satisfying experience.

What makes Moco great…

It’s our clients.

Our clients are diverse in their individual and business needs and nature and what we are really good at is being able to cope with pretty much anything that may be “thrown at us”. There’s a wide breadth of knowledge and support within the office which is further enhanced by being part of the DJH Mitten Clarke group and associated partners. That enables us to deal with the routine day to day work, but also to be able to taken on more challenging matters that enliven our days.

I have always believed that it is it is good to have a real challenge every now and then, although you perhaps don’t need a challenge every single day!

My most trusted piece of advice in business is…

Keep on top of things, know where you stand and always consider taking advice before you enter into something where you don’t fully understand the accounting and taxation consequences. Having an awareness of the impact of any decision making is always better before rather than after the decision is taken.

I like to think that we are really approachable here, conversations with clients is always a pleasure and there is nothing more satisfying than being able to make clients aware of the impact of their decisions.

On a Saturday morning, you’ll usually find me…

In the woods, competing against my eldest son on the Blaidd Field Archery site just outside Wrexham.

Having played (and still play) badminton and midweek cricket for many years (in fact too many to want to work out ), field archery is a new challenge.

For those who haven’t experienced field archery before it has many similarities to golf, walking up and down hills, judging distances, different target settings and in differing weather conditions, but the main difference is that you get to walk round and shoot a bow and arrow – you can’t do that on a golf course !!

Like golf, archery is a challenging activity, but with great satisfaction on those days where everything clicks.

I have been working in accountancy general practice since 1993, following in my Father’s footsteps. I did try quite a few different career paths before moving into accountancy including tennis coaching and retail management, but realised that a career working with numbers was the best way of utilising my skills. I studied at Emile Woolf college in Manchester and qualified ACCA in 1997. I am also a member of ICAEW. This year I am celebrating 20 years with Morris & Co! My specialist areas include VAT, Charity accounts and audit.

What makes Moco great is…

The business is built on many years of trusted advice to local and national businesses. Our reputation has grown over the years and our reach has extended to the far extremes of the UK including Elgin in Scotland right down to Truro in the South West. Although the team has changed over the last twenty years, a determined team spirit always remains with everyone striving to give a personal service to our clients.

My most trusted piece of advice in business is…

If something is working well for you, keep doing it. If it’s not, do something else.

On a Saturday morning, you’ll usually find me…

Saturday mornings for me are going to the gym, having a lesson on the golf course or sitting in a coffee shop.

After finishing my degree in Physiology at the University of Manchester, I had a week’s work experience in the Dental team at Morris and Co, which was extended to a month and then a full time position. I qualified as a Chartered Accountant in 2016, winning regional awards for my marks in the ICAEW exams. I am a member of NASDAL and the ICAEW Healthcare Community Advisory Group and take special interest in the NHS pension scheme, as well as advising clients on buying and selling dental practices.

What makes Moco great is…

The training and development available for all staff. We have a culture of learning and development across the firm, with seminars throughout the year from industry specialists, ensuring we are giving the best possible advice to our clients.

My most trusted piece of advice in business is…

Build the best possible team around you – invest in your staff and your business will see the rewards.

On a Saturday morning, you’ll usually find me…

Getting ready to go out for lunch and then watching the sport that is on that day.  I may also be in Birmingham visiting family or on the way to Haydock Park for a day at the races.

Many years ago I qualified as a Chartered accountant. After a break from studying, I missed it so much I went on to successfully pass the Institute of Taxation exams.

My career has been very diverse, working with giants such as The Halifax to “Dog Beater” – don’t ask!

For the past 23 years, I’ve specialised in dentists. Not just the mundane annual stuff, accounts and tax returns, but also interpreting the financial aspects of the NHS contracts, assisting clients in buying and selling practices and advising on other aspects of a dentist’s financial affairs.

What makes Moco great is…

Working as a team and sharing our knowledge so that we can give the best possible service and advice to our clients.

My most trusted piece of advice in business is…

Borrowed from tradesmen – think twice, act once.

On a Saturday morning, you’ll usually find me…

At the breakfast bar reading the papers over a strong cup of coffee before I take my aging unsprung spaniel for a long walk. At last I am beginning to be able to keep up with her!

At university I studied Geography and after completing my degree I started at teacher training college and quickly realised it wasn’t for me! My mum has always been a book keeper, which is probably the reason why I ended up in accountancy.

I joined Moco in 2009 after I had just qualified as an accountant and have been here ever since.  I get the opportunity to work with lots of different clients in both accounts and tax, at different stages in their careers which I really enjoy. As I have been here for a number of years its really nice to see clients you have worked with progressing from associates to dental practice owners and seeing how their careers have progressed.

What makes Moco great is…

Without a doubt it’s the team.  People are always supportive of each other and the amount of knowledge and expertise that different people bring is great.  It means we are able to provide a well-rounded service to our clients which supports them throughout their whole career.

My most trusted piece of advice in business is…

Always be honest. If you and your team are honest with each other and listen to each other’s comments and feedback, then you are in the best place to succeed.

On a Saturday morning, you’ll usually find me…

Having a nice home cooked breakfast before tackling the cleaning!

You might find me half way around Cheshire Oaks after that, getting some well deserved retail therapy.

I have worked for over 20 years in tax, working for a variety of practices of differing sizes, mainly in the personal tax area. Prior to that, I had trained as an engineer working for British Aerospace and Honda.

What makes Moco great is…

We have regular team meetings both within departments through to the whole business.  It means that everyone at every level is kept well informed of what is happening within the business and is also provided with numerous opportunities to be involved with the subjects raised.

My most trusted piece of advice in business is…

I always start with the basics. It is so easy to jump to complex solutions, when often it is the simple stuff that provides an appropriate and proportionate resolution to a potential issue.

On a Saturday morning, you’ll usually find me…

At a local park run, or a coffee shop.

I am a member of The Chartered Institute of Taxation and Fellow of the Institute of Chartered Accountants in England and Wales, but was once a professional footballer with Chester City.

I advise an array of owner-managed businesses and am just as much on the ball in the world of accountancy with my love of tax planning, business advice and problem solving.

I am a past Chairman of The Chester and North Wales Society of Chartered Accountants, which improves the technical ability, professional integrity and honourable practice of accountants.

I am also a Committee Member of the Chester and North Wales Pan Professionals.  This group consists of Chartered Accountants, Property Professionals, Insurance Professionals and Legal advisers within Chester and North Wales. The group is an incredibly useful network that enhances the expertise of professionals and promotes regional prosperity.

What makes Moco great is…

It’s people. Our people embody our core values of teamwork, honesty, passion, ambition and community. We are not just accountants. We are trusted partners in business, with each other, with professional advisers and with our clients. Together, we achieve great things.

My most valuable piece of advice in business is…

Be honest and trust those around you. I work assiduously to inform, advise and enable businesses, organisations and individuals to achieve their financial and strategic goals. This is done with rigour, integrity and vision. It can be hard work, but helping clients achieve their dreams is truly, truly, truly rewarding.  It is why I do what I do.

On a Saturday morning, you’ll usually find me…

Enjoying all the fun, friendship and fundraising that comes with being a member of Round Table and spending time with his wife Sian and daughters Annabelle and Eva. Tea and cake are my weakness!

I am a chartered certified accountant with over 10 years’ experience. I have a Business degree from the University of Chester and have been specifically helping dentists with their accounting and taxation matters, as well as supporting and helping them grow their businesses for a number of years. I also regularly lecture to Foundation Dental Groups.

What makes Moco great is…

In the dental team we pride ourselves on knowing everything there is about the dental industry from a finance and business point of view so none of our client’s questions go un answered and we take pride in seeing them succeed in growing their businesses.

My most trusted piece of advice in business is…

Surround yourself with the best people you can find both inside and outside the business as this will allow you to focus your time and attention on what you do best without worrying about everything else.

On a Saturday morning, you’ll usually find me…

Spending time with my wife and two young daughters. I’m always outnumbered but I wouldn’t change it for anything.

I joined Morris & Co as a college leaver in 2012 and started my initial accountancy qualifications, throughout school my favourite subject was always maths so accountancy seemed a good option!

In 2018 I became a qualified Chartered Accountant with the help of Morris & Co.

Since joining Morris & Co I have prepared more Associate Dentist accounts than I can count as well as many Principal accounts also. I now look after my own growing portfolio of clients and continue to build strong relationships with many dentists.

What makes Moco great is…

Our team being Specialist Dental Accountants means there isn’t much about dentistry which we don’t know!

We have a strong team who are always happy to assist and go the extra mile for our clients.

My most trusted piece of advice in business is…

Never be afraid to ask for help and assistance, everyone has to start somewhere. At Morris & Co we are always happy to help no matters how small the question.

On a Saturday morning, you’ll usually find me…

Enjoying the country roads on my motorbike!

I qualified as a Chartered Accountant in 2015 whilst working in North Yorkshire and joined Morris and Co in 2016. I act for clients across many different industries and franchises. I particularly enjoy getting to know the person behind the business and helping them to achieve all of their goals. Having that close relationship means that I am well placed to help whenever clients need it.

What makes Moco great is…

Our dedication to working as a team to help clients. The team pull together and go above and beyond for all of our clients. Everyone is willing to help wherever they can and with the huge amount of diverse experience, there is a great knowledge base that we can use to ensure the best outcomes.

My most trusted piece of advice in business is…

Always think ahead. Plan where you want to be in one, two, five years and break down each step for how you will achieve this. Preparation is always key to success.

On a Saturday morning, you’ll usually find me…

On a nice walk with the family, preferably followed by a nice cooked breakfast somewhere!

I joined the firm at the start of December 2013, and was looking for a firm in which I could grow my professional experience and develop. In Moco I found a firm that believed in trying to give a great client experience. Advice led by dedicated partners, directors and managers, who would all deal directly with clients but also empowered its staff. Since joining I’ve gained a great deal of experience in the franchise sector working with a number of great clients. Most of my time is spent advising these clients on anything and everything from tax planning, to preparing cash flows to secure finance for business growth and expansion, to what car they should buy – it’s great having that relationship with clients.

What makes Moco great is…

We are a dedicated team of professionals, who put our clients at the forefront of everything we do. Our expansive range of specialist expertise and through access to other specialist advisers via the DJH Mitten Clarke family, Moco can provide for all our clients’ needs, allowing them to make informed and nimble decisions and have access to funding and resources as required so that our client’s business can grow and thrive!

My most trusted piece of advice in business is…

To have a financial plan in place. Many entrepreneurs and owners start a business without a real understanding of the financial aspects involved. The need to have funds in place to manage day-to-day operations and to manage unexpected expenses. Ensure that you have a solid plan in place and that you know how money is coming in and flowing out. If you don’t keep track of your finances, you’re likely to struggle and make rash decisions. One of the keys to business success is to know your numbers and to plan for your business needs and operations.

On a Saturday morning, you’ll usually find me…

Volunteering with the Chester 5K Parkrun team, with my family. We started going to the first ever parkrun at Chester. It was a way for my eldest son to strengthen his leg, after a bad break in the previous year. Within a very short space of time all the family, including my two sister’s families’ and my parents were taking part also. Since that time, we take turns in volunteering and running on the Saturday mornings before all going for a coffee afterwards (both my boys demand full breakfasts in return for getting them up early on the weekend). We have run Parkrun courses all over the country and even abroad. They are a great community social event, where everyone is welcomed and encouraged, and I would highly recommend to anyone who is looking to get a bit fitter.

I joined Morris & Co in January 2013.  Prior to that I had worked for a national Training Provider for 22 years.  I started there as a YTS (for those of you who remember them!!).  I gained a lot of experience during my time there and my most enjoyable time was spent managing the Property Department and being a PA to the Executive Team.

Since being with Morris & Co I have enjoyed being the Secretarial Manager alongside my role as the Office/HR Manager.

What makes Moco great is…

The people!  We have a great team at Morris & Co who make it a great place to work.

My most trusted piece of advice in business is…

To work hard to achieve your goals, communicate well along the way, help to develop others around you and make sure that you have fun along the way!

Treat people the way you would expect to be treated yourself.

On a Saturday morning, you’ll usually find me…

Either out walking my dogs or at the dog park where I can exercise the three of them at once!  I then enjoy spending some valued time with my family which usually involves shopping and food!

I manage the debtor’s ledger on behalf of Morris & Co and also do my best to help clients who are struggling to obtain payment, by offering training and advice to guide them through the legal process. I am a member of the Chartered Institute of Credit Management and the Association of Credit Professionals and have over 30 years’ experience in debt management.

What makes Moco great is…

The fantastic team I work with. I have been incredibly lucky throughout my career to work with amazing people who have supported me every step of the way!

My most trusted piece of advice in business is…

Always treat everyone fairly and with respect.

On a Saturday morning, you’ll usually find me…

At an activity with my grandchildren or walking the dog.