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Lucy Roberts

Small Business Client Manager

Key areas of expertise:

  • Personal Tax Returns
  • Small Businesses
  • Growing Businesses
  • Annual Accounts Preparation

Professional background:

Lucy joined Dyke Yaxley in the Administration Department in 1996, before gaining her AAT qualifications and joining the Accounts Department in 2000. 

Since then, Lucy has passed her ATT exams and became a Client Manager in the summer of 2008, she is currently in charge of looking after a portfolio of three hundred clients. 

Lucy considers working with her clients and alongside the Tax Team as the best part of her role at Dyke Yaxley. Lucy’s greatest accomplishment within the company is gaining her AAT and ATT qualifications and becoming a Client Manager.

Responsibilities:

Lucy is responsible for the preparation of annual accounts and personal tax returns, handling Inland Revenue investigations and the day-to-day management of a large portfolio of tax clients.

Lucy also specialises in working with small and growing businesses, concentrating on providing a personal, dedicated and value for money service.

Lucy outside of work

Lucy’s favourite hobbies include swimming, boxing and socialising with her friends and family.