ABOUT

Get to know our team a little better so that you can rest assured that your accounts are being handled by our highly qualified and efficient members of staff.

team of female and male accountants in a row infornt of greenery

Who We Are

At Tolvern, we believe accountancy should be clear, personal, and proactive. Based in Truro, we help individuals, families, and businesses across Cornwall make sense of their tax, finances, and accounts without the jargon.

Our team blends technical expertise with a friendly, approachable style. Whether you’re filing a tax return, navigating complex regulations, or planning for growth, we’re here to give you confidence and clarity at every step.

Our Mission and Values

Our mission is to provide honest, expert, and tailored tax and accountancy services that empower our clients to thrive. We believe in acting with integrity, offering clear and straightforward advice, and committing fully to the success of those we serve. Rooted in the Cornwall community, we value lasting relationships built on trust, and we embrace modern tools and approaches to deliver smarter, more effective results.

Accountants sitting around a table

Why Leading Clients Choose Us

Personal Service

You’ll work with the same accountant from day one. We believe in building lasting relationships, not passing you from person to person.son to person.

Knowledge & Expertise

To be successful in the ever-evolving industry, we keep up to date with the latest regulations and qualifications.

Passion & Detail

We fully immerse ourselves in your business. Our insightful consultancy will exceed your expectations.

Value for Money

We offer a transparent pricing structure and will always communicate any costs to you in advance.

Meet Our Team

Tolvern takes a hands‑on approach, you will work with familiar faces who understand your business inside and out.

David Reid CPA, MAAT, ATT Director

David has been a director with Tolvern since incorporation having previously traded in partnership with Peter May under the name P S May & Co.  He has a keen focus on tax and knows how a good knowledge and understanding in this area can really help support clients and help them reach their goals.  With clients at the core of everything we do, David sees himself as a sounding board with a wide range of skills to support local businesses.

David feels that with the ever-changing tax landscape by continuing his studies towards the CTA (Chartered Tax Adviser) qualification will help to keep his experience in line with the training.  Tax matters to everybody not only being a major cost in running a business but a vital part of society. The work we do ensures that you can balance those factors along with your books.

His previous career working as a chef for over 10 years has given him a wealth of experience within the service sector, which contrasts with his degree in Mathematics from UCL, which fuelled a strong desire to problem solve and optimise those solutions.

Living in Budock Water, David makes the most of being close to the coast, gets out with the dog every day.  With a young family, he loves to spend time at home in the garden and exploring the local area.

Peter Masters CPA, MAAT, CTA Director

Pete joined Tolvern in April 2016, as an accountant. Shortly after, he completed his AAT qualification and went on to complete the ATT (Association of Taxation Technicians) qualification and then his CTA (Chartered Tax Adviser) in July 2019.

Prior to Tolvern, Pete had been teaching A-Level Mathematics at Truro & Penwith College for 8 years. Pete started at Truro & Penwith College after graduating from Exeter University with a First-Class Honours Degree in Mathematics, with two Dean’s Commendation awards for academic excellence.

In his spare time, Pete enjoys running, playing basketball and spending time with his growing family.

Daniel Masters Accounts Manager

Dan joined Tolvern full time in July 2017.

Being keen to progress in the accounting industry, Dan completed his AAT (Association of Accounting Technicians) qualification with flying colours and has since achieved full membership status. Dan is currently training to be a chartered accountant, studying the ACCA (Association of Chartered Certified Accountants) qualification, which he hopes to conclude in 2024.

Prior to becoming an Accountant, Dan worked at Truro & Penwith College teaching Mathematics and Accounting at varying levels. Dan taught at Truro & Penwith College after graduating Exeter University with a 2:1 in Mathematics.

Dan has recently started a family. In his spare time, he enjoys hiking, reading and spending time with his family.

Molly Gallagher MAAT Accountant

Molly became part of the Tolvern team in September 2018, bringing with her a strong work ethic and a genuine enthusiasm for helping clients. Since joining, she has steadily developed her skills and knowledge, recently achieving her AAT qualification, a milestone that reflects her dedication to both professional growth and the quality of service she provides.

Outside of work, Molly enjoys making the most of her time with family and friends, whether that’s sharing a home-cooked meal, exploring Cornwall’s beautiful coastline, or simply catching up over coffee. Her approachable nature and commitment to building relationships make her a valued member of both our team and our clients’ support network.

Sharon Caesar Administrator

Sharon joined Tolvern in February 2016 as an administrator, bringing with her a wealth of experience from a variety of roles. Over the years, she has worked in several secretarial positions, run her own domestic cleaning business, and even trained and worked as a hairdresser—skills that have honed her organisational flair, attention to detail, and ability to connect with people.

Originally from Leeds, Sharon has called Cornwall home for over 30 years and now can’t imagine living anywhere else. Outside of work, she enjoys indulging her love of shopping, keeping up with the latest fashion trends, and exploring her passion for interior decoration. Her warm personality and diverse background make her an invaluable part of our team and a friendly face for our clients.

Kerry Endean ACIPP Payroll Manager

Kerry joined Tolvern in May 2018, following 2 years at Truro & Penwith College as a learning support assistant.

In the admin team, Kerry has developed her PAYE skills, performing all duties for payroll, CIS and pensions.

Kerry started her career studying the AAT (Association of Accounting Technicians) qualification and working in accounts until she had her 3 daughters. She then went on to work at Penair School for 10 years as a teaching assistant, before transferring to Truro College.

Kerry is currently studying towards her CIPP (Chartered Institute of Payroll Practitioners) level 5 qualification. She hopes to be fully qualified in the next few years and progress within the industry.

Kerry enjoys spending her spare time with her daughters, going to concerts & festivals, travelling & camping.

Chloe McGrath MAAT Accountant

Chloe joined Tolvern in March 2022.

Chloe completed her AAT (Association of Accounting Technicians) qualification in 2021 and is currently studying towards her ACCA (Association of Chartered Certified Accountants) qualification, which she aims to complete in 2024.

Chloe started her career working in the NHS as an Assistant Management Accountant and is now keen to progress within the accountancy industry.

In her spare time Chloe enjoys walking, going out with friends and spending time with her two cats.

Michelle Robbins Trainee Accountant

Michelle started at Tolvern in May 2023 as a Trainee Accountant.

Michelle worked as an Audiologist in the NHS having gained her degree from University of Bristol in 2009, before becoming a Stay at Home Mum to 3 children. In September 2022 she started the AAT Level 2 Certificate Accounting at Cornwall College and is now working towards Level 3.

In her spare time Michelle enjoys exercising, she attends several HIIT classes a week (some very early in the morning) and spending time with her family.  

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Get In Touch

Whatever challenges your business is currently facing, our experts are always happy to discuss ideas and ensure that you’re heading in the right direction.
We’d be happy to arrange a free initial session with you. Simply drop us an email or call us on 01872 274400.