The Priory Partnership

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Tel: Birkenhead: 0151 649 3900 / Chester: 01244 342191

Email: mail@the-priory.co.uk

 

Our Team

Mike O'Donnell FCA

Telephone:

0151 649 3900

Email:

modonnell@the-priory.co.uk

Position:

Director

Experience &
Specialisms:

Mike qualified in 1975 whilst working for what is now KPMG. He joined the Vestey Group as Internal Audit Manager, which involved extensive travel throughout Europe and returned to the profession in 1979, becoming a partner in 1980. Mike deals with all aspects of our client sector and has a direct responsibility for our Tax Department.

Outside work:

Mike is married to Carol with three grown up children and, so far, one bouncing grandson. He is an enthusiastic, but not yet competent golfer and a keen supporter of Everton Football Club.


Andrew Morse BA (Hons), FCA

Telephone:

01244 342 191

Email:

amorse@the-priory.co.uk

Position:

Director

Experience &
Specialisms:

Andrew qualified as a Chartered Accountant in 1990 with Henry R Davis & Co and became a partner in 1995. After the amalgamation with The Priory Partnership in 2002, in which he became a partner, Andrew assumed the main responsibility for our Chester office. He acts for a wide range of clients and specialises in providing accountancy and tax planning services.

Outside work:

Andrew has two children and enjoys most sports, being a keen tennis and squash enthusiast, playing both sports for local teams.


Mike Sergi ACA

Telephone:

0151 649 3900

Email:

msergi@the-priory.co.uk

Position:

Director

Experience &
Specialisms:

Mike studied Financial Services at Sheffield Hallam University and his degree entailed a year of work experience during which he worked for Stubbs Parkin Cotter, one of the firms which merged to form The Priory Partnership. After completing his degree he came back to The Priory where he began his training to become a Chartered Accountant in September 1997. Mike qualified as an ACA in September 2001 and was admitted to ICAEW in November 2001.  Mike was appointed as audit director in April 2007 and is responsible for Practice Assurance.

Outside work:

Mike is married to Vicky and has a daughter, Katie and a son Demetrios.  Outside work, Mike enjoys spending time with his family.


Stuart Penny ACA

Telephone:

0151 649 3900

Email:

spenny@the-priory.co.uk

Position:

Director

Experience &
Specialisms:

After graduating in 1997 with a BSc (Hons) in Computing and Artificial Intelligence, Stuart spent three years developing software for Shell. He then worked in New Zealand on web software solutions for six months and upon his return spent a year developing software for blue chip companies in Birmingham. In 2002 Stuart joined The Priory Partnership and qualified as a Chartered Accountant in 2006. He was appointed as director in 2009 and his specialisms include accounts, management information, projections, ad hoc data investigation/reporting, Sage Line 50, Excel and other software packages.

Outside work:

Stuart is married with three young children; he enjoys playing golf and is treasurer for a local society.


Paul Haywood FCA

Telephone:

0151 649 3900

Email:

phaywood@the-priory.co.uk

Position:

Senior Accounts Manager

Experience &
Specialisms:

Paul started professional life in 1965 in a small market town practice in Suffolk. He moved to London in 1970 to gain wider experience, qualifying in 1974. He worked for various small and medium sized London firms before starting his own small practice in 1980. After relocating to the Northwest in 1996, he joined The Priory Partnership in July of that year. Paul’s specialisms are accounting and auditing, particularly in the small business sector.

Outside work:

Paul lives in Ashton-in-Makerfield with his partner, Sue. Much time is taken up with house and garden and DIY improvements. He enjoys reading (although he has little time for that!), sport and is particularly interested in the history of transport in the UK.


Ian Miller AAT

Telephone:

01244 342 191

Email:

imiller@the-priory.co.uk

Position:

Accounts Manager

Experience &
Specialisms:

After leaving grammar school in 1972, Ian joined Henry R Davis & Co as an articled clerk. He part qualified as a Chartered Accountant and was one of the first members of the Association of Accounting Technicians when it was formed in 1980. Ian is experienced in all aspects of small and medium business accounts and taxation, especially with regards to the agricultural community.

Outside work:

Ian lives on the outskirts of Chester and considers himself to be a true Cestrian as he was born within the city walls. He is a keen motorcyclist and in just over three years has managed to travel over 25,000 miles, in the UK and Europe, on his 2008 Harley Davidson Road King.


Keri Owen ACA

Telephone:

0151 649 3900

Email:

kowen@the-priory.co.uk

Position:

Senior Accounts Manager

Experience &
Specialisms:

After leaving university Keri trained with the Liverpool office of a national firm of Chartered Accountants and qualified in 1979. Two years later he joined Hirst Alderson which subsequently merged to form The Priory Partnership. Keri's role as manager of the accounts department involves accountancy and taxation matters of sole trades, partnerships, small limited companies and some charities, and dealing with tax enquiries.

Outside work:

Keri is on the church council, has been treasurer of his local parish church for some years and sings tenor in the choir. A season ticket at Anfield provides some entertainment. At home he likes to maintain the garden and enjoys DIY.


Steve Tobin ATT

Telephone:

0151 649 3900

Email:

stobin@the-priory.co.uk

Position:

Senior Tax Manager

Experience &
Specialisms:

Steve has worked in taxation for over twenty five years. He joined the HM Revenue & Customs when he was nineteen on a self-employed section. He then joined Stubbs Parkin Cotter (who subsequently merged to become The Priory Partnership) in 1992. Steve qualified and became a member of the Association of Taxation Technicians in 1999. He deals with all aspects of direct taxation compliance and advises clients on tax mitigation.

Outside work:

Steve is married to Diane and has two children, Jenny and John. They live in a village called Silverdale, which is on the North Lancs / Cumbria border. Steve's hobbies include playing golf, badminton and football. He also enjoys hill walking with his family.


Amy Timewell BA (Hons), Assoc CIPD

Telephone:

0151 649 3900

Email:

atimewell@the-priory.co.uk

Position:

Practice Administration Manager

Experience &
Specialisms:

After graduating from Lancaster University in 2002 and travelling, Amy joined The Priory Partnership as business development adviser, helping clients to obtain funding and writing business plans.  Her role is now centred on the provision of HR advice, specialising in disciplinary issues. Amy is part-CIPD qualified, expecting to graduate in 2012 and holds a certificate in employee relations, law and practice. She also has responsibility for the marketing function of The Priory Partnership and runs the monthly Priory Business Forum and the annual networking event. 

Outside work:

Amy lives on the Wirral and enjoys cooking and going to the gym; hoping that the two will balance each other out.  She also spends her time studying and with family and friends.


Jacqui Godwin ATT

Telephone:

0151 649 3900

Email:

jgodwin@the-priory.co.uk

Position:

Tax Manager

Experience &
Specialisms:

Jacqui joined Stubbs Parkin Cotter, one of the original four firms that merged to become The Priory Partnership, in 1985. She has worked in The Priory tax department for over ten years and is now a fully qualified member of the Association of Taxation Technicians. In her subsequent promotion to Tax Manager, Jacqui has responsibility for direct taxation compliance and advises clients on tax mitigation.

Outside work:

Jacqui lives locally with her husband Dean and two children, Lee and Holly. She enjoys reading, long walks and spending time with her family.


Julie Grist

Telephone:

0151 649 3900

Email:

jgrist@the-priory.co.uk

Position:

Reception Manager

Experience &
Specialisms:

Julie joined Avison & Harrocks, one of the original four firms that merged to become The Priory Partnership, in 1987. She has worked at The Priory since we came here almost fifteen years ago and now, as her family are grown, works full-time in our reception.  She enjoys the variety of tasks her job entails and especially enjoys that initial contact with the clients.  Julie's daughter, Alex, now also works at The Priory, based mainly in our Payroll department.

Outside work:

Julie enjoys spending time with her family (she now has four beautiful grandsons) and when time allows she enjoys the countryside, gardening and swimming.


Paula Sanderson MAAT

Telephone:

0151 649 3900

Email:

psanderson@the-priory.co.uk

Position:

Payroll Manager

Experience &
Specialisms:

Paula joined The Priory’s busy payroll bureau in 2008 and is now Payroll Manager.  She has many years experience working in both payroll and accounts environments and is MAAT qualified, as well as holding AAT Level Three Payroll Management.

Outside work:

Paula lives locally and has two children.  Outside work she studies for two qualifications and enjoys spending time with her family and friends.

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