Carly Drummond

Tax Manager

As a Chartered Tax Adviser, Carly specialises in suggesting pro-active tax strategies and solutions to business owners, in addition to advising clients on IHT, Trusts and Estates.  Upon completion of her training, Carly moved into the Agriculture sector where she has developed a keen interest in helping farming families to resolve the sensitive issue of succession.  Her thorough approach, attention to detail and creative thought process has assisted many faming families through this potentially delicate time.

Sarah Whytock

Accounts Director

Sarah manages a large portfolio of clients with an emphasis on Charity & NFP organisations, farming, food and agricultural businesses. Having been brought up on a farm, Sarah is able to appreciate the challenges and complexities involved in running an efficient farming business - knowledge which helps her significantly when dealing with farm accounts, general tax and business advice.

As one of the first members of the firm to achieve the Diploma in Charity Accounting this demonstrates the high level of competency Sarah has achieved within the NFP sector – enabling her to give appropriate advice and guidance. Achieving deadlines and delivering a high level of service are very important to Sarah.

Tracey Mason

Independent Financial Adviser (IFA)

Tracey has been working as an adviser in financial services for 32 years, and currently looks after clients at the Peterborough office of MHA MacIntyre Hudson. She advises on general wealth management, and in particular pensions, IHT planning and VCT/EIS work.

Throughout her career, Tracey has worked alongside various Accountancy firms and now has a large portfolio of clients.

Outside of work, Tracey enjoys horse riding and is a qualified riding instructor. She is also a Divemaster and has trekked to Everest Base Camp.

Mandy MacKinnon

Business Solutions Manager

Mandy is an experienced chartered accountant and business strategist who excels at advising clients to overcome growth and profitability issues. As a founder member of the Firm’s Business Strategy Group, formed in 2001, Mandy has worked with a wide variety of SMEs from a range of sectors over the years. Business owners and management teams have benefitted from her help with developing robust strategic plans that have improved the value of their businesses.

Building on her experience and understanding of the needs of SMEs, Mandy has developed a successful “Understanding Finance” workshop which focusses on delivering personalised one to one or team training sessions to SMEs. These bespoke workshops offer clients a greater understanding of their own accounts and help them both in planning the strategic direction and in making the right commercial decisions for their business. The training is particularly popular with the second generation in family businesses or with new directors who are not fully confident in their ability to review financial information. Mandy believes it is not enough to just write a plan; to succeed it must be lived as well. The support she provides is geared to bridge that implementation gap.

As a member of Mindshop, a strategic leadership training organisation which operates globally, Mandy has access to a vast array of business tools and planning techniques that compliment her own training programmes. She is also an accredited growth coach with the Growth Accelerator service.