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About and Contact

Introduction

Whitefield is a a firm of Accountants and Tax Advisers.  We are based on the Isle of Wight, but work with clients across the UK using modern technology.  Our local clients are, of course, important to us – sometimes its nice to work face to face over coffee!  If any of our off Island clients are visiting the Island, they are welcome to call in by appointment to meet us.

A large part of our client base, although not exclusive by any means, are individuals – contractors, freelancers and consultants – working through Personal Service Companies.  We have a growing interest in looking after Yoga Teachers as well though our daughter brand YogaTax launched in 2016

Whitefield was established in 2012, but as a divisional buy out from a larger firm, and our senior staff team has been together for over 20 years.  Many of our clients have been with us long term, in some cases for 25 years or more.  Our name, Whitefield, comes from Whitefield Forest near to our offices.

We have no ambition to be the biggest practice, have the sharpest media policy, a feature rich web site or sell our clients dubious tax strategies and financial products.

However we do strive to look after our clients, and provide practical, independent and honest advice.

 

Core Hours

Monday – Friday 9-3.  Email is normally the best way to get in touch, and we try and reply to all email next business day.
Due to Coronavirus our reception is currently closed.  Please contact us if you need to visit, including dropping paperwork off unless it will fit through letterbox. We hope to resume a fixed office opening schedule by end of June, and in the meantime email and phone contact should be as normal.

 

General Contact Details

Whitefield Tax Limited    Chartered Certified Accountants
Arnold House, 2 New Road, Brading, Isle of Wight, PO36 0DT
Telephone: 01983 614108 (see core hours above) – mail@whitefieldtax.com

Please see team profiles below for direct phone numbers and email.

Contact us by email – general enquiries
Contact us by email – new business enquiries

 

Pay Your Accounting Fees by Card

Pay your Accounting Fees by Card

 

Join our Newsletter

You can join our newsletter via this link

 

Social Media

You can connect with us via:

Facebook
Twitter

 

Directions

See us on Google Maps

New Road is the main road through Brading. We are on the Sandown side just past the Bullring, right if coming from Ryde/Brading town centre, left if coming from Sandown.
Parking on our forecourt, or on street Station Road/Lower Furlongs. Wheatsheaf Pub opposite is a private car park, please don’t park there.

 

Our Team

Clients – We are a team practice and different staff members look after different aspects of your relationship with us – this is important is it gives resiliency during absences.  If you are not sure who to contact about something, then don’t worry about getting it wrong, whoever you contact will redirect if necessary.  If in doubt use the general contact details above.  Please include your client number when contacting us as it helps get your records up quickly.

New business – If you are thinking of joining us then our New Business Enquiry Form will route to the right person, or call on 01983 614108.

Third parties – please use the general contact details above and your enquiry will be routed accordingly.

Jessica Garbett FCCAManaging Director ☎ 01983 614108

Jessica qualified in accountancy in her early 20s, and has spent most of her 34 (and counting) year career in accountancy practice, with an interlude for a few years working in NHS finance

She also works as a yoga teacher, combining both worlds in her professional life, and has recently completed training in Yoga Therapy.  Away from the desk or mat, Jessica enjoys boating, travel, cycling and fresh air.

Jessica is a Board Member at Yarmouth Harbour Commission, Treasurer of CycleWight and owner of Yinspire Yoga and Yinspire Yoga Therapy.

Book a phone call or meeting with Jessica

✉ Send message to Jessica

Susan Albest – Associate Accounts Manager ☎ 01983 619453

 

Susan is an associate of the practice, specialising in Personal Service Companies (PSC’s).  When she’s not busy working, Susan enjoys spending some relaxing time with family and friends, having hung up the boots etc from many years of engaging in various sporting activities, such as scuba diving, sailing, mountain trekking and squash.

✉ Send message to Susan

Julie Barrett ATTTax Manager ☎ 01983 619452

 

Julie left the Island in her late teens to build a solid foundation working in various London tax offices. In the late 80’s she took a delayed ‘gap year’ to Australia, returning to the UK gaining further experience in the private and accountancy sectors, before returning to the Island permanently.    Away from work she enjoys long walks with her dog, keeping her large garden up together and socialising with friends

✉ Send message to Julie

Deborah RichardsOffice Manager and PA to Managing Director ☎ 01983 614108

Deborah is responsible for all aspects of office management at Whitefield and secretarial administration work for clients and staff. With 16 years  experience in retail banking and a further 18 years in an accountancy practice, Deborah is the main face to face contact at Whitefield in our Brading office.

Outside of work, she is a keen 16 handicap golfer and enjoys travelling the UK and overseas playing new golf courses. She enjoys skiing and walking when she has time!

✉ Send message to Deborah

Natasha Simons AATTechnician

Natasha has worked in book keeping/accountancy since 2003, gaining the AAT qualification in 2010. Away from work she enjoys spending time with her family, walking and going to the cricket whenever she can!

✉ Send message to Natasha

Rosie Wersby ACCATechnician ☎ 01983 619454 

Rosie has worked in accountancy since 2000, gaining the ACCA qualification in 2009. Away from work she enjoys swimming, being part of a marching band and trampolining, along with spending time with her young family

✉ Send message to Rosie

June GarbettPayroll Specialist ☎ 01983 614108

Enjoys eating-out with friends, boating and jigsaw puzzles.

✉ Send message to June

Karen MeredithTax Assistant ☎ 01983 619445

Karen previously worked for HMRC in PAYE and Self Assessment and as an office administrator in the Tax department for accountancy companies.

Outside work Karen enjoys DIY , gardening, playing guitar and singing.

✉ Send message to Karen

Helen HallAccounts Technician ☎ 01983 618923

Helen has worked within accounting practice since 1995, achieving the AAT qualification in 2005. In her free time she enjoys yoga, camping, bodyboarding and off road mountain biking.

✉ Send message to Helen

Nicola Peachey ACCAAccounts Technician ☎ 01983 618924

Nicola has worked in accountancy since 2002, gaining her ACCA qualification in 2010. Outside of work, she enjoys walking, swimming, travelling and spending time with her young son.

✉ Send message to Nicola

 

 

Regulatory and Legal

Whitefield Tax Limited

  • We are regulated by the Association of Chartered Certified Accountants (ACCA) – Firm number 8008850.
  • Our Managing Director Jessica Garbett is an ACCA member 1375352.  We are registered to carry out audit work and undertake a range of investment activities.
  • Our vat number is: 231 4252 49
  • Whitefield Tax Limited Company number: 4140568 – Registered office: Arnold House, 2 New Road, Brading, Isle of Wight, PO36 0DT

Group Structure :

  • Professional Services are provided by Whitefield Tax Limited Company number: 4140568 which is the registered and regulated entity.  All client contracts are with Whitefield Tax Limited
  • Non trading subsidiary for company secretarial work: Whitefield Nominees Limited – 03370666
  • Intellectual Property for Whitefield and YogaTax brands is owned by Whitefield Consulting LLP – OC317704
  • Premises owned by Arnold House Brading Isle of Wight LLP – OC317703

Terms of business:  our standard terms of business for all client engagements

Data Protection: we are registered with ICO in UK as a Data Handler, registration reference Z3213692.
Read our Privacy and Cookie Policy
See section 30 of our standard terms of business for our data retention and use policies

Professional Indemnity Insurers: Barbican Protect Ltd of 33 Gracechurch Street, London EC3V 0BT.  The territorial coverage is worldwide excluding professional business carried out in the United States of America or Canada and excludes any action for a claim brought in any court of the United States or Canada.

Web site disclaimer: the information in this website is provided to assist our clients and outlines our services, however you should neither take action nor refrain from taking action without paid for professional advice. To the fullest extent possible by law we disclaim liability to people, other than registered clients of our practice, in respect of using this site.

Copyright: all content on this site is copyright Whitefield Tax Limited.

 

Ethics

Ethics in business and taxation are never far from the news these days.

We are regulated by the Association of Chartered Certified Accountants, and endeavour to work within both the spirit and the letter of their ethical and professional standards, and all relevant legislation.

We consider these principles in the acceptance, and continuity, of client relationships.

We firmly believe our clients are entitled to benefit from all legitimate mechanisms to manage and minimise their tax liabilities, and to enhance revenues, assets and wealth, and consider it our responsibility – subject to ethical standards – to assist and advise our clients accordingly.

We do not see any ethical concerns in our clients structuring their affairs for maximum efficiency within the spirit of the law.

We believe that paying the correct amount of tax is a social obligation.

We also work by the yogic principles of Ahimsa, Satya and Asteya.