0151 236 1494

Our People

Peter Taaffe

Peter Taaffe

Managing Partner

Peter’s blend of skills from his FCA & CTA qualifications and practice experience provides clients with a broad perspective and practical advice. His focus is on improved business performance and enhanced value for clients.

Paul Kurthausen

Paul Kurthausen

Tax Partner

In addition to overseeing all of our work in both the taxation and trust department, Paul now spends the majority of his time advising high net worth clients, and in particular families and their corporate and trust interests.

John Elliott

John Elliott

Tax Partner

John is one of our tax partners, specialising in assisting clients to minimise their tax liabilities wherever possible and ensuring they are fully compliant with the ever more complex tax legislation. He has over 20 years experience in all aspects of UK tax work.

Lynn Green

Lynn Green

Trust Partner

Lynn deals with a range of trusts including those whose work includes dealing with the day to day administration, the preparation of trust accounts and related tax matters. She has been a member of The Society of Trust and Estate Practitioners for over 15 years.

Lesley Malkin

Lesley Malkin

Audit Partner

Lesley has been a partner at BWMacfarlane since 2011, following over 10 years’ experience as audit manager. She has a wide ranging knowledge of accounts and audit matters and additionally has considerable practical knowledge from being a charity director for many years.

Sue Stephens

Sue Stephens

Tax Partner

With over 20 years working in tax, Sue has extensive experience of all aspects of individual and partnership taxation including tax planning for high net worth individuals and their businesses. Having worked for HMRC, Sue has extra insight into how best to help our clients with their taxation.

Vicki Harper

Vicki Harper

Director of Client Services

Vicki is responsible for all of our marketing communications and working to satisfy the needs of our existing clients and to develop new mutually beneficial relationships. Vicki also advises clients on marketing and development.

Andy Oakes

Andy Oakes

Partner

Andy has over 30 years of experience as a Chartered Accountant in business. He applies this experience and a good deal of common sense to develop business relationships. Andy’s responsibilities include business development and client care.

Anita Mason

Anita Mason

Audit Manager

Anita has over 18 years of audit and accounts experience, specialising in company & group accounts and the audit of owner-managed businesses and charities. She also has experience of public sector audit from her time with the Audit Commission.

Anthony Whittaker

Anthony Whittaker

Trust Manager

Anthony has over 10 years’ experience in trusts having worked for Grant Thornton and RBS Trust Company. He is experienced in dealing with a variety of trusts and related accountancy, tax compliance and trust tax matters.

Lisa Lewis

Lisa Lewis

Personal Tax Manager

Lisa’s 18 years’ experience in Tax has gained her a wide range of knowledge in all aspects of personal taxation, including individuals, sole traders and partnerships, together with knowledge and experience in payroll.

Sandra Driscoll

Sandra Driscoll

Practice Manager

Sandra has become an invaluable asset to the practice, using a wealth of experience gained when working for Panorama Kitchens as Finance Manager and previous to that Hanridge Services Ltd as Office Manager.

Donna Newall

Donna Newall

Tax Supervisor

Donna joined the Tax department at BWMacfarlane in 2013. AAT qualified, Donna has worked at Mazars and BDO and specialises in personal taxation matters for a wide range of clients.

Gearoid Hennessy

Gearoid Hennessy

Account and Audit Supervisor

Gearoid has many years of experience in accounts preparation and audits of small to medium sized companies, charities and limited liability practices and helps clients with management reporting and forecasting.

Tony Stanley

Tony Stanley

Audit Supervisor

Tony has over 8 years’ experience in preparing the accounts and the audits of small to medium sized companies and charities and Tony is an experienced audit supervisor leading audit teams.

Helen Miller

Helen Miller

Payroll

Helen is managed through the Tax department at BWMacfarlane, and Helen runs the weekly or monthly payroll services for a many of our clients at BWMacfarlane.

Laura Cross

Laura Cross

Trusts and Estates Senior

Laura deals with a range of trusts including those whose work includes dealing with day to day administration, preparation of trust accounts and related tax matters.

Steve Carr

Steve Carr

Your IT Director

Steve has over 15 years of experience and works with a team of allies that has over a hundred years of experience in every facet of ICT, giving a seamless ICT experience without the associated hefty IT director price tag.

Emer

Emer

Labradoodle, Managing Partner’s Dog

Our four-legged staff member is a regular fixture at the BWM office. Emer is a ‘Labradoodle’ who has been coming into the office with Peter Taaffe “pretty much from Day One”.

Proud to win "Most Innovative Medium Sized Firm 2015" and "Best Customer Focused Business"