George
Accounts, Tax & Advisory
George is a qualified accountant, holds an MSc in Accounting and Finance and sits on Black Country Housing Group’s Audit Committee. Prior to setting up Powell & Associates, George held positions with top 10 accountancy firms specialising in accounts, tax and advisory services.
Lana
Accounts, Tax & Advisory
Lana is a qualified accountant, holds an MSc in Accounting and Finance and previously worked as a tax adviser for Big 4 accountancy firms. Lana is our tax specialist ensuring that you minimise your tax liability.
Dale
Financial Adviser
Dale is a qualified financial adviser and regulated by the Financial Conduct Authority. Dale has over 30 years’ industry experience and is our pensions and investments expert.
Luke
Chartered Financial Planner
Luke is a fully qualified, Chartered Financial Planner. He specialises in providing highly personalised, wealth management advice to new and existing clients, helping them with practical solutions to the financial challenges that concern them most.
Tanya
Head of Marketing
Tanya holds an MSc in brand management and is responsible for running our marketing and PR.
Denise
Payroll and Bookkeeping
32 years plus experience in payroll from processing through to year end including private and workplace pension submissions, holiday calculations. Also experienced in bookkeeping from processing to trial balance, charity gift aid submission including legislation’s and a varied range of administration.
Contacts
George - Accounts, Tax & Advisory
Lana - Accounts, Tax & Advisory
Dale - Financial Planning
Luke - Mortgages
Address
28-29 New Road
Kidderminster
Worcs
DY10 1AF
Telephone
01562 68926
07903 039 648
Powell & Associates is a trading name of George Powell & Associates Ltd, a limited company registered in England & Wales under company number 10619325. Our registered office is: 28-29 New Road, Kidderminster, Worcs, DY10 1AF, UK. Powell & Associates is authorised and regulated by the Association of Chartered Certified Accountants (ACCA), registration number 3918909.