About Us

All our business and personal tax clients are allocated a Client Manager, who have many years experience in the profession. They are all professionally qualified ACA and ACCA accountants and are supported by an excellent professional and administrative team.

We pride ourselves on the quality of advice and service we provide, which is reflected by the long standing client relationships we have and the number of word-of-mouth referrals we receive. 

Whilst we have been established for over 25 years, we embrace technological changes within the accounting industry and work with clients on cloud based systems, providing us with real-time insights in to your business.

At Bernard Rogers & Co, we pride ourselves on the high levels of customer service we offer our clients

the Team

Our team has a wealth of experience in their respective fields. We feel putting a face to a name is a great way to build relationships with clients and we we have included a bit of background on each of our staff

David Rogers

managing Director

David has overall respsonsibility for all clients across the firm. He qualified as a Chartered Accountant with KPMG and then spent 3 years working in Corporate Finance in London

Bernard Rogers


Bernard founded the firm in 1993 and has a particular interest in software and engineering companies

Amanda Wiltshire

Admin Assistant

Amanda joined the business in 2018 and is an administrator based on reception, assisting the team with client related matters

Adam Wyatt

Accounts junior

Adam joined the firm in 2020 and is working towards his ACA professional qualification

Allison Hall

Tax Admin Assistant

Working as an admin assistant in the personal tax department, Allison joined the business in 2011, having previously worked at NatWest for 16 years

Conal Kelly

Client Manager

An FCCA Qualified Accountant with over 20 years in the profession, Conal joined Bernard Rogers & Co in the early 2000s

Darren Owen

Client Manager

Darren qualified as a Chartered Accountant in the 1990's and has worked at several well known practices across Warwickshire, joining Bernard Rogers & Co in 2019

David Summerton

accounts senior

Based in the Stratford-upon-Avon office, David focuses on preparing accounts for sole traders, partnerships and limited companies

Dawn Walsh


Dawn joined Bernard Rogers & Co in 2020 and assists clients with bookkeeping and VAT return preparation

Duncan Cameron

personal tax consultant

Duncan has built up a wealth of experience in his 20 years specialising in taxation. He enjoys advising clients on more complex areas of personal tax such as trusts, capital gains tax and inheritance tax

Emi Darnton


Emi joined the firm in 2021 and looks after bookkeeping clients at our Stratford office

Joanne Hall

client manager

With over 20 years’ experience in the profession, Jo is a Client Manager who has worked at Bernard Rogers & Co since 2001

John Donegan

personal tax consultant

John is a qualified taxation technician who deals with personal taxation matters and joined the firm in 2015

Julie Perry

Payroll administrator

Julie processes payrolls for clients with 3-50 employees, advising on various payroll matters

Lindsey Jones

accounts senior

Lindsey joined the firm in 2019 and has experience working within industry as well as practice, giving her a broad insight in to accounts preparation

Lisa Chapman

accounts senior

Lisa has worked in the accountancy profession since 1989, joining Bernard Rogers & Co in 2003. She works on areas of financial accounts production

Liz Houghton

Accounts senior

Based in our Stratford office, Liz spends most of her time preparing accounts for limited company, sole trade and partnership clients

Karis Sherlock

practice manager

Karis joined the firm in 2021 after spending 8 years at another large local accountancy pratice

Katie Morton

client manager

Katie spent 7 years working at a mid-size firm in Oxfordshire before joining BR & Co in 2022. She is ACA qualified and enjoys advising clients in the agricultural sector

Michele Clarke

client manager

A Qualified Accountant (FCCA) and one of our Client Managers, Michele joined the practice in 1996 and has over 20 years’ experience in the profession

Michelle Blakemore

personal tax manager

A Qualified Accountant with 20 years’ experience, Michelle joined in 2012 and deals with all aspects of personal tax

Mandy Smith

office manager - stratford

With over 18 years’ experience, Mandy is the first point of contact for clients at our Stratford office and manages the office on a day to day basis

Sue Sharman

payroll manager

Sue has been with Bernard Rogers & Co for almost 20 years, primarily processing payrolls and advising clients on payroll compliance matters

Get in touch with the Team

Work with us

We understand some businesses feel they should be getting that bit more from their accountant – they are less interested in the past and far more focused on looking forward at how their business can grow. We would be delighted to support your business goals and as such if you do want more from your accounts, please get in touch to discuss how we can support you.