

CEO
Dan joined TW in 2001 and his primary role is to deliver an outstanding service to his varied portfolio of commercial clients. This includes being truely pro-active and solving problems before they even become one. Effective tax planning and advice are a huge part of this.


Director
Martin has been with the Company for over 25 years, providing effective accounting and tax advice to clients in the corporate sector and taking care of their statutory and compliance requirements. As a Director, he is also a valuable member of the Senior Management Team.


Head of Tax
Having worked in the accounts department starting as an apprentice over 10 years ago, Lizzie is now specialising within tax after completing the Chartered Tax Adviser qualification. Lizzie works alongside Vanda , assisting clients over a wide range of tax queries and advice.


Client Manager
Sarah joined TW in 2010 after moving from the banking sector and is ACCA qualified. She uses her agricultural background to look after a number of agricultural clients as well as managing a variety of commercial clients.


Ludlow Office Manager
Joining TW in 2021, James is an experienced accountant who shares the firm’s forward-thinking, proactive approach.
With broad expertise in accounting, taxation and business advisory services, he enjoys building close client relationships, through his local connections in and around Ludlow.


Client Manager
Jarrett joined TW in 2011 and having passed his AAT and ACCA qualifications is now a Fellow of the ACCA. His role within the company involves working alongside Martin Davies to manage his corporate portfolio.


Senior Manager
Sophie joined us in September 2024 and has a wealth of experience providing advice to small tax clients and medium corporates. She's been in practice since 1998 and qualified in 2005. Sophie is a Fellow of the ACCA and as Senior Manager in our Rural Business and Agriculture Accounts team, she will be advising clients across this sector.


Account Manager
Francesa first worked at TW between 2011-2018 and returned to the company in 2022, we are so excited to have her back as an accounts manager! She has lots of experience in Audit, the charity and academy sector and accounting for small businesses. Outside of work Francesa loves spending time with her young family and they are currently renovation a house!


Senior Accountant
Rebecca joined TW in late 2017 after completing her ACA qualification, having worked in practice for 7 years across a wide variety of clients gaining experience in accounts, audit, VAT and tax. She is looking forward to continuing to develop her skills and career whilst assisting Lizzie and Dan preparing and reviewing client accounts.


Accounts Technician
Abbie is a key member of the Ludlow office and she completed her ACCA at the start of 2023. Abbie really enjoys working with a variety of clients and brings a lot of experience to the team.


Accounts Technician
Ellie joined us in June 2023 in the Ludlow office and is looking forward to gaining experience by working with a wide variety of clients while working towards her ACA qualification. Outside of work she loves walking and playing volleyball.


Accounts Trainee
Will joined our Audit and Accounts team straight out of college and is currently studying for the AAT qualification. He loves learning new things and looks forward to helping business’s progress.


Accounts Trainee
Emily has joined the Ludlow brand after completing her Maths, Business and Psychology A Levels and AS Level in Further Math. She is studying for her AAT and is looking forward to learning new skills and developing a career in accountancy. Outside of work she has an interest in cars, driving and loves running.
Meet the commercial business team.