Accountant

Keith Stockdale FCSI FPFS

Chartered Wealth Manager & Financial Planner

Keith Stockdale is the co-founder of the Stockdale Group & joint Director of Stockdale Asset Management Ltd & Stockdale Accountants Ltd. and sole proprietor of Stockdale & Co. He is a Chartered Wealth Manager with the Securities Institute, holding certificates in Fund Management & Derivatives & also Fellow & Chartered Financial Adviser with the CII. Keith’s role takes him throughout the UK meeting clients & advising on all aspects of wealth management.

In his downtime he enjoys spending time with his horses & showjumping.

Sharon Stockdale

Chief Operating Officer

Sharon Stockdale is the co-founder of the Stockdale Group and joint Director of both Stockdale Asset Management Ltd and Stockdale Accountants Ltd. She is responsible for the daily operation of both business and office management. Sharon remains passionate about the friendly, approachable and professional ethos the group has built from within the South West and successfully extended nationally.

In her time out you may well find her walking the Cornish coast path or taking on some crazy challenges for charity!

Dan Ridler

Accountant

Dan joined Stockdale Accountants in 2017 having previously worked in external audit with KPMG. After completing an MSc at the London School of Economics, he worked as a Political Risk Analyst before moving across to finance. At Stockdales, Dan meets with clients to discuss & deal with a full range of services, including personal and corporation tax, management accountancy and business advice.

In his spare time, Dan can be found writing about international affairs, visiting local vineyards or kayaking along the south coast, weather permitting!

Kevin James

Accountant

Kevin joined Stockdale Accountants in 2017 working part time, specialising in personal and company tax with 12 years’ experience in taxation and accountancy procedures. He previously worked as Client, Tax and Payroll Manager in a local firm of Accountants in St Austell. Kevin is also proprietor of his own commercial business which allows him to offer business acumen and accountancy advice from his personal experiences.

On weekends Kevin enjoys spending family time with his wife, grandchildren and Golden Retriever, Fletcher.

Becky Strang

Accounting Assistant

Becky is a qualified A.A.T Accountant and she processes client’s book keeping, VAT, payroll, Auto enrolment and end of year accounts.  Becky has worked within the Stockdale Group for the past 6 years working for Stockdale Asset Management Ltd Company which has increased her knowledge and experience within the financial sector.

Outside of work, she enjoys walking her dog, Young Farmers events, cooking and helping on her boyfriend’s Dairy farm.

Keith Stockdale FCSI FPFS

Chartered Wealth Manager & Financial Planner

Keith Stockdale is the co-founder of the Stockdale Group and joint Director of Stockdale Asset Management Ltd and Stockdale Accountants Ltd. and sole proprietor of Stockdale & Co. He is a Chartered Wealth Manager with the Securities Institute, holding certificates in Fund Management and Derivatives and also Fellow and Chartered Financial Adviser with the CII. Keith’s role takes him throughout the UK meeting clients and advising on all aspects of wealth management.

In his downtime he enjoys spending time with his horses and showjumping.

Sharon Stockdale

Chief Operating Officer

Sharon Stockdale is the co-founder of the Stockdale Group and joint Director of both Stockdale Asset Management Ltd and Stockdale Accountants Ltd. She is responsible for the daily operation of both business and office management. Sharon remains passionate about the friendly, approachable and professional ethos the group has built from within the South West and successfully extended nationally.

In her time out you may well find her walking the Cornish coast path or taking on some crazy challenges for charity!

Dan Ridler

Accountant

Dan joined Stockdale Accountants in 2017 having previously worked in external audit with KPMG. After completing an MSc at the London School of Economics, he worked as a Political Risk Analyst before moving across to finance. At Stockdales, Dan meets with clients to discuss & deal with a full range of services, including personal and corporation tax, management accountancy and business advice.

In his spare time, Dan can be found writing about international affairs, visiting local vineyards or kayaking along the south coast, weather permitting!

Kevin James

Accountant

Kevin joined Stockdale Accountants in 2017 working part time, specialising in personal and company tax with 12 years’ experience in taxation and accountancy procedures. He previously worked as Client, Tax and Payroll Manager in a local firm of Accountants in St Austell. Kevin is also proprietor of his own commercial business which allows him to offer business acumen and accountancy advice from his personal experiences.

On weekends Kevin enjoys spending family time with his wife, grandchildren and Golden Retriever, Fletcher.

Becky Strang

Accounting Assistant

Becky is a qualified A.A.T Accountant and she processes client’s book keeping, VAT, payroll, Auto enrolment and end of year accounts.  Becky has worked within the Stockdale Group for the past 6 years working for Stockdale Asset Management Ltd Company which has increased her knowledge and experience within the financial sector.

Outside of work, she enjoys walking her dog, Young Farmers events, cooking and helping on her boyfriend’s Dairy farm.