Managers

Matthew Beard

Matthew joined Platt Rushton in 1995 and has built up many years experience in all aspects of financial accounting and taxation. Matthew oversees a portfolio of clients and enjoys working with a wide range of mainly small owner managed businesses including Sole Traders, Partnerships and Limited Companies.

Matthew also oversees the payroll, bookkeeping and VAT service provided by the practice. He provides systems and practical support to clients with their day to day accounting problems from bookkeeping and HMRC filings to tax planning, financial statements and corporate tax returns.

Outside of the office, Matthew is involved with his local church, enjoys walking the dog and spending time with his family.

Email: m.beard@plattrushton.co.uk

Lisa Surridge F.C.A.

Lisa joined Platt Rushton in 2002 and qualified as a Chartered Accountant with the ICAEW in 2007.  She was the top student in the South Essex area in her advanced stage examinations. 

She mostly works with corporate clients, groups, estate work, specialist tax and overseas clients. Although has the skills and knowledge to deal with all services provided by Platt Rushton.

Lisa has a major interest in tennis!  She particularly loves Wimbledon but also tries to attend at least one overseas event each year.  She also enjoys an annual ski trip with the family and likes attending music concerts with a vast range of artists.

Email: l.surridge@plattrushton.co.uk

Piers Otton A.T.T.

Piers joined the Practice in 1996 and since then has gained experience in all areas of general practice.

As well as Corporate Accounting and Tax Compliance work, Piers specialises in financial forecasting and management reporting. In addition to managing a portfolio of clients, he also has IT experience with both hardware and software issues.

Email: p.otton@plattrushton.co.uk

James Clare A.C.A.

James joined Platt Rushton in 2012 and subsequently qualified as an ICAEW Chartered Accountant in 2017.

James manages a portfolio ranging from corporates through to sole traders and private clients. He works closely with these clients, providing corporate accounting, tax compliance and management support services. In addition, James oversees a number of the firm's audit and assurance tasks. 

Email: j.clare@plattrushton.co.uk

Anna Phillips

Anna is our Practice Manager.

Anna started at Platt Rushton in 2000 as an accounts junior and in 2016 was asked to move over into the Practice Manager role. Anna’s familiarity with the firm and her accounting knowledge made the move an easy transition.

Out of the office, Anna enjoys a good book or film but also long walks with the children and the dog.

Email: a.phillips@plattrushton.co.uk