The Partners
Chris Whitley-Jones BSc (Econ) FCA
Chris Whitley-Jones qualified as a Chartered Accountant in 1989 after graduating with an honours degree in Economics from the University of Wales, Cardiff. Chris is Managing Partner of the firm and responsible for the accounts preparation and audit of corporate clients in a wide variety of business sectors.
Chris also co-ordinates the training requirements for the whole firm to ensure every team member at PRB is technically up-to-date and has the necessary skills to meet clients' ever-changing needs.
Industry Specialisms:
- IT and Software Businesses
- Dental Surgeons
- Veterinary Surgeons
- Multi-level Marketing Sector
Expertise:
- Financial Investigations
- Registered Audit Work for Companies
- Preparation of Accounts
- Due Diligence Work
- Special Reports
- Investigations and Forensic Review
- Litigation Support Services
- Reporting Accountants on Flotations
- Accident and Insurance Claims
- Factoring and Book Debt Finance
Chris is married to Yvonne and has 2 children, Rebecca and Nicholas. In his spare time, Chris runs a choir, sings and plays the church organ. He is also a keen (rather average) squash player!
John Forgham BSc (Econ)(Hons)
John Forgham has been a practising accountant since 1973, after graduating with an honours degree in Law and Accountancy from the University of Wales, Cardiff.
John Forgham is Head of Accounting and handles financial or management accounts work with a flexible and continuing service tailored entirely to our clients' needs. Services under his control include book-keeping, payroll bureau and preparation of annual accounts.
Industry Specialisms:
- Solicitors
- Estate Agents
- Valuers
Expertise:
- P11D Record Keeping Systems
- Advice on Employee-Benefit Schemes
- Bookkeeping and VAT Returns
- Payroll Services
- Business Plans and Financial Projections
- Business Monitoring
- Accounting Bureau Work
- Management Accounting Work
- Accounts and Tax Computations
- Client Money Audit Work for Solicitors/Estate Agents
- Outsource Work
Simon Power FCA
Simon Power is Head of Taxation. He is responsible for managing both the corporate and personal tax affairs of our clients.
Whilst having a specialist interest in the nursing and care home, and hotel sectors, he advises in all aspects of business and personal tax.
Services under his control range from the preparation of personal and company tax returns, advice on tax planning and strategies, through to company share option schemes and share valuations.
Industry Specialisms:
- Nursing and Care Homes
- Hotels
Expertise:
- Personal Tax Compliance (incl. tax returns)
- Corporate Tax Compliance
- Capital Gains Tax Advice
- Inheritance Tax Planning
- VAT Advice - UK/Europe
- Tax Planning and Strategies
- Tax Shelter Advice
- Share Valuations
- Tax and VAT Investigations
- National Insurance Planning
- PAYE Investigations
- P11D Planning
- Retirement Strategies
- Pension/life Assurance Planning
- School Fees Planning
- SAYE Share Option Schemes
- Company Share Option Plans
- Wills and Settlements
Kim Lo Bsc ACA
Kim Lo qualified as a Chartered Accountant in 2005 after graduating with a First Class honours degree in Accounting & Financial Management from Loughborough University. Kim is Audit Partner at the firm and responsible for the audit planning and fieldwork of corporate clients in a wide variety of business sectors as well as accounts preparation and management accounting for corporate and non-corporate businesses.
Expertise:
- Registered Audit Work for Companies
- Preparation of Accounts
- Bookkeeping and VAT Returns
- Self Assessment Tax Returns
- Charity Accounts and Audit Work
- Sage Line 50 & Accounting Software
- Tax Computations
- Monthly & Quarterly Management Accounting
In her spare time, Kim is a keen runner and trains with Haywards Heath Harriers. She has completed three half marathons, including the Great North Run and combines her running with fundraising for The Meningitis Trust.
Michael Cole FCA
Michael Cole qualified as a Chartered Accountant in 1975 and has practised in the Mid-Sussex area since 1982. Michael believes in providing a very personalised service for all his owner-managed businesses and personal tax clients.
Industry Specialisms:
- Construction Industry
- Veterinary Surgeons
- Retail
Expertise:
- Business Monitoring
- Tax Planning
- Bookkeeping and VAT Returns
- Partnerships and Sole-trader accounts
- Owner-managed limited companies accounts and compliance
- Personal tax returns
- Planning for retirement and monitoring retirement plans
Michael is married with two children, and in his spare time is a member of Mid-Sussex Golf Club where he spends time trying (!) to reduce his handicap.
Jackie Richardson ACA
Jackie Richardson qualified as a Chartered Accountant in 1978 and became a partner in Penfold Scutt in 1992. Jackie undertakes a wide variety of work including audit and accounts preparation for corporate clients, small businesses, trusts and all related tax work.
Industry Specialisms:
- Charities
- Doctors
Expertise:
- Statutory audit work for companies
- Preparation of accounts for companies, LLPs, partnerships and individuals
- Accounting bureau work
- Management accounts
- Taxation for corporate clients, LLPs, partnerships and individuals including direct and indirect taxation
- General business advice
Jackie is married to Phil who is an active member of Burgess Hill District Lions Club.