Meet The Team
Jeremy Whetter
Managing Director
Jeremy has more than 20 years’ experience in the financial services industry, predominantly working with businesses in the investment management sector. Prior to starting up Oakford Advisors Ltd, Jeremy worked for PricewaterhouseCoopers London & Johannesburg and BDO in the international corporate and personal tax teams. Jeremy joined Throgmorton UK Ltd, a corporate outsourcing company, to become a Tax Director specialising in strategic UK corporate tax planning for Investment Management businesses. He later sold his stake in Throgmorton, when the company was sold to Capita in 2014. Jeremy established Oakford Advisors Ltd in 2017 and has assisted a large number of financial services businesses to get started as well as helping existing businesses to embrace Outsourcing. Jeremy blends a practical approach with best practice and is passionate about client service, quality delivery, and building client relationships. Outside of work, Jeremy loves spending time with his family and socialising with friends. He also enjoys travel and cooking, as well as open water swimming, cycling, surfing and skiing.
Adam Shoosmith
Managing Director
Adam is a qualified accountant with more than 15 years' experience in the financial services industry, working mainly with investment management businesses. He has over 20 years' experience in accountancy, and joined Throgmorton UK Ltd in 2006, a corporate outsourcing company, acting as Business Unit Director and overseeing the management of over a hundred financial services clients. Adam specialises in acting as the outsourced financial controller while becoming integrated within the clients’ business to achieve the best and most practical solution. He has assisted many clients with management accounts, accountancy-based projects, financial regulatory monitoring, technical accounting matters as well as a secondment to a top UK Hedge fund as global financial controller. In 2017, Adam joined Oakford Advisors Ltd as an owner of the business and takes a lead in assisting financial services businesses on their set-up and ongoing requirements with an emphasis on accounting processes. Outside of work, Adam enjoys time with his family and is also enthusiastic about football, skiing, and socialising with friends.
Stefanie Weingarth
Senior Accounts Manager
Stef is a certified chartered accountant. After graduating, she began her finance career working for some of the UK’s top tourist attractions. She then moved on to Outsourcing roles firstly at Throgmorton UK Ltd and then RSM International, gaining over 8 years of experience in the investment management sector. Stef enjoys the variety and fast-paced nature of Outsourcing and has been the driving force behind the Accounts team at Oakford Advisors since 2019. She has a true passion for delivering quality client service alongside her team. Outside of work, Stef loves interior design and decorating her home, swimming, and spending time with family and friends.
Rob Menhenitt
Senior Tax Manager
Rob has been in tax since 1977 when income tax rates were as high as 98%! He has a wealth of experience in most taxes. He has been involved with the Investment Management industry for over 15 years and is particularly familiar with most of the tax issues that face members of Investment Management firms. Rob has been married for over 35 years and has two children and four grandchildren. One of Rob’s greatest achievements was in February 2018 when he climbed Mt Kilimanjaro. He was part of a team of 11 who raised over £25,000 for charity. His outside interests include food, drink, travelling and falconry.
Kelly Andrews
Senior Accounts Manager
Kelly is a certified chartered accountant who has served in management roles in financial services Outsourcing and Industry. Prior to joining Oakford Advisors, Kelly worked as a Business Unit Leader at Throgmorton UK Ltd, and later as a country finance manager at Honeywell International managing a portfolio of large multi-national entities. Kelly brings strong technical knowledge and sector-specific experience. Outside of work, Kelly enjoys anything motorcycle-related and is an avid South African Rugby fan.
Lyndsey Harrison
L&D Accounts Manager
Lyndsey is a fellow certified chartered accountant who has more than 8 years' experience working in Outsourcing, specialising in the financial services sector, managing a portfolio of investment management clients. Lyndsey is originally from Yorkshire, but after graduating, her career brought her to the south of England, where she began working at Throgmorton UK Ltd. Lyndsey is passionate about the learning and development of the team at Oakford Advisors. Outside of work, Lyndsey enjoys travelling, dog walks and swimming.
Natalia MacKenzie
Company Secretarial Manager
Natalia has over 12 years' experience working in an Outsourcing business environment. Prior to joining Oakford Advisors, she spent over 8 years at Throgmorton UK Ltd, where she worked in the Company Secretarial and Business Development teams. At Oakford, Natalia’s role covers an array of responsibilities, from business development and company secretarial services to helping to run the office. She is a positive individual and gives 100% to everything she does. Away from work, Natalia is a podcast enthusiast, a keen skier, and runner, and in 2019 she completed the Athens Marathon.
Glen Donald
Accounts Manager
Graduating in Hotel Business Management at Birmingham University, and having worked in Canada and USA, Glen made the switch to finance in 2000. He has a valuable experience in accounting system changes, management system upgrades, inventory controls, and fully integrated accounting systems. Glen’s last role was at Clark Howes which merged with Azets where he applied his commercial, technical, and operational know-how of business accounting in a multitude of different industries, with clients ranging from start-up right up to larger, well-established businesses both in the UK and Internationally. Glen enjoys spending time with his wife and two sons, and pursuing outdoor activities. If he was not an accountant, he would be a national park ranger.
Kathryn Storrar
Payroll Manager
Kathryn started her career in payroll in 2011 and progressed through internal and outsourced roles at Grant Thornton and BDO before joining Oakford Advisors. Kathryn & her team strive to deliver an accurate and efficient payroll solution to clients with effective, streamlined processes and technical expertise. Outside of work Kathryn enjoys getting outdoors as much as possible – finding new scenic places to explore, dog walks, and wild (ish!) camping trips. Indoors Kathryn loves to cook, attempt a new craft, and puppy train.
Manisha Sharma
Accounts Assistant Manager
Manisha has a Degree in Economics and Finance from Keele University. She has been working in accountancy since 2014. Prior to joining Oakford Advisors she worked at Throgmorton UK Ltd and has over 5 years' experience in Outsourcing and dealing with investment management businesses. Outside of work she enjoys spending time with family and friends, loves reading books, and listening to podcasts.
Karolina Michalak
Senior Accountant
Karolina is an accountant with over 10 years' experience in accounting, predominantly in the hospitality and financial services industries. Before obtaining her Diploma in Accounting, she obtained an Engineering Degree from Warsaw University of Life Sciences. At Oakford Advisors Karolina is a Senior Accountant with a passion for client service and managing her portfolio of clients. Outside of work, Karolina enjoys spending time with her family and friends. She loves baking and dancing. She is also a DIY and interior design enthusiast.
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Gemma Yau
Payroll Specialist
Gemma started her career in Payroll in 2010 and has gained experience in various Outsourcing roles before joining Oakford Advisors Ltd. Gemma strives to deliver an accurate and efficient payroll solution to clients with effective, streamlined processes and technical expertise. Outside of work, Gemma enjoys arts and crafts, painting, drawing, going on walks, and spending precious time with the family.
Sean Mortimer
Accountant
Sean began his career in accountancy in 2018 after graduating from the University of Liverpool with a master's degree in Mathematics. He is currently studying towards his ACCA qualification. During his free time, Sean enjoys playing for his local Sunday football team and house renovations.
James Wetherall Accountant
James is a part-qualified accountant currently working towards completing his ACCA qualifications. He has over 10+ years finance experience working in both industry and practice. In his free time, James enjoys spending time with his young family and socialising with friends.
Gabriella Strickland
Accountant
Gaby graduated from Oxford Brookes University with a BSC Degree in International Tourism Business Management before studying for AAT. She has over 16 years' experience in finance and accounting and uses these skills at Oakford Advisors to deliver a high quality of service to her clients. Gaby enjoys spending time with her young family and has a passion for languages.
Rebecca Devenney
Accountant
Rebecca “Becca” Devenney is a part-qualified accountant currently working towards completing her ACCA. She has nine years of finance experience working in Industry and started gaining experience in Outsourcing when she joined Oakford Advisors. In her free time, she enjoys running, travelling and is the trustee of a charity that raises money for cancer research, treatment, and care.
Zulqarnain Waqar
Accountant
Zulqarnain is a certified chartered accountant. He started his accountancy career in 2018 after graduating from Oxford Brookes University. Prior to joining Oakford Advisors, Zulqarnain worked within various outsourcing and audit roles and has over 4 years’ of diverse experience working with clients from different industries. At Oakford, he enjoys working on a variety of tasks, from invoice processing to preparing management accounts. Outside of work, he enjoys spending time with family and is blessed with two beautiful children. Zulqarnain also enjoys reading, history, and is a massive cricket fan.
Ray Hoque
Accountant
Ray graduated from Oxford Brookes University with a degree in Economics. Having recently joined the Oakford team, he looks forward to starting his ACCA qualifications. Outside of work, Ray is a huge football and formula one fan and in his spare time he enjoys going to the gym, playing table tennis and badminton.
Batsi Mhuka
Accountant
Batsi is an accountant with over 13 years’ experience in accounting and financial services. Batsi holds a bachelors in Accounting Science degree from the University of South Africa. His journey started straight after A-levels in 2008 as an audit clerk in the Audit and Assurance department of E&Y Zimbabwe. Since then, he has gained experience working in different accounting, audit and outsourcing roles for and with various clients from a range of industries and countries and is currently studying towards completing his ACCA qualification. In his free time, Batsi is a podcaster who enjoys spending time with his wife and friends and enjoys all things sports.
Joseph McColl
Accountant
Joseph graduated from Birmingham University with a degree in Political Economy in 2017. Since then, he has gained a broad set of financial experience while working at a variety of organisations.
Sam Speed
Accountant
Sam began his career in accounting in 2017, completing his AAT qualification at college, before moving onto the ACA qualification. Prior to joining Oakford Advisors, Sam managed a diverse portfolio of SME clients at a well-established accountancy practice, managing client’s compliance needs whilst providing business and tax advice. Away from work, Sam enjoys watching live football, music and travelling.
Hannah Price
Accounts Payable Specialist
Hannah has a strong passion for working in finance. After studying her A-Levels she went straight into work and has now worked within the financial industry for over 4 years. She is also actively studying her AAT qualifications. Outside of work, Hannah enjoys going to the gym and spending time with family and friends.
Michael Gibson Accounts Trainee
Michael is an Accounts Trainee. Prior to working at Oakford Michael worked as an Accounts Associate at Azets for over 2 and a half years and achieved his MAAT status. Having recently joined the Oakford Advisors team he is looking forward to studying for his ACCA qualification. Outside of work he enjoys mentoring youth groups, going to the gym, and practicing his guitar.
Olga Taratuta
Accounts Trainee
Olga has a Master’s Degree in Tourism Administration from Koszalin University of Technology. She began her accounting career in 2017 working in the life science industry. She is currently studying towards her AAT qualifications. Olga enjoys spending time with her family and friends. She loves gardening and paddle boarding.
Harrison Paumier-Roberts
Accounts Trainee
Harrison is a trainee accountant who has recently completed his AAT Level 4 qualification. He looks forward to starting the ACCA qualification in 2023. At Oakford, Harrison takes on a variety of tasks including invoice processing, payment runs and preparing management accounts. Outside of work, he loves playing badminton, tennis, and squash. Harrison also enjoys participating in charity walks to raise money for the British Heart Foundation.
Dholkar Lama Accounts Trainee
Dholkar is an accounts trainee who has a great interest in finance. Having recently joined the Oakford team, she is planning to study for her accounting qualification. Outside of work, Dholkar enjoys cooking and spending time with friends and family.
Bora Hoxa Accounts Trainee
Bora is a trainee accountant. In 2019 she graduated from the University of Tirana where she received a degree in Accounting and Finance. In 2021 she was awarded a master’s degree in Banking and Finance from Coventry University. She also holds a master’s degree in Marketing. She enjoys working in accounting and is planning to study for her ACCA qualification. Outside of work, Bora enjoys cooking, travelling, and spending time with her family and friends.
Kehinde Oki
Accounts Trainee
Kehinde is a trainee accountant. In 2019 he graduated from the University of Plymouth where he achieved his degree in Accounting and Finance. Having recently joined the Oakford Advisors team he is currently planning to study for his accounting qualifications. In his free time, Kehinde enjoys playing the drums and is a big football and Basketball fan.
Kulwinder Vig
Accounts Trainee
Kulwinder is an Accounts Trainee with a degree in Accounting & Finance from the University of Southampton. At Oakford Advisors he enjoys working on a wide variety of tasks from invoice processing to preparing management accounts. Outside of work Kulwinder enjoys hanging out with friends and family, football, martial arts and his PS5.
Katie Rowell
Accounts Trainee
Katie is an Accounts Trainee who graduated from the University of Portsmouth in 2020 where she achieved her degree in Business and Management. She is now looking forward to learning more about accountancy and beginning to study for her exams. Outside of work, Katie enjoys running and spending time with her friends.
Sam Jackson
Accounts Trainee
Sam is an Accounts Trainee who has recently graduated from Cardiff University where he achieved his degree in Mathematics. After recently joining the team, he is planning to study for his accounting qualifications. Outside of work Sam enjoys playing football, going to music events and spending time with friends and family.
Georgia Williams Accounts Assistant
Georgia is an Accounts Assistant at Oakford who graduated Liverpool Hope University with a joint honours in Education and Special Education Needs. Outside of work, Georgia enjoys long family walks with her dog and spontaneous trips to different countries.
Emily Soffe
Business Administrator
Emily is a Business Administrator who has recently graduated from Nottingham Trent University where she achieved a degree in History. At Oakford, she provides office support and helps the team on various accounting, tax, and company secretarial matters. In her spare time, Emily enjoys going to the gym and socialising with friends.
James Wilsdon
Accounts Trainee
James is an Accounts Trainee that has recently joined the Oakford team. After graduating from Bournemouth university with a degree in Cyber Security, James is looking forward to starting his Accountancy journey. Outside of work, James enjoys music festivals and going to the gym.
Erin Strange
Accounts Trainee
Erin is an Accounts Trainee, who graduated from the University of Bristol in 2023 with a degree in History. Having recently joined the Oakford team, she is looking forward to learning more about accountancy and starting her accounting qualification. Outside of work, Erin enjoys socialising with friends and family, as well as reading, running, and baking.
Chloe-Anne
Payroll Specialist
Chloe-Anne started her career in Payroll in 2019 and has gained various payroll/pension experience in her previous roles before joining Oakford Advisors. Since joining the team, she is keen to deliver outstanding services to clients. Outside of work, Chloe-Anne enjoys going to the gym, travelling, and spending time with family & friends.