Success for trio of Bulley Davey accountants in exams!
Having completed their Chartered Tax Adviser (CTA), Association of Accounting Technicians (AAT) and Association of Chartered Certified Accountant (ACCA) exams respectively, a trio of local accountants from Spalding and Wisbech, Rob Dalton, Danielle Robinson and Alice Mitchell, are celebrating the next step in their accountancy careers.
Rob and Danielle, who work at Bulley Davey’s Spalding office, completed over 20 exams across more than three years of study and professional experience to complete their CTA and AAT professional qualifications.
Alice, who works at Bulley Davey’s Wisbech office, has successfully passed the ACCA exams and following the completion of her thirty-six month professional experience in September 2018, will become a Chartered Certified Accountant.
Pete Wright, Director at Bulley Davey’s Spalding office, commented on Rob and Danielle’s achievement: “We want to say big congratulations to Rob and Danielle for their achievements in passing their exams.
“These accreditations require that our accountants fulfil the more specialised standards and regulations within more tailored roles – ensuring that we at Bulley Davey can continue to deliver high quality, consistent and best practice advice, that is recognised by global professional bodies and that produces meaningful results for all of our clients. Rob and Danielle have both done exceptionally well in their respective qualifications and we are excited to see what the future holds for them.”
Mitchell Burden, Director at Bulley Davey’s Wisbech office, added on Alice’s success: “In addition to her obvious technical ability Alice fits perfectly within the Bulley Davey ethos by being friendly and approachable and is a joy to have her as part of our team. We want to say a big congratulations on her achievement.”
Rob Dalton joined the firm of Chartered Certified Accountants and Chartered Tax Advisers in 2013 as a Trainee Accountant and will now support small and medium business’ in the South Lincolnshire area on Audit, Taxation and the upcoming rollout of the governments Making Tax Digital (MTD) tax regime. Danielle Robinson joined in 2015 as a Trainee Accountant and will support small business and sole traders with bookkeeping, VAT and statutory accounts.
Alice joined Bulley Davey in September 2015 as a trainee and she will continue to work at the Wisbech office as a Qualified Accountant in general accounts and taxation work.
Bulley Davey mark progress with office move
Bulley Davey is marking two years in Stamford with a move to a new, larger office in the listed Willoughby House in Stamford from December 1st.
The firm opened its first office in Stamford in St Mary’s Hill in April 2015. The move follows a successful year for the firm, which has eight offices across the East Anglian region; with recent additions being made to the Stamford team including Julia Peach, who was a top five bank analyst in the City of London, to Bulley Davey Wealth Management.
The move also means that the accountancy and wealth management arms of the business will be able to operate under one roof with a permanent base in Stamford.
Alongside additions to staff the company has also made promotions in recent months, with two accountants being promoted to Directors – Keir Warwick and Chris McKenna. Keir will form part of the team at the new Stamford premises alongside the staff moving from St Mary’s Hill – Bulley Davey’s current office in Stamford which will close.
Keir Warwick, Director at Bulley Davey, spoke about the move: “We’re really excited to be moving to Willoughby House – we’ve been lucky enough to have welcomed really exciting additions to Bulley Davey in recent months, including Julia as part of the office in Stamford. This is a beautiful building and marks the continued success of the company, both within Stamford and as a whole.”
Julia Peach, Independent Financial Adviser at Bulley Davey Wealth Management, added: “I can’t wait to be under the same roof as my new colleagues. When I joined Bulley Davey recently it was because of their ambition, their dedication to their clients and their desire to deliver quality personal service. This team expansion is an indication of our desire to operate at the highest level – it’s exciting to think about what the future holds.”
Bulley Davey employee reaches 25 years’ service as office celebrates milestones
Allison Davies of Bulley Davey is celebrating 25 years at the firm’s Oundle office as a number of other staff also reach milestones.
Allison first joined Bulley Davey in 1992 when she spent three weeks at the firm as part of her BTEC in Business and Finance. She later returned as a trainee accountant and has since then been both an accountant and secretary before becoming part of the personal tax team.
Allison is the fifth member of staff from the office in Oundle, one of eight Bulley Davey offices across the eastern region, to achieve the 25 years’ service award. In addition, Senior Secretary, Hannah Bartram, reached 15 years’ service in June.
David Webb, Director at the Oundle Office, spoke about Allison’s service: “We want to thank and congratulate Allison on her 25 years at Bulley Davey. She has been a consistently dedicated and supportive member of staff throughout and her experience continues to serve not only our clients but those members of staff around her.
“Seeing the other milestones being reached in the Oundle office, and across the company, I think shows the experience and expertise that Bulley Davey has on hand to serve and support our clients.”
Bulley Davey boost offer with Agricultural Director appointment
Chartered Certified Accountancy and Chartered Tax Advisers, Bulley Davey, has grown its agricultural offering with the appointment of Wayne Glenton to Agricultural Director
Wayne brings over a decade of experience to the firm, with strong experience in the agricultural field, including five years at Forrester Boyd – a leader in the sector.
The appointment of Wayne is part of Bulley Davey’s move to expand their agricultural offering, currently led by John Cheney. John has continued to support the agricultural team by providing consultancy services following his recent retirement.
Wayne has always specialised in preparing accounts for the agricultural sector (including equine) and understands what underpins the farm’s performance. He is a strong advocate for embracing new technology to improve efficiency, and this does of course apply to the agricultural sector just as much as any other, both in the farm processes and in the financial reporting function.
Wayne spoke about joining Bulley Davey: “I’m really happy to be joining Bulley Davey; I saw a great opportunity here, with the prospect to grow within a company that values its clients and delivers high-quality work, and with a client base that I can offer my expertise to.
Agriculture is important in the area and I hope that over the coming years we can continue to build on what we offer and establish ourselves even further in the sector.”
Mitchell Burden, Director at Bulley Davey’s Peterborough office, spoke about the appointment: “We’re thrilled to have hired Wayne to play a leading role in our Agricultural team going forward. It is a unique field in accountancy and one that is in particular demand in East Anglia, being a hub of agriculture. We’re excited by the prospect of what we can achieve with Wayne on board.”
Bulley Davey taking part in Macmillan Coffee Morning!
Every year Bulley Davey take pride in being a part of the brilliant Macmillan Coffee Morning, run across the country to raise money for those suffering and recovering from cancer.
We’re thrilled to be taking part once again this year and it’s going to be extra special as our Charity of the Year for 2017/18 is Macmillan Nurses! So we will be looking to raise even more than we have done in the past.
All of our offices will be taking part in the day in some capacity, with colleagues bringing in their delicious homemade bakes and cakes, and a few of our offices will even be opening up to the public so that they can visit and taste the treats for themselves – while enjoying some coffee and donating to a great cause.
Here are our offices that will be opening their doors to the public on Friday (29th). Follow the links to view Facebook event pages for each:
We hope everyone who’s taking part has a great day and if you’re near our open offices do stop on by for some cake!
Bulley Davey Golf Day raises over £1,500 towards hearing aids for young boy
Chartered Certified Accountants and Chartered Tax Advisers, Bulley Davey, have raised £1520 via a Golf Day with Tydd St Giles Golf Club towards waterproof hearing aids for a young boy, George Hall.
George’s story was brought to the attention of the accountancy, who have an office in Wisbech, by employee Debbie Nobbs who is a family friend of parents Susie and William Hall.
George had no respiratory heartbeat at birth and was delivered by an emergency section. Despite suffering brain damage and being given only a 50% chance of survival at the time, he’s now a boisterous 5 year old and loves swimming – but needs waterproof hearing aids to enjoy the experience.
Attendees on the day raised £320 in donations. A further £200 was donated by Bulley Davey employee John Anker’s Wisbech Sunshine Club and finally Tydd St Giles club captain, Vinny Day, and vice-captain, Lee Smith, donated £1000 from their own charity funds.
John Anker, Senior Manager at Bulley Davey’s Wisbech office, spoke about the fundraising: “When Debbie told us about George’s story everyone decided it’d be great to dedicate our fundraising to him at our Golf Day and we were thrilled to see the donations on the day over a friendly round of golf.
“A particular thanks must go to Vinny and Lee who donated from their charitable funds to bring our total up even more. We hope this goes a way toward making those waterproof hearing aids a reality for George and he can enjoy his swimming even more.”
Bulley Davey promotes young accountant through development program
Local Chartered Accountants and Chartered Tax Advisers, Bulley Davey, have promoted accountant Josh Rowbottom to Manager after taking part in the firm’s management development program.
Josh joined Bulley Davey as a trainee accountant in 2012, before participating in the firm’s management development program. The program includes regular one to one sessions with a mentor, as well as traditional professional development structured to give trainees a solid grounding in their chosen profession. Josh qualified as a Chartered Accountant in 2015.
Based at Bulley Davey’s Spalding office, Josh looks after a portfolio of owner-managed businesses where he advises on accounting matters. More recently Josh has developed his skills in auditing and continues to focus on this area as his specialism.
Pete Wright, Director at the accountancy’s Spalding office, spoke about Josh’s promotion: “The appointment of Manager is a milestone in Josh’s career and we are delighted to continue to support him in his professional development and continued career with Bulley Davey”.
Bulley Davey collect more than 20,000 Christmas cards for tree-planting appeal
Chartered Certified Accountants and Chartered Tax Advisers, Bulley Davey, collected 20,452 cards last month in aid of Marks & Spencer’s tree-planting appeal in partnership with the Woodland Trust.
The avid hoarding since the Christmas period resulted in more than double the amount of cards being collected compared to last year – this was thanks in part to local businesses who responded to Bulley Davey’s call for donations.
Through the appeal, for every thousand cards collected Marks and Spencer, in partnership with the Woodland Trust, will plant a tree – which means at least 20 trees will be planted thanks to Bulley Davey’s collection.
Some members of the team, particularly from the firm’s Spalding office, went the extra mile and forged links with local businesses, schools and community organisations to collect more Christmas cards towards the appeal.
Peter Wright, Director at Bulley Davey’s Spalding office, spoke about the appeal: “We were pleased to take part in the Christmas card collection this year following the great response last year, when we collected over 8,000 cards. We’ve been bowled over by the response this year, both by our own offices and the local community.
“At Bulley Davey we pride ourselves in getting involved with good causes both locally within our communities and nationally. Last year we took part in some great fundraising initiatives and we’re proud to be continuing that into the New Year.”
The card haul follows on from the accountants’ fundraising last year, which included raising over £1,200 across their eight offices through a Macmillan Coffee Morning and a further £930 was raised for Children in Need through one employee’s sponsored silence – smashing an initial target of £250.
Exams successes for young local accountants
Three young accountants are celebrating after completing their Association of Chartered Certified Accountants (ACCA) examinations.
John Grant, Michelle Robinson and Sam Fox who work at Bulley Davey’s Peterborough, Wisbech and Oundle offices completed 14 exams over three years of study towards their ACCA professional qualification.
John and Sam will complete their three years of professional experience later this year and qualify as Chartered Certified Accountants. Michelle has already achieved her qualification after working with the firm for more than 10 years.
The ACCA Qualification provides accountants with the skills and knowledge relevant to any business meaning that they can specialise in, and support a number of different accountancy areas. The course is focused on professional values, ethics and governance which are essential for an industry moving towards strengthened codes of conduct, regulation and legislation.
Ian Brown, Director of Bulley Davey, said: “We are very proud of John, Michelle and Sam’s achievements in completing the exams needed to become Chartered Certified Accountants.
“The Chartered Certified accreditation means that our accountants must comply with higher standards and regulations set by the global professional body of accountants to ensure we deliver consistent, high quality and best practice advice that delivers meaningful results to all our clients.”
Come and see us at LAMMA ‘17
Bulley Davey will be attending the UK’s largest farm machinery, equipment and agricultural services show this year. The show will be held at the East of England Show Ground on Wednesday 18th and Thursday 19th January.
Bulley Davey can be found in Hall 7, stand no. 732 where we can offer you a warming drink and the chance to enter our competition to win a Fitbit Charge 2.
Accountant at Bulley Davey Peterborough office celebrates 40 years of service
Chartered Accountants and Tax Advisers, Bulley Davey, is this week celebrating 40 years of service from Senior Manager, James Arnott.
Joining Bulley Davey in 1976, James soon became a manager within the firm’s Peterborough office and has since progressed to the position of Senior Manager.
With four decades of experience in managing a wide variety of corporate and personal insolvency cases, James remains at the forefront of the firm’s insolvency team providing advice to individuals and businesses.
Talking of his many years’ service for the firm, James, said: “Over the last 40 years I have seen the business grow rapidly but the nature and values of the business remain the same
“When I first joined the insolvency department I was quick to learn that it is a challenging role with no two days being the same. I have always taken an interest in the human side of the business and care about the outcome often trying to find a balance between fair but realistic advice.”
Mike Gregson, Bulley Davey Director, adds: “James has been a mainstay of the department for many years now and the ‘go to’ man with anything out of the ordinary. With his wealth of experience across the whole spectrum of insolvency and restructuring situations if James hasn’t come across it previously, it has probably never happened before!
“Thank you to James for all his hard work over the years and here’s looking forward to a few more years yet.”
Bulley Davey raises thousands for charity
Bulley Davey has successfully raised £4,500 for good causes this year, including £3,600 for its chosen charities Magpas and Lincs & Notts Air Ambulance Services.
The money was raised through a diverse range of activities including a very popular carol concert, the Great Eastern Run, coffee mornings, dress-down days and egg sales from home-reared chickens.
Directors from Bulley Davey visited both Magpas and Lincs & Notts Air Ambulance Services to provide them with their part of the funds.
Mr Brown said on the day: “At Bulley Davey we are always looking at ways to give back and these chosen charity, Magpas and Lincs & Notts Air Ambulances, are prime examples of the kind of service that so often goes unnoticed, or unthought-of, but is always there and ready when the time comes. We want to thank all those who took part in any of our fundraising events for helping raise such a great sum.”
James Holden, Fundraising Administrator at Magpas, said: “Magpas Air Ambulance would like to thank all at Bulley Davey for their outstanding, and varied fundraising work. The charity relies on generous public donations such as those from Bulley Davey to continue saving lives. A huge thank you”
Faye Nam, Community Fundraiser at Lincs & Notts Air Ambulance, added: “As we’re non-government funded, we rely on the support of local communities and businesses to raise the £2.1million we need each year to keep our Ambucopter flying, saving lives and improving outcomes for patients. We are very grateful for the support of Bulley Davey.”
Bulley Davey also raised over £500 for the NSPCC through the Peterborough Business Support Group’s Rutland Water cycle challenge. A team of 20 from the company, the largest team on the day, enjoyed a surprisingly sunny morning in which to cycle the 17 mile route. And despite a few flat tyres along the way everyone passed the finish line.
International business speaker helps local businesses maximise their potential
International business speaker, Chris Hughes, helped dozens of local businesses maximise their potential and create even better businesses last week during a packed seminar held at the Peterborough offices of Bulley Davey.
Chris Hughes, who has spoken at world conferences and worked with FTSE 100 companies and professional sports teams, talked to business leaders about ways to motivate their businesses and improve their productivity.
Richard Moor, Director of Bulley Davey, said: “Chris’s knowledge and enthusiasm spoke volumes to our guests. His simple tips will undoubtedly help local businesses succeed.
“He was absolutely right when he said many of his points were common sense, but unfortunately not common practice.
Although titled as accountants and tax advisers, we work with our clients to provide advice that goes beyond the compilation of the accounts or tax return and our seminar with Chris Hughes is a good example.
It’s true the accounts are an important method of measuring financial success, however, we understand success is only achieved through having great people and efficient processes. Advising on these core aspects of the business ensures we are able to help our clients maximise their true potential.”
Two Wisbech accountants celebrate four decades of service
Two highly respected local accountants are celebrating 40 years at the Wisbech office of chartered certified accountants and chartered tax advisers, Bulley Davey.
John Anker and Steve Fisher joined Bulley Davey in 1976 and became managers of the firm in the 1980s. Now Senior Managers, they deal with a broad client base – John and Steve both have a wealth of knowledge and experience dealing with sole traders, partnerships and owner managed companies.
Their 40 years at Bulley Davey was celebrated with lunch with their colleagues held in the company’s Wisbech office, where both men are based.
At the lunches they reminisced over the changes they had seen during the years. During that time they have seen the transitions from calculators and paper to computers you can talk to; from shelves of reference books to Google!!
John and Steve feel very fortunate to have been involved in their chosen profession and over the years it has seen many relationships with their clients turn into friendships. They both feel very privileged that so many people have entrusted them to handle their affairs and hopefully will continue to do so.
Mitchell Burden, Director at Bulley Davey, said: “We are so pleased to be celebrating the decades of dedicated service given to Bulley Davey by John and Steve. They have seen the company grow continually over the years, always adapting to, and embracing, change as well as often being the driving force behind it.
“We look forward to many more years working together”.
Come and see us at LAMMA ‘16
Bulley Davey will be attending the UK’s largest farm machinery, equipment and agricultural services show in January 2016.
The show will be held at the East of England Show Ground on Wednesday 20th and Thursday 21st January.
Please join us at stand 7115, hall7 at any point over the two days for a hot drink and a chance to catch-up with our experts.
8 trees to be planted
Thank you to those members of staff, friends and business contacts who contributed their unwanted Christmas cards at the end of the holiday season. We had an overwhelming response to the iiE’s Christmas card recycling scheme collecting over 8,000 cards. As a result The Woodland Trust will plant 8 trees.
Festive Carol Concert concludes 80th celebrations
The Wisbech offices of Bulley Davey concluded the firm’s 80th anniversary celebrations with a festive carol concert for their clients, partners, family and friends.
Guests joined in celebrating the festivities and celebrations at St Peter’s & St Paul’s Church on Thursday (17 December) for an evening of Christmas carols from the Clarkson Singers, accompanied by mulled wine and mince pies.
The event was the last of the year; a year in which Bulley Davey turned 80 years-old after being established in 1935 by Maurice Bulley. The accountancy firm set up its Wisbech office in 1972 and is now headed up by Mitchell Burden and Richard Leighton.
Mitchell Burden, Director at Bulley Davey, spoke about the event: “We were delighted to have been joined by so many close friends and partners in celebrating our 80th anniversary and getting in the Christmas spirit.
“It’s been a really great year for Bulley Davey. The anniversary has given us a chance to look back and see how far we have come. Among many things a number of mergers this year have helped us expand the services we can provide to the communities in which we work; as well as enhancing our ability to give back through our fundraising.
“In Wisbech Leighton & Co. joined Bulley Davey and helped us to provide a wider range of services to clients in the area.
“We’re looking ahead now to the New Year and the next 80 years!”
Throughout the evening a total of £300 was raised on behalf of the Church and Headway, a UK-wide charity which works to improve life after brain injury.
Help us plant a tree
The teams at Bulley Davey are again taking part in the iiE’s Christmas card recycling scheme. For every 1,000 cards collected The Woodland Trust will plant 1 tree.
Boxes will be set-up in the reception areas from Monday 4th January 2016 for one week. Please bring along the cards you received over the festive period, and help us contribute to this good environmental cause.
Join us at the Smithfield Festival 2015
Bulley Davey has taken a stand at this year’s Smithfield Festival and we would welcome you to visit us. Join us at stand number P29 for a hot drink and a chance to share your highlights of the show.
The festival attracts some of the country’s finest livestock, competing in the highly regarded sheep and cattle championships as well as many other classes. In addition, the rings will be packed with other attractions such as calf shows, Young Handlers and Inter College Competitions to name a few.
Entry to the festival is free, please see www.eoesmithfield.co.uk/visitors/ to register. Look forward to seeing you there.
Holbeach accountants join together in new merger
The Holbeach office of Bulley Davey and the Holbeach firm Hull Matthewson are set to join forces to offer a wider range of services and support to their clients.
The merger means that Hull Matthewson has become part of Bulley Davey, which has an office in Holbeach as well as a number of other offices across the local region.
Speaking of the merger Julie Matthewson said: “For Hull Matthewson clients, this merger guarantees a future for the firm in Holbeach and access to the excellent additional financial services expertise that Bulley Davey has.”
“Bulley Davey shares a similar ethos and cares about providing a personal and genuine professional accountancy service; we are looking forward to growing together.”
Bulley Davey Associate Chris McKenna will form part of the management team and Chris and the other current Bulley Davey Holbeach staff will move into Hull Matthewsons existing premises at 33 Boston Road, Holbeach. All current members of staff are being retained.
Peter Wright, Director at Bulley Davey, said: “This is a really exciting opportunity for both accountancy firms. Hull Matthewson has a depth of experience and many loyal and long-standing clients – we look forward to working together.”
“I’m sure our own Holbeach based clients will appreciate and benefit from the additional presence we will have in the town.”
The firm, which now has eight offices throughout the region, was originally established in 1935 by Mr Maurice Ernest Bulley.
The company has changed and grown during its eight decades and has developed an enviable local reputation as forward thinking, yet maintains its original values of providing first class personal service to its clients.
Mr Bulley started working as an accredited accountant and liquidator at 30 Midland Road, Peterborough in 1935. He then joined with two partners to form Maurice E. Bulley & Co. after the Second World War, and acquired a Spalding office following changes to the way famers had to pay their tax.
Bulley, Davey & Co. was formed in the early 1970s when Mr Bulley and Mr Ron Davey formed a partnership. Mr Davey had been working with St Neots and Bedford based Parrot and Grover.
Initially Mr Bulley continued to look after operations in the north, and Mr Davey looked after business in the south. Sadly, Mr Davey passed away prematurely. Mr Bulley passed away in 1995 aged 83.
Bulley Davey now has eight offices in Peterborough, Spalding, Oundle, Stamford, Wisbech, Corby, Holbeach and Hitchin and employs more than 100 members of staff.
Over £5,000 raised for good causes
Bulley Davey has successfully raised £5,559 for good causes this year including £4,468 for its chosen charity, Macmillan Nurses.
All offices hosted coffee mornings to help boost the total, along with regular contributory dress-down Friday. Other initiatives included selling eggs from home-reared chickens and charity tuck shop, to name but a few. Bulley Davey’s directors then matched the total raised by colleagues to make the final total.
The company also managed to raise a further £1,031 for the NSPCC through the Business Support Group’s 17-mile Rutland Water cycle challenge, and £60 for the Wear it Pink campaign.
The fundraising total for the year reached £5,559.
Rachael Dudley, Director and co-ordinator for the firm’s charity fund raising activites, comments: “To raise more than £5,000 in year is an astonishing achievement. All Bulley Davey colleagues have really taken on the challenge.
“Raising money is a great way to give back to the local community, and we have already set our sights higher for next year.”
This year (2015) Bulley Davey celebrates its 80th anniversary and will be setting itself various challenges to raise more for good causes over the next year.
Bulley Davey partners Food Business Challenge
Bulley Davey has joined forces with a group of specialist firms to launch a competition to support the food entrepreneurs of the future.
The Food Business Challenge is a competition designed to boost the growth of small business in the food and drink sector with a package of strategic support for the winner worth £5,000.
The prize which consists of legal, accountancy, design and marketing support, is designed to ensure the successful business is in a position to grow and take advantage of key opportunities in their sector.
Bulley Davey, director, Ian Brown said: “We are confident this initiative will be a great boost to the winning business, helping place it on a strong footing for future growth.
“I encourage as many businesses as possible to put themselves forward for consideration.”
Mark Dodds, marketing manager at Roythornes Solicitors, said: “Start-up businesses are vital to competition and growth in the food sector and every effort must be made to support them.
“It’s vital that up and coming business owners fully understand all of the hurdles their company will face in the coming years.”
“The Food Business Challenge has been designed to provide the winner with a solid foundation to develop a successful business in the food and drink sector.”
The winner will receive guidance from the following challenge partners:
- Roythornes Solicitors – will review legal documentation including contracts, terms and conditions and non-disclosure agreements to make sure the victor’s business is protected and ready for growth
- WLP consultants – Will undertake a strategic review of the winning business to ensure it is targeting the right market in the right way
- Pelican Communications – Will conduct a social media and PR audit and offer insights into growing sales with social media and how the winner stacks up against the competition
- Bulley Davey Accountants – Will have a look at the winners’ finances and highlight issues where their business could be performing better and where changes could be made to make sure they are ‘financially fit for growth’
- Childsdesign – Will audit the successful business’ packaging, identity and website and analyse how it fits with the companies’ brand values.
The closing date for entries is 17 July with the winner being announced during the first week of August.
Representatives from each of the challenge partners will judge the entries against a range of criteria including the value of the prize to the entrant.
Full terms and conditions and the entry form are available here: http://www.roythorne.co.uk/site/the-food-business-challenge/ or by searching for ‘food business challenge’
We are growing…..
Bulley Davey expands with the opening of a new Stamford office.
Headed up by director Rachael Dudley, the office on St Mary’s Hill will offer Bulley Davey’s full range of business and financial support services across accounts, audit, tax, payroll, VAT, insolvency and wealth management. Clients will also benefit from the wealth of knowledge and experience the firm has to offer.
With more than 14 years’ experience, Director Rachael Dudley is excited about the opportunity of working in Stamford. She said: “Stamford is the ideal location for our new office, ensuring we increase our local coverage and are accessible to clients throughout the area.
“We are looking forward to welcoming new clients and becoming a valued member of the community. We aim to meet the individual needs of our clients through our quality people, practical advice and creative solutions and we can offer accountancy and financial services to suit their needs both now and in the future.”
Rachael is based at the firm’s Peterborough office where she heads up the agricultural department, providing accounting, income tax and capital tax planning advice to agricultural and related business enterprises alongside a general business and private client portfolio.
Click here for further Stamford office details.
Wisbech accountants join together in new merger
The Wisbech office of Bulley Davey, and the Wisbech firm of Leighton & Co. have joined forces to offer a wider range of services and support to their clients.
The merger means that Leighton & Co. has become part of Bulley Davey, which has an office in Wisbech as well as a number of other offices across the local region.
Richard Leighton, former Principal at Leighton & Co., will become a director of Bulley Davey.
Speaking of the merger Mr Leighton said: “Our priority at Leighton & Co. was always to provide a broad spectrum of services, with a personal touch. In order to continue that, and in order to grow successfully, we believed it was best to partner with a like-minded accountancy practice.
“Bulley Davey shares a similar ethos and cares about providing a personal and genuine professional accountancy service, and I’m looking forward to us growing together.”
Members of staff from both offices met at Bulley Davey’s Wisbech office to formalise and celebrate the new working structure, which will see the combined firm seeking to expand their business within the region; whilst continuing a personal level of service to all their existing clients.
The existing Leighton & Co. office will become Bulley Davey’s second office in Wisbech, whilst new enlarged premises are considered. All current members of staff are being retained.
Mitchell Burden, Director at Bulley Davey, Wisbech, said: “This is a really exciting opportunity for both accountancy firms.
“Leighton & Co. has a depth of experience in the region which is invaluable; and together we can provide all our clients with an accountancy service which they can trust, and that we can be proud of.”
Popular accountant retires after 49 years with Bulley Davey
Senior Manager, Alan Thornton, retired after 49 years with Bulley Davey.
Alan began working with the company, then known as Maurice E. Bulley & Co., in August 1966 after leaving school. He started work as a Junior Audit Clerk, which rapidly saw him managing a portfolio of accounts assignments. He was sixteen years old and was one of just a few people working from the Peterborough Office.
Within ten years Alan had been promoted to the role of Senior Manager and in 1977 switched from a general accountant and audit role to the firm’s insolvency department. In 1989 he obtained his Insolvency License to work as an Insolvency Practitioner and accept insolvency appointments in his own name– he recalls this as one of the highlights of his career.
Speaking of his time at the company Alan said: “I’ve loved my time here. Over the years I’ve worked on behalf of a wide array of interesting characters – including one client who lived in their car because their house was filled with chickens and dogs!”
Bulley Davey is celebrating its 80th birthday this year and Alan recalls working under the owner, and original, Mr. Bulley: “Mr. Bulley was a hard worker; everyone respected him – and was a little afraid of him too!
I will always remember the little red light outside his office door, which used to light up every time he was on the phone, so that you knew when he was busy. Safe to say the light was almost always on!”
Alan spoke about why he thought the company continues to thrive: “When I started out here we were working with pen and paper and nothing much else; technology is something that the company embraced at an early stage and continues to invest in to this day.
“Despite growing with the times, the company always remembered that the client was key and I think building those relationships played an important part in the company thriving as it does today.”
Michael Gregson, Director at Bulley Davey, said: “All of us at Bulley Davey are sad to see Alan go. He has been a fantastic ambassador for the company and has worked tirelessly for Bulley Davey for all of these years and we all hope he enjoys his retirement. He thoroughly deserves it.”
Alan now plans on relaxing with his wife for the foreseeable future, including some adventures in their caravan: “I am certainly looking forward to taking a rest and enjoying my retirement; but Bulley Davey remains close to my heart. I have no doubt I will miss it.”
2015 starts with promotions at Bulley Davey
The new year is looking bright for Bulley Davey’s Olga Carter and Chris McKenna as they have been promoted to Associate.
After joining Bulley Davey as a trainee accountant in 2005, Olga qualified as a Chartered Accountant five years later. Olga was then appointed as a manager in 2011.
Based at Bulley Davey’s Oundle office, Olga looks after a portfolio of owner-managed businesses, particularly specialising in advising incorporated family businesses and the preparation of management information. Olga also specialises in advising parents who decide to establish their own businesses as an alternative to returning to employment.
Chris joined Bulley Davey as a trainee accountant in 2007, and qualified as a Chartered Accountant in July 2011. In July 2012 he was appointed as a manager and was moved to oversee the firm’s Holbeach office.
Chris’ new role will allow him to continue to offer practical and commercial solutions to owner managed business’. Chris’ expertise includes, providing bespoke management information, research and development tax credit claims, and dealing with academy schools.
Bulley Davey finds success with GrowthAccelerator
Thanks to engaging with GrowthAccelerator, a government-backed service offering support to businesses with the potential to improve and grow, Bulley Davey has not only seen business growth but launched the Spalding-based team as potential You Tube stars.
The GrowthAccelerator process has also assisted in strategic succession planning as well as key team members directly benefitting through training and one to one mentoring.
Peter Wright, Bulley Davey Director comments: “like most businesses we are great at giving our clients advice but have often taken longer to put our own plans into practice. GrowthAccelerator helped us identify areas for potential development, gave us a forum to explore routes to success and put structures in place to successful grow the business.”
A video, launched on You Tube, describing the process and how it has helped Bulley Davey can be found at: http://youtu.be/KLxpQGyS3Vs
Help plant a tree this New Year
Bulley Davey has joined the iiE’s Christmas card recycling scheme. The scheme, designed to make use of all those unwanted Christmas cards at the end of the holiday season, works in conjunction with The Woodland Trust. For every 1,000 Christmas cards brought to a Bulley Davey office, The Woodland Trust will plant 1 tree.
All donations from staff, friends, family and business contacts appreciated. Closing date for collecting cards is 9th January 2015.
Bulley Davey has achieved the highest level of accreditation from the Investors in the Environment (iiE) accreditation scheme.
iiE is a nationwide environmental accreditation scheme. It is designed to help businesses save money and the environment by improving their energy efficiency and reducing their environmental impact. iiE was initially launched by Peterborough Environment City Trust as part of the city’s drive to create the UK’s Environmental Capital.
Our ‘Green’ accreditation proves that we have implemented an environmental management plan to reduce our environmental impact and are committed to continual improvement of our environmental performance. The process, which began in 2013, took months of hard work collecting utility, recycling and land fill data, revising internal systems and educating our team.
The award was presented to Bulley Davey Director Julian Higgins, at the annual iiE awards in November. Our thanks go to our Environmental Champion Angela Stacey for her invaluable contribution to this achievement.
Bulley Davey incorporates
After eighty years of trading as a partnership we have taken the decision to convert to a limited company with effect from 1 November 2014.
The trading name Bulley Davey will remain and the change will not impact our clients but should you have any questions, please contact us.
Welcome to the new Bulley Davey website
After months of hard work, including cajoling our teams into having their photos taken, we are proud to present the new and improved Bulley Davey website.
The new website is easier to navigate, more refreshing to look at and packed full of useful information and resources.
Please take some time to explore the new site and feel free to let us know what you think.