Telephone: +44 (0)1749 343366
Wells is the smallest city in the UK is home to our team of financial and accounting experts looking after Wealth Management clients, Owner Managed Businesses, Food & Drink and Rural clients and their communities throughout Somerset.
Having been based in Shepton Mallet since the 1930’s (when the practice was named Berkeley Hall), we moved to our modern, purpose built offices in 2013. Our 9,000 square foot of open plan space, smart meeting rooms and state of the art facilities means we are well equipped to cater for our ambitious ninety plus team of financial and accounting experts.
Surrounded by the Somerset Levels, the Mendip Hills, Cheddar Gorge, Wookey Hole Caves and Glastonbury, Wells is diverse with culture and personality. We actively support the community in which we live and work including Wells Food Festival, the Wells Fun Run, Wells Comedy Festival, Wells Cathedral School and the Wells Literary Festival to name but a few.
Our office head and Senior Pensions Manager, Steve Woodham is supported by his senior team which includes; Jolyon Stonehouse and Chris Bowles who look after our Owner Managed Businesses and Food and Drink clients, Dan Middle, Julia Banwell and David Rice who look after our client’s wealth and Neil Cox and Catherine Vickery who look after rural clients throughout the region, fully supported by their teams.
To chat to us about your plans or book an appointment, get in touch with us here.