The Loop Monthly Round-Up: February 25
Welcome to a quick recap of February’s highlights in The Loop for anyone who missed them:
Colleagues
We welcomed new team members….
| First name | Surname | Location | Service Line | Role |
| Ryan | Preshner | Chelmsford | Accounts | Assistant Manager |
| Tom | Reardon | Chelmsford | Tax | Tax Assistant Manager |
| Alex | Whitworth | Colchester | Tax | Private Tax Trainee |
| Hannah | Goldsmith | Colchester | Tax | Tax Operations Executive |
| Jake | Egner | Colchester | Tax | Tax Advisor |
| Hannah | Snedker | Halstead | Accounts | Semi Senior Accountant |
| Corey | Fraser | Ipswich | Business Support – General | Business Support Administrator |
| Jessica | Welham | Ipswich | Business Support – General | Business Support Administrator |
| Nicholas | Liguori | Stratford | Business Support – Finance | Group FP & A |
We celebrated work anniversaries….
| First name | Surname | Job Title | Service Line | Location | Length of Service |
| Samuel | Luscombe | Trainee Accountant | Accounts | Chelmsford | 1 Year |
| Louise | Riches | Accounts Senior | Accounts | Colchester | 1 Year |
| Johan | Roeloffse | Audit Senior | Audit | South Africa | 1 Year |
| Alex | Clare | Corporate Finance Executive | Business Support – Finance | Stratford | 1 Year |
| Hannah | Wilkinson | Associate Director, Corporate Finance | Business Support – Finance | Stratford | 1 Year |
| Steffen | Summerford | Accounts Semi Senior | Accounts | Stratford | 1 Year |
| Sam | Johnson | Tax Trainee | Tax | Ipswich | 2 Years |
| Daisy | Warner | Group Senior HR Advisor | Business Support – HR | Chelmsford | 3 Years |
| Daniel | Rodger | Senior Tax Manager | Tax | Colchester | 3 Years |
| Gemma | MacAndrews | Audit & Accounts Manager | Accounts | Colchester | 3 Years |
| Alfie | Mainwaring | Senior Accountant | Accounts | Ipswich | 3 Years |
| Gregory | Warner | Tax Senior | Tax | Ipswich | 3 Years |
| Zoe | Bacon | Accounts Manager | Accounts | Sidcup | 6 Years |
| Bethany | Smoker | Accounts Assistant | Accounts | Chelmsford | 9 Years |
| Charlotte | Farbrace | PA | Business Support – General | Sidcup | 9 Years |
| Hannah | Clark | Senior Accounts Manager | Accounts | Chelmsford | 10 Years |
| Daniel | Clarkson | Business Tax Manager | Tax | Sidcup | 17 Years |
| Sarah | Beckley | Payroll Senior | Payroll | Ipswich | 29 Years |
And exam success….
| First name | Surname | Location | Role | Passed |
| Ben | Caleno | Chelmsford | Accounts semi-senior | Law – Ben is now fully qualified with the ICAEW! |
| Luke | Green | Chelmsford | Semi-senior | Financial Reporting |
| Fern | Webb | Chelmsford | Accounts trainee | Business tax |
| Chloe | Leatherdale | Colchester | Accounts trainee | ACCA Financial Reporting |
| Josh | Wilby | Colchester | Accounts trainee | Management Information |
| Samuel | Luscombe | Ipswich | Trainee Accountant | Management Information |
We congratulated…. Mark Philpott, based in our Chelmsford office, on his promotion to Director.
Instant Rewards
Recognition was given to Marin Quinton, Tax Assistant Manager at Ipswich and Maddy Pickup, Marketing Executive at Ipswich – well done both!
We said farewell to…. Julia Gibson from our Harlow office, as she retired after over 30 years with GWC.
We said thank you to… everyone involved in ensuring that our clients’ personal tax returns were prepared and filed by the deadline. Your efforts are very much appreciated.
The launch of Affinia!
February also saw the first phase launch of Affinia. As part of this we saw our new website go live, office signage and stationery change along with email and IT migration over w/c February 10th. We’d like to take this opportunity to say a massive thank you to our IT and marketing teams for helping this go as smoothly as possible and to reiterate our thanks to you all for your patience during this process.
A reminder:
- LinkedIn – When attaching yourself to the Affinia LinkedIn account, please ensure you are selecting Affinia, not Affinia (LB Group) which will shortly disappear.
- Brand guidelines – can be accessed by the staff portal homepage. From here you can access all brand assets and templates you may need.
Clients
It has been a busy month for client communications too!
- We communicated the brand launch change to clients within the phase 1 group, as per email information we shared with you. Please do use the Intro to Affinia document here if you would like to share further information with your clients and contacts.
- We shared our Year End Tax Planning guide with clients, colleagues and on our socials. A huge amount of work went into creating this comprehensive guide so thank you to everyone involved. Please consider follow-up planning actions and get in touch with your clients to offer proactive support.
Our Digital Solutions team shared new job opportunities including Cloud Portfolio Manager, Senior Cloud Accountant and Semi-Senior/Junior Cloud Accountant. Internal applications are encouraged! The full Digital Solutions news round-up can be found here, with lots of other useful information. https://lbgroup.systems/mlog/digi-sols-orund-up/
Community
M&A Workshop
- On March 12th, our head of M&A, Adam Croft, will be hosting a workshop for Ipswich Thrive Business week, which runs from March 10th – 18th. The event is being organised by the Ipswich Borough Council to serve as a vibrant platform to showcase the town’s dynamic local business community and help foster collaboration opportunities.
Please do share our event web page, which covers all of the details, with any clients you think may find this valuable.
Fiona runs the London Landmarks Half Marathon!
Fiona O’Connell based in our Chelmsford office shared that she will be running the London Landmarks Half Marathon on Sunday 6th April 2025 for a charity called Tommy’s who fund research into miscarriage, still birth and provide pregnancy health information to parents. If you would like to support Fiona and the charity, you can donate here: https://llhm.tommys.org/fundraising/fundraising/fiona-is-running-the-london-half-marathon
We’d love to hear from you all about your charity and local community endeavours. Please keep us posted!
If you have any questions about anything covered here, please get in touch with the head of service line as appropriate.
Happy Wednesday all!