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 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.
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.
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.
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.
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.
Assistant Accounts Manager
Lyndsey is a certified chartered accountant who has more than 6 years' experience working in Outsourcing, specialising in the financial services sector, managing a portfolio of investment management clients. Prior to working at Oakford Advisors, she gained an accounting and finance degree at the University of Lincoln and then began her accounting career at Throgmorton UK Ltd. Lyndsey is originally from Yorkshire, but her career brought her to the south of England. She likes to travel and in 2018 took a career break to travel around and work in Australia, New Zealand, and South East Asia. Outside of work, Lyndsey enjoys swimming, drawing, music concerts and dog walks.
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.
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 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.
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.
Farhan is a part-qualified accountant currently working towards completing his ACCA. He graduated from University with an accountancy and finance degree in 2015. He has 6 years of finance experience, starting in Industry and then moving his way to Outsourcing. In his spare time, Farhan enjoys competing in sports like football and Brazilian Jiu-jitsu, as well as travelling and doing charity work with his family.
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 “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.
Account Payable Specialist
Emma has recently joined Oakford Advisors as an Accounts Payable Specialist. She has over 16 years of Accounts Payable experience, working in the pharmaceutical business. Outside of work, Emma likes to spend time with family, friends, and her dog. She also likes going to football, running and swimming.
Niruk De Alwis
Niruk is a recent graduate from the University of Edinburgh where he received a degree in Accounting and Finance. Having recently joined Oakford Advisors he has been working on a wide variety of tasks from basic invoice processing to preparing management accounts. He is currently halfway through his ACCA and actively studying towards receiving the qualification. Outside of work, Niruk enjoys watching cricket, travelling, and being outdoors.
Ionela has a Finance and Banking major degree from Iasi University in Romania. Having become AAT qualified, Ionela joined Oakford Advisors where she assists multiple clients with the provision of finance and accounting support services. Ionela has 2 children and she’s passionate about spending time with her family, hiking, reading and cooking.
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.
Tejas is a trainee accountant who has recently graduated from the University of Edinburgh where he achieved his degree in Business Management. Having recently joined the Oakford Advisors team he is currently planning to study for his accounting qualifications. In his free time, Tejas enjoys watching documentaries, going to the pub, and travelling.
Accounts Payable Specialist
Hannah is the newest member of the Oakford Advisors team. She 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.