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Our People

Like most firms, our client relationships are managed by our partners and managers.

Unlike most, your account manager and his team will also be particularly experienced to deal with the type of business you run or with personal wealth, if you're a private client.

Use the handy search tool to find people in the team that you require, or who are based at your most convenient location. You can also search by name if you know the individual that you are looking for. (Please only search for one item at a time).

If you're not sure who to call or want some guidance on who to speak to, please feel free to contact Linda Sams in the first instance.

Team:
Office Location:
Person's Name:
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$name"
Name:
Andrew Ross
Job Title:
Financial Services Consultant
Qualifications:
CertPfs
Tel:
+44 (0)1223 696103
Mobile:
+44 (0)7775 412 337
Email:
andrew.ross@pricebailey.co.uk
Team:
Private Client
Location:
Bishops Stortford
Biography:
Andrew joined Price Bailey in the summer of 2006. He holds the Certificate in Financial Planning and will shortly complete the Diploma in Financial Planning.

Andrew specialises in individual financial planning for Price Bailey Clients in both our Bishop's Stortford and London offices.

Outside of work Andrew is a keen sportsman and in particular he enjoys playing golf and has a handicap of 8. When he is not playing golf at the weekends he follows his favourite football team Sheffield Wednesday up and down the country in the belief that one day he may taste some long overdue success.
$name"
Name:
Angela Wilding
Job Title:
Tax Senior
Tel:
+44 (0)1353 613161
Email:
angela.wilding@pricebailey.co.uk
Team:
Private Client
Location:
Ely
Biography:
$name"
Name:
Barry Rogers
Job Title:
Research / Sales Manager
Qualifications:
Dip PFS
Tel:
+44 (0)1223 696107
Mobile:
+44 (0)7872 376967
Email:
barry.rogers@pricebailey.co.uk
Team:
Private Client
Location:
Cambridge
Biography:
Barry joined Price Bailey in 2007 with over 30 years experience in the Financial Services Industry. He holds the AFPC, the CMAP qualification in Mortgages and is a Pension Transfer Specialist.

Barry claims his role is largely that of a translator, taking complex technical issues and presenting them in a clear, easy to understand manner. This helps clients to make informed decisions as to future strategies.

Outside work Barry is married to Lynne and has two sons. He spends his weekends fishing, clay pigeon shooting, trying to keep his classic car roadworthy and is a qualified archery leader.
$name"
Name:
Bill Lakey
Job Title:
Director
Tel:
+44 (0)1603 709330
Mobile:
+44 (0)7810 274188
Email:
bill.lakey@pricebailey.co.uk
Team:
Private Client
Location:
Norwich
Biography:
Bill Joined Price Bailey in 2010 having specialised in taxation with a big four firm before broadening his experience in a local practice. Bill heads the Private Client Department in Norwich where he devises, develops and delivers tax strategies that appeal to a wide range of businesses and high net worth individuals. His experience and local knowledge enables him to work closely with his clients to achieve their goals whether that be tax mitigation or wealth preservation.
$name"
Name:
Danielle Butcher
Job Title:
Client Relationship Coordinator
Tel:
+44 (0)1223 696104
Email:
danielle.butcher@pricebailey.co.uk
Team:
Private Client
Location:
Cambridge
Biography:
Danielle joined Price Bailey in 2004, working in their Ely Office as a receptionist. In July 2007, Danielle moved across to the Cambridge Office and joined the Financial Services Team providing administrative services to the New Business Administration Team. Since July of 2008, Danielle has worked with Ross Bawtree as a Client Relationship Coordinator in the Private Client Team.

Danielle is currently studying for her Financial Planning Certificate, having passed the first section is currently working on the second section.

Danielle recently moved into her new home with her partner Martin, she enjoys Netball, Swimming and evenings out with her friends.
$name"
Name:
Donna Mahoney
Job Title:
Tax Manager
Qualifications:
FCCA CTA
Tel:
+44 (0)1223 507626
Email:
donna.mahoney@pricebailey.co.uk
Team:
Private Client
Location:
Cambridge
Biography:
Donna has been with Price Bailey since January 1995. After qualifying as a Chartered Certified Accountant Donna went on to became a Chartered Tax Adviser in 2003. As a personal tax specialist, Donna now manages the Cambridge Private Client tax department.
$name"
Name:
Hannah Oliver
Job Title:
Client Relationship Coordinator
Tel:
+44 (0)1279 755888
Email:
hannah.oliver@pricebailey.co.uk
Team:
Private Client
Location:
Bishops Stortford
Biography:
Hannah recently joined Price Bailey in April 2010, working with Andrew Ross in the Bishop's Stortford Office as a Client Relationship Coordinator in the Private Client Team.
 
Hannah is currently studying towards her Financial Planning Certificate, and having passed the first section is currently working on the second section. Prior to joining Price Bailey, she previously worked for a local IFA firm.

Hannah enjoys running, horse riding and spending time with her family and friends.
$name"
Name:
Howard Sears
Job Title:
Partner, Head of Business
Qualifications:
FCCA
Tel:
+44 (0)20 7065 2660
Mobile:
+44 (0)7879 482947
Email:
howards@pricebailey.co.uk
Team:
Private Client
Location:
City of London
Biography:
Howard trained with our firm and became a partner in 2001. He has a diverse portfolio of Business clients which he and his team work closely with.

He has developed specialist knowledge of professional service firms which include legal practices, accountants and barristers and is regularly presenting on LLP structures to firms around the country.

In addition to his client work he is also an executive board member of Price Bailey LLP.
$name"
Name:
Ian Smith
Job Title:
Senior Tax Manager
Qualifications:
Cert PFS
Tel:
+44 (0)1279 755888
Email:
ians@pricebailey.co.uk
Team:
Private Client
Location:
Bishops Stortford
Biography:
Ian has been with Price Bailey for over 30 years and during this time has acquired a vast quantity of experience in handling clients’ personal taxation and investments. 

He specialises in taking a holistic view of a clients affairs to achieve the optimum results in terms of reducing the impact of taxation and maximising the investment return.  Ian is based at the Bishop’s Stortford office. 
$name"
Name:
Jacqueline Matthews
Job Title:
Client Relationship Coordinator
Qualifications:
FPC, Ce-Map, CF9. J05, J04 and J01 DipPFS
Tel:
+44 (0)1279 755888
Email:
jacqueline.matthews@pricebailey.co.uk
Team:
Private Client
Location:
Bishops Stortford
Biography:
Jacqueline joined Price Bailey in 2001 to work as a PA to the Financial Services Managers in our Bishop’s Stortford office. Prior to joining she worked for a local Building Society.

Jacqueline has two grown up children, Maria who is a Teacher and Mark, who has just graduated from Sussex University.
$name"
Name:
James King
Job Title:
Partner, Head of Private Client
Qualifications:
CertPFS
Tel:
+44 (0)1279 755888
Mobile:
+44 (0)7775 911036
Email:
jamesk@pricebailey.co.uk
Team:
Private Client
Location:
Bishops Stortford
Biography:
James has been working in the financial services sector for over sixteen years. He joined Price Bailey in 1998, established PB Financial Planning Ltd in 2001, and he has recently become a partner since he took charge of Price Bailey Private Client LLP in April 2007.

James’ role is to provide independent financial planning advice to the clients of Price Bailey, as well as planning and implementing the future strategies of the company.

Away from work, James’ interests include football on a Saturday afternoon and golf whenever he can. James is married to Karen and has a two young children, Abigail and William.
$name"
Name:
Jo Baldwin
Job Title:
Client Relationship Coordinator
Tel:
01223 507714
Email:
jo.baldwin@pricebailey.co.uk
Team:
Private Client
Location:
Cambridge
Biography:
$name"
Name:
Johanna Wright
Job Title:
Tax Manager
Qualifications:
CTA
Tel:
+44 (0)1279 755888
Email:
johanna.wright@pricebailey.co.uk
Team:
Private Client
Location:
Bishops Stortford
Biography:
Johanna joined Price Bailey in 2007, specialising in personal tax and manages a varied portfolio of clients in the Bishop’s Stortford office. She also assists in running the Private Client tax department.

Johanna qualified as a Chartered Tax Adviser in 2001, and has been working in the field of tax for over 20 years. She has been involved in advising clients who have invested in film partnerships and other tax planning opportunities.
$name"
Name:
Karen Wyndham-Webb
Job Title:
Senior Financial Services Manager
Qualifications:
Dip PFS
Tel:
+44 (0)1223 507614
Mobile:
+44 (0)7793 936655
Email:
karen.wyndham-webb@pricebailey.co.uk
Team:
Private Client
Location:
Cambridge
Biography:
Karen, who holds the prestigious Advanced Financial Planning Certificate (AFPC), previously worked for the Norwich Union, where her high flying performance was recognised by a string of awards.

Karen specialises in the Corporate Employee Benefits market as well as personal financial planning.

A former Territorial Army officer, Karen has a passion for the great outdoors and enjoys walking in the Yorkshire Dales.
$name"
Name:
Leslie Charge
Job Title:
Tax Manager
Qualifications:
FCCA
Tel:
+44 (0)208 531 0505
Email:
lesliec@pricebailey.co.uk
Team:
Private Client
Location:
North London
Biography:
Leslie has been qualified as a Certified Accountant since 1978 and joined Price Bailey at the Bishop’s Stortford office in 1989 as a general practice manager.
 
In 2001 he transferred to the North London office and now specialises in personal tax.
 
He has the overall responsibility for the preparation of self assessment tax returns for individuals, partners and directors.
$name"
Name:
Mark Woolley
Job Title:
Senior Tax Manager
Qualifications:
CTA ATT
Tel:
+44 (0)1279 755888
Email:
markw@pricebailey.co.uk
Team:
Private Client
Location:
Bishops Stortford
Biography:
Mark joined Price Bailey in 1987 becoming a general practice manager before specialising in tax over 15 years ago.

Mark is a qualified Chartered Tax Adviser and manages the Bishop’s Stortford tax department.
 
In addition, Mark is one of the firm’s tax consultants specialising in trusts and capital taxes.
$name"
Name:
Matt Coward
Job Title:
Tax Partner
Qualifications:
CTA, STEP, ATT
Tel:
+44 (0)20 7065 2660
Mobile:
+44 (0)7771561628
Email:
matt.coward@pricebailey.co.uk
Team:
Private Client
Location:
City of London
Biography:
Matt has specialised in taxation throughout his professional life. His clients include members of professional practices, those working in the financial sector, entrepreneurs and their families. He has particular expertise in advising those from overseas jurisdictions investing in and taking up residence in the UK.
$name"
Name:
Natalie Theobald
Job Title:
Sales Support & Systems Manager
Qualifications:
Cert PFS
Tel:
+44 (0)1223 696109
Mobile:
+44 (0)7889 752587
Email:
natalie.theobald@pricebailey.co.uk
Team:
Private Client
Location:
Cambridge
Biography:
Natalie joined Price Bailey in 2003 and has over 19 years experience in the financial services industry. Natalie obtained her FPC qualifications a number of years ago but has more recently completed the FA1, FA2, CF9, GR1 & IFS Supervising in a Regulated Environment examinations.

Natalie is married to Jason and enjoys shopping, socialising and swimming in her spare time. 
$name"
Name:
Pat King
Job Title:
Financial Services Manager
Qualifications:
Cert PFS
Tel:
+44 (0)1603 709330
Mobile:
+44 (0)7747 625505
Email:
patk@pricebailey.co.uk
Team:
Private Client
Location:
Norwich
Biography:
Pat joined Price Bailey in 1987, specialising in personal tax and managing the portfolio of private clients in the Norwich office.

He qualified as a Financial Adviser in 2001 and has since been involved in helping to establish and build the financial services department of the Norwich office.

Pat’s interests include playing golf, travel, cinema and watching rugby, football and golf. He is married to Nicky and has two cats.
$name"
Name:
Peter Daykin
Job Title:
Financial Services Manager
Qualifications:
DipPFS
Tel:
+44 (0)1353 616201
Mobile:
+44 (0)7769 906432
Email:
peter.daykin@pricebailey.co.uk
Team:
Private Client
Location:
Ely
Biography:
Peter has been working in the financial services industry since 1992.
 
He is well qualified, holding the Advanced Financial Planning Certificate and is a Member of The Society of Financial Advisers. Peter has also been designated as our long-term care specialist.

He seeks to offer a broad base of advice to his clients, but particularly Retirement and Estate Planning, drawing on his experience in Pensions, Investment, Trusts and Long Term Care.

Peter is married to Gill and in his spare time, he likes to spend time gardening and is involved with his local church. He is also Chairman of a Christian Charity promoting Marriage.
$name"
Name:
Rachael Wells
Job Title:
Client Relationship Coordinator
Qualifications:
CEMAP 1, 2 & 3 FA1, FA2
Tel:
+44 (0)1603 709330
Email:
rachael.wells@pricebailey.co.uk
Team:
Private Client
Location:
Norwich
Biography:
Rachael has been with Price Bailey from July 05 and qualified last year in the Certificate of Financial Administration. Having come from a mortgage background this qualification has helped in the main to understand the pension work undertaken.

Rachael works alongside Patrick King, with John Ward completing the Private Client team in Norwich.

Working part time, Rachael keeps busy assisting her husband in the running of his plumbing business and providing a taxi service for her two daughters!!!…
$name"
Name:
Richard French
Job Title:
Manager
Tel:
+44 (0)1603 709330
Email:
richard.french@pricebailey.co.uk
Team:
Private Client
Location:
Norwich
Biography:
Richard Joined Price Bailey Private Client in 2010. He has over 33 years experience in tax, having initially been employed with HMRC, before joining Lloyds Bank Executive & Trustee Dept, working with their high wealth clients and Trusts, Richard spent 6 years working for the Ministry of Overseas Development in the Commissioner of Taxes Dept. in Zambia Central Africa, returning to take up a position with a international big 4 practice where he managed a personal tax group.
 
Richard left the profession and worked as a Director & Shareholder of a local international Company where he gained valuable experience in the commercial world, travelling throughout the world negotiating with new suppliers and high profile customers (i.e. General Motors Europe, Rolls Royce & Aston Martin) returning to the accountancy world in 2003.
 
Most of Richard's experience has been in the personal tax area, including compliance, Capital Gains Tax, Inheritance Tax plus Probate applications, periods of administration etc and tax planning for individuals, partnerships and Trusts.

Richard's Hobbies include, travel, judo, golf, most sports, and he is an ardent Norwich City Fan.
$name"
Name:
Ross Bawtree
Job Title:
Financial Services Manager
Qualifications:
Cert PFS
Tel:
+44 (0)1223 696111
Mobile:
+44 (0)7769 906433
Email:
ross.bawtree@pricebailey.co.uk
Team:
Private Client
Location:
Cambridge
Biography:
Ross joined Price Bailey in 2003 with 20 years experience in the Financial Services Industry.


He has obtained the FPC qualification in Financial Services, the C‐map qualification in Mortgages and is currently studying for the AFPC qualification.

Ross’ role is to provide independent financial planning advice to the clients of Price Bailey mainly through the Cambridge Office. Ross’ specialism is Investment and Pension planning for individuals.


Ross is married to Julie, they have two grown up children. They designed and built their own home.


Ross’ interests include Carp Fishing, supporting Everton F C, watching sport and has a fine wine collection.
$name"
Name:
Ruth Dupee
Job Title:
Client Relationship Coordinator
Qualifications:
FPC
Tel:
+44 (0)1353 616279
Email:
ruth.dupee@pricebailey.co.uk
Team:
Private Client
Location:
Ely
Biography:
Throughout her career, Ruth has worked in a variety of office based administrative roles in the financial services industry, in and around Cambridge, including banking, insurance company and financial adviser environments, with professional qualifications in pensions, life assurance, investments and mortgages.

$name"
Name:
Steve McGregor
Job Title:
Investment Manager
Qualifications:
IMC
Tel:
+44 (0)1223 696108
Email:
steven.mcgregor@pricebailey.co.uk
Team:
Private Client
Location:
Cambridge
Biography:
Steve joined Price Bailey as our Investment Manager in 2010 after gathering over 10 years experience in the Financial Services Industry.

He obtained the CFA Level 3 Certificate in Investment Management – formerly known as the Investment Management Certificate (IMC) – in 2002 and has a Masters Degree from the University of Leeds.

Steve is married to Leanne and his interests include; supporting Manchester United FC, watching sport, playing golf, travelling, and spending time with his family and friends.
$name"
Name:
Stuart Peate
Job Title:
Financial Services Manager
Qualifications:
Cert PFS
Tel:
+44 (0)1353 613158
Mobile:
+44 (0)7881 910466
Email:
stuart.peate@pricebailey.co.uk
Team:
Private Client
Location:
Ely
Biography:
Stuart has recently joined Price Bailey earlier in 2007 and brings a wealth of experience having been in the Financial Services industry for over 11 years .

Stuart specialises in Investments and Inheritance Tax Planning as well as Personal Financial Planning.

Stuart is married to Jess and enjoys walking their dogs, gardening, skydiving and watching sport.
$name"
Name:
Zinaida Janally
Job Title:
Supervisor
Qualifications:
ACCA,ATT
Tel:
+44 (0)20 7065 2660
Email:
zinaida.janally@pricebailey.co.uk
Team:
Private Client
Location:
Practice wide
Biography:
Zinaida joined Price Bailey's Private Client Team in December 2007, following the merge with another accountancy firm.
 
Zinaida specialises in preparing personal tax returns for a number of clients including non domiciles and high net worth individuals.