Team profiles

Steven Wilkinson AFA IAS
Partner

Paul and I started the firm in 1990 and we’ve taken pride in seeing it grow to the two office, four partner firm it is today servicing a broad range of personal and business clients. I spend my time between our Bingley and Ilkley offices.

Whilst I work with all business types and sectors across a wide spectrum, I tend to focus on owner managed SMEs where I feel I can deliver most value. I’m involved with all aspects of accounts and taxation, but work closely with clients to help them prepare budgets and forecasts, as well as providing strategic advice during the different growth stages of their businesses.

I always strive to deliver tailored services to ensure my client’s needs are fully catered for in a timely and cost effective manner. As and when required, I can provide a financial director role and always look at ways to help my client’s grow their business, so they flourish and maximise financial and taxation efficiencies.

In my spare time I play five-a-side football and go running and I also like walking with my family and the children’s cocker spaniels. I love skiing and my aim would be to go more than once a year. I also like meeting up with friends, listening to music (anything from David Bowie and Led Zeppelin to Cold Play and Mozart) and watching a good movie. My favourite film is ‘Saving Private Ryan’ and I also enjoy ‘Back to the Future’, Die Hard and the Ocean’s series of movies.

E: steven@wilkinson-partners.co.uk

I co-founded the firm with Steven in 1990 and over the years have developed a mixed portfolio of clients. As a chartered accountant and chartered tax adviser, my focus now is on tax compliance and tax planning work, as well as advising businesses on their strategy and development.

I split my time between the Bingley and Ilkley offices and am regularly out and about visiting clients.

In addition to helping clients ensure their businesses are compliant with the relevant regulations and deadlines, I try to provide practical and relevant advice in order that they are able to develop their business in the direction that they would like it to go. At the same time, I work with them to mitigate their taxation liabilities where possible.

When I’m not assisting clients I like most sports including cricket and football, although these days it’s mainly watching rather than participating! I also enjoy listening to music, although my tastes have now moderated a little from the ‘heavy rock’ of my younger days.

E: paul@wilkinson-partners.co.uk

I joined Wilkinson and Partners as a trainee accountant in 1994. Having qualified as a chartered accountant, gained lots of practical experience with our clients and taken on more responsibility over the years, I became a partner in 2005.

My expertise covers all areas, from auditing and tax compliance through to giving business advice and identifying appropriate tax planning opportunities for my clients.

I work from both our Bingley and Ilkley offices and spend a lot of my time visiting clients. My approach is to get to know my clients very well so I can put myself in their shoes in order to achieve the best possible result for them. I don’t believe that accountancy should be just a ‘tick box’ exercise, it’s all about doing what’s right for the client (legitimately of course!). By being perceived as an extension of my client’s businesses, I can help them to succeed.

Outside of work I like keeping fit and watching lots of films. I try to keep abreast of new film releases, but I suppose my all-time favourite (so far) is The Accountant!

E: daniel@wilkinson-partners.co.uk

After completing my degree at Loughborough University I joined the firm in 2010 as a trainee accountant, gaining my ACA qualification in 2014 and becoming a partner in 2017.

Whilst my workload covers all aspects of taxation, accountancy and audit, I have developed an expert knowledge of cloud based accounting systems including Kashflow and Xero. With the impending Making Tax Digital (MTD) legislation set to affect most businesses across the UK, I shall be helping clients make the transition to electronic record keeping and quarterly financial reporting.

I specialise in dealing with owner managed SME’s and particularly enjoy this work due to its broad range; from preparation of statutory financial statements and tax returns to management accounts and succession / exit planning.

I work from both our Bingley and Ilkley offices and enjoy getting out to spend time with clients as I feel this is the best way to understand their needs and enables me to tailor my advice accordingly. I find that giving proactive recommendations to clients in an efficient and timely manner is key to helping them run their business effectively and profitably.

In my spare time I play football, squash and am a keen follower of Formula 1. I enjoy travelling, having visited many European cities, as well as more obscure destinations such as Bolivia and the Amazon Rainforest. The ‘Golden Triangle’ route on the West Coast of the USA is definitely on the bucket list!

E: oliver@wilkinson-partners.co.uk


As the receptionist in the Bingley office I am the first person that many of you will speak to when you call or visit the office. I joined the firm in 2011.

I have varied role which involves meeting and greeting all visitors to the office and handling all the inbound phone calls. I also carry out a range of general administration duties which helps the office to run smoothly. I understand the firm’s internal systems and can deal with simple client information requests such as locating national insurance numbers or Companies House information. My qualifications include an NVQ in Business and Administration.

In my free time I enjoy going to salsa classes and socialising with friends. When I was at school I used to play football for Leeds United’s girls team, but these days I watch rather than play. I also love to travel having been to several countries across Europe, although Egypt is my favourite destination…. so far!

E: vicky@wilkinson-partners.co.uk

I joined Adams & Co in Ilkley in 1990 as a chartered accountant and transferred to Wilkinson and Partners in 2013 when they acquired the firm. I provide a range of accounting and taxation services to our clients from our Ilkley office. I help a variety of businesses including sole traders, partnerships and family owned limited companies and also work with individuals to help them keep their tax affairs in order.

When working with clients I adopt a friendly yet professional approach to help develop trust and rapport. It is important to get to know my clients, so that I can best advise them on the options available in any particular situation, helping them to make the best decisions.

E: anne@wilkinson-partners.co.uk

I am a qualified accounts technician based in the Bingley office and started working with the firm in 2011. I work with a number of clients to provide monthly and quarterly bookkeeping and/or VAT services, reconciling and submitting VAT returns when required.

I like to build a rapport with my clients by creating a two-way communication process I am able to offer my expertise when needed and give my clients support when they need it the most.

In my spare time I enjoy socialising with my friends, gardening and travelling, mainly to the USA as we love it!

E: susan.craggs@wilkinson-partners.co.uk

I originally started work for Adams & Co in 1994 as a general practice accountant and then moved across to Wilkinson and Partners in 2013 when they acquired the firm. I am based at the Ilkley office.

My work is varied covering a lot of general practice work including preparing accounts, tax computations and submissions, as well as advising my clients on suitable tax planning options available to them. I specialise in working with the owners of small and medium sized enterprises and am a member of the Institute of Financial Accountants.

Having spent ‘thirty odd’ years in the accountancy profession, I offer a wide breadth of experience to clients, in a friendly but professional manner.

Outside of work I love sailing and am a RYA qualified dinghy and powerboat instructor. I’m into mountain biking, fell walking and keep-fit, and enjoy bell ringing.

E: alan@wilkinson-partners.co.uk

I’ve been with the firm since 2015 and since then have been involved with a range of client support roles including payroll, bookkeeping, VAT and accounts preparation. I also provide general admin support for the firm. I am a qualified accounts technician.

I am currently studying for the final of my Association of Accounting Technician exams and hope to start my chartered accountancy studies in the near future.

Working from the Ilkley office, I take a friendly approach to my work to understand what clients require so that I can advise them of when to expect the completed work.

In my spare time I enjoy going to the gym, walking my dog and socialising.

E: lucy@wilkinson-partners.co.uk

Having joined the firm in 2016 my role is to administer payroll services to our clients, making sure this is carried out accurately and on time to meet their requirements. Increasingly, I am also involved with helping clients administer the new auto enrolment provisions.

I have a good working knowledge of all aspects of payroll and make sure I am always available to answer any questions they may have. Along with my other payroll colleagues, I am based at the Bingley office.

My hobbies include walking in the Dales, playing and watching tennis, eating good food and drinking fine wine.

E: sue@wilkinson-partners.co.uk

I joined the firm in 2015 and since then have carried out a range of bookkeeping activities for my clients including day to day accounts maintenance and making sure that all the necessary VAT and construction industry scheme deadlines are met. When required, I can also assist in the production of management accounts.

I am a qualified accounts technician and am based in the Bingley office. I provide a high standard of work to each client to help them understand the income and expenditure within their business. I also make sure they comply with all the rules and regulations surrounding VAT.

In my spare time I like watching rugby league and socialising with friends.

E: michael@wilkinson-partners.co.uk

I joined the firm in 2010 as a trainee bookkeeper and payroll assistant. Today I am based in the Bingley office and focus on the day to day bookkeeping requirements of my SME based clients including running monthly statements, payroll and construction industry scheme calculations. I also assist clients with general accounting administration duties. I am part way through completing my Association of Accounting Technician studies and intend to finish my qualifications when my son goes to school.

Working closely with clients and their bookkeeping and payroll requirements helps me to really understand how their business operates and so I quite often feel part of their team.

When I’m not working I like to go running and spend lots of time with my young family. I also love researching and planning our family holidays and enjoy going to the theatre.

E: beckym@wilkinson-partners.co.uk

I joined Wilkinson and Partners in 2016 and am based in the Bingley office. My key roles are the preparation of accounts and tax computations for my clients. I am a qualified accounting technician.

I enjoy liaising with clients and aim to be as efficient as possible, helping to resolve any queries they may have in an approachable and friendly manner.

My hobbies and interests include keeping fit through yoga, spending time with my family and looking after my two dogs.

E: rebecca@wilkinson-partners.co.uk

Having joined the firm as a payroll administrator in 2005, I now manage this department in our Bingley office, which involves the processing of all types of payroll and for over 200 clients.

As part of my role I have developed expertise in all things related to payroll and auto enrolment. In this challenging and complex area of business I am pro-active in providing advice and implementing systems designed to ensure that our clients comply with the constant changes in payroll legislation. Working with my colleagues, we provide a complete and efficient payroll bureau service, leaving our clients free to concentrate on other aspects of their business.

Outside of the office, having three sons I enjoy spending time as a family. I also love to read, attend keep fit classes, do some gardening and enjoy watching musicals, my favourite being ‘Les Miserables’ which I have seen many times.

E: annette@wilkinson-partners.co.uk

I joined Wilkinson and Partners in 2014 as the payroll junior, but am now studying towards my chartered accountancy exams with the Institute of Chartered Accountants in England and Wales.

I am based at the Bingley office and am involved with accounts preparation, bookkeeping work and payroll processing. I work closely with clients ensuring that their accounting records are accurate and complete and that all relevant deadlines are met.

In my spare time, when I’m not studying for exams, I like playing football and cricket and going to the gym.

E: charlie@wilkinson-partners.co.uk

I started work for Wilkinson and Partners in 1995 and since then have been involved with the preparation of financial statements for all sizes of companies. I also get involved with corporate and personal tax computations, as well as preparing management accounts to help decision makers monitor the performance of their businesses.

I have worked with several clients for many years which helps me gain a very detailed understanding of each of their businesses. In turn, this experience gives my clients peace of mind that their financial records will be well looked after. I am a member of the Association of Accounting Technicians and work from our Bingley office.

Outside of work I like keeping fit and socialising with friends. I like trying new restaurants and visiting new countries and will be going to Jamaica this year.

E: tricia@wilkinson-partners.co.uk

I initially joined the firm in 2006 as a bookkeeper, working in the business services department at the Bingley office. Having taken on the bookkeeping and payroll function I decided to study to become a qualified chartered accountant with the Institute of Chartered Accountants in England & Wales and am currently at the advanced level of these studies. This will add to my existing Association of Accounting Technicians qualification.

I now work in the accounts department where I undertake a wide variety of roles. These include: preparing accounts for sole traders and limited companies; calculating corporation and self-assessment tax; audit work; producing management accounts; VAT and bookkeeping duties including cloud accounting; carrying out company formations with Companies House; managing clients and providing accounts, bookkeeping and software training to clients and staff.

In order to deliver the best possible service to my clients I listen to their requirements and plan my work to best meet their needs in a timely cost effective fashion. I always try to go the extra mile to help the client.

When I’m not working I like getting out into the countryside, walking my dogs and the odd spot of DIY!

E: becky@wilkinson-partners.co.uk

I joined the firm in 1990 and provide PA support to the four partners, enabling them to provide an effective and efficient service to their clients. With over 25 years of experience I understand the needs of clients, whether they be limited companies, sole traders, partnerships or LLPs and can direct them to most suitable person at Wilkinson and Partners to help them.

I specialise in Company Secretarial matters, assisting our clients in this area wherever possible and am also a training mentor. I work from both Bingley and Ilkley offices.

Outside of work I get involved in a range of sports and activities including reading, running, keep fit classes and going skiing. In my younger days I was also a keen squash player! However, my ultimate favourite thing in life is - walking and socialising with my wonderful family & friends!

E: louise@wilkinson-partners.co.uk