“As executors of the estate and trustees of the will trust, we were always impressed by the efficiency and punctuality with which you attended to all the many issues involved.”

− Kevin Feeney, Wealth Management client

Meet your Wealth Management Specialist Team.

 

Kieran McCurdy Partner

Kieran McCurdy ACA CTA

Partner

Kieran trained with Plummer Parsons, qualifying as a Chartered Accountant in 2002, and he became a member of the Chartered Institute of Taxation in 2003. He is based at the firm's Brighton Office, providing personal tax planning, estate planning and exit and retirement strategies to his portfolio of business and private clients.

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Neville Beckhurst Partner

Neville Beckhurst FCA

Partner

Neville provides personal and corporate tax advice for the retention of capital and the minimisation of taxation.This can also involve  succession and tax  planning for many private companies and professional businesses.Many of his clients have an international element and can be categorised as High Net Worth.
His aim is to make sure they stay that way.

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Andrew Griffiths Private Client Director

Andrew Griffiths FCA DChA

Private Client Director

For the 27 years Andrew has been at PP he has worked very closely with many of his clients, whether trading in business or in receipt of investment and pension income.  Consequently Andrew has realised the importance of assisting his clients to carefully manage their various affairs, preserve their wealth for their families yet enable them to maintain and enjoy a comfortable lifestyle.

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Alastair Stewart Consultant

Alastair Stewart FCA

Consultant 

Alastair does consultancy work specialising in personal advisory tax work together  with Trusts and Powers of Attorney matters. 

He is a member the Taxation faculty of the Institute of Chartered Accountants in England and Wales.  

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Brian Mercer Client Manager

Brian Mercer FCA

Client Manager

Brian qualified as a Chartered Accountant 30 years ago, and has spent all his working life in general Practice.  Today his long experience in accountancy and especially tax, including the Capital Taxes, makes him a valuable member of the wealth management team. 

 

Fiona Fielder Client Manager

Fiona Fielder FFTA

Client Manager

Fiona has worked for Plummer Parsons since June 1982 and is one of the longest serving member of staff. She trained here within the Tax Department and is now one of our Private Client Managers, responsible for her own portfolio of clients. She is a Fellow member of the Federation of Tax Advisers( FFTA).

 

Kate Chapman Client Manager

Kate Chapman AAT ATT

Client Manager

Kate joined Plummer Parsons in January 2006 to work as a Client Manager in our Eastbourne office. She has worked in private accountancy practice for more than twenty years and brings a wealth of knowledge and experience to her role.

Kate looks after the personal tax affairs for her portfolio of clients, including employees, retired people and those in business. In addition she provides advice on will planning and deals with inheritance tax, estate administration and applications for probate.

Kate is a qualified member of the Association of Accounting Technicians and the Association of Tax Technicians and was a National Prize Winner on both occasions.

 

Jennifer Swift Client Manager

Jennifer Swift CTA ATT TEP

Client Manager

Jennifer trained and qualified with Plummer Parsons and is a manager within our Private Client Department based at the Eastbourne office.

Jennifer has a wide range of clients including individuals, trusts and estates and deals with all aspects of tax compliance including preparation of tax returns and advises on planning matters for income tax, capital gains tax and inheritance tax including the use and setting up of Trusts. Jennifer also deals with Estate administration and Probate matters.

In addition, Jennifer advises on the use of and also prepares Lasting Power of Attorney documents both as regards finances and health and welfare matters.

 

 Luke Summerford staff profile

Luke Summerford ACA

Client Manager

Luke trained with Plummer Parsons, qualifying as a Chartered Accountant in 2010. He is based at the firm's Eastbourne office and has recently joined up with the Wealth Management Team, splitting his time equally with the specialist Charity department.

He is currently taking the Chartered Institue of Taxation professional exams to become a Chartered Tax Advsier (CTA).

Luke deals with corporate and personal tax affairs, and particularly like to get involved in tax planning strategies.