A key Somerset town with strong links to the aircraft and defence industries, our Yeovil home contains a plethora of financial and accounting experts helping our Owner Managed Businesses, Food & Drink, Rural and Wealth Management clients throughout the Somerset and Dorset region.
Our Yeovil history
With over 90 staff based in our modern, well equipped offices in the heart of the town, we have been supporting ambitious businesses and individuals, and forging local links in Yeovil and the surrounding area since the 1980s.
Our enthusiastic staff ensure we actively get involved in the community and our commitment to local causes is demonstrated through the sponsorship of charities and events such as Yeovil Rotary’s Last Night of the Proms, a Glitter Ball for St Margaret’s Hospice and some challenging bike rides for School in a Bag.
Our Yeovil office acts as a home for many of our flagship services with a wide range of experienced staff enjoying strong relationships with a wide variety of individuals and businesses across the region. Yeovil is also the base for Managing Director, Ian Carlson and Head of Accountancy, Kevin Whitmarsh. Other key personnel include Head of Yeovil Lucy Bennett, Head of Wealth Management Paula Hodge, who oversees her team from our Yeovil base with the support of Chartered Financial Planner Sally Harrison. Owner Managed Businesses Director Stuart Grimster, Rural Director Neil Cox and Board Members Jolyon Stonehouse and Simon Cole complete the senior team in Yeovil.
Accounting and Finance Services in Yeovil
Tax Services in Yeovil
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