01244 893551

Our Team

OUR CORE PEOPLE

At Montacs, we have the individuals to deliver high quality, friendly service, without jargon, and as we work efficiently as one team, we bring our knowledge and experience to bear in order to deliver a top-quality cost-effective solution for our clients.

Duncan Montgomery

Duncan Montgomery, LLB (Hons), Dip.L.P, CTA, ATT – Director

Having had twenty years’ experience in taxation, working with people and businesses from the Fortune 50 in the US to local micro entities, we set up Montacs to deliver good quality accounting and tax work to Businesses and Individuals in the UK, with a simple philosophy:

Right, On Time, In Budget, With Added Value

It brings together the experience of our team in industry, banking, and accountancy practices to deliver best service to our clients, with top quality help and advice at sensible prices.

E: duncan@montacs.co.uk
T: 01244 893551

Benita Wilding

Benita Wilding

I have over 30 years’ experience in customer service having started my career in a finance house which became a bank. I was Manager of the Word Processing, Database and Accounts Processing Departments before trying my hand at project management; eventually taking redundancy when the bank was taken over 26 years later.

My next move was into the legal world being personal assistant to the Principal Solicitor. Here I handled the incoming claims decision process and the businesses’ marketing along with general legal work.

E: benita@montacs.co.uk
T: 01244 893175

John Paris

John Paris, FCA

I qualified as a Chartered Accountant in 1970 working for a Shropshire Chartered Accountancy firm rising to partner in 1975. I have always acted for family businesses, sole traders, partnerships, farmers and audit exempt companies providing accountancy, tax and general financial advice gathering a wealth of experience over the years.

E: john@montacs.co.uk

Kathryn Greenwood

Kathryn Greenwood, BSc (Hons), CTA, FCA

I have over 20 years’ experience in tax and accountancy, qualifying as a Chartered Accountant in 2000 and a Chartered Tax Adviser in 2002. Over the years I have worked for two local accountancy practices as an audit manager and a tax consultant, recently working as a tax writer for a web-based firm before branching out on my own and joining Montacs as a consultant in 2017.

E: Kathryn@montacs.co.uk

Martin Rezler-Kennedy

Martin Rezler-Kennedy, BA (Hons)

With over 14 years’ experience working in customer service. I have enjoyed speaking with all the different types of characters that I have met and look forward to the ones I am going to meet in the future.

My background and past experiences have helped me collect analytical skills and I have developed these by working in accountancy firms for many years whilst studying towards extra qualifications to add to my degree and similarly working in a bank for over a year.

E: martin@montacs.co.uk

Jonathan Lee

Jonathan Lee

I am currently studying towards my ACCA qualification having recently graduated from Chester University with a 1st Class Hons Degree in Accounting and Finance. I am currently 4 exams away from becoming fully ACCA qualified, I hope to have this concluded within the next year.

As a member of the tax department I am involved heavily with the completion of tax projects and providing assistance to our clients in order to provide them with the most tax efficient solutions.
I have previously had experience in customer service and working within a corporate finance office.

E: jon.lee@montacs.co.uk

Andy Peters

Andy Peters, FCCA, AAT

A qualified accountant with over twelve years’ experience in accountancy practice, working with a wide range of clients in different sectors such as telecoms, hoteliers and manufacturing.

I enjoy being a core member of a team and like the leadership aspect of a senior role helping more junior members of the firm with their development. I have valuable career experience in the FMCG and food industry prior to qualifying as an accountant, which added to my understanding of the wider business environment.

E: andrew@montacs.co.uk

Claire Poole

Claire Poole, AAT

I have over 10 years’ experience working as an accounts assistant in various sectors. I have worked in various functions including credit control, purchase ledger, banking.

Most recently I have worked in the field of legal accounts where I gained a lot of knowledge regarding the SRA and client account rules. During this time, I have gained qualifications including the AAT and Legal Bookkeeping diploma with the Institute of Legal Finance and Management.

E: Claire@montacs.co.uk

Oliver Rowles

Oliver Rowles

I have experience working within accountancy practices having started in a small firm four years ago and am therefore able to help businesses of all sizes and in various sectors. My knowledge of cloud accounting and IT has proven beneficial to clients in their financial reporting. I am currently completing my AAT qualification and look forward to studying towards becoming ACCA qualified.

E: oliver@montacs.co.uk

Adam Byrne

Adam Byrne, BA (Hons) Retail Marketing

Having previously worked within the fast-moving consumer goods industry prior to beginning my AAT studies. I gained knowledge and experience of business operations and the benefits of achieving KPI targets. Working in this industry has allowed me to interact with a wide range of people.

I am continuing my development and training by completing the AAT qualifications. This will enable me to broaden the knowledge gained through my experience of working within the accounting sector.

E: adam@montacs.co.uk

Mary Murray

Mary Murray, BA, IATI

With 20 years’ experience working in accountancy and tax, I now specialise in tax compliance and planning issues on behalf of all kinds of businesses and clients.

In having experience of working, originally in Marketing/PR and then in accountancy, corporate tax and personal tax, I believe I understand the bigger picture of personal and business challenges and enjoy working with clients to arrive at a tailored tax solution to meet their needs.

E: mary@montacs.co.uk

Kelly Roberts

Kelly Roberts, AAT

After progressing from an administration position to an accounts assistant role, I completed my AAT and worked within industry before starting in an accountancy firm which specialises in the license trade. I hope to continue my progression by studying towards ACCA to further my knowledge and skills.

E: kelly@montacs.co.uk

The Montacs Bag

The Montacs Bag

A highly sought-after item, and definitely a key asset of our business is The Montacs Bag. Our clients use it to carry paperwork and other essentials, but it seems they like to take it on their travels around the globe too.

Take a look to see where The Montacs Bag has been spotted so far.

See The Montacs Bag On Tour

Reasons To Choose Montacs

  • Jargon free tax advice
  • Clients across the UK
  • Dedicated professionals
  • Clear, concise and easily understood reporting
  • Practical advice from experienced people

We have scores of happy customers.

Call us for expert advice today.