Partner profiles / Key staff

David Charles Adams FCA, CTA, FIMgt - Managing Director

David is a Fellow of the Institute of Chartered Accountants in England and Wales and an associate of the Chartered Taxation Institute. He also lectures in taxation.

David started the practice in 1970, having previously trained in the same building as an articled clerk.

He is a Fellow of the Institute of Chartered Accountants in England and Wales and an associate of the Chartered Taxation Institute. He also lectures in taxation.

Married, with a family of four girls, David manages a local radio station, Drystone Radio (www.drystoneradio.co.uk), is a top-grade table tennis coach, was a Rugby League referee and club director, and can talk the hind leg off a donkey! He also invented the firm’s name from a combination of his elder daughter’s names.

 

Julie-Ann Pearson CTA, ATT, ACA - Director

Julie-Ann joined the firm in 2007 to look after the tax department.  She trained at a local firm after leaving school and qualified as a member of The Association of Taxation Technicians and The Chartered Institute of Tax.  During her career she has also worked for a “Top 5” accountancy firm and has gained broad tax experience.  She now specialises in personal tax matters including capital gains tax and inheritance tax planning.

Julie-Ann has recently taken the plunge and begun training as a Chartered Accountant.  As part of this training she has become involved in a few of our smaller accountancy cases and will soon move onto auditing.

In her spare time Julie-Ann fluctuates between being a fitness fanatic and a lover of good food and wine – it’s so hard to choose between the two!  She also tries to keep adding to her holiday Spanish whilst visiting the country and loves spending time with her husband and eight stone “puppy-dog”!

 

Alyson D'Adamo FCCA DChA - Director

Alyson looks after many aspects of Lindley Adams’ workload, but takes sole responsibility for charity accounts.  She joined in 2000 having previously worked for an accountancy firm in Halifax. Alyson entered into the accountancy profession straight from school; learning ‘on the job’ and achieved her ACCA qualification whilst raising her first child. She has a diploma in Charity Accounting and is a Fellow of the Chartered Certified Accountants.

Alyson took on the Charity 2005 SORP regulation changes single handed to prove her worth to the business leading to referrals and recommendations and has specifically worked on the 2006 Companies Act changes, taking responsibility for updating businesses on important company law; making sure business are kept up to date. Alyson also works in the audit department.

She is a Girl Guide leader in her limited spare time, enjoys socialising and is a self confessed ‘Chick Flick’ films addict, all this whilst spending time with her husband, two children and dog!

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John Fox BSc, FCA, CTA

John is a Fellow of the Institute of Chartered Accountants in England and Wales and an Associate of the Chartered Institute of Taxation.  He is responsible for audit, accountancy and taxation services and specialises in taxation for owner managed businesses.

John has the ability to communicate complex technical issues clearly and concisely and he has an ability to focus on practical and sensible solutions for client problems.  He has worked in Accountancy for 30 years and has worked at Lindley Adams since 2005.  Prior to this he has worked in a number of senior roles in various international firms of accountants.

John is a keen Dinghy Sailor and also enjoys hill walking when not working.

Tracy Kelliher ACA - Director

Tracy is one of our main accountants since joining in 2007 previously working for an accountancy firm in Halifax. She qualified as a Chartered Accountant in 1993, having previously studied at Leeds Polytechnic and Financial Training. Tracy’s specialist area is solicitor’s accounts rules. She is well respected as the calming and level headed member of the team and really enjoys the challenge of sorting out clients’ problems. Her ethos is good service and giving clients value for money.

Tracy enjoys running with Stainland Lions Club and socialising with friends, whilst also being a taxi service for her husband and three children.

 

Keith Beaumont

One of the longest serving members, starting in 1980 from school, Keith is responsible for company accounts and business tax, looking at VAT, tax and company accounts. He manages his own portfolio of clients. In his own words, Keith is one of the more elusive members of the team, spending much of his time with clients.

When not at work, Keith enjoys socialising with friends, going to the cinema and playing snooker and pool.

 

Perveen Akhtar BA (Hons)

Perveen has been one of our main accountants since joining in 2000, previously working for accountancy firms in Bradford and Morley, and specialises in personal taxation and small company accounts. Perveen successfully completed a BA (Hons) in Accountancy Studies at Huddersfield University and is well on the way to obtaining the ACCA qualification.

When not at work Perveen enjoys socialising with friends, playing squash and travelling.

 

 

Claire Woodcock

Claire has run the payroll bureau since joining the firm in 2007, having previously worked for many years at the tax office dealing with employees, PAYE and self assessment. Claire has completed the Sage Payroll Accreditation and has a City & Guilds in Bookkeeping.

Claire previously worked as a French polisher for an antique furniture restorer. She has two children and enjoys ‘doing the garden’

 

Susan Robinson

Susan is the practice administrator and ensures Lindley Adams runs smoothly. Susan is also responsible for the bookkeeping department, working with Debbie and Louise. Susan joined the firm in 2004 having previously worked for 8 years as a bookkeeper for two engineering firms.

Susan has a RSA in Bookkeeping and is a Member of the International Association of Book-keepers (IAB).

Susan is a keen caravanner and enjoys gardening as well as spending time with her grandchildren.

 

Latest news

New tax investigation campaigns
15/02/2012 - More...
Three new campaigns are to be launched targeting tax evasion in the UK. The current round of HMRC’s ...

P45 form to stay
15/02/2012 - More...
The Government recently published a consultation document on the major changes planned to the way PAYE in...

Self assessment online filing statistics
15/02/2012 - More...
A press release detailing the number of online filings made for the 2010/11 self assessment returns ...

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