The Team

Partner in Charge, Giles has previously worked with two of the ‘Big Four’ accountants. Head of Business Services he is also a specialist in property and construction, Giles’s career included some years as Finance Director for a quoted construction and distribution business. He has a wide range of experience with owner managed businesses and particularly enjoys business planning and advising on tax planning strategies.

Jonathan specialises in corporate finance, He has a wide range of advisory experience including disposals and acquisitions and raising finance. He has particular expertise in the motor trade. He also manages a portfolio of audits and accounts for a broad and diverse range of clients and in his audit roles he promotes expert planning. His efficient auditing has demonstrated sound economic benefits for his clients.

The firm’s foremost tax expert, Paul leads our tax faculty. He joined the firm in 2005 and has over twenty years of experience in taxation, having developed his expertise with two major firms of accountants. He has a wide range of experience with high net worth individuals and trusts and has particular expertise in capital gains and inheritance tax. He is also a specialist in farming and estate accounts. Paul manages a portfolio of audits and accounts for a broad and diverse range of clients.

Lisa qualified as an ACCA accountant in 2012. She worked as an audit and accounts manager for a firm of accountants in Essex where she specialised in Pension Scheme audits before moving to Cornwall in 2019 and joining Wills Bingley. She carries out a management role and is also responsible for a portfolio of self-assessment clients and small companies.

Josh joined Wills Bingley in 2019, during the final year of his AAT qualification.

Since joining us, Josh has become Xero certified and is one of our resident Xero Champions. He is eager to help promote Xero to clients new to cloud based software to help them with their own bookkeeping. Very recently, Josh has taken on a more senior role in our Bookkeeping and VAT Compliance team.

Josh is an avid fitness enthusiast who especially enjoys hiking and mountain biking which you will catch him doing most weekends; as well as going to the gym on his weekday evenings.