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The Power of Three – Exam Success for Phil Hartley

6 October 2016

Haleys Business Advisers can now boast the power of three. That’s three professionally qualified accountants who are also qualified Chartered Tax Advisers.

New member of the Haleys team Phil Hartley, has successfully completed his Chartered Tax Adviser exams. Phil joined Haleys in May as a Tax Manager. He is a Chartered Accountant and member of the ICAEW and has worked with a wide range of clients throughout the North West.  He specialises in all aspects of tax and in particular Corporation Tax and Income Tax planning.

Phil’s exam success now makes him one of three Chartered Tax Advisers at Haleys. For a firm of its size this is exceptional and underlines Haleys commitment to having the best possible team to help clients achieve their business goals.  Tim Haley, MD of Haleys explains, ‘We’re delighted by Phil’s success of course, and it took us a moment to realise that we are somewhat unusual for a business of our size.  My fellow Director Michael Lucas and our Senior Client Manager, Andrew Davis, are also Chartered Tax Advisers. Following Phil’s qualification we can definitely say we’ve scored a hat trick! And whilst three heads are better than one, let’s hope that any reference to the Three Amigos doesn’t catch on in the office,’ he joked.

Outside of the office, Phil is a keen golfer. He recently captained a Haleys charity team at a Rotary event at Royal Lytham. The team came in a very credible third just two points behind the winners. Phil has a young family and is the son of well-known local architect, Mike Hartley, of Cassidy & Ashton.

‘It’s great being part of such a dynamic team,’ said Phil. ‘My role goes way beyond the traditional number crunching and reporting normally associated with accounting. Haleys really get involved with clients, looking at the bigger picture. Helping clients increase their profitibilty is just part of the story and being able to contribute to the success of a client’s business goes a long way in job satisfaction,’ he added.



Chris Sams Rafferty (Sam) at Pomegranate PR

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