Noel Cooper

Finance Director

Noel has 25 years’ experience working in an operational and managerial capacity for a range of charities and companies.

Having undertaken training with the Chartered Institute of Management Accountants, Noel has worked in finance and accountancy roles in small and medium-sized businesses, latterly as Group Financial Controller.

Noel brings his experience in company financial controls, business management and systems development to Trust Accounting.

By liaising with clients, external accountants, auditors and bankers, Noel coordinates the accounts for the company and its clients, to ensure a seamless process from day-to-day bookkeeping, to accounts production and statutory filing.

Email: [email protected]

Julia Dalziel

Finance Manager

Julia is a CIMA qualified accountant with over 20 years of experience working in corporate and owner-managed businesses in various sectors of the economy.

With experience of accounting processes from start to finish, Julia’s role includes preparation of management accounts, financial reporting, and assisting the Finance Director to support the requirements of Trust Accounting’s clients.

Fiona Blacker

Bookkeeper

Fiona qualified as a bookkeeper in 2007 with the Institute of Certified Bookkeepers (ICB). Prior to this, she worked for various international development charities in London. She has worked as a freelance bookkeeper in both the UK and New Zealand where she lived for six years. Fiona joined the Trust Accounting team in January 2019 as a bookkeeper.

Jane Gray

Accountant

Jane is a qualified CIMA accountant and has worked in both corporate and privately owned businesses. She spent several years working for a hospice where she gained valuable experience in the charity sector.

She is currently responsible for producing the management accounts and financial reports for several Trust Accounting clients.

Wendy James

Payroll & Pensions Administrator

Wendy has over 20 years of bookkeeping experience and is a part-qualified accounting technician. She currently assists with payroll and pensions for Trust Accounting’s clients.

Beverly Mullock

Bookkeeper and Management Accountant

Beverly is an Associate Member of the Institute of Certified Bookkeepers, having qualified in 2008 and is now studying with the Chartered Institute of Management Accountants. She has worked as a Business Systems Analyst and Project Manager. She currently undertakes bookkeeping work and assists with the preparation of management accounts and the financial reporting of Trust Accounting clients.

Anne Palmer

Bookkeeper and Management Accountant

Anne is a chartered accountant who joined us in 2014. Working in some of the large accountancy firms, then in a corporate environment, she has a wide experience of accounting for organisations of varying types and sizes.

She progressed her career with a move into the not-for-profit sector, working as finance manager for a small international development charity based in the UK. She is now experienced with the requirements of charities – day-to-day financial management, reporting to Trustees and donors, preparation of budgets to accompany Institutional bids, gift aid and statutory reporting.

Anne now assists with a wide-ranging portfolio.

Caroline Rae

Finance Assistant

Caroline started her career as a Legal Secretary, before joining the BBC as a Production Co-Ordinator in the Religious Programmes Department. After a 20 year career in radio and television, latterly as Production Manager in the Natural History Unit, Caroline has moved into the world of accounting and is now Finance Assistant, supporting the Trust Accounting team.