The team who make it work
Abi achieved fantastic grades in Mathematics and Business Studies during her A Levels, which led her to employment within a small firm of accountants in Plymouth. After two years of gaining invaluable experience, she decided to pursue a role working with larger, corporate clients.
She joined the Mark Holt & Co team in April 2016 as an Accounts and Audit Assistant whilst studying for her AAT and Chartered Accountancy qualifications, which she successfully achieved in 2019. In 2020, she was promoted to the role of Client Manager, which she thoroughly enjoys. Abi’s caring and conscientious attitude means that she provides a personalised service for her clients. Offering more than just ‘one size fits all’, she is passionate about working alongside her clients to provide proactive ideas and advice.
In her spare time Abi enjoys paddle boarding around the South West with her husband and has recently taken up running, with plans to enter a 10k race in the not too distant future. Abi also enjoys spending time with friends and family, regularly entertaining in her recently landscaped garden.
Becca joined Mark Holt & Co in July 2015 after achieving a first class degree in mathematics from Plymouth University.
She has since completed both ATT and CTA qualifications and has become members of both institutes. Having knowledge in a variety of taxes allows her to provide a range of tax advice to clients.
In Becca’s spare time she loves to teaching a range of fitness classes as well as spending time with her friends and family!
Accounts and Audit Senior
Achieving an A* in GCSE Mathematics, Ben realised he wanted to pursue a career in Accountancy. He joined Mark Holt & Co in 2018 as an Assistant. However, his hard working attitude and determination to develop, saw Ben quickly progress to his current role as Senior.
Ben is currently half way through his exams, which will lead him to achieving Chartered status. He is highly motivated and a great team player, providing invaluable support to his peers.
In Ben’s spare time, he enjoys visiting music venues around the UK and likes to keep fit at his local gym. Ben also likes to cook meals for his partner Beth on the weekends.
Following a long term career in the motor trade, Claire decided it was time to take a leap and joined Mark Holt & Co in June 2019 as Support Administration Assistant. With over 15 years’ experience working for a large, successful motor dealer, Claire gained an extensive skill set. With this knowledge and her keen eye for detail, she has become an asset to the Support Team.
Outside of work, Claire travels the South West in her classic Volkswagen Camper, accompanied by her husband, Garry and their two dogs Bruno and Cooper. They also attend Volkswagen Festivals, where they showcase their classic motors – and enjoy a Devon cider or two!
Having graduated from the University of Plymouth with a degree in Business and Finance, David commenced a job with a small firm of chartered accountants in Bovey Tracey as an Accounts Assistant. His main role being to produce accounts for small businesses and it was during this time that David Achieved his AAT status and started his ACCA qualification.
After 6 years David wanted to expand his knowledge and career and he moved back down to Plymouth to join the Mark Holt & Co team in June 2012, where he will continue his studies. David’s main pastime is golf. He has a handicap of 11 and is a member of The China Fleet Country Club.
He has also been learning electric guitar for the past 3 years and hopes to attract the ladies by making it as a well established part time Rock & Roll star!
Debbie joined Mark Holt & Co after completing a degree at Plymouth University in Accounting and Finance in July 1995. She trained and completed her professional exams before progressing through the firm to a Client Manager, a role that she still enjoys today. Throughout her time at Mark Holt & Co Debbie has undertaken a variety of roles and is now heavily involved in leading the Professional Team, People Development, Client Service and maintaining and managing a client portfolio.
Her strengths lie in working with the team and her clients to help to grow and develop both businesses and individuals, helping them to reach their goals. Debbie is passionate about team building and culture and strives to deliver and exceed client expectations at all times.
Gemma joined the Mark Holt team in December 2014 as an Accounts & Audit Senior. After several years obtaining experience with local firms Gemma expanded her knowledge by gaining her Chartered Accountancy qualification in 2014.
Gemma is looking forward to the team culture and the opportunities that Mark Holt has to offer.
In her spare time Gemma enjoys exercise, being outdoors, socialising and cooking.
Accounts and Audit Assistant
Having just coming to the end of her level 3 AAT qualification, Georgie is moving on to study level 4, with the aim to become chartered in the future. Georgie has an eye for organisation and is always keen to try new things. She is passionate about helping to maintain fantastic client service, and feels making sure every client is happy is a priority.
Georgie has a split role between the Professional team and Your Finance People, and she hopes to keep building on her current bookkeeping and VAT knowledge, whilst starting to learn all about the world of accounts and audit.
In her free time, Georgie enjoys going to the gym, going on drives to catch the sunset and baking treats for friends and family.
Gordon specialises in tax advisory and heads the firm’s tax advisory team. He provides advice on all tax matters specialising in corporate restructuring, shareholder taxation, inheritance tax planning, Stamp Duty Land Tax, and planning for and dealing with the tax aspects of property development and investment.
Prior to joining Mark Holt & Co, Gordon worked with a ‘Big 4’ firm in Belfast and other firms in London and Plymouth, providing tax advisory for many different people and businesses.
Hannah started her career as Senior Accounts Administrator for a local Estate Agents based in the South Hams. She completed her AAT Level 3 and within her role covered a variety of tasks, including; Management Accounts, VAT returns, client accounts and data input. However, Hannah soon realised that her strengths and passion shone through in payroll, by which point she decided to find a role where this would be her sole focus. Hannah joined Mark Holt & Co in August 2019 as a Payroll Assistant and with her ‘can do’ attitude, has since taken on bookkeeping and CIS work too.
On the weekends Hannah explores forestry walks with her husband. She also loves her creature comforts and enjoys nothing more than a cosy Sunday catching up on soaps and a good Netflix series, whilst baking her favourite lemon drizzle cake!
Accounts and Audit Assistant
Harry’s accountancy career began in the most unique way – as a zoo keeper! It turns out, his boss felt he was over koala-fied and he advised him to pursue a career in accountancy. Harry continued Level 3 Business Diploma and gained an incredible triple distinction *.
His first role was as a Trainee Accounting Technician based at a practice in Exeter, where he spent two years gaining invaluable experience, whilst also studying for his AAT. Seeking a new challenge, Harry joined Mark Holt & Co as an Accounts and Audit Assistant in March 2021, where he continues to study for his AAT Level 4 and plans to progress his studies to ACA and become Chartered. Harry quickly became a valued member of the team and enjoys the social and inclusive environment.
Outside of work, Harry is an avid football enthusiast, supporting his home team, Nottingham Forest, and frequently travels home to watch them play.
Accounts and Audit Assistant
Henry joined Mark Holt & Co on a placement year in July 2021 as part of his Accounting and Finance degree at the University of Plymouth. After gaining some work experience at Bishop Fleming, Henry knew accounting was the path he wanted to take. Securing a work placement at Mark Holt & Co has allowed him to apply his theoretical knowledge into practice. After university, Henry hopes to continue to work at Mark Holt & Co and study towards his ACA qualification.
In Henry’s spare time, he enjoys playing rugby, going to the gym, and spending time seeing friends and family.
Accounts and Audit Assistant
At school, Holly studied Business GCSE and A Level, covering aspects of Accountancy, which gave her a taste of working with numbers. During her studies for her A Levels, Holly completed her work experience placement with Mark Holt & Co. She became acquainted with the different aspects of accounting, including; tax, bookkeeping and audit. Following her placement, she decided that gaining experience and practice alongside studying towards her AAT qualification, would be the most beneficial way to learn. Holly’s long term goal is to become Chartered, and she hopes to do that here at Mark Holt & Co.
Her outgoing, bubbly personality fits in well to the team culture and she has made friendships for life. Holly enjoys experiencing a variety of holiday destinations with her friends, where you will find her either skiing in the French Alps, or partying at Ibiza Rocks until sundown.
Accounts and Audit Senior
James joined MH&Co in July 2016 on a placement year from Plymouth University. After working part time with the firm during the final year of his degree, he returned full time after graduation and began studying for his ACA qualification.
A lifelong Argyle supporter, James is a season ticket holder at Home Park, attending matches with his Grandad. James enjoys running, sailing, riding his motorbike, and has a love-hate relationship with golf.
Support Team Leader
Jayne joined Mark Holt in April 2017 taking on the role of Support Manager. Her main duties are to ensure all administrative work is completed to deadline whilst also assisting our Practice Manager, Kerri, with some of her responsibilities.
Prior to this she worked at Royal Mail for 16 years as a Team Leader supporting her team of advisors working with their business account customers on a technical IT helpdesk.
Jayne enjoys living on the coast and takes full advantage of this by walking her dog on and around the beautiful beaches in Devon. She is passionate about Formula 1, shopping and catching up with friends in her spare time.
Kate joined Mark Holt & Co in September 2018 as a Tax Manager. Kate worked for the majority of her 25 year career at a South West accountancy firm working her way up from junior to the Personal Tax Manager. At Mark Holt & Co she is now undertaking a mixed role working in both Your Tax Partners and Your Finance People.
In her spare time she is heavily involved with community youth football and cricket, plays netball, walks her dogs, spends time with her family and grabs a quiet cup of tea when time allows!
When Kayleigh completed her A Levels in 2013, she followed her dream of working in the big city, where she secured an exciting role as a Contracts Administrator in London. She gained a breadth of knowledge within Facilities on the Crossrail Project. After five and a half years, Kayleigh met her now fiancé and relocated from Essex to Plymouth, where she continued working within Facilities for another year. In 2019, Kayleigh decided she was ready for an exciting new challenge and joined Mark Holt & Co as an Administration Assistant. Kayleigh loves living in the South West and has made her home here, completed by recent addition, Pepper the kitten. In her spare time, she enjoys exploring the hidden gems of Devon & Cornwall, but she also still likes to travel home to catch up with family & friends on a regular basis.
Kerri joined the Mark Holt & Co Ltd team in January 2006, taking on the role of Marketing and Events Coordinator.
Her role has evolved over the years and she is now Practice Director and oversees all day to day aspects of running a busy Accountancy Practice.
Previously Kerri worked for M&S, so has been trained in the core values of ‘caring for the client’ – nothing is too much of a problem! As well as a business background, Kerri also worked for an IT company for a number of years, supporting and maintaining the clients’ software systems.
She enjoys dealing with people and relishes working in a team environment. The core culture values and fun attitude of the Mark Holt & Co Group are very refreshing and Kerri is always keen to contribute to maintaining and supporting these values and the team overall.
Director of First Impressions
Kirsten joined Mark Holt and Co in October 2014 as a Director Of First Impressions.
After spending over 7 years working up the ladder in fashion retail she decided to change career paths and move into administration and customer service. Kirsten has lived most of her life in Plymouth and graduated from the University of St Mark and St John with a degree in Media Production in 2011.
In her spare time she enjoys shopping, keeping fit and also creates bespoke celebration cakes for friends and family – over 100 to date so far!
Management Accounts Assistant
Laura’s career began working for her family’s business in Cornwall, where she completed an Administration Apprenticeship. She covered a variety of tasks within her role, but found her real passion was in book keeping and so began studying for her AAT. Wanting to gain more experience, she secured a role working for a large motor dealer in Plymouth, where she was able to complete her AAT studies. Laura was eager to further her knowledge, moving from industry to practice, and so joined Mark Holt & Co in December 2017 as Assistant Management Accountant. Laura is currently studying for her CIMA qualification, hoping to complete this by the end of 2021, when she will gain Chartered Management Accountant status.
In her spare time Laura is a lover of live music, regularly her husband’s gigs and visiting music festivals – when covid allows! She also enjoys growing vegetables and going on adventures around the coast with her husband and dog, Oscar.
Accounts and Audit Senior
Laura recently joined Mark Holt & Co after working in smaller accountancy firms in the South West. She completed her BSc in Economics at Plymouth University, and is now completing her ACCA qualification, having obtained part qualified status in 2019.
In Laura’s spare time, she enjoys live music, singing, reading, and is currently trying to improve her crochet skills.
Accounts and Audit Senior
As a school student, Lauren completed her two week work experience with Mark Holt & Co which confirmed that Accountancy was most definitely the career for her. After completing her A-Levels, Lauren joined as a permanent member of the team with the ambition of completing her AAT qualification and the long term goal of becoming a Chartered Accountant. Having been with Mark Holt & Co since finishing her school studies, Lauren feels that she has built a second family here, with whom she has shared many milestones and achievements.
Lauren has a fantastic, proactive work ethic, with a keen eye for detail and is passionate about helping our clients to succeed. In the future, Lauren hopes to do some work with our Healium branch, so that she can share her knowledge and have direct involvement with helping clients to grow their businesses. In her free time Lauren enjoys spending time with her family and friends, attends her local gym and is currently enjoying renovating her first home, with her fiancé Ruben.
Accounts and Audit Assistant
Lauren joined Mark Holt & Co in 2020 after deciding it was time to move on from her career as a Teacher. Prior to this, she gained a BSc from the University of Bristol and a PGCE from the University of Exeter. After completing work experience with the firm, Lauren knew that a career in accounting was path that she wanted to pursue. She has begun an apprenticeship to gain chartered status within the next few years.
In her free time, Lauren enjoys walking her dog, spending time with friends and family and baking one too many sweet treats!
A local man, Lee studied at Ridgeway School and started his working life as a Training Coordinator at House of Fraser. After a few years, Lee decided this wasn’t the career path for him and so took a brave leap and returned to learning, enrolling at Plymouth University to kick start his future career in accountancy. After completing his degree, Lee joined Mark Holt & Co in August 2012 and has never looked back. He was attracted to the firm because he feels we offer more than just a routine accountancy service. His role enables him to advise his clients not only about finances, but all aspects of growing their business and achieving their personal goals.
Lee loves spending time with his young family and they have recently welcomed a new addition, Molly, the Cockapoo. He is also a keen golfer when time permits, and a keen supporter Plymouth Argyle he tries to attend as many home matches as he can.
Accounts and Audit Assistant
Lloyd joined Mark Holt & Co in June 2021 after graduating from Plymouth University with a 2:1 Degree in Accounting and Finance and is going on to study towards the ACA qualification with hopes of becoming Chartered.
In his spare time Lloyd enjoys a variety of sports including lacrosse and football, attending the local gym and spending time with family and friends.
Lottie joined Mark Holt in July 2021 as a Tax Assistant and loves being part the fun working environment. Lottie is keen to start her Tax exams within the next 12 months. Before joining Mark Holt, Lottie grew up in Ivybridge and went on to study Accounting and Finance at Plymouth University.
In her spare time she enjoys travelling, spending time with family and going out for cocktails with friends.
Director of First Impressions
Upon leaving school, Lucy joined a top local Letting Agent and spent eight years gaining a wealth of knowledge, and in due course, was promoted to Lettings Manager. However, she ultimately left to pursue her lifelong dream of travelling Australia and Bali. On her return, she secured a new role as a Sales Executive within the Motor Trade and achieved great results for several years, but in August 2019, Lucy decided it was time for a change (and more sociable working hours!) and so was delighted to have the opportunity to join the Mark Holt & Co team as their Director of First Impressions. Outstanding customer service has always been a passion of Lucy’s and so she knew that this role would be the perfect career move for her.
In her spare time, Lucy enjoys competing her horse, Cani-X running with her Doberman and indulging in good food and wine on the weekends with her partner and friends.
Management Accounts Assistant
Maisy completed her A-Level studies in 2019, by which point she had decided that she would like to pursue a career in Accountancy. Maisy joined Mark Holt & Co as an Management Accounts Assistant in January 2021 and is now studying her AAT qualification alongside her work. She has a bubbly, outgoing attitude, which has has led to her becoming an integral part of our Culture Team, helping to organise fun events for the whole team, throughout the year.
In her spare time, Maisy enjoys painting, cultivating indoor plants and spending time with her family.
As you may already know, Mark started the business (back in 1987) and heads the firm.
Mark is a genuine all rounder with a wide range of financial expertise. He oversees all of our services and ensures the firm runs well. Mark enjoys business development work and maintains tax, audit and accounting responsibilities for some clients.
In the past Mark has been a partnership secretary for a firm of lawyers and run a computer bureau (accounting not dating!)
Prior to setting up the firm, Mark was a Manager for an international firm of Accountants. Mark’s analytical approach has led to a carefully thought out plan for the firm and for many clients, as they develop successful strategies.
With Mark’s business planning expertise he sits on the Board of some companies, as well as being a Treasurer for other organisations.
Mark is the longest serving member of our team. He has progressed from office Junior to a Director of Mark Holt & Co and Healium. Mark has an extensive portfolio of clients ranging from individuals to large corporate clients covering a broad range of business sectors.
With a variety of clients comes a variety of work. Mark has particular strengths and enjoys helping businesses develop and grow, working closely with clients. Mark sits in on regular client board meetings assisting with both the routine and strategic direction of the business.
Accounts and Audit Assistant
Matt graduated from the University of Plymouth with a First Class Honours in Accounting and Finance. Previously, Matt completed a placement year at Mark Holt & Co during his time at university but later rejoined the team permanently in June 2021. Matt is planning on studying towards his ACA qualification in order to become a chartered accountant.
Outside of work, Matt likes going to the gym and spending time with friends and family.
Megan joined Mark Holt & Co in August 2013 after completing her A-levels. Keen to gain hands on experience within an office environment, she studied her NVQ Level 2 in Business and Administration, alongside her role as Junior Administrator. After covering a variety of administration and support roles, it became clear to Megan that her interests were in marketing and upon completion of her NVQ, she was promoted to Marketing Coordinator. Megan prides herself on her organisational skills, creativity and eye for detail.
Megan is family orientated and looks forward to spending weekends with her young son, and husband. They enjoy exploring and taking their little one on adventures around Devon and Cornwall, often joined by their Whippet, Rupert!
Accounts and Audit Senior
Mike was previously employed by a nationwide care provider as a Support Worker helping adults with learning disabilities. Mike always had an affinity with numbers and after several years in the care sector, decided it was time for a complete change in career and so began to study his AAT, before securing his first role in accountancy. Wanting to broaden his knowledge and experience, he moved to a larger firm in Plymouth. When a role became available at Mark Holt & Co as an Accounts and Audit Assistant, in July 2019, Mike was keen for progression and a new opportunities and so was delighted to join the team. He was attracted by our ethos and feels that you get out as much as you are prepared to put in. Mike has become a valued member of the team and enjoys our culture. He is always keen to take part in our fun events, both inside and outside of the office.
Mike plays rugby for a local team and has recently started playing football at Goals. Mike has friends based around the UK and so often takes breaks away – he is looking forward to an upcoming trip to watch the NFL.
PA To Mark Holt and Mark Whittaker
Natasha joined Mark Holt & Co, fresh from Plymstock Comprehensive School, as an Office Junior in September 1997. Natasha has progressed through a variety of support administration roles during her time with the firm. She has provided reception cover, worked as secretary to the Tax Team and she was also PA to the Tax Manager, although her longest placement is her role as PA to Mark Holt, with whom she has built a close working relationship. Natasha provides Mark and his clients with an excellent service and she prides herself on high quality, transparent communication. She also provides the same PA service to Mark Whittaker – she certainly likes a challenge! She also provides additional help to members of the team and assists the Managers as and when required.
In her own time, Natasha enjoys exploring the South West’s hidden gems and seeks unique lodge stays with her husband and Buddy the Jack Russell – she’s looking forward to a tree house break in the near future! A keen gardener, Natasha often shares her home grown produce with her very grateful colleagues.
Neil has a wide remit of responsibilities and experience as Managing Director of the Mark Holt & Co Group.
His time is split between leading our business and his client portfolio. Both roles he approaches with the same passion and drive to make a difference, whether that be to our clients or our team. Having started as an 18 year old apprentice the culture and values of the firm are embedded in everything Neil does and fuels his desire to give others the opportunities that he has enjoyed.
These years of experience have built an extensive and broad range of advisory skills which gives Neil the opportunity to add value to his clients through proactive and creative planning ideas that help them not only grow, but also protect the business and personal wealth they are building.
His experience sees him delivering a range of projects to his clients from business sales and acquisitions, to management buy outs, corporate restructures, income and wealth planning and tax planning assignments.
Where the need arises Neil also enjoys delivering through his role in Healium providing a direction for his clients and adding to the value and profitability of their business.
In summary Neil is driven to make an impact and enjoys making a difference.
Having a keen interest in business and accounting, Paige always knew that she wanted to work within the professional industry. She graduated from Plymouth University with an Upper Second Class Honours degree in Accounting and Finance. Paige joined Mark Holt & Co in July 2017 as a Tax Assistant. She is currently half way through studying her ATT/CTA and is hoping to complete her studies in 2022, where she will achieve Chartered Tax status. Paige has a real passion for tax. She thrives on helping her clients to organise their affairs and is always looking to ‘think outside of the box’. Paige is an integral part of our culture team, regularly organising fun events and ‘treat of the week’ to maintain a fresh and energetic working environment.
Paige is family orientated and enjoys spending time with her nephews. She has three little dogs, Marley, Mia and Millie. Paige is currently planning her wedding to fiancé Nick in November 2022.
Senior Management Accountant
Paul’s accountancy career began here at Mark Holt & Co in December 2002. During his 13 years, he gained invaluable knowledge and a wealth of experience, but in November 2015 he made the tough decision to move to pastures new and secured a role in industry for a local beverage supplier, where he discovered his love for analysing and understanding figures.
Sadly, due to the pandemic, Paul was made redundant. Fortunately, having maintained good relationships with his peers at Mark Holt & Co, he was offered the opportunity to join our Management Accounts team. Paul was eager to return and accepted the offer gladly. His adaptability and positive attitude, make him a real asset to our team and he has been welcomed back with open arms.
When he’s not taking his two daughters to gymnastics and netball, Paul is a keen runner and regularly participates in local races. A big football fan, he is a season ticket holder for his home team, Plymouth Argyle.
Paul originally joined MH & Co after completing his A Levels in 1993 and worked for the company, before starting a degree in Accountancy and Finance at the University of Plymouth.
Throughout University Paul continued to work part time until joining the firm full time, after gaining a first class degree. He then left in 1998 to work as an expatriate tax consultant at PricewaterhouseCoopers in Southampton, where he worked until 2007.
Paul then relocated back to the South West and rejoined MH & Co as a member of the professional team. On a personal level, he enjoys the great outdoors, be it surfing or hiking or kayaking and as such Paul loves living in the South West. He also enjoys badminton, tennis, weights and generally keeping fit.
Peter has been at Mark Holt & Co for over 30 years. As well as looking after a diverse range of clients, guiding them on all aspects of their business and personal financial affairs, he also overseas our marketing and business development activities. This includes acquiring new clients to help us grow our business, and more importantly, working with clients on growing their businesses. So if you would like to identify and develop the potential for your business in order to achieve your goals, whether more money, freedom, or even just a plan to pass the business on to others, give Peter a call to see how we can help.
Peter is the author of Pricing for Profit, published by Kogan Page and available through Amazon. This book captures many years of experience on helping businesses to develop and implement pricing strategies to maximise profits and business value, and includes many real life case studies and huge list of practical workable ideas for any business. The book is published around the world and even in German, Vietnamese and Portuguese (in Brazil) languages, which has led to some interesting consulting projects outside the UK.
Whilst he still also carries responsibility for Audit, Accounts and general Tax work, and is qualified as both Chartered and Certified, perhaps his greatest contribution undoubtedly comes from the energy and enthusiasm he conveys to those clients with a desire to drive their businesses forward. Like all the Directors, Peter sees beyond just the financial issues to help clients plan their future success, whatever that may be for them.
Marketing and Communications Manager
Becki is a passionate and highly motivated marketing professional with over 15 years experience of initiating and delivering results across a wide range of industries. With a great understanding of business Becki is able to look at problems, scenarios or goals and build an appropriate solution which achieves results including consumer insights, marketing campaigns, strategic planning, building and maintaining relationships and much more.
Becki got into Marketing from her love of Christmas. When she was young (and still now!) she loved the Coca-Cola Christmas advert (you know the one ‘Holiday’s are coming’ with the truck!). Every time Becki watched it, it would get her into the Christmas spirit. Form this she realised this was part of Marketing and that is how her journey began.
Tax Compliance Manager
Ruth is a Chartered Tax Advisor, holding memberships with both the ATT and CIOT. By working in the industry for over 12 years, Ruth has gained knowledge and experience in a variety of taxes, allowing her to provide good quality, bespoke tax advice to clients. She believes that this enables her provide holistic advice, suitable to the client’s requirements and plans.
Building long-lasting relationships with clients is important to Ruth, who tries to help them navigate through the complex world of tax, with a friendly approach.
Sadie joined Mark Holt & co in 2019 from another Plymouth firm of accountants where she worked for 9 years, studying for her ATT qualification. Sadie plans to start studying towards her CTA in the near future.
In her spare time Sadie loves spending time with family and friends, going on holidays to new places and keeping fit in the gym.
Sadie’s working life began when she started a Business Apprenticeship. However, upon completion, she covered a maternity role in internal finance for a colleague and realised that her passion lay in numbers. She never looked back and spent over 10 years gaining a wealth of experience in various finance roles within different industries including factories, charities and a Psychology Practice. In April 2019, Sadie was ready for a new challenge and so was delighted to secure a role as Finance Assistant for Mark Holt & Co. Alongside her busy role, Sadie also hopes to complete her AAT by 2022.
Sadie an avid camper and regularly explores the South West with her partner, Colin and son Jack. As the British weather is not always to be relied on, Sadie and her family prefer to jet off to warmer climes and love nothing more than relaxing on a sun lounger with a Pina Colada in hand!
Simon grew up in Plymouth where he attended Plymouth College. Simon spent 16 years working away in London and the South East for both medium sized and top 10 practices. His final practice role in London was as an Assurance & Advisory Partner in the London office of PKF. After many years away, Simon returned to his hometown in order to join Mark Holt & Co in November 2008 and become a director in 2014.
Simon’s works predominantly within the owner-managed SME sector and he believes passionately in building close working relationships, based on trust, with his clients and his team. It is important to him to gain an in depth understanding of his clients’ goals and aspirations, both for the business and personally, so that he can work together with them to achieve everything that they want. Simon has worked with many clients in recent years to help then to devise and enact successful exit strategies. These have included share sales, trade and asset sales and management buy-outs. He has also advised on a number of mergers and even on the successful acquisition by one of his clients of an EFL football club.
Since being back in Plymouth Simon has been an active member of Plymouth Round Table and Plymouth 41 Club, has become a keen cyclist having complete Ride London three times and, with other members of the Mark Holt team, has also completed Tough Mudder three times.
Steph joined the Mark Holt & Co team in October 2013 as an audit and accounts senior and is now a client manager and oversees the audit function, as one of the firm’s Responsible Individuals. After completing a degree in Economics with Accounting at Bristol University, she started an audit training contract with Baker Tilly in Bristol and obtained her Chartered Accountancy qualification in 2011.
She subsequently spent two years working in audit and compliance in Kuala Lumpur, Malaysia, before relocating to Cornwall.
Steve did a degree in Accounting and Finance at the University of the West of England, and then carried on with his goal of becoming an accountant by doing the ACCA exams, which he completed in 2005. Steve joined Mark Holt & Co in January 2008. Steve is a Client Manager, and hopes that his post qualification experience will continue to benefit the Mark Holt team and clients.
Steve and his wife have been married since March 2012, and they are parents to 2 boys. Steve enjoys going to live music, comedy and sporting events.
During her A-Level studies Tabitha was eager to start working and so secured her first job in a local pizzeria. Keen to move into a more customer focused role, she then went on to become a waitress at a local eatery – Sometimes working 60 hours a week alongside her studies! After deciding she wanted to pursue a Business Administration apprenticeship, Tabitha was delighted to join Mark Holt and Co in July 2021. She is excited to see how her career will progress.
In her spare time, Tabi enjoys shopping, eating out and baking. She also enjoys spending time with her family and going on holiday.
Having an enthusiastic approach towards business growth and development, Thomas knew from his days in Six form that he wanted to work within the Accounting and Finance industry. He Graduated from Plymouth University with an Upper Second Class Honour’s degree in Accounting and Finance. Thomas joined Mark Holt & Co in August 2021 as a Tax Assistant. He is looking forward to beginning his AAT/CTA studies sometime soon on his way to reach Chartered Tax status. Thomas has a real passion for tax and the impact it can have upon small businesses and the lives of those involved. He is highly motivated and always determined to deliver the best possible advice to clients.
Thomas is an avid martial artist and working towards his long-term goal of achieving a black belt in Jiu-jitsu. Thomas currently lives with family and enjoys family trips around Cornwall.
Working as an Office Junior for a firm of solicitors, Tom realised his passion lay in numbers after gaining experience within their internal accounts team. When an opportunity arose at MH&Co in 2013, Tom jumped at the chance to join as an Accounts Assistant, whilst also continuing his AAT studies. He became AAT qualified in August 2014.
During his time at MH&Co, Tom has celebrated numerous life events including; becoming a Chartered Accountant, marrying his wife, Jess, and most recently, welcoming their daughter Florence into the world. Tom feels that MH&Co are his second family and he can’t imagine being part of a better team. Tom attends Hope Baptist Church, where he volunteers in youth work and helps with several food poverty initiatives. Outside of work, Tom enjoys running and has great hopes of entering a half marathon before he is 30.
Tom has been with Mark Holt & Co for over 10 years following a work placement during his time studying Accounting and Finance at Plymouth University. In this time he has obtained his AAT qualification, a first class honours degree and his ACA qualification in 2016. Tom is now a client manager of a portfolio with a range of business industries including manufacturing, healthcare, e-commerce and hospitality.
In his spare time Tom enjoys the outdoors, with coastal walks and trail running being particular favourite ways to get fresh air!
Tracy has been with Mark Holt & Co since January 2006. Her role within the company has changed over the years. Currently Tracy is responsible for all aspects of client take on, ensuring that our database is kept up to date, and all relevant processes and procedures are followed. Being part time, Tracy is often called upon to help with admin cover for holidays/sickness and particularly busy times. She also takes an active part with our ‘Fun Team’ and organises fun events on a regular basis.
A keen baker, Tracy often makes birthday cakes for the team, so if you are visiting our offices for a meeting, watch out, you may be lucky and be able to sample a piece of cake!
Will joined Mark Holt & Co in June 2017 from Monahans, a firm of accountants in Wiltshire and Somerset where he was an audit senior. Before that, Will began his career in accounting on Deloitte’s graduate trainee program in their Bristol office having graduated from Newcastle University with a 2.1 (Hons) degree in Geography. A move to Plymouth was a natural decision due to Will’s interest in the great outdoors and his partner studying towards her doctorate in Clinical Psychology at Plymouth University. Will is a qualified chartered accountant with the ICAEW and holds the audit qualification. In his spare time, Will enjoys trekking in the hills and mountains of the UK and is a qualified mountain leader.
He plays hockey and is a keen supporter of Bath Rugby.
Accounts and Audit Assistant
Yasmin’s career began in 2016, where she joined an accountancy firm in Plymouth and began studying AAT. After two years, Yasmin progressed to a role within a Financial Planners, to grow her knowledge and gain a wider skill set. Once she gained her AAT qualification, Yasmin was eager to seek an exciting new challenge and so joined the Mark Holt & Co team in July 2019 as an Assistant Management Accountant. Since joining, Yasmin has started her ACA Qualification, which in turn has led to her working within our Professional Team as an Accounts Assistant.
In her spare time, Yasmin enjoys spending time with her family and friends, she enjoys baking for her son Richie, and (being a self-confessed foodie!) goes out to dinner as much as possible!