Professional: Tracey joined Moore and Smalley in 1990 as a qualified ACA and is now in charge of the audit team in Preston’s Corporate Department. In addition to the audit of commercial organisations, she specialises in the provision of audit and accounting services to Academies, Charity and Not for Profit entities, Pension Schemes and other regulated entities.
Personal: In her spare time Tracey plays the violin and viola in several orchestras and amateur dramatic and operatic societies throughout the North West.
Professional: Colin joined the firm in 1993 and became a partner in April 2013 and is responsible for a diverse portfolio of business clients based mainly in North Lancashire and the South Lakes.
Working with entrepreneurs to help them achieve their goals is one of Colin’s strengths. He takes great satisfaction in helping business owners to reach their short, medium and long term ambitions. His down to earth nature and practical approach make him the first port of call for his clients seeking advice on a whole range of business, tax and financial issues.
Colin leads Moore and Smalley’s Leisure and Tourism team and specialises in overseeing the affairs of clients in this sector. A keen interest in the sector ensures that Colin keeps up to date with local tourism matters and he has a specialist working knowledge of Cumbria’s tourism economy.
Personal: Outside work Colin is a keen cricketer, a member of Kirkby Lonsdale Brass Band and acts as treasurer for a number of charitable organisations based in the Lune Valley, where he lives with his wife and young family.
Professional: Mike joined Moore and Smalley in 1997 after completing his degree at Lancaster University. Mike went on to qualify as an accountant and now specialises in providing advice and support to SMEs and owner managed businesses.
Personal: Outside of work Mike spends most of his time with his two young sons. He is also a keen sportsman and plays badminton twice a week.
Professional: Danny was appointed the firm’s business development partner in 2010. He joined MHA Moore and Smalley in 2003, from Grant Thornton in Liverpool, and he specialises in business development, brand awareness and the firm’s overall marketing strategy.
Personal: Danny enjoys spending time with his young family. He is a life long supporter of Liverpool FC and in his free time he enjoys keeping fit both at the gym and playing for his local football team.
Professional: Karen joined the firm in 1990 and qualified shortly thereafter as a chartered accountant. She has spent a number of years managing clients in the general corporate department both in accounts and audit services. Karen currently heads up our internal audit team dealing with clients in the education sector and private sector businesses.
Karen heads up the Professional Practices department and has developed a designated team to deliver a high quality service to professional services providers. In addition to her substantial experience of Solicitors Accounts Rules (SAR), and advising practices on improving profitability, Karen is also a qualified Lexcel consultant and as such can advise law firms on what they need to do to achieve the Law Society’s quality standard.
Karen also heads up the Professional Practices team for MHA, an association of nine independent accountancy firms across the UK who collectively look after over 150 legal firms and over 500 partners.
Karen is also a regular presenter for the Law Society and provides advice on a number of issues, including; managing the modern law firm, profitability and cash flow, as well as Solicitors Accounts Rules.
Personal: At weekends Karen enjoys spending time with her friends and family and is a keen member of the MHA Moore and Smalley Netball team.
completed her AAT and ACA training with MHA Moore and Smalley and is proud to have
been part of the growth and development of the firm. Responsible for a varied
portfolio of medium and large owner-managed businesses she provides
accountancy, statutory audit and business support services. Ginni is ardent about
client service and works to develop long standing relationships, whilst delivering
on both compliance and advisory requirements.
Ginni is head of the
Manufacturing and Engineering team and has been involved in judging local
business awards relevant to the sector over recent years
Personal: In her personal time Ginni can be found walking the dogs and enjoying various outdoor activities, she is an active gym member and also plays for the MHA Moore and Smalley netball team.
Professional: Ian has been with the firm and its predecessor since 1985. He began as a trainee and went on to qualify as a Chartered Certified Accountant. In 2013 he was appointed as Corporate Partner, and based in our Kendal office, he advises a portfolio of over 200 clients ranging in size from business start-ups to long established groups turning over in excess of £70m. His clients span a wide variety of sectors.
Ian lives in Windermere and has worked with businesses in Cumbria since the mid-1980s Ian’s experience lies in acting for the owner managed business. He takes a keen interest in helping business owners achieve their short, medium and long term business and personal goals. His understanding of the local and regional economy and his knowledge gained from working with SMEs for over 3 decades means he is familiar with the issues that such business owners typically face and can offer proactive, timely and relevant practical advice.
Personal: When not at the office Ian enjoys spending time with his wife and two children. His leisure interests include golf, cycling, mountain biking and fell walking.