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.
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.
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.
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.
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.
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.
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.
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.
David Lewis
Accounts Payable Manager
Dave is an accountant with more than 15 years' experience working within the Outsourcing business industry. Prior to Oakford, Dave worked at Throgmorton UK Ltd for 6 years, where he headed up the Accounts Payable team. Outside of work, Dave enjoys socialising with friends and travelling. He has also lived and travelled around Asia and Australia in his gap year after University.
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.
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.
Hannah Price
Accounts Assistant
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.
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.
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.
Divya Patel
Accounts Trainee
Divya is an Accounts Trainee with a degree in Economics from the University of Greenwich. She is currently looking forward to starting her ACCA qualification. Outside of work, she has a strong interest in forex trading, enjoys watching Formula 1, and loves dogs.
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.
_edited.jpg)
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.
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.
Kinga Harman
Payroll Specialist
Kinga's career in payroll & pensions began in 2009 where she predominantly worked in Construction Industry Scheme (CIS), Global Mobility and later Education Sector. Before obtaining her CIPP Technician qualification she obtained a Law Degree from Catholic University of Lublin. At Oakford Advisors, Kinga enjoys working on a variety of payroll projects, on-boarding of new start-ups and delivering an accurate and efficient payroll solutions. In her free time Kinga enjoys swimming, eating chocolate in any shape or form and reading sci-fi novels.
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.
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.