Our People

Abbey O’Connor
ACA, FMAAT

Assistant Audit Manager

AOConnor@EdmundCarr.com

I joined the firm after 9 years working for a smaller firm, working closely with the clients and dealing with all aspects of their accounting needs. Whilst there I gained my AAT qualification and then continued to study towards ACA, qualifying in 2017. In my spare time I like to catch up with friends and enjoy going on holiday.

Alan Wheeler
MAAT

Audit Manager

AWheeler@EdmundCarr.com

I joined Edmund Carr as a junior in the accounts and audit department in September 2004, following completion of A Levels. I am now an assistant manager and am involved in all areas of accounts preparation for sole traders, partnerships and companies, and have responsibility for external & internal audits, corporation tax and personal tax.

Alex Stone
AAT ACCA

Assistant Audit Manager

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

Audit Manager

AMcdowall@EdmundCarr.com

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I have worked for Edmund Carr for over twelve years having started as a trainee in 2001 and am now a qualified Chartered Certified Accountant and a Chartered Tax Advisor. I am the manager of the GP specialist team and also manage a variety of our small business clients.

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 , play hockey and enjoy reading when I have some spare time.

Amanda Dodd
ATT

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. I am also gaining experience of other disciplines which is providing a helpful insight into the business.

Austin Hawkins

CFAB Trainee

AHawkins@EdmundCarr.com

I joined Edmund Carr in June 2019 as a trainee accountant after completing my A levels in Business, Religious studies and Drama at New Hall School. I am currently studying towards the Certificate in Finance, Accounting and Business on a two-year apprenticeship. Outside of work I enjoy playing Rugby and going to the Gym.

Ben Wenzel
FCCA

Audit 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 eleven years and have a great working relationship with many of the firm’s clients.

Chloe Grose

ACA Trainee

CGrose@EdmundCarr.com

I joined Edmund Carr in April 2016, and have since passed my Certificate in Finance, Accounting and Business. I am now continuing my studying to achieve my ACA qualification.

I am in the accounts and audit department where I prepare accounts for a variety of companies. I believe that working whilst studying provides me with a better understanding of the course material.

Chris Child

Tax Senior

CChild@EdmundCarr.com

I joined Edmund Carr in October 1990 after starting my career at HMRC. I work in the tax department, where I have my own allocation of personal tax clients and my work mainly involves the completion of self-assessment tax returns and repayment claims. Having been with the firm for so long I know some of our clients’ very well and enjoy in particular supporting our more elderly clients.

I also assist with the preparation of papers for probate purposes and help out in the payroll department during busy times.

Claire Cullum

Payroll Supervisor

CCullum@Edmundcarr.com

I joined Edmund Carr in August 18 having previously worked in the payroll industry for the last 18 years. I have specialised in client payrolls for the last 11 years and enjoy the variety that this work entails. When I’m not working I enjoy going on holidays and watching football with my family as a Spurs Season Ticket holder.

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.

Colin Barker

Partner

CBarker@EdmundCarr.com

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Before joining Edmund Carr in December 2012, I managed a general practice dealing with a wide range of clients. I have worked in an audit environment for many years and have acquired strong technical skills which I have been able to use effectively throughout my career to date. Whilst I enjoy numerical work, it is much more satisfying to build strong relationships with clients and be part of a successful team at Edmund Carr who can support clients with all their business needs.

My philosophy is that every client deserves my full attention, whatever the size of their business. My goal is always to help clients to be able to spend more of their time running their business, instead of their business running them.

Daniel Beckwith
BA (Hons)

ACCA Trainee

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.

Making Tax Digital Ready

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

David Carr
Dip PFS

Director

DCarr@ECFSLtd.co.uk

I am a member of the Personal Finance Society and an authorised adviser at ECFS. I have gained many years’ experience in the industry including twenty seven years with NatWest Bank: sixteen years in investment/wills/executor, and a further eleven years as Senior Financial Planning Manager. My independent advice service is widely used by professionals and individuals’, including Edmund Carr’s referred clients.

David Drain

Partner

DDrain@EdmundCarr.com

VCard

I have been a Partner with Edmund Carr since 1982. The years of experience and understanding of clients’ requirements leads to better decision making and provides valuable support as they develop their businesses. There is tremendous satisfaction from seeing clients prosper and it is very rewarding to know that they appreciate the contribution I have made to their success.

I have a wide ranging client portfolio including large family owned businesses, independent schools, partnerships and sole proprietors. This, together with an involvement in tax and trustee work leads to a varied and enjoyable workload.

We are a long established independent practice with a hard working culture that is evident throughout the firm. We have grown significantly over the last few years but are still able to maintain a close working relationship with our clients.

Dawn Martin
FCA

Practice Manager

DMartin@EdmundCarr.com

I have worked for Edmund Carr for over ten years, having qualified as a Chartered Accountant prior to having children. As Practice Manager I am responsible for preparing the firm’s own management and statutory accounts together with playing a key role alongside our staff partner in student recruitment and training.

Debbie Wakefield

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 am one of the firm’s two tax partners, and m portfolio consists primarily of individual tax cases and small businesses. Although I work in many different industry sectors, my specialist areas include doctor and dental practices.

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. We are different at Edmund Carr. Although our clientele is extremely varied we are very pro-active. We approach every assignment in the same professional manner to ensure that all clients receive the attention necessary to achieve business success.

Emma Wood
BSc (Hons) FCCA

Audit Manager

EWood@EdmundCarr.com

I joined the Practice in 2007 with an Accountancy and Mathematics Degree and previous knowledge of the firm from a work experience opportunity. I qualified as a certified accountant through ACCA in 2011. Since then I have been building up my knowledge within the medical sector, but I also manage the accounts for clients in a number of sectors including the farming industry and audit work, partly within the fast food franchise sector. My day to day role also includes personal tax returns and corporation tax returns.

I have a keen interest in assisting our clients with the latest software developments and have completed the Xero certification. My aim is to improve the efficiency of the bookkeeping process and also to encourage the use of software which can provide real-time information which will assist with cashflow and other business management decisions.

In my free time I am a regular Parkrun jogger and volunteer, an avid reader and also enjoy crafts and making gifts for friends and family.

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 and walking in the country. I am married and have two dogs.

Emily Hurlock

Secretary / Administrator

EHurlock@EdmundCarr.com

I joined Edmund Carr in November 2019 as a Secretarial Administrator, after spending 8 years in similar administrator/client focused roles. My interests outside of the office include, dining out, spending time with family and staying healthy by visiting the gym.

Eric Williams

Partner

EWilliams@EdmundCarr.com

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If my years as a general practice and audit partner have taught me one thing about my clients, it is that they generally need far more than just financial advice.

I enjoy my career in the profession because of the variety of work, the people I meet, and the issues that arise on a daily basis. My client portfolio consists primarily of family businesses, but I have particular expertise in the charitable sector, along with schools and trade associations.

I like to be closely involved with my clients. My role is to listen, offer advice and assistance, and, wherever possible, imaginative solutions that will help them to develop their businesses. Above all, I like to think that they will always contact me first when something crops up.

Variety is what makes the profession really enjoyable. You never know what will come up during the course of a day. We take a close interest in what our clients are doing, and care about them.

Eve Allum

IFA

EAllum@ECFSLtd.co.uk

I joined ECFS in October 2017 as a trainee IFA, having worked in Investment Fund Administration for over 13 years. I passed the Diploma in Regulated Financial Planning in April 2019, having achieved a score of almost 94% in the final exam.

I advise on all aspects of financial planning offered by ECFS, but am particularly interested in ethical and sustainable investment offerings and I am keen to help people manage their finances and use my knowledge and skills to build relationships and understand individual clients’ needs.

Outside of work, most of my time is spent looking after and riding my horse. I am also registered as a “Dementia Friend”.

Francis Whitbread

Partner

FWhitbread@EdmundCarr.com

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I became Edmund Carr's first specialist tax partner in 1991 and have taken the lead role in numerous estate planning assignments undertaken for individuals, and dealt with a variety of complex tax issues affecting business clients, with a particular emphasis on the agricultural and medical sectors.

I have seen significant growth in the practice since 1991, to the extent that my fellow partner Debbie Wakefield now also specialises in tax, such is the size of the tax workload.

Freda Colton

Secretary

FColton@EdmundCarr.com

Having previously worked in an accountancy practice for seven years, I joined the Practice in 2004 as part of the secretarial/reception /administration team and took on the role as supervisor within the department in 2013.

Hayley Prince

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.

Jacqui Charleston

Office Manager

JCharleston@ECFSLtd.co.uk

I joined EC Financial Services recently as the Office Co-Ordinator. I come from a banking/secretarial/administrative background having worked for RBS/Coutts for eleven years and Lloyds for fourteen years, where I supported senior management and enjoyed helping and getting to know clients.

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 Harrington
ACCA

Audit & Accounts Senior

JHarrington@EdmundCarr.com

I joined Edmund Carr straight from finishing a-levels in 2015 in the accounts and audit department.

I started learning alongside work with my AAT qualification and since then I have become AAT and ACCA qualified. Working whilst studying helped me gain the knowledge I needed to help pass my exams.

I hope to continue to learn through courses and working on a variety of clients.

Julie Perrin

Payroll Manager

JPerrin@EdmundCarr.com

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I have worked for the Practice since June 2011 and in a payroll environment for over twenty years. I manage the payroll team who process approximately 300 payrolls. I particularly enjoy the client contact I have on a day to day basis and the fact that no two days are ever the same.

Katie Corrigan
FCCA

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 Assistant 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.

Katrina Rickett

Secretary

KRickett@EdmundCarr.com

I joined Edmund Carr in 2006. My role in the company is secretary/receptionist where my duties include typing and welcoming clients. My hobbies outside of work are gardening, reading and going to the theatre.

 

Kerry Powell

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.

Kris Hampson

Marketing Co-ordinator

KHampson@EdmundCarr.com

Before joining the Practice as a Secretary in 2008, I worked in London for a large insurance broker in a senior secretarial role. I joined Edmund Carr as a secretary in 2001 and after a short break to have my second daughter, returned part time in 2011 to take on the role of Marketing Secretary. Outside of the office my time is spent with family and friends. I also love exercising, DIY and gardening and I am currently enjoying the experience of being a student at Writtle University College studying for an RHS Level 2 Certificate in Practical Horticulture.

Lauren Cooper

Senior Bookkeeper

LCooper@EdmundCarr.com

Having worked in practice since 2013, I have experience in a wide range of business sectors and cloud accounting. I have so far achieved my AATQB qualification, together with both Xero and Quickbooks certifications and am now looking to further my study onto ACCA.

Making Tax Digital Ready

In my spare time I like socialising with friends, going to the gym and exploring new cities.

Lois Kennedy

CFAB Trainee

LKennedy@EdmundCarr.com

I joined Edmund Carr in September 2019 after completing my A Levels in Business, Economics and Psychology at Braintree Sixth Form. I am now studying towards the CFAB qualification on a 2 year apprenticeship. In my spare time I enjoy playing netball and going out with my friends and family.

Louis Haley

CFAB 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. I am studying towards my CFAB qualification on a 2 year apprenticeship which will allow me to study for my ACA qualification.

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

Louise Payne

Secretary

LPayne@EdmundCarr.com

I started at Edmund Carr in 1989 as office junior and am now secretary to David Drain and Debbie Wakefield.

I have two children aged 13 and 8. In my spare time I enjoy spending time with friends and family, outings to the theatre, cinema and going to the gym.

Malvin Fuller
CTA ATT AAT

Assistant Tax Manager

MFuller@EdmundCarr.com

I joined Edmund Carr in the autumn of 1998, as an accounts trainee, straight from A-levels. Having passed the Accounting Technician exams I was transferred to the tax department in 2000, and qualified as a Taxation Technician and Chartered Tax Adviser. 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 music, playing guitar, karate, photography, countryside walking, and I have been a keen birder since primary school.

Maria Chapman
ICSA Cert in Co Sec Practice

Company Secretarial Administrator

MChapman@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 duties within the Practice. I have two daughters, enjoy holidays, fine food and drink which makes France a favourite destination.

Michael Letchfield
AAT

ACA Trainee

MLetchfield@EdmundCarr.com

I joined Edmund Carr in November 2016, having completed my A Levels at St John Payne School. Since then I have passed my level 3 and 4 AAT. I am now continuing my studying to achieve my ACA qualification.

I work in the accounts and audit department where I prepare accounts and audit a variety of companies and charities.

Nikki Franklin

Administrator

NFranklin@ECFSLtd.co.uk

I joined ECFS in September 2019 and I’m enjoying being part of such a friendly, professional team. I’ve had a very varied customer focused career so far which has been based in hospitality, sales and admin, as well as having been self-employed, running my own businesses from home.

To improve my financial services knowledge, I’m currently studying for my first Life & Pensions qualification.

Away from work, I love travelling in our motorhome with my husband and guinea pigs, walking, cycling, motor sport and rock music.

I’m looking forward to assisting the ECFS advisers and clients to ensure that the advice process runs as smoothly as possible.

Patricia Drain

Senior Office Administrator

PDrain@EdmundCarr.com

I joined Edmund Carr in 1977 and after a break to concentrate on family, returned to continue my role in office administration. I have seen many changes in the firm and experienced much diversity in my role as the practice has grown from 15 personnel when I started to nearly 50 today.

Outside work I enjoy keep fit, walking and gardening.

Philip Giles
MSCI

Director & Senior Adviser

PGiles@ECFSLtd.co.uk

The role of a trusted adviser has always been to fully understand the client's overall financial objectives and then provide advice and ongoing support to ensure that this is achieved.

I have been very fortunate to have looked after some wonderful clients in NatWest and at Coutts & Co over a long and distinguished 35 year career in financial services.

Having joined E C Financial Services as a Senior Independent Financial Adviser, the importance of providing face to face advice to clients has never been so important, and I look forward to bringing a wealth of experience and knowledge to the advice team in supporting the needs and aspirations of our clients.

I am married to Nicola, a primary school teacher, have 4 wonderful grown up children and, at the last count, two grandsons!

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

Ray Crace

Partner

RCrace@EdmundCarr.com

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My roots are firmly set in Chelmsford's business community and my significant portfolio includes many long-standing clients. As a Registered Auditor, I act on behalf of numerous businesses, including those within niche sectors such as agriculture and construction. I also have roles with family business helping with strategic planning.

I have known and worked with many of my clients for years now. It’s not just about tax and accounts; in a provincial practice such as ours, you are a financial doctor, helping your clients in so many unexpected ways. I have seen the practice develop significantly over the last few decades or so, and this is reflected in the differing types of high quality services we now provide. Irrespective of our growth we still offer a very personalised client care service, which has been embedded in our culture since we began in 1953.

Rosie May

ACA Trainee

RMay@edmundcarr.com

I joined Edmund Carr in September 2017 as a trainee accountant after completion of my A-levels at the Sandon school. I completed my Certificate in Finance, Accounting and Business in December 2018 and I am now starting a four year contract to complete my ACA qualification.

I am in the audits and accounts department where I prepare accounts for a variety of clients. Working whilst studying has allowed me to gain a wider knowledge and develop my understanding of the course.

My hobbies include badminton and dance.

Samantha Hubble

CFAB Trainee

SHubble@EdmundCarr.com

I joined Edmund Carr in August 2018 as a trainee accountant after completing my A levels in Maths, Further Maths and Economics at The Billericay School. I am currently studying towards the Certificate in Finance, Accounting and Business on a two-year apprenticeship. My hobbies include swimming and dancing.

Sam Palmer

Audit and Accounts Senior

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 gained my AAT qualification in September 2012 and I’m currently studying towards the final exam of my ACCA qualification. Outside of work I enjoy playing hockey, socialising with friends and going on holiday.

Sam Wilkins

ACCA Senior

SWilkins@EdmundCarr.com

I joined Edmund Carr in March 2016 after gaining management experience in the retail sector and accounting experience in a small limited company. I am currently studying AAT level 3 with the aim of completing AAT level 4 and earning a study contract for ACCA.

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 avery 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.

Sian Potter

ACA Trainee

SPotter@EdmundCarr.com

I joined Edmund Carr in August 2017 after the completion of my A levels in History, Maths and Chemistry from Great Baddow High School. I have just begun a two year apprenticeship studying towards a Certificate in Finance, Accounting and Business.

I work in the Audit and Accounts department where I enjoy completing accounts for a number of different clients. I feel my apprenticeship gives me the best of both worlds by offering me on the job experience as well as the knowledge to back up my work.

Sonia Whiskin

Administrator

SWhiskin@ECFSLtd.co.uk

I have been working at ECFS since the beginning of March 2019 as an Administrator.

I have gained a wealth of knowledge and experience of working with Retail customers in both a Bank and Building Society for over 25 years including a Fraud Prevention Department- investigating First Party Fraud.

Outside of work, I collect Swarovski Crystal Disney pieces and enjoy spending time with friends/family.

Stephen Drain
BA (Hons) ACA

Audit Manager

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.

Stephen Franklin
Dip PFS

Director & Senior Adviser

SFranklin@ECFSLtd.co.uk

I am a member of the Personal Finance Society and have over 20 years’ experience in both private and retail banking, providing financial advice in Essex and London. I welcome the opportunity to utilise our independent adviser status to provide the best possible advice to our clients in all aspects of financial planning.

Stewart Martin

Partner

SMartin@EdmundCarr.com

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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.

Suzanne Fell

Senior Bookkeeper

SFell@EdmundCarr.com

I’ve been in practice for 5 years before joining Edmund Carr and previously worked in industry predominately in the media sector. I have experience with a wide range of clients but have most experience within the leisure and entertainment sector. I have achieved AAT level 3 accounting.

Making Tax Digital Ready

I spend most of my spare time in the gym and with family.

Tom Gill
BSc (Hons) ACCA

Assistant Audit 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.

 

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.

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