Meet the Team

Partners

Jim Duggan

Jim became a partner in 2001 having qualified in London and worked for a large independent firm of accountants in the south west. Although he predominantly advises members of the medical profession he provides a full range of services to companies and owner managed businesses. He also has experience advising members of the entertainment industry. When not working he enjoys playing golf, clay pigeon shooting and sailing.

Martin Caulfield

Bristol born and bred, Martin has three decades of experience as a chartered accountant, he has spent the last 28 years specialising in the medical profession, supporting both GPs in partnership and consultants in private practice. His clients particularly benefit from his ability to explain complex financial matters in simpler terms. Martin is a keen golfer with an appreciation of powerful cars and, separately, a decent pint of beer.

Staff

Hanna Zalewska

Hanna graduated in Poland with a Master of Economics degree. She has worked in accountancy and auditing field for over 20 years dealing with small and medium size enterprises. Hanna enjoys variety of sports, music, theater and foreign travel.

Denise Bailey

Denise trained in London in the Trustee, Tax & Investment department of a bank and moved to work in Bristol in 1988. She deals with the personal tax and corporation tax for medical and non-medical clients. Away from the office she spends as much time as possible with her three grandchildren and also enjoys travel and auctions.

Kate Lamont

Kate trained with HM Inspector of Taxes (now HMRC), in the north east, before moving to Bristol and the private sector in 1982. Apart from an 18-month break to go travelling, she has worked in personal tax, predominantly for medical clients, ever since. Having studied literature, she retains her interest in the written word, but also dreams of having the opportunity to create a secret garden from a derelict plot.

Lisa Park

Cheryl Randal

Samantha Jowitt

Born in Plymouth, I have lived all over the country finally settling in Shrewsbury in 1983. I have recently moved from Shrewsbury to Bristol to live with my partner and between us we have 3 children. I worked in an accountancy practice for 10 years gaining experience in accounts preparation, VAT and personal tax. Outside of work I enjoy reading and baking. I enjoy watching all sports and can be found most Saturdays at The Memorial Stadium watching The Gas!

Medical Professional

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