David Lockyer

David Lockyer FCA

Client Portfolio Manager

A brief introduction

I provide accountancy and taxation advice to a portfolio of clients, specialising mainly in GP practices across Somerset and Dorset. I also deal with other owner managed businesses including a window fitting and transport companies.

Background

I qualified as a Chartered Accountant with a large provincial firm in Somerset, having obtained a degree in Economics and Management Accounting at Liverpool University. I then progressed to audit manager, before being offered a role by a client as financial controller at Vauxhall main dealership. I then returned to practice as the practice accountant for the same practice, until joining BJ Dixon Walsh in 2012, with a view to specialising in GP Practices, and have worked with Rory O’Donnell in developing that sector. I also work on a variety of other non GP clients. I joined MHA Monahans when BJ Dixon Walsh merged with the firm in December 2016.

Expertise

Partnership Tax
GP Practices
VAT Partial Exemptions
Owner managed Businesses
Personal Tax

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