Only once we fully understand a client’s individual needs do we bring together a team of professionals with the qualifications and experience suited to meeting those needs. Each client’s team is led by a professionally qualified manager with responsibility for a portfolio of clients.
Bernard, a fellow of the ICAEW, trained and qualified with KPMG. After qualification, Bernard moved to PricewaterhouseCoopers where he became a taxation specialist before returning to Cornwall to become a partner in Kelsall Steele.
Bernard acts for a wide portfolio of businesses, including substantial private companies and partnerships, advising on their financial, taxation and commercial activities. As part of his professional work, Bernard acts as a non-executive director for a number of companies, including the UK subsidiary of a substantial European plc.
Building on his professional and business experience, Bernard provides clients with advice and support on a range of corporate finance assignments, including finance raising and grants, the purchase and sale of businesses, commercial negotiations and due diligence exercises.
Clare, Fellow of ACCA and Member of ICAEW, heads up Kelsall Steele’s corporate department, focusing on business development, company valuations, profit maximisation and extraction, and exit strategy planning within a wide range of client type and size. She also specialises in audit, charities and solicitors and is a responsible individual for audit purposes.
Following graduation from King’s College London with a BA (Hons) in Classics, Clare trained in the London branch of Mazars before returning to Cornwall and working in a small local practice. Clare joined Kelsall Steele in 2005 and believes in a personal approach with a friendly, professional service tailored to each client’s needs.
When she’s not working Clare enjoys spending time with her husband Simon walking in Cornwall, driving and buying cars, eating out and watching movies.
Malcolm joined Kelsall Steele as a trainee in 1986 and gained membership of the ACCA in 1997, also being promoted to Manager within the firm. Malcolm, a Member of the ICAEW, became a Director of Kelsall Steele in 2011.
Malcolm comes from a Cornish farming family and uses this interest and knowledge to advise clients on all issues surrounding farming and rural business. He also deals with the accounts and tax affairs of a range of small and medium-sized businesses, focusing on Capital Gains Tax, Inheritance Tax, succession planning and maximising client wealth.
Malcolm is Chairman of the West Cornwall Table Tennis League, and has represented Cornwall at all levels from Juniors through the Senior ranks, currently playing for the County Vets team. Malcolm is also Honorary Treasurer of Tennis Cornwall, acts as League Secretary administering all the league results and preparing league tables. Malcolm is also LTA Councillor for Cornwall which involves attending several meetings during the year at the National Tennis Centre at Roehampton. When not playing tennis or table tennis himself, he spends most of his free time watching and supporting his two sons or carrying out these administration roles.
Cara brings more than 15 years of experience in information technology, communications, finance and human resources to her role as Business Director at Kelsall Steele.
Cara joined the firm in 1997 as a trainee with a Business and Finance qualification. After completing her AAT studies and exams, and while performing an accounts senior role, she began developing the internal IT support role. In 2001 this became her full-time role. As part of this development she has trained in IT, networking, project and conflict management, Microsoft specialisms and as a Business NLP practitioner.
Her core role has since evolved into providing support for not only technology and communications but also human resources and the firm’s financial information. She is on hand for both Kelsall Steele and Kelsall Steele Investment Services.
With the support of her team, Cara is fully equipped to provide all internal support as well as being perfectly suited to assisting clients with ICT systems necessary for their specific needs.
When Cara’s not in the office her family and friends are her biggest passion, so her free time is usually crammed full of fun family time, trips with friends, big gatherings and snowboarding holidays.
Neil started his career in taxation working for the Inland Revenue in London, initially dealing with Stamp Duty, before moving on to specialise in Company Directors and the taxation of partnerships and the self-employed. He left the Inland Revenue and moved to Plymouth in the early 1980s to join the tax department of a Chartered Accountant before moving on to Cornwall.
Neil joined Kelsall Steele in 2006 bringing with him more than 30 years of experience in all areas of direct UK taxation. Outside of the office Neil has been a keen local cricketer and enjoys the occasional pint of real ale!
Martyn commenced his articles with the Institute of Chartered Accountants with the Penzance firm of Chown and Robins in 1975 before relocating to gain much more wide ranging experience with Kelsall Steele in 1978.
Since then he has risen from an accounts clerk to Accounts and Taxation Senior, then Manager and finally Senior Taxation Manager. He has given presentations on various taxation matters throughout Cornwall.
Martyn enjoys serving his many and varied clients – many of which are of very long standing and with whom he has formed a very close relationship – to minimise their exposure to taxation but especially personal taxation, including all types of income tax and capital gains tax work.
Martyn latterly is the Taxation manager at our Truro office and works slightly reduced hours to enable him to pursue his other part time interests, including all types of collectables such as books – especially transport and topography, coins, stamps, badges, etc. He currently attends antique fairs throughout the year all over the south west.
Lisa joined Kelsall Steele in 2001 as a trainee Payroll Administrator and has progressed to managing the Payroll department. In her time at Kelsall Steele she has developed an understanding of the payroll requirements of employers from a variety of industries including retail, agriculture, leisure and tourism, law and healthcare.
Lisa prides herself on building excellent working relationships with all her clients, anticipating many of their needs, meeting strict deadlines and making sure all aspects of PAYE legislation are complied with.
In her spare time Lisa has recently discovered an enjoyment of running, although she freely admits that this is only partly to do with a desire to keep fit and may well be motivated by the odd hour break it gives her from the demands of a young family!
Sandy joined Kelsall Steele as a trainee in 1976. Initially she concentrated on preparing accounts for small and medium-sized local businesses, developing her knowledge on VAT and accounting software.
Sandy has progressed to the role of Supervisor and now deals with her own portfolio of clients, having built a long and trusted relationship with her clients over the years. Sandy also deals with the firm’s Sales Ledger.
When not working Sandy volunteers at her local pre-school and Junior Church. She enjoys walking her dogs and you may find her in M&S Hayle drinking coffee.
Julia is PA to Director Bernard Pooley FCA and co-ordinates the Professional Fee Protection Scheme for clients in the event of an HMRC investigation.
After obtaining secretarial qualifications at Cornwall College, Julia moved to London and gained experience working in the City for five years before moving back to Cornwall. She has now worked at Kelsall Steele for more than 20 years.
Julia is part of a rugby playing family but admits to being a “fine weather spectator” herself. She enjoys dining out with family and friends with good food and wine as well as enjoying the Cornish coastline in all weathers.