MEET THE TEAM
Peter G.C Riley
PARTNERThe founding partner of C&D Blackpool, Peter deals with a diverse range of clients across all business sectors. Increasingly, Peter is extensively involved in Trust and Death Estate matters, and works closely with many Solicitors on these cases, whilst also dealing with more complex HMRC enquiries and investigations. In short, Peter’s aim is to demystify the complexity by taking clients through the process explaining the pros and cons of the various opportunities available. These are delicate matters and Peter is sensitive to those needs, ensuring a client’s affairs get the attention they deserve.
Email Address:peter.riley@crossleyd.co.uk
Peter Swarbrick BSc(Hons), FCA
PARTNERPeter qualified as a Chartered Accountant with Grant Thornton in 1984 and became a partner at C&D in 1987. He works closely with a wide range of corporate clients and has acted for numerous acquisitions and disposals of client businesses, focusing on the tax and commercial aspects of business agreements. His years of experience in complex negotiations with bankers, lawyers and investment companies ensures clients will get someone acting on their behalf that isn’t easily intimated by those trying to take advantage. This kind of demanding work keeps him on the road and working off site in his clients’ premises.
Steve D. Mondy, FCA
PARTNERSteve has been a partner at C&D for over 20 years. He is a member of the tax faculty at the ICAEW and is experienced in a wide range of business sectors primarily working with SME’s, unincorporated businesses, non audit clients and business startups. Steve provides accounting, taxation and general support. Most of all, he understands the needs of small businesses, in particular the opportunities so often missed by other accountants preferring to work with larger enterprises. This is why so many of his clients seek his advice for business strategy outside of his accountancy role.
Dominic C. Donleavy BA(Hons), FCCA, CTA
PARTNERDominic joined Crossley & Davis in 2004 from a background of dealing with owner managed businesses and has increasingly specialised in personal and business taxation having qualified as a Chartered Tax Advisor. Dominic has a wide range of experience which includes advising on the tax aspects of buying and selling companies. In 2010 Dominic was made an associate of Crossley & Davis and appointed as a partner in 2016. Whether it’s helping clients take advantage of R & D tax credit opportunities or assisting individuals or businesses with the tougher new buy-to-let taxation rules on mortgage interest, Dominic is equipped with the knowledge to make certain clients only pay what they have to.
Anthony Wood
(CTA, AIIT) - ASSOCIATETony advises a portfolio of small personal and corporate clients on the full range of practice services. Tony also specialises in advising clients in the field of VAT. Tony has been involved with a number of schools and academies following the changes to the funding structures in education. His advice is particularly valuable to those businesses requiring assistance with specialist transactions or property sales. He often helps clients, both large and small, with HMRC VAT investigations, never losing sight of who he’s working for, always keeping an eye out for his client’s interests.
Alistair Swarbrick – BSc, ACA
AccountantAlistair is a manager in our Accounts, Audit, and Tax department, and has experience working with small and medium owner-managed businesses across a wide range of sectors. He has been with us since 2010, working part-time between studies, and joining C&D full-time following his physics degree. He has been instrumental in our moves towards hybrid and paperless working as well as modernisation of workflows. He is also the self-appointed staff morale officer!
In his spare time, Alistair enjoys socialising through clay pigeon shooting, fell-walking, and cycling.
Adam Fawl – BSc (Hons), ACA
Chartered AccountantAdam is a manager in the Accounts, Audit, and Tax department at Crossley & Davis. Adam has been chartered now for several year and works with a range of small and medium-sized owner-managed businesses. He oversees changes in the practice’s audit methodologies and is always abreast of the latest in the rapidly-changing field.
Adam is also a retired national-level swimmer, who previously swam for Loughborough University, winning 3 silver medals at the British National Championships.
Andrew Smith
Senior Tax ManagerAndrew boasts a remarkable tenure of over 20 years with C&D, during which he has amassed a wealth of expertise spanning the entire spectrum of taxation. He plays a pivotal role in overseeing the preparation of a substantial portion of our clients’ Personal Income Tax Returns. In addition to this, he serves as the primary caretaker of a portfolio of payroll clients and spearheads our Construction Industry Scheme department.
When not in the office, Andrew cherishes quality moments spent with his family, relishing sports and games alongside his three sons. His commitment to community extends beyond his career as he generously dedicates his time as a volunteer coach for a YMCA youth team.
Lisa Swift
Senior Administrator and Company Secretarial ManagerLisa is Crossley & Davis’s Administration and Company Secretarial Manger heading up our front of house and ‘behind the scenes’ admin team. Lisa has been with the firm for over 16 years and boasts an NVQ Level 4 in Business Administration, studied English Literature through the Open University, and has also gained her QA Level 3 in Emergency First Aid at Work. Lisa is responsible for all aspects of heath and safety, HR and oversees all support and clerical work within our company.
Outside of work Lisa enjoys spending time with her family, reading, swimming and going to the gym.
Ian Thompstone, DIPPFS
Independent Financial AdviserIan has over 20 years of experience in Financial Services. Following a successful career as a Professional Footballer he moved into financial services with Britannic Assurance and qualified as a Financial Adviser. His career progressed via a number of high street banks before he became a partner in an Independent Financial Advice firm.
Most recently Ian has been involved in a compliance role for another high street bank. He feels this experience has further improved his knowledge and will assist in helping more clients. However his real passion is sitting down, face to face, with clients and helping them achieve their financial goals.
Peter Gibson
PRACTICE MANAGERPeter is the practice manager for Crossley & Davis and has a wide-ranging role within the partnership comprising both client and practice responsibilities. He is also the practice’s charities specialist, with a diverse portfolio of clients and over 40 years of experience in practice.
Peter enjoys spending time with his family and keeping fit by long-distance running.
Sharron Lloyd
Manager VAT & BookkeepingSharron has been with the company for sixteen years and is Manager of our VAT and Bookkeeping department. She has over 40 years bookkeeping experience.
Outside of work, Sharron is married and enjoys going on holiday, reading and cycling.
Tina Ledden
Payroll ManagerWelsh born Payroll Manager, Tina, has over 20 years practice experience.
Away from work, Tina enjoys spending time with family, horse riding, going to the gym, cinema, concerts with friends and walking the family dog.
Jake Higson – MAAT, AAT
Accountant TraineeJake joined Crossley & Davis as a trainee in the Accounts, Audit, and Tax department in 2021 with over six years’ experience working in practice. Jake has nearly completed training for his CTA qualification after which he’ll progress on to his ACA. Jake has experience in all areas of accounting and works with client from a wealth of different backgrounds, specialising in tax planning and advisory work.
Jake is a dog lover with three dogs of his own and is a huge sports fan. In his spare time, he can be found hacking his way around the golf course as a member at Ashton and Lea Golf Club in Preston.
Luisa Caldarelli – BSC (HONS), ACA
Chartered AccountantLuisa is a manager in our Accounts, Audit, & Tax department with over a decade of experience in practice. Luisa has been with us since completing her degree in accounting & finance and has had experience in all aspects of the practice throughout the years. She is the practice’s lead for specialist audits, with experience working with academies, Solicitors’ Accounts Rules, FCAs Client Asset Sourcebook, Teachers’ Pension Schemes, as well as private sector, underpinned by years of experience with a wide range of owner-managed SMEs.
Luisa is also a busy mum who enjoys anime and foreign films, as well as baking and gardening.
Bilal Ingar
Tax AssistantBilal joined our Tax department in 2021, is AAT Level 3 qualified, and is looking to continue his Level 4 before continuing on to his ACCA. He has over 7 years’ experience working in practice, oversees the preparation of a significant portion of our clients’ Personal Income Tax Returns, and provides crucial taxation support to the Accounts department.
In his spare time Bilal enjoys spending time with family, going on holidays with his wife, and socialising with friends.
Regan MacFarlane
ADMINISTRATION ASSISTANTRegan joined Crossley & Davis in 2023 and has become an integral part of the Administration Team, dealing with all aspects of data management, categorization systems and software updates. He has also completed his Level 3 Business Management qualification.
Regan enjoys watching movies and spending time with his Akita, Milo.
Lewis Strickland
TRAINEE ACCOUNTANTLewis is a trainee in our Accounts, Audit, & Tax department, and is currently working towards his ACA qualification. He is rapidly progressing through his studies and is competent in his preparation of accounts and audit working papers. He’s also quickly becoming a whiz with Excel.
In his spare time, Lewis is an avid member of Hambleton Tennis Club and enjoys watching football.
Tom Waite, BSC (HONS)
TRAINEE ACCOUNTANTTom is one of our trainees in our Accounts, Audit, & Tax department, having joined us in 2024. He has almost achieved his ACA qualification and has several years’ experience in practice undertaking audits of small to large private and public entities, as well as accounts and tax preparation.
Tom is a keen martial artist and also enjoys football and spending time with family & friends.
Nadia Eaves, MAAT
TRAINEE ACCOUNTANTNadia is a trainee in our Accounts, Audit, and Tax department with a wealth of in-house experience prior to joining us in 2024. She is AAT qualified and started training for her ACCA without skipping a beat. She has experience working in all areas of in-house finance and bookkeeping and is now rapidly advancing through accounts, audit, and tax preparation.
Nadia enjoys spending her time outside of work with her family, socialising with friends, reading, and walking their dog.
Aysha Patel
TRAINEE ACCOUNTANTAysha joined the Crossley & Davis Accounts, Audit, & Tax department as a trainee in 2024 with 2 years previous audit experience working in a big 4-firm in London. She has experience working with a range of audit clients and is developing her accounts and tax experience diligently. Aysha will soon have completed her Level 4 AAT and will be moving onto her ACA in due course.
Aysha enjoys spending time with her family, going to the gym, and taking road trips (usually back to London).