Services tailored to you...
With over five decades’ experience serving a diverse range of clients in the South West, we possess an unbeatable depth of knowledge across a wide range of industry sectors.
Our specialist partners and teams can provide expert advice on everything from farming and agriculture, to military tax allowances. We’re here to help you make the most of your planning opportunities so that you can grow with confidence.
Jo Tope
Jo Tope
Operating from our Holsworthy office, Jo brings extensive local knowledge to her role, combining her Cambridge University education and professional qualifications earned at a large, independent Cambridge-based accountancy practice, with her West-Devon roots. As both a Chartered Accountant and Chartered Tax Advisor, Jo delivers tax planning integrated seamlessly with essential compliance work.
Jo works across varied sectors, including agriculture and farming enterprises, manufacturing and retail businesses, tourism operations, and businesses providing care services. This diverse client portfolio reflects the dynamic business landscape of the region.
Jo's approach centres on building long-term client relationships through comprehensive service delivery. Her expertise spans strategic tax planning, practical business guidance, and succession planning, while also encompassing estate planning and inheritance tax strategies that protect family wealth across generations.
And another thing…
Outside of work Jo enjoys creating homemade jams, chutneys, and wines from her garden produce.