Meet the team

John joined John F Harvey in 1987 and became a partner in 1988, playing a key role in the firm's growth and success. With overall responsibility for the firm, he ensures professional standards are maintained. He works with a wide variety of clients, from small and medium-sized companies to partnerships and sole traders, offering tailored financial and tax solutions. As the firm’s responsible individual, John signs off on audits, ensuring both accuracy and compliance in financial statements.

John specialises in farming, trusts, and succession planning. With decades of experience advising clients in the agricultural sector, including over five years as a member of the ICAEW Farming and Rural Business Group for South Wales, he offers tailored advice on the unique challenges of managing farming businesses. John also provides expert guidance on trusts and succession planning, particularly around inheritance tax, helping clients protect and pass on their wealth in a tax-efficient way.

John has a proven track record of guiding clients through complex transitions, such as helping a struggling business turn around and advising on incorporation and long-term planning for future generations.

Outside of work, John enjoys hillwalking, gardening, and travelling. He also organises the firm’s regular Snowdonia hike, a popular team event that has been a great success over the years.

If you require expert advice on farming, trusts, succession planning, or an audit, John is here to provide tailored guidance to help your business navigate these key areas with confidence.

Tony joined John F Harvey in 1992 and worked his way through the ranks until he qualified as a Chartered Certified Accountant in 2008. As a director of the firm since 2011 he has played a considerable role in helping to shape the firm alongside his fellow director and remains a key member of the management team.

Tony brings a wealth of experience to the firm and its clients and works with a wide range of businesses including limited companies, partnerships and sole traders, providing clear advice on accounts, taxation and day to day financial decisions.

Tony acts as a client manager for both longstanding and new clients and he also has responsibility for key areas of firmwide compliance and has overseen the firms IT systems for a number of years. He regularly advises on technical VAT issues and company secretarial matters, helping business owners remain compliant while making cost effective decisions to assist their business development.

His areas of expertise include limited company accounts and taxation, small businesses, company start-ups and closures, VAT technical queries and advising clients on business structures such as the benefits and drawbacks of operating via a limited company or sole trader. He enjoys working closely with business owners, comparing the commercial and tax implications of different structures and helping them choose the option that best fits their goals.

Tony is also involved in mentoring the firm’s staff in the office and takes great satisfaction from seeing employees progress through their studies.

Tony particularly enjoys the fact that no two days are the same and takes pride in being a trusted sounding board for clients when they need practical advice or a second opinion on key business decisions.

Outside of work Tony enjoys spending time with his family and is a keen Liverpool FC supporter. He enjoys watching movies, all football, and a good thriller as profile well as walking their pet dog.

Joe joined the firm in December 2019 and is an Audit and Client Manager. As an audit manager, he is responsible for planning and delivering audits to make sure financial statements are accurate and compliant. As a client manager, he acts as the main point of contact for a portfolio of clients, supporting them through the year with advice, reviews and day to day queries. He works with a wide range of businesses including companies, partnerships and sole traders. He also trains and supports junior team members and enjoys helping them grow in confidence.

Joe specialises in statutory audits, company financial reporting, tax and modern cloud accounting systems such as Xero. He enjoys working with ambitious businesses that want better information and smoother processes rather than just year end accounts. A big focus of his work is helping clients move to digital systems so they save time and always know where they stand financially.

He has helped many clients save tax in legitimate ways by identifying tax saving opportunities and making sure they do not pay more tax than they need to. As part of his audit work he reviews client systems and controls and provides practical recommendations that improve efficiency, reduce risk and make day to day finance easier for owners and directors.

Joe is a Chartered Accountant with the ICAEW and is currently studying for the Chartered Tax Adviser qualification to deepen his tax knowledge further.

Outside work Joe plays cricket for Mumbles Cricket Club where he also sits on the club committee. He also enjoys five a side football, running, skiing and going to gigs.

His favourite part of the job is helping clients make better decisions, strengthen their business and feel confident about their finances.

Louise joined John F Harvey in December 2001, bringing over 20 years of experience in tax. She specialises in personal, partnership, company, and trust tax return preparation and submission, alongside managing the day-to-day operations of the Tax and PAYE Department. Louise works closely with clients to provide practical tax planning solutions and expert advice on capital gains tax computations and reporting.

Known for her in-depth knowledge of HMRC systems and ever-changing tax rules, Louise ensures her clients are always up-to-date and compliant. Whether it’s assisting with voluntary disclosures or tackling ad hoc queries, her proactive approach and dedication make her an invaluable resource for clients navigating complex tax matters.

Outside of work, Louise enjoys socialising with friends, going on holidays, visiting the cinema, and spending quality time with her family. She’s also enjoys going to the gym or any other form of exercise.

If you’re looking for a trusted tax advisor who values building strong client relationships, Louise is here to help you with all your tax needs.

Ian joined John F Harvey in June 2025 and works as a senior accountant. He prepares financial statements for limited companies and estate accounts for solicitors, supporting a range of clients with clear, practical financial reporting and advice.

Ian brings broad business and accounting knowledge across many different types of organisations. He enjoys helping clients find solutions to accounting and commercial challenges, making complex issues easier to understand and manage.

He is a Fellow of the Association of Chartered Certified Accountants and holds an MBA, is a Chartered Banker and has a Postgraduate Certificate in Education. His varied background gives him a strong understanding of both technical accounting and the wider commercial environment businesses operate in.

Ian’s favourite part of the role is providing solutions to problems and adding real value to a client’s business.

Outside of work he enjoys tennis, golf and reading crime novels.

David joined John F Harvey in June 2017, before leaving in ……. to gain specialist experience in tax. However, he missed working here so much that he rejoined in May 2024. With his wealth of experience, David plays a vital role in the team. As Senior Accountant, David is responsible for preparing accounts for companies, partnerships, and sole traders. He also manages personal and corporation tax matters, company formation, and company secretarial duties. Additionally, David assists with VAT returns, providing comprehensive support to clients.

David specialises in working with limited companies, personal and business tax, corporation tax, and company secretarial duties. He is also certified in Xero and QuickBooks, offering clients expert advice and tailored solutions using these platforms.

David holds a BSc Hons in Music Technology, AAT Level 4, and is currently studying towards his ACCA qualification.

Outside of work, David enjoys watching and playing football, running, and playing the guitar. He is also an avid reader and enjoys walking with his dog. In the office, he’s known for ensuring the team is always profile well-stocked with biscuits!

Luke joined John F Harvey in March 2019 as a trainee and has become a key member of the team. Luke is part of the accounts department where he produces financial accounts for the managers. Being the VAT manager, he ensures the smooth running of submission of VAT returns and ensuring that any clients query regarding VAT answered in depth and to a high standard. Alongside this, he is our trust manager, preparing trust accounts and registering trusts with HMRC, ensuring clients remain compliant and receive the right guidance.

Luke has developed significant expertise in VAT, trust accounts, and farm accounts. He is dedicated to providing tailored solutions for his clients, regularly visiting them at their homes to set up systems, resolve queries, and ensure they receive the best possible advice.

Luke holds an AAT Level 4 qualification, and he is currently working towards his ACCA qualifications.

Outside of work, Luke enjoys staying active with football, golf, hiking, running, cycling, and travelling. Much to the dismay of the office (especially Tony), Luke has earned the title of office ping pong champion!

If you need advice on VAT matters, trust accounts, or farm accounting, don't hesitate to get in touch with Luke for expert guidance.

Luke joined John F Harvey in March 2019 as a trainee and has become a key member of the team. Luke is part of the accounts department where he produces financial accounts for the managers. Being the VAT manager, he ensures the smooth running of submission of VAT returns and ensuring that any clients query regarding VAT answered in depth and to a high standard. Alongside this, he is our trust manager, preparing trust accounts and registering trusts with HMRC, ensuring clients remain compliant and receive the right guidance.

Luke has developed significant expertise in VAT, trust accounts, and farm accounts. He is dedicated to providing tailored solutions for his clients, regularly visiting them at their homes to set up systems, resolve queries, and ensure they receive the best possible advice.

Luke holds an AAT Level 4 qualification, and he is currently working towards his ACCA qualifications.

Outside of work, Luke enjoys staying active with football, golf, hiking, running, cycling, and travelling. Much to the dismay of the office (especially Tony), Luke has earned the title of office ping pong champion!

If you need advice on VAT matters, trust accounts, or farm accounting, don't hesitate to get in touch with Luke for expert guidance.

Charlotte joined the firm in September 2025 and works as an Accounts Assistant. She supports the accounts team by preparing accounts and assisting with VAT work, helping clients keep their records accurate and up to date and making sure deadlines are met smoothly.

Charlotte enjoys helping clients and is known for being cheerful and approachable on the phone, building good relationships with clients and making it easy for them to ask questions or raise concerns.

She is currently studying toward AAT Level 2 and Level 3 and holds a BSc degree in Criminology and Sociology with a 2:1 classification.

Outside work Charlotte enjoys running, the gym and swimming, keeping active whenever she can.

Dylan joined John F Harvey in October 2024 as an Accounts Assistant. With several years of experience in the accounting industry, Dylan is responsible for preparing year-end accounts and VAT returns for clients, as profile well as working closely with clients to address any queries or concerns they may have, always maintaining a high standard of customer service.

Dylan holds a 1st Class degree in Accounting from Swansea University (2019) and is currently studying towards his ACCA qualification to further enhance his expertise in accounting.

Outside of work, Dylan enjoys walking his dogs and watching football with friends. He values the positive and welcoming atmosphere at the office, which supports his ability to contribute effectively to the team and maintain strong client relationships.

Jess joined John F Harvey as a trainee in April 2024 as an Accounts Assistant. In her role, she primarily prepares financial accounts and VAT returns, supporting senior staff with various tasks. Jess also provides valuable assistance in the preparation of farm accounts, ensuring clients in the agricultural sector receive knowledgeable answers to their queries and accurate financial reporting.

Jess holds a 2:1 BSc in Mathematics from Swansea University and is currently studying towards her AAT qualifications to further enhance her accounting expertise.

Outside of work, Jess is passionate about horse riding and spends much of her time caring for and riding her two horses. This connection likely explains her enjoyment of working on farm accounts, where she can combine her hobby with her accounting skills.

Jo joined the firm in January 2026 as an Accounts Assistant. She prepares sole trader, partnership and limited company accounts, along with tax computations and VAT returns. With a strong bookkeeping background, she plays an important role in keeping clients’ records accurate, organised and ready for year end.

Jo has over 30 years’ experience in bookkeeping across a wide range of businesses. She has particular experience working with nursing homes and public houses and has supported businesses with accounts preparation, VAT, payroll, PAYE and day to day ledger management. Her practical experience means she understands how businesses operate in real life and the pressures owners face.

She is confident using a range of accounting software including Xero, Sage, QuickBooks, TaxCalc, BrightPay and Moneysoft, helping ensure systems run smoothly and information is kept up to date. Having also run her own gift shop for several years, Jo understands first hand the challenges of running a business and the importance of clear and reliable financial information.

Jo enjoys the variety of her role and the fact that no two days are the same. She values the friendly and supportive atmosphere within the firm and takes pride in helping clients stay organised and compliant.

Outside of work Jo enjoys being creative. She makes handmade items such as greeting cards, keyrings, coasters and decorative jars and bottles. She also enjoys decorating and has themed her son’s bedroom over the years, from Mr Tumble to Minecraft and now football. When she is not crafting or playing Minecraft with her son, she enjoys gardening and landscaping, and is a member of a walking group that meets in Snowdonia several times a year.

Oliver joined John F Harvey as a trainee in July 2022 as an Accounts Assistant. In his role, he primarily prepares financial accounts and VAT returns and assisting the managers with their completion. He also aids with company secretarial duties, including preparing confirmation statements.

Holding an AAT Level 3 qualification, Oliver continues to build on his knowledge and skills in accounting and is currently studying for his level AAT level 4 qualification.

Outside of work, Oliver has a passion for cars, spending time with his pets, and enjoying the occasional round of golf. He is also known for his professional tea-making skills, often regarded as the office’s go-to tea maker! So, ensure if you visit the office to ask for him to make you your tea or coffee.

Jade joined John F Harvey in August 2012 and is a highly valued member of the team. She ensures payroll processes run seamlessly, managing everything from calculating wages, deductions, bonuses, and overtime to handling communications with HMRC. Jade also supports clients by assisting with tax form preparation, clarifying tax codes, and addressing payroll queries.

With expertise in payroll processing, tax administration, and HMRC liaison, Jade is committed to keeping clients compliant and profile well-informed. Known for her clear communication and proactive approach, she has helped clients resolve payroll challenges efficiently—whether retrieving historical records, addressing system errors, or simplifying complex queries. Clients trust her to deliver reliable guidance and support.

Outside of work, Jade enjoys Pilates, walking her dog, going to the gym, and staying active with her children’s sports activities.

If you need assistance with payroll or tax matters, Jade is ready to help.

Liz joined John F Harvey in June 2008 and plays a vital role in ensuring the smooth running of the office. As Office Manager, she oversees day-to-day administrative tasks, manages staff matters, and assists with job planning. Liz is also instrumental in dealing with IT issues and helping resolve any challenges that arise within the office.

Her background in banking has given Liz a strong foundation in customer service, which she applies in her role by assisting clients with queries and ensuring they have a positive experience when they visit or contact the firm.

Outside of work, Liz enjoys staying active through running and exploring new places. If she doesn’t answer the phone, she’s likely on holiday, visiting a new city!

If you’re looking for support with any office-related matters or need assistance while visiting the firm, Liz ensures everything runs smoothly and efficiently.

Tina joined John F Harvey in 2011 and has been a welcoming presence at the firm ever since. As the first point of contact for clients, Tina ensures they feel valued and cared for, whether in person or over the phone. She handles requests for books and records, manages stationery supplies, and supports the team with Anti-Money Laundering compliance, playing an integral role in maintaining the firm's operational efficiency.

Clients often appreciate Tina’s friendly and professional manner, as she works hard to ensure their queries are directed to the right person promptly. Her role is essential in creating a smooth and efficient experience for clients and colleagues alike.

Outside of work, Tina enjoys spending time with her grandchildren and cherishes the moments they share together. She takes great pride in her role, especially the opportunity to connect with clients, and always has a warm greeting to make them feel welcome.