About
We’re a friendly professional chartered accountancy practice based on the Devon-Dorset-Somerset border.
Rooted in the local business community we take huge satisfaction from every one of the businesses and sole traders we’ve helped grow and prosper over the years.
We know first-hand how it feels to develop a business and negotiate all the bumps in the road that come with growth. This experience gives us a unique take on the value that an accountancy firm with the right empathetic approach can deliver.
Whatever stage you’re at with your business, we offer the highly personalised support and financial expertise you need.
If it feels like you’re working too hard for your business, let Rosy Jeffery accountants work alongside you to help make it work for you instead.
Give us a call or pop in for a chat. We would love to help you.
Meet your team
Adrian
Adrian leads the Rosy Jeffery team keeping everyone motivated and up-beat. He loves to help people and this very basic, but important ethos, is behind everything he has set about creating with Rosy Jeffery, looking after the accountancy and wealth creation needs of small business owners and individuals.
It builds on 30+ years in the profession and as a Fellow Association Chartered Certified Accountant (FCCA).
Leona
Leona works across the business alongside Adrian, dealing with various client tax enquiries and the administration of the practice. She spent many years in the banking industry and brings a wealth of experience in customer service and management.
Leona is a member of the Association of Accounting Technicians having completed the Professional Diploma in Accounting and qualified as an Accounting Technician.
Lee
Jo
Jackie
ICAEW chartered accountancy trained, Jackie manages company accounts, corporation tax returns and company secretarial compliance for our limited company clients and self assessment tax returns for our sole trade and partnership clients. Jackie also supports clients requiring bookkeeping and VAT Returns.
Amy
Amy works within the Accounts team. She is a member of the Association of Accounting Technicians, qualified as a bookkeeper and has completed the AAT Professional Diploma in Accounting.
Amy grew up in New Zealand and after many years as a chef and traveling the world she decided on a career change and location change to be near to the beach.
Mark
Mark runs the Payroll Department for Rosy Jeffery Ltd and also works in Accounts production. He started his training in 1980 within a market town practice of Chartered Accountants and then pursued an Accountancy career in industry with large farming and food processing companies in the UK, Holland and Germany.
Returning to practice in 2006, he is a member of the Institute of Financial Accountants (AFA), and enjoys the hands on approach using his Industry knowledge.
Ellen
Ellen works within the Accounts team and is currently studying towards the Diploma in Accounting with the Association of Accounting Technicians.
Ellen previously worked in childcare management but came to accountancy through her work with charity finances, an area she is passionate about and involved alongside work.
Zoe
Charlie
Charlie is one of our Client Administrators, he brings many years’ experience in a client focused finance position and it is likely he’ll be one your first points of contact in the office.
He grew up in and around the Axminster area and has a real pride for the local area and community and the businesses we support as part of that community.
Andrea
Andrea works in our own finance team and completes our internal bookkeeping and credit control operations.
She grew up in Lyme Regis and as a local is passionate about living and supporting businesses in and around this part of Dorset.
Resources AND tools
Good, Bad or Inefficient? Not All Expenditure is Equal
Contrary to what most people think, accountants like it when their clients spend money. As long as it’s on things…
Boosting Efficiency And Profitability Needn’t Mean Massive Disruption
Transforming the profitability of your business sounds like a lot of change and upheaval. In fact, there are many small,…
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Good, Bad or Inefficient? Not All Expenditure is Equal
Contrary to what most people think, accountants like it when their clients spend money. As long as it’s on things…
Boosting Efficiency And Profitability Needn’t Mean Massive Disruption
Transforming the profitability of your business sounds like a lot of change and upheaval. In fact, there are many small,…
