Six new partners and directors at Thomas Westcott Chartered Accountants

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Thomas Westcott Chartered Accountants has three new partners and three directors following a series of promotions.

The internal promotions – from Plymouth to Weston-super-Mare – are part of the South West accountancy firm’s investment in staff and strategic expansion across the region.

Alison Watts, Head of the firm’s growing Corporate Finance team, has been made a Partner. With more than 30 years’ corporate finance experience, Alison joined Thomas Westcott in 2017.

Following roles with Ernst & Young and Clydesdale Bank, she went onto work for Armstrong Watson, where, as Corporate Finance Director and Partner, she was part of the team which managed and developed corporate finance business for the firm across West Cumbria, South West Scotland and the North East.

Based in the firm’s Exeter office, Alison works with directors and business owners, advising on start-ups, expansion plans and exit strategies. She has a wealth of experience of acting for both buyers and sellers in deals.

Cat Williams has been promoted to Partner and Head of Charities and Not for Profit, following the recent retirement of Steve Cresswell.

Cat joined Thomas Westcott as a trainee in 2006 and qualified as a Chartered Accountant in 2012. Based in the firm’s office in Barnstaple, North Devon, she worked closely with Steve to grow and develop the firm’s offering to the charity sector. Thomas Westcott now has more than 400 charity clients, ranging from small, local not for profits run entirely by trustees to large regional charities.

Plymouth-based Adam Croney has also been promoted to Partner. With 10 years’ accountancy experience, Adam joined the firm from PwC as a Senior Manager in 2018, before being promoted to Director the following year.

Adam supports clients of all sizes and across sectors, from large corporates to SMEs and charities. He offers an extensive range of accountancy knowledge, including accounts preparation, audit and assurance, risk management, governance, financing and growth strategies. He also has a particular specialism in innovative cloud accounting systems.

Adam has contributed to growing the firm’s presence in the city and surrounding area. This has included forging collaborations with the University of Plymouth and taking a lead role in Thomas Westcott becoming a Patron of Devon & Plymouth Chamber of Commerce.

Heather Davis has been promoted to Director at the firm’s Weston-super-Mare office. Heather, who has nearly 20 years’ accountancy experience, will play a key role in growing the firm in North Somerset.

Heather advises a diverse mix of businesses, from sole traders to large companies. With most of her clients based in North Somerset, she supports a large number of manufacturing and retail firms, as well as seasonal hospitality businesses.

Annette Stone’s promotion to Director comes as Thomas Westcott focuses on growing its specialist tax team in Plymouth and across the region. It follows a number of senior level appointments and a merger with established Plymouth firm Riley Chartered Accountants earlier this year.

With more than 20 years’ tax experience, Annette joined the firm in 2017 and is best known for advising high net worth individuals and business owners.

Chartered Financial Planner Simon Lake has also been promoted to the position of Director. Simon was recruited to Thomas Westcott in 2017 and, since then, has significantly grown the firm’s financial planning offering in and around Plymouth. Working with a number of the region’s key professionals, Simon offers a broad range of financial planning expertise.

Thomas Westcott Managing Partner Shona Godefroy said: “Congratulations to Alison, Adam, Cat, Heather, Annette and Simon on their promotions at Thomas Westcott, said: “These promotions reflect the high level of skills and experience of each of these individuals. They also underline our commitment to nurturing and rewarding our own staff. In their different ways, they have each grown and developed their expertise during their time at Thomas Westcott. They have all contributed significantly to the success of the firm, as well as offering the very highest quality service to their clients.

“It is very rewarding to offer each of them the opportunity to further progress in their careers and to play a key role in ensuring the firm continues to thrive.”

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