Meet the team

first-call-july-16-16Fran  

Fran heads up First Call Financials. She has over 40 years’ accountancy experience and is a Fellow Member of the Association of Accounting Technicians. She gained her experience working for a variety of international and national industries, culminating in her being  appointed the UK Company Accountant for a German based multi-national. Her passion, though, lies in charity work and she moved from international business to become the Financial Controller of a well-known charity before founding First Call Financials.

 

first-call-july-16-7Phil 

Phil is a Chartered Engineer who served over 30 years in the RAF. He left the service and worked for the MoD before joining First Call where his wealth of project management experience and organisational competence keeps everything on track. He was awarded the MBE for his services to the RAF in 1997.

 

Steph 1st Call Financials-4

Steph is a Chartered Accountant with many years’ experience of working in audit compliance and general accountancy. Having completed her training with one of the top three London accountancy firms Steph worked as financial controller for a PLC in central London before taking the wise decision to relocate to the South West where she held senior financial management positions in both Bristol and Bath including finance directorship of a legal firm. Steph is a Fellow of The Institute of  Chartered Accountants of England & Wales. She also has in-depth experience of accountancy and tax for the self-employed. She lives in Bristol with her husband and two children.

 

first-call-july-16-11Tarah 

Tarah has over 20 years’ accountancy experience, and is the longest serving staff member of First Call Financials. Originally our payroll specialist, but now working within our accountancy department. Tarah is a fully qualified member of AAT and has a portfolio of clients in Education and Retail sectors.

 

first-call-july-16-8Karen 

Karen joined us in 2013 and heads up our Payroll Department. Karen has broad based payroll knowledge and she is particularly interested in the Direct Payments system used by our larger clients.  She is a Member of the Chartered Institute of Payroll Professionals (CIPP). Karen began her office career in a large motor spares supplier in Bristol were she was Office Supervisor of the Costings Department.  Karen is currently undertaking further studies in payroll and personal tax.

Megfirst-call-july-16-12

Meg joined First Call Financials in January 2015.  As well as working on payroll, she has assisted many of our clients with the introduction of auto enrolment and remains the main point of contact in that area.  Now a fully qualified member of AAT, Meg is also building her own portfolio of accounting clients in a variety of sectors’