Julian qualified with Read & Co. in 1996 and took the opportunity to experience general practice in London. After a successful spell at a 5-partner City of London firm he moved back to Somerset and setup his own practice, operating from home. Within 5 years, the practice had outgrown the home environment, so merged with Read & Co. in July 2008.
Julian enjoys advising and assisting with all aspects of owner managed businesses and in particular, the regular involvement with his clients through the design, delivery and review of management reporting information.
Email: [email protected]
Direct dial: 01935 826910
LinkedIn profile: Click here
David Hallett ACA FCCA
David joined the firm in 1987 and qualified as a Chartered Certified Accountant in May 1996. After progressing from accounts junior to client manager he was appointed director of the firm in January 2004.
David has over 30 years of experience, developing long term client relationships and is able to advise on all aspects of tax planning in addition to dealing with accounts compliance work for small to medium sized businesses.
In 2010 David joined the Institute of Chartered Accountants in England and Wales via the Pathways to Membership scheme.
Geraldine joined the firm in 1987 and has been working at the Martock office since then building up a varied client base of small and medium sized businesses , many of them being long term clients.
Geraldine’s experience enables her to advise on all aspects of accountancy and taxation for personal, sole traders, partnerships and limited companies with a keen interest in the agriculture industry.
- Degree in Economics and Business and qualified as a Chartered Accountant with a Big 5 firm.
- Worked in practice for a National firm in London for 10 years before moving to the West Country to join a Medium sized firm.
- Developed a wealth of experience in accountancy, tax and advising business over a wide range of enterprises mainly sole traders, partnerships and owner managed companies.
Teresa Rodber, ACCA
- Xero Advisor Certified
- Xero Migration Certified
After 7 years at a medium sized accountancy firm as a secretary Teresa took the challenge to transfer to General Practice and train as an Accountant.
After 2 years she felt the need move to a role which was more client supporting whilst also expanding on her tax and accounting knowledge and therefore made the move to Read & Co where she has progressed from Accounts Senior to Manager.
Teresa has played a significant role within the company making the migration from manual/Excel records to Cloud Based Software having a solid knowledge of Xero, QuickBooks Online and Kashflow.
Lisa is a fellow of the Association of Chartered Certified Accountants.
Lisa qualified in 2004 whilst working for a small local firm and went onto complete her degree in Applied Accounting in 2008, she later joined Read & Co in 2016.
Lisa works with a wide range of clients across all sectors and has well established relationships within her client portfolio.
Charlotte qualified as a Chartered Accountant in December 2016 after spending 9 years in a medium sized South West practice. She worked her way from office junior to senior accountant in that time developing her knowledge and skills along the way.
Charlotte joined the Read & Co team in August 2017 as a Client manager to develop her career further.
Charlotte enjoys working closely with her clients to provide the best possible advice and service.