Our People

Alex Stone
AAT ACCA

Partner

AStone@EdmundCarr.com

I joined Edmund Carr in 2009 following the completion of A-Levels. I have since completed AAT and am now a member of ACCA, having qualified in 2015. I work in the audit and accounts department and am heavily involved with our bookkeeping clients.

Alison McDowall
BA (Hons) ACA FCCA CTA

Partner

AMcdowall@EdmundCarr.com

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I started my accountancy career when I joined Edmund Carr in 2001 following studying marketing at university. I qualified as a chartered certified accountant with ACCA in 2006 and later followed the pathways route to become a member of ICAEW, I also became a Chartered Tax Adviser in 2011. I have been lucky during my time at Edmund Carr to have worked with a wide range of clients and I enjoy the variety that working within practice brings. I see my role as providing a support to my clients in running their business, it is more than just preparing the financial figures. I am now the newest of the firms two tax partners and specialise in accounts for medical professionals, small businesses and complex tax advice.

Debbie Wakefield
FCA CTA

Partner

DWakefield@EdmundCarr.com

VCard

My expertise revolves around tax compliance work as well as more difficult tax planning issues for both personal and business clients. I also specialise in the medical sector acting for numerous doctors, dentists and consultants. I am one of the firm’s tax partners, and my portfolio consists primarily of individual tax cases, small businesses and medical partnerships.

I enjoy getting to know my clients so that I can offer them the best advice specific to their individual needs. For me, there’s nothing more satisfying than knowing I’ve given a client the best possible service and seeing their appreciation. At Edmund Carr we approach every assignment in the same professional manner to ensure that all clients receive the attention necessary to achieve business success.

Sandra Morrell
FCCA

Partner

SMorrell@EdmundCarr.com

I joined Edmund Carr in 2008 after completing A levels at Great Baddow High School. I qualified as a certified accountant through the ACCA in February 2014 and became a partner of the firm in April 2019. I deal with a very varied portfolio of clients, but my specialist areas are Academy schools and business start-ups. As a new partner to the firm, I tend to handle a lot of the new enquiries we receive, and I am looking forward to building a strong working relationship with my clients in the future! I enjoy socialising with friends, cycling, going to the gym and I am also involved with the scouting movement in Ingatestone.

Stephen Drain
BA (Hons) ACA

Partner

SDrain@EdmundCarr.com

I joined Edmund Carr in August 2013 after graduating with a 2:1 in BA (Hons) Business Economics from the University of Exeter. I am now a member of ICAEW, having completed the ACA qualification in 2016.

Edmund Carr has given me exposure to a variety of client types, from those that require bookkeeping services, to sole traders and small companies that need assistance with accounts preparation. I am also involved in audits of medium-sized companies, Academies, Solicitors and Pension Schemes.

Stewart Martin
FCA

Partner

SMartin@EdmundCarr.com

VCard

Having enjoyed many years as a Registered Audit partner, I have also become the firm’s IT specialist and assist a broad range of clients in developing their technical infrastructure through the installation of computerised accounting systems and the production of management accounts. This compliments my particular expertise of working with large company clients, company pension schemes, FCA audits, academies and fast food restaurants.

Every day is different. I really enjoy the new challenges of dealing with my clients’ unique issues. It’s great to see them grow and to really get to know their business needs so that I can help them every step of the way. We are a very capable firm and our blend of different talents contributes to the collective wealth of experience and expertise that we offer.

Tom York
FCCA

Partner

TYork@EdmundCarr.com

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Having worked for the Practice since 2002 I became a partner in early 2016. I hold a practicing certificate and an audit qualification under ACCA.

My portfolio of clients is extremely varied which means day to day work is never the same. I really enjoy working with all my clients and offering help and advice on any issues that they may have which is not always just on accounts and tax.

My specialisations include Academies and Business Start Ups but have good experience in a wide range of sectors.

Abbey Gower
ACA, FMAAT

Audit & Accounts Manager

AOConnor@EdmundCarr.com

I have worked in practice since 2009, completing my AAT and ACA qualifications at a smaller firm before joining Edmund Carr in 2018. I work in the audit team, completing accounts, audit and tax work for a variety of clients, both in terms of size and industry. This is not only interesting, but also helps to keep my knowledge and skills up to date in different areas.

Adam Davis
BSc (Hons)

Audit & Accounts Semi Senior

ADavis@EdmundCarr.com

I joined Edmund Carr in July 2023 as an Audit & Accounts Semi-Senior. Since graduating from the University Of East Anglia (UEA) in 2016 with a 2:1 degree in BSc (Hons) Economics, I have worked in a couple of other accountancy practices in Essex in which I have been able to complete the majority of the ICAEW ACA qualification.

I work in the audit and accounts department and have experience in the preparation of accounts for sole traders, partnerships and limited companies as well as statutory audit and other assurance work in a number of different sectors.

Outside of work I enjoy playing badminton, going to the gym, travelling and meeting up with friends.

Adam Rayment
BSc (Hons)

ACA Trainee

ARayment@EdmundCarr.com

I joined Edmund Carr in August 2021 as a trainee accountant after graduating with First Class honours in Mathematics from King’s College London. I am currently working towards the ACA qualification on a four year training contract. Outside of work, I enjoy playing golf, going on runs and hiking.

Alan Wheeler
MAAT

Accounts Senior

AWheeler@EdmundCarr.com

I joined Edmund Carr in September 2004 following completion of A Levels. I am now a manager and involved in all areas of accounts and tax return preparation for sole traders, partnerships and companies. I am also responsible for the completion of external & internal audits for small and medium sized companies.

Ben Wenzel
FCCA

Audit & Accounts Manager

BWenzel@EdmundCarr.com

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I am currently an audit manager with a varied client portfolio. I specialise in company audits and pension scheme audits. I also work with non-audit limited companies, preparing accounts and dealing with corporation tax affairs. My portfolio of clients also includes sole traders and partnerships and I work in preparing their accounts and assisting with their personal tax returns I have been with the Practice for over twenty years and have a great working relationship with many of the firm’s clients.

On a personal level, I have a keen interest in most sports.

Bobby Mace

Trainee Accountant Level 4

I joined Edmund Carr in July 2024 after completing my A-Levels at Moulsham High School, where I studied: Economics, Business and Mathematics. I am currently studying for my Level 4 CFAB qualification.

In my spare time I enjoy playing and watching darts, and watching football

bmace@edmundcarr.com

Chloe Grose
BFP ACA

Audit & Accounts Manager

CGrose@EdmundCarr.com

I joined Edmund Carr in April 2016 after sitting my A levels at Braintree Sixth Form and working in a smaller practice for a few years. Since joining Edmund Carr, I have passed my Certificate in Finance, Accounting and Business and have also obtained my ICAEW ACA qualification.

I am in the accounts and audit department where I prepare accounts and audit a variety of companies, including Academies. This helps to ensure that my knowledge is kept up to date.

Daniel Beckwith
BA (Hons)

Qualified Audit & Accounts Senior

DBeckwith@EdmundCarr.com

I joined Edmund Carr in July 2019 after graduating with a 2:1 in BA (Hons) History at the University of Westminster. I am currently studying towards the ACCA qualification on a four year training contract.

Outside of work my interests include football, going to the gym, and travelling.

Harry Cronin

ACA Trainee

HCronin@EdmundCarr.com

I Joined Edmund Carr in May 2023 as a trainee accountant after graduating from the University of East Anglia (UEA) with a 2:1 degree in BSc Economics. I am currently working towards the ACA qualification on a four-year training contract. Outside of work, my interests include football and going to the gym.

Harry Pittman

ACCA Trainee

HPittman@EdmundCarr.com

I Joined Edmund Carr in February 2024 having gained a range of experience in a smaller practice for a number of years.

I work in the audit and accounts department, preparing accounts and carrying out audit assignments for clients across a variety of sectors. I have achieved the AAT qualification and am currently working towards my ACCA qualification.

Outside of work, I enjoy running, playing cricket and football, travelling and spending time with friends and family.

Isaac Smith

Level 4 Professional Accountant Apprentice

Ismith@edmundcarr.com

I joined Edmund Carr as a Level 4 apprentice in July 2023. I studied Geography, Mathematics and Business Studies at A-Level and completed my studies at The Boswells School. In my spare time, I enjoy participating in Cheerleading and Campanology (church bellringing).

Isabelle Crane

Trainee Accountant Level 4

icrane@edmundcarr.com

I joined Edmund Carr in July 2024 as an Apprentice in the Audit and Accounts team upon completion of my A-Levels. I studied Business Studies, Economics, and Geography at A-Level at The Boswells School. Currently, I am studying towards my Level 4 CFAB Qualification. Outside of work, I enjoy walking my dog, listening to music, and going to concerts.

Jack Guest
BSc (Hons) ACCA

Qualified Audit & Accounts Senior

JGuest@EdmundCarrl.com

I joined Edmund Carr in March 2020 having recently graduated with First Class honours in Accounting and Management from the University of East Anglia. I passed my final ACCA exam in March 2023 to gain qualification. In my spare time I enjoy going to the gym and playing rugby.

Jackie Patient
BA (Hons) FCA

Charities Manager

JPatient@EdmundCarr.com

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I joined Edmund Carr in 2006 and am the Manager of our Charities sector. Having completed my degree I trained with a large accountancy firm in London, specialising in audit and insurance. Following qualification in 1992 I worked for the Corporation of Lloyd’s as a team leader in the regulatory division before taking a career break to have children. I manage a wide range of charity clients requiring accounts preparation, independent examination and audit services as well as advice on issues affecting charities.

Jade Henderson
BA (Hons) FCA

Audit & Accounts Semi Senior

JHenderson@EdmundCarr.com

I joined Edmund Carr in 2024 as an Audit and Accounts Semi-Senior. I graduated in 2022 from the University of Greenwich with a First Class honours in Accounting and Finance. Since graduating, I have been working towards my ACCA qualification, with 2 exams left to complete. I have previously gained 3 years of experience working in practices based in London and Chelmsford prior to joining Edmund Carr. This allowed me to gain exposure to a wide range of clients and experience in accounts preparation, audit and tax.

In my spare time I enjoy going to the gym, spending time with my horse and travelling.

James Clark

Trainee Accountant Level 7

I joined Edmund Carr in 2024 as a level 7 apprentice and work in the audit & accounts team after graduating from the University of Westminster with a 2:1 degree in BA (Hons) Accounting and Business Management. I am currently working towards my ACA qualification on a four-year training contract. Outside of work, I enjoy watching most sports including football and American football, whilst also playing golf.

jclark@edmundcarr.com

Katie Corrigan
FCCA

Audit and Accounts Manager

KCorrigan@EdmundCarr.com

I joined the Practice in August 2007, after completing A Levels and have worked my way through the Edmund Carr study programme and qualified in 2013. My current role is Manager. My portfolio of clients is extremely varied and my work load consists mainly of auditing, preparation of accounts for non-audit limited companies, sole traders and partnerships, dealing with limited company tax and personal taxation. I specialise in FCA Audits.

Lauren Wadland
MAAT ACA

Audit & Accounts Manager

LWadland@edmundCarr.com

I joined Edmund Carr in October 2020 after working 6 years in a smaller practice where I completed my AAT and most of my ACA. I have since completed my ICAEW ACA qualification and work in the accounts and audit department where I am involved in accounts preparation, audit and tax work for a variety of companies, sole traders, partnerships.

In my spare time I enjoy socialising with friends and family, keeping fit and travelling to various cities.

Liam Newman-Mazreku

Trainee Accountant Level 4

lnewman-mazreku@edmundcarr.com

I Joined Edmund Carr in July 2024 as an apprentice upon the completion of my studies at Hylands School, where I studied Maths, Business, and IT. I am now currently studying towards my AAT Level 3 Qualification. My personal interests include the Gym, Martial arts, and spending time with my family.

Louis Haley

ACA Trainee

LHaley@EdmundCarr.com

I joined Edmund Carr in July 2019 as a trainee accountant after completing my A Levels in Maths, Further Maths, Economics and Financial Studies from The Billericay School. In 2021 I completed my CFAB qualification and 2 year apprenticeship and I am now on a 4 year apprenticeship studying for my ACA qualification which I am only 2 exams away from being qualified.

I work in the Audits and accounts department. The work varies from the preparation of accounts for sole traders, partnerships and companies to auditing various types of companies, schools and charities. In recent years I have started to specialise in academy and charity audits/independent examinations.

In my spare time I enjoy live music and playing golf.

Michael Scott

ACA Trainee

MScott@EdmundCarr.com

I joined Edmund Carr in August 2021 after completing my A levels at Ormiston Rivers Academy. Since joining I have passed my CFAB accounting qualification under a level 4 apprenticeship. I am now working towards my ACA qualification to become a qualified accountant.

During the apprenticeship you attend a college where you are taught the subject matter and then Edmund Carr allows trainees to take 2 days off before each exam. This gives you more than enough time to prepare and revise for the exams. Alongside the exams, the apprenticeship scheme requires you to fill out portfolios to prove your professional development and attend skills days in order to develop skills such as teamwork, leadership etc. The balance between theory and practical learning at college and work allows you to gain an understanding and settle in quickly.

I work in the Audits and accounts department. The work varies from the preparation of accounts for sole traders, partnerships and companies to auditing various types of companies, schools and charities. The array of jobs and clients you work on ensure it does not feel repetitive.

Pak Lau
FCCA

Bookkeeper

PLau@EdmundCarr.com

I joined Edmund Carr in February 2024.

I have worked as a commercial accountant since completing my ACCA and have worked in practice since my return from Hong Kong 10 years ago.

I am a certified Xero advisor and manage a wide range of clients requiring bookkeeping services.

Rhys Spiller
AAT

ACCA Trainee

RSpiller@EdmundCarr.com

I joined Edmund Carr in December 2022 after completing my AAT studies. I have five years’ experience in accountancy which involved preparing VAT returns, bookkeeping and the preparation of accounts for clients. I also now have one years’ experience within audit since joining the firm. I am currently working towards my ACCA qualification which is part of my 4 years apprenticeship with the firm. The apprenticeship allows for a good balance between theory and practical experience. Outside of work I enjoy playing badminton and taking part in the occasional park run.

Sam Palmer
MAAT, ACCA

Audit & Accounts Manager

SPalmer@EdmundCarr.com

I joined Edmund Carr in June 2019 having previously gained 10 years experience working in various accountancy firms. I work in the audit and accounts department where I enjoy preparing accounts for a wide variety of different clients. I achieved my AAT qualification in September 2012 and have since completed my ACCA qualification. Outside of work I enjoy playing hockey, socialising with friends and going on holiday.

Sian Potter

Assistant Audit & Accounts Manager

SPotter@EdmundCarr.com

I joined Edmund Carr in August 2017 after the completion of my A levels from Great Baddow High School. After completing my Certificate in Finance, Accounting and Business in November 2018, I completed an additional apprenticeship to gain my ACA qualification in August 2022.

In April 2024, I became an Assistant Audit & Accounts Manager. Within my role in the audit and accounts department I am involved in accounts preparation, audit and tax work for a variety of companies. In recent years I have also started to specialise in academy and charity audits.

In my spare time I enjoy going to the gym, playing netball and travelling to new cities.

Tom Gill
BSc (Hons) ACCA

Audit & Accounts Manager

TGill@EdmundCarr.com

I joined the firm in August 2011 and since then have provided services for a variety of clients. The majority of the accounts I work on are for Charities and Trusts, which are often audits or independent examinations. My qualifications include a bachelor’s degree in mathematics and I am a member of ACCA, having qualified in 2015.

Zak Dorling

Level 4 Professional Accountant Apprentice

zdorling@edmundcarr.com

I joined Edmund Carr in 2023 as a Level 4 apprentice after completing my A levels at Helena Romanes Sixth Form. I studied: Business Studies, Maths, Economics and Finance and now I am studying for my Level 4 CFAB qualification. In my spare time I enjoy both playing and watching football, playing golf and going to the gym.

Maria Court
ICSA Cert in Co Sec Practice

Company Secretarial Administrator

MCourt@edmundcarr.com

I started work with Edmund Carr in October 2005 and am the Company Secretarial Administrator. My daily role includes company formation and statutory filing at Companies House. I also assist with various other administration/bookkeeping duties within the Practice. I have two grown up daughters, enjoy holidays and a good social life.

Chris Child

Senior Payroll Administrator / Tax Senior

CChild@EdmundCarr.com

I joined Edmund Carr in October 1990 after starting my career at HMRC. I have worked in the tax department for the last 31 years, where I had my own allocation of personal tax clients, which mainly involved the completion of self-assessment tax returns, repayment claims and assisting with the preparation of papers for probate purposes.

February 2022 I moved over to the payroll department due to change of staff, this was only to be a temporary move to assist while new members were recruited but unfortunately that didn’t quite work out as planned and I am now a full time member of the payroll team and I am enjoying the challenge. I have however kept a handful of my long standing tax clients that I don’t want to let go.

Outside of work I have 2 adult children and one beautiful ‘lockdown’ granddaughter and enjoy a good social life.

Hayley Prince

Senior Payroll Administrator

HPrince@EdmundCarr.com

I recently joined the payroll team at Edmund Carr, having worked in the profession for over 20 years. My experience is predominantly within a banking environment, however since 2013 I have been working on the processing of Client payrolls and enjoy the variety of work and new challenges.

Kerry Powell

Senior Payroll Administrator

KPowell@EdmundCarr.com

I have been working in payroll for 20 years now and for the past 10 years working with client payrolls. I joined Edmund Carr in November 2017 as Payroll Administrator and really enjoy the variety of work and also working as part of a team. When I am not busy being mum to my two young children, I enjoy going to the gym, swimming and socialising with family and friends.

Alistair Fergus
MA CTA ATT

Tax Senior

AFergus@EdmundCarr.com

I joined the tax team in 2015 after 20 years working for NatWest’s Personal Tax Service; the job that I secured after graduating from the University of Edinburgh.

Outside of work I play and coach cricket and enjoy walking and reading although not at the same time.

Amanda Dodd

Tax Senior

ADodd@EdmundCarr.com

I joined the firm in June 2015 after 28 years with the NatWest Personal tax Service in Chelmsford. Whilst at NatWest I provided tax compliance and advice to a varied portfolio of clients and obtained the ATT qualification. My role with Edmund Carr is as a Tax Senior again focusing on personal taxation. When not working I enjoy socialising and cooking for family and friends, gardening and going on lovely walks with Barney our naughty Jack Russell. I am also a competative dart player and enjoy being part of a local team.

Chloe Waters
AAT

CTA Apprentice and Tax Assistant

CWaters@EdmundCarr.com

I joined Edmund Carr in November 2023 after spending a few years working in a VAT advisory firm. I gained my ATT qualification in 2022 and I am currently working towards my CTA qualification. Outside of work I enjoy spending time with friends and family and travelling.

Malvin Fuller
CTA MAAT

Assistant Tax Manager

MFuller@EdmundCarr.com

I joined Edmund Carr in 1998, as an accounts trainee. I was transferred to the tax department in 2000. My role is centred around personal taxation, but I am also involved with most other areas of tax.

Outside of work my main interests are participating in and teaching karate, music, and I have been a keen birder since primary school.

Paulina Bilska

Finance Assistant

PBilska@EdmundCarr.com

I joined the team as a Finance Assistant in October 2024, bringing with me experience in various administrative roles where I handled finance-related tasks such as invoicing, budget tracking, and data management. I am currently working towards my AAT qualification and Xero certification to deepen my expertise in financial processes.

I am Xero advisor certified and I am currently working towards becoming AAT qualified.

Dawn Martin
FCA

Practice Manager

DMartin@EdmundCarr.com

As Practice Manager I have seen the firm grow from strength to strength over the last 20+ years. I manage the internal finance department of Edmund Carr ensuring our financial management and statutory accounts are produced efficiently for Partner discussion. We have a strong, dedicated admin team, proactive in ensuring we keep up to date.

I am also involved with staff recruitment, in particular, our new trainees. We are keen to employ enthusiastic, hard-working school leavers and graduates, with an interest in a career in accountancy. We are very fortunate to have secured some excellent students in recent years and it is a pleasure to see them develop and mature and they progress through their studies and professional work.

In my spare time, I enjoy travelling; road trips to Europe and America being some of my favourites, with family and friends. Skiing will hopefully be in the agenda again soon! I enjoy keeping active, with beach walks and cycling.

Emma King

IT Support Assistant

EKing@EdmundCarr.com

I joined the Administration team in 2007 and have responsibility for managing the electronic filing and archive database. I also assist with computer and technical difficulties which arise in the office. Out of the office I enjoy golf, netball and walking.

Jamie Brown
MAAT

Finance Administrator

JBrown@EdmundCarr.com

I joined the finance team at Edmund Carr in January 2022 with over 15 years experience working in administrative and accounts roles.

I am Xero advisor certified and became fully AAT qualified in 2024.

Lauren Blaney

Administrator and Marketing Assistant

lblaney@edmundcarr.com

I started at Edmund Carr in February 2025,part of the admin and marketing team. In my spare time I love going to the theatre and going out for brunches with my friends.

Louise Payne

Secretarial Administrator

LPayne@EdmundCarr.com

I started at Edmund Carr in 1989 as office junior and am now the longest serving employee.

I have two grown up children. In my spare time I enjoy spending time with friends and family, outings to the theatre, and enjoy travel.

Tracie Bowerman

Secretarial Administrator

TBowerman@EdmundCarr.com

I have always worked in Secretarial/Administration roles throughout my career. I am married and have two daughters, aged 18 and 20. I enjoy spending time with my friends and family and also my beloved dog (who is basically my third child). I also enjoy D.I.Y, watching films and cooking.

Philip Giles
MSCI

Director & Senior Adviser

PGiles@ECFSLtd.co.uk

The role of a trusted adviser in my eyes, has always been to fully understand a clients overall financial circumstances, objectives and aspirations for the future . Then over time provide advice and ongoing support to ensure that these are achieved.

I joined ECFS in October 2018, following a 35 year career within the NatWest Group, the last 7 years of which was within Coutts & Co based in the Strand.

I have been very fortunate to have looked after some wonderful clients during my career, many of whom I continue to support today.

I hope that my experience and expertise will be a comfort to our clients at ECFS as well as my colleagues as we work together as a team to support each other.

I am married to Nicola, a primary school teacher, have 4 wonderful grown-up children and, at the last count, Four lovely grandsons! I feel truly blessed.

I have a real passion for live music, film and theatre and a keen interest in family genealogy.

Gary Bennett

Director, Business Management

GBennett@ECFSLtd.co.uk

I have over 30 years of experience in banking and financial planning, supporting staff and clients of the NatWest Group, which includes the prestigious Coutts & Co and Adam Private Banks.

Prior to joining ECFS In February 2021, my most recent role was in Wealth & Investment Management at Coutts helping the bank met their regulatory obligations and advisors deliver the best possible investment advice to their clients. I have also led several financial planning teams and for a period worked within the training and development team.

Professionally I am a qualified Chartered Financial Planner. I am married, with two children at university and enjoy playing golf.

After spending over 30 years within a large banking group, I am delighted to be able bring this experience to a smaller firm and looking forward to supporting the business and clients achieve their aspirations.

Clare van Belkum

IFA

CVanBelkum@ecfsltd.co.uk

I joined ECFS in June 2017 and hold CISI’s Level 4 Diploma in Investment Advice (Financial Planning & Advice). I have a wealth of financial services experience working with clients in both retail and business banking, having spent 25 years with NatWest and welcome the opportunity to use the experience gained from relationship banking to assist clients with realising their ambitions through financial planning.

Gary Bennett

Director, Business Management

GBennett@ECFSLtd.co.uk

I have over 30 years of experience in banking and financial planning, supporting staff and clients of the NatWest Group, which includes the prestigious Coutts & Co and Adam Private Banks.

Prior to joining ECFS In February 2021, my most recent role was in Wealth & Investment Management at Coutts helping the bank met their regulatory obligations and advisors deliver the best possible investment advice to their clients. I have also led several financial planning teams and for a period worked within the training and development team.

Professionally I am a qualified Chartered Financial Planner. I am married, with two children at university and enjoy playing golf.

After spending over 30 years within a large banking group, I am delighted to be able bring this experience to a smaller firm and looking forward to supporting the business and clients achieve their aspirations.

Kevin Wheatland

Independent Financial Adviser

kwheatland@ecfsltd.co.uk

I joined ECFS and the team in January 2023 as a Financial Adviser. I have worked in financial services for over 15 years and held many varied positions within the industry, I feel that I am well equipped to assist most clients in any situation where they may need help or guidance with financial matters.

I currently hold Level 4 Diploma in Financial Planning. I also have experience advising on Long Term Care, Equity Release and Mortgages.

I love engaging with my clients and working together to achieve their goals.

Outside of work I still like to play football when I can and more recently, I have taken up running. I have been lucky enough to run in the last two London Marathons.

I have 3 children, all boys, who keep me busy when I am not working.

Philip Giles
MSCI

Director & Senior Adviser

PGiles@ECFSLtd.co.uk

The role of a trusted adviser in my eyes, has always been to fully understand a clients overall financial circumstances, objectives and aspirations for the future . Then over time provide advice and ongoing support to ensure that these are achieved.

I joined ECFS in October 2018, following a 35 year career within the NatWest Group, the last 7 years of which was within Coutts & Co based in the Strand.

I have been very fortunate to have looked after some wonderful clients during my career, many of whom I continue to support today.

I hope that my experience and expertise will be a comfort to our clients at ECFS as well as my colleagues as we work together as a team to support each other.

I am married to Nicola, a primary school teacher, have 4 wonderful grown-up children and, at the last count, Four lovely grandsons! I feel truly blessed.

I have a real passion for live music, film and theatre and a keen interest in family genealogy.

Suresh Sreedharan
DipFA MLIBF

Senior Independent Financial Adviser

SSreedharan@ECFSLtd.co.uk

I recently joined ECFS in June 2022 as a Senior Independent Financial Adviser and have over 22 years experience within Financial Services from initially advising on Mortgages, right through to full Estate Planning, Equity Release and Trusts as well as all the other aspects of Financial Planning. I’m looking forward to passing on my expertise, knowledge and experience to both the team and our clients helping them to achieve their financial goals.

I am married with 2 grown up children and 1 teenager and have a keen interest in cars both Classic and modern. I love watching football and enjoy socialising with my friends and family.

Nicholas Beecher

Administrator

NBeecher@ECFSLtd.co.uk

I joined ECFS in November 2024, starting my career within the industry straight after completing my A-Levels in 2022.

I support the advisers with day-to-day administration and help look after their clients. I am currently working towards my Certificate in Financial Services and hope this will be the first step of my long career within the industry.

Outside of work, I enjoy socialising with my friends at weekends but also spending time with my family. I love travelling and going on holidays too. I am also a Scout Leader at Ingatestone Scouts.

Jacqui Charleston

Office Manager

JCharleston@ECFSLtd.co.uk

I joined E C Financial Services Limited in September 2014 coming from a banking/secretarial/administrative background having worked for RBS/Coutts for 11 years and Lloyds Bank for 14 years, where I supported senior management and enjoyed helping and getting to know clients.

I enjoy working with the team at E C Financial Services Limited in a friendly and professional environment supporting our clients.

I am married and have two lovely grown up children and also two lovely grandsons, and enjoy spending time with all my family. When I get the time I love to read and walk.

Claudia Mitchell
Cert CII (FS)

Administrator

CMitchell@ECFSLtd.co.uk

I previously worked for ECFS in 2018 but left to join a large regional firm of IFA’s. I soon realised I missed the friendly and professional atmosphere at EC Financial Services and was delighted to re-join the team in December 2021.

I am an experienced administrator having been in the financial services industry since 2016. I have passed exams and now hold a certificate in financial services. I am also on track to complete three further professional qualifications to hold a diploma in paraplanning.

Outside of work, I enjoy going out as well as gaming with friends and of course spending time with family.

Cameron Pope

Administrator

CPope@ECFSLtd.co.uk

My working background is in Accounting, and I trained as a Finance Apprentice where I gained my Level 3 AAT qualification before joining ECFS.

I’m a keen sportsman playing rugby and golf most weekends. I spend lots of time with my family outside of work and love to travel with my mates (favourite spot so far is the Algarve!)