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Tax Card

 

 


Meet the Team

StephenStephen Rose – Director

After working for Deloitte Haskins & Sells in their Birmingham, Memphis and Cambridge offices Stephen formed the practice in 1985 in his spare room so knows all about start ups. He is the ultimate general practitioner, well versed in tax, accounts, audit, payroll and company secretarial services and loves to learn of new businesses and what we can do to help them.

Qualifications: Fellow of the Institute of Chartered Accountants in England and Wales.

If I wasn't here I would be? I would be trying to keep active by running, skiing or playing golf.

Email: Direct dial telephone: 01223 200501

LinkedIn profile link: uk.linkedin.com/pub/stephen-rose/14/584/996

Chris Beaumont – Director

An Economics graduate from Warwick University, Chris trained in London before joining Deloitte at their Cambridge office in 1985. Moving across the city to Lakin Rose in 1994, Chris has built up a diverse portfolio of OMB clients, many of whom are very successful in what they do, and private clients with complex tax affairs.

Qualifications: Fellow of the Institute of Chartered Accountants in England & Wales

If I wasn't here I would be? Losing money on the Stock Market.

Email: Direct dial telephone: 01223 200505

LinkedIn profile link: uk.linkedin.com/pub/chris-beaumont/12/828/927/

Chris Dougherty – Director

Chris looks after many of our hi-tech and bio-tech businesses as well as a wide range of owner-managed businesses and our charity and not-for-profit clients.

Chris provides audit, assurance and compliance services to a range of SME clients, including management and annual accounts, tax planning and returns, grant audits and research & development tax credit claims.

Chris qualified with a London firm and relocated to Cambridge in 1994, becoming a director with Lakin Rose in 2005.

Qualifications: Fellow of the Institute of Chartered Accountants in England and Wales.

If I wasn't here I would be? Skiing, cycling or walking (depending on the season) and then relaxing with a pint or two of real ale.

Email: Direct dial telephone: 01223 200503

LinkedIn profile link: uk.linkedin.com/in/cpjdougherty

Carla Barnes - Director

After qualifying in 1993 and working at various accounting practices in Leicester and Cambridge Carla joined Lakin Rose in 2006 as a director. Carla looks after some of our well known high-tech clients, and has a focus on non residential landlords as well as a variety of local businesses.

Qualifications: Fellow of the Association of Chartered Certified Accountants.

If I wasn't here I would be? During the winter months – somewhere hot, during the summer months – Walking and playing on the beach at Wells-Next-The-Sea, North Norfolk.

Email: Direct dial telephone: 01223 200516

LinkedIn profile link: uk.linkedin.com/pub/carla-barnes/14/729/183/

Jonathan Fretwell – Director

Jonathan joined Lakin Rose as a trainee accountant in 1998 and has progressed to becoming a director in 2010. Jonathan mainly looks after our large portfolio of property management clients.

Qualifications: Fellow of the Association of Chartered Certified Accountants.

If I wasn't here I would be? Climbing the Inca Trail to Machu Picchu.

Email: Direct dial telephone: 01223 200512

LinkedIn profile link: uk.linkedin.com/pub/jonathan-fretwell/14/729/409/

ACCOUNT MANAGERS

Andrew Robinson

Andrew joined Lakin Rose in 2004, first studying towards an AAT qualification and then later an ACCA qualification. He completed his ACCA exams in 2008 and became a member of the ACCA in January 2009. Andrew is involved with most accountancy services required by organisations and individuals including accounts, audit and tax.

Qualifications: Member of the Association of Chartered Certified Accountants.

If I wasn't here I would be? Watching or playing sport.

Email: Direct dial telephone: 01223 200506

Wendy Cooke

After a career in social work, advice work and grant-making, Wendy recognised that she had a passion for working with numbers as well as people, and made the move into accountancy in 2006.

Her experience is largely in the preparation of annual accounts for companies, sole-traders and partnerships, together with corporate and personal tax. She assists a number of non-resident clients with UK personal tax issues and provides general advice and assistance across a range of topics.

Qualifications: Member of the Association of Accounting Technicians (MAAT); Member of the Association of Chartered Certified Accountants (ACCA).

If I wasn't here I would be? Swimming and learning the saxophone.

Email: Direct dial telephone: 01223 200508

Emily Orton

After far too many years studying mathematics in Cambridge, Emily joined Lakin Rose as a graduate trainee in 2008. She has specialised in tax, completing the Chartered Tax Adviser qualification in 2013, and enjoys working with a varied portfolio of clients from a range of individuals, owner-managed businesses and trusts.

Qualifications: Associate of the Institute of Chartered Accountants in England and Wales; Associate of the Chartered Institute of Taxation Chartered Tax Adviser.

If I wasn't here I would be? Singing in a choir or playing the 'cello.

Email: Direct dial telephone: 01223 200517

Rebecca Flitton

Rebecca joined Lakin Rose in the summer of 2000, having just left Sixth Form College and started as a trainee within the company. She studied towards her AAT and then continued on to qualifying for ACCA. During this time she has gained experience in a number of areas such as tax, accounts, audit, management accounts, VAT and payroll and has a great knowledge of our client base and their needs.

Qualifications: Association of Accounting Technician, Association of Chartered Certified Accountants.

If I wasn't here I would be? Enjoying a holiday or walking my dog!

Email: Direct dial telephone: 01223 200518

Shelley Clarke

Have been in practice since leaving Hills Road Sixth Form College in 2009, firstly studying AAT followed by ACA.

Qualifications: Member of ICAEW

If I wasn't here I would be? Riding my horse or walking the dog.

Email:
Direct dial telephone: 01223 200518

Martin Coston

Martin has been with Lakin Rose since leaving Hills Road Sixth Form College in 2009. He completed his AAT qualification in 2011 and ACCA qualification in 2014. Within the office he performs a wide variety of tasks including accounts preparation, audit, corporate tax, personal tax, and a number of assurance engagements.

Qualifications: Member of the Association of Accounting Technicians; Affiliate member of the Association of Chartered Certified Accountants.

If I wasn't here I would be? Keeping fit by playing some form of sport, whether it is football, cricket, golf, cycling or darts.

Email: Direct dial telephone: 01223 200513

Natalie Peacock

Natalie joined Lakin Rose in 2015, following a number of years within the accountancy profession. After leaving sixth form, Natalie studied through her AAT and ACA qualifications and later went on to specialise in tax and studied to become a Charted Tax Adviser.

Natalie has a variety of clients, offering services including accounts, audit and tax.

Qualifications: Member of the Association of Accounting Technicians; Member of the Institute of Chartered Accountants in England and Wales; Member of the Chartered Institute of Taxation.

If I wasn't here I would be? If I wasn’t here I would love to be at the seaside with the family.

Email: Direct dial telephone: 01223 200517

Nicholas Sayer

Nick commenced his accountancy career when based in Kent, before deciding to move to London to work where he has gained wide experience for the last 20 years. He is involved with Audit, Assurance, and Accountancy work in a variety of business sectors which includes Real Estate and the audit of Service Charge accounts.

Qualifications: Fellow of the Association of Chartered Certified Accountants FCCA,Member of the Association of Accounting Technicians MAAT.

If I wasn’t here I would be?I have a passion for classical music and enjoy singing in the Cambridge Philharmonic Chorus and The Choir of the University Church, Great St Mary's

Email: Direct dial telephone: 01223 200527

Liezel Hanley - Virtual Finance Manager

Liezel joined Lakin Rose in 2016 as a Virtual Finance Manager and has experience in a number of areas, both in industry and practice. After graduating from Open University with a degree in Business Studies (Accounting) she continued her studies towards ACCA and aims to become a qualified member in 2017. Liezel’s role involves providing management accounting services to our clients.

Qualifications: BA Business Studies (Accounting), ACCA Part-Qualified

If I wasn't here I would be? Either on a beach or a mountain... but it must be hot hot hot and sunny!

Email: Direct dial telephone: 01223 200514

TRAINEE ACCOUNTANTS

Josh Dexter

Josh joined Lakin Rose in August 2012 after completing his A-Level studies at Longsands Academy, St Neots. Within the office, Josh assists the accounts managers with a variety of services, including annual accounts preparation, audit and personal tax, thus gaining valuable knowledge and experience across the whole of the accountancy spectrum. Josh is also involved with the preparation and review of service charge accounts for our property management clients.

Qualifications: Currently studying towards AAT Level 2 Certificate in Accounting; studying for Level 3 & 4 Diplomas in Accounting over the next two years.

If I wasn't here I would be? Training to compete at major rowing events, both locally and nationally.

Email: Direct dial telephone: 01223 200515

Gregory Dale

Greg joined Lakin Rose in August 2012 after completing his A-Levels at St Ivo. He is currently studying towards his ACA after qualifying with his AAT in 2016. Within the office Greg works on a variety of different jobs helping the qualified managers with their portfolios. This means he work on many different jobs ranging from accounts and audit to Assurance and Tax.

Qualifications:Member of the Association of Accounting Technicians; Currently studying towards ACA.

If I wasn't here I would be? Playing/watching cricket and rugby.

Email: Direct dial telephone: 01223 200510

Tom Beaumont

Tom first joined Lakin Rose on a part time basis in May 2012, mainly to assist with the preparation and review of service charge accounts for our property management clients. Tom continued to work for us in between studying for his Sports Business Management degree from the University of Lincoln before joining us in a full time capacity after graduating in 2014. He is currently studying towards ACCA qualification. Within the office, Tom is asked to contribute across the entire spectrum giving him access to a wide range of clients from which he is gaining important experience and knowledge.

Qualifications:Currently studying towards ACCA qualification

If I wasn't here I would be? Following the England cricket team around the world. (On my father’s money?)

Email: Direct dial telephone: 01223 200522

Nikita Banks

Nik joined Lakin Rose in 2016 after completing his A-Levels in Maths, Physics and Chemistry at Long Road Sixth Form college.

Qualifications:Currently studying towards ACCA qualification

If I wasn't here I would be? Summer months - cycling, then eating and sleeping a lot. Winter - cycle training and thinking about the summer.

Email:

Russell Sims – Office Manager

Russell joined Lloyds Bank from school and was a Bank Manager at several branches in Cambridgeshire before leaving in 2009 to become a Practice Manager at a Doctors surgery. Russell joined the Lakin Rose team in 2015.

Russell's role is to look after the running of the office so that everyone else can concentrate on looking after our clients.

Qualifications: Associate of the Chartered Institute of Bankers, Certificate in Mortgage advice and Practice.

If I wasn't here I would be? Either at the magnificent stadium that is Ochilview, supporting Stenhousemuir or at Southwold with a nice pint of Adnams.

Email: Direct dial telephone: 01223 200504

Sally Maclachlan – Practice Development Manager

Sally is here to grow the practice within the Cambridgeshire area via a variety of marketing initiatives. Working mainly in business to business marketing, Sally has over 10 years experience and is particularly interested in marketing communications.

Qualifications: B Comm in Marketing and Human Resources.

If I wasn't here I would be? Somewhere hot.

Email: Direct dial telephone: 01223 200514

Hugh Thorburn – Payroll Manager

Hugh joined Lakin Rose in 2016. He managed another payroll bureau before this one, and prior to that he spent several years looking after large payrolls for an international food retailing company. Hugh also has experience of general accounting and of pensions from when he was a trustee for a final salary pension scheme.

Qualifications: Economics degree from St Andrews University.

If I wasn’t here I would be? Walking my dogs (on the byways) or cutting up logs (for the woodburner).

Email: Direct dial telephone: 01223 200502

Mikki Gant

Mikki joined Lakin Rose as a trainee accountant in 2017 after graduating at the University of Portsmouth.

Qualifications: First class honours degree in European Business Currently studying towards her ACA

If I wasn’t here I would be? With my dog watching a film (usually Harry Potter).

Email: Direct dial telephone:01223 200511

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