Our team
Meet the advisers.
Ledgerly & Co · Manchester
Friendly experts who genuinely care about their work.
Rachel Moore
Managing Partner, FCA
Meet the team
The people behind Ledgerly & Co.
Founded Ledgerly & Co after a decade in corporate finance. Specialises in owner-managed businesses and tax planning for directors.
Also on the team
James CalderChartered Financial PlannerLeads our wealth team. Helps families plan retirement, pensions and inheritance with straight-talking advice.
Sophie GrantHead of AdvisoryFormer FD who now acts as part-time finance director for growing businesses across the region.
Daniel PriceTax Manager, CTAChartered tax adviser who makes Self Assessment, property tax and MTD feel straightforward.
Priyanka ShahR&D Tax SpecialistEngineer turned tax adviser. Has prepared more than 200 R&D claims for tech and manufacturing companies.
Liam O'ConnorPayroll LeadRuns payroll for over 1,800 employees each month and has never missed a pay day.
Rated a great place to workCareers
Good people, great work.
At Ledgerly & Co you'll have the time to do things properly: real conversations with clients, protected training time and a team that has each other's backs.
Funded training & courses
Matched pension
28 days holiday + birthday off
Staff discount
Open roles
4 positionsSend us your CV
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- Fixed monthly fees
- A named adviser
- Cloud-first
- Proactive tax planning
- Business and personal
- Secure by default