Joan set up Adams O’Rourke Accountants Ltd in 2008, having previously managed finance teams for over 15 years. She has gained a wealth of experience in a variety of roles and industries, including Rolls Royce PLC and Unilever PLC. Joan helps to connect individuals and businesses to access generous tax reliefs, particularly R&D tax reliefs for ambitious and innovative SMEs.
With a proven track record in financials services and insurance, Phil brings wisdom and accountability to the team. Banking many years of service at Royal Liver Assurance and laterly Royal Mail, he is able to support the development of the strategic side of the business and advisory services.
Hugh is a trainee accountant having started a BA in Accounting & Finance in September 2018. In parallel to his studies, he deals with the processing of client transactions and any related queries in a timely and accurate manner. Hugh also manages work schedules and the new client onboarding process for the team amongst other administrative duties for the business.
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