Expertise
- VAT
- Accounts preparation
- Self Assessment Tax Returns
- Limited Accounts
- Management Accounts
- Payroll
- Bookkeeping
- Tax Planning
- Business advisory
- Due Diligence
- cashflow forecasting
- 3 statement financial models
- Commercial margin
- Petrol forecourts
- Convenience Food Market
- Supermarket
- hospitality
- Dividends
Summary
Former Head of Commercial Finance at EG Group (£4bn+ UK turnover) and current Senior Finance Manager at Morrisons (£multi-billion General Merchandise, Clothing, Home, Pets, Health & Beauty, Baby and Frozen categories). 12+ years driving measurable profit improvement in grocery, convenience, fuel forecourts, and logistics.
Key achievements
• Led UK Commercial Finance at EG Group – owned £130m capex process, built group-wide rolling forecasts & 13-week cash flows, delivered £6m+ fuel margin uplift via dynamic pricing engine, rolled out 270-site loyalty scheme adding 2% gross profit, presented monthly board packs to CEO & private-equity investors.
• Morrisons Logistics (2023–2024) – commercial partner to nationwide distribution, multi-million savings through labour modelling and route optimisation.
• Morrisons GM & Frozen (2024–present) – full P&L ownership, range reviews, promotional ROI analysis, supplier income deals, annual budget & reforecast cycles.
• Big-4 trained (Ernst & Young) → First-class Accounting & Finance, multiple 100% exam passes.
I deliver fast, tangible results for clients:
– Limited Company packages - accounts, payroll, corporation tax and self assessments
– Self employed packages - self assessments, tax advice, Ltd company vs sole trader analysis
– Payroll outsourcing services
– Tax advice and Dividend strategy
– Investor-ready 3-statement models & scenario planning
– Rolling forecasts, 13-week cash flows, driver-based budgets
– Power BI / Excel KPI dashboards with gross margin waterfalls & variance commentary
– Pricing engines & promotional ROI tools (incremental volume, halo, cannibalisation)
– Margin improvement roadmaps that typically return 1–6% GP uplift
– Board / PE reporting packs and pitch decks that have helped raise £multi-million funding
Experience
-
Taff Accounts Ltd
Director
- Current
Qualifications
ACA
