Pierce makes third Director appointment of 2026 with Fiona Wheeler joining as Private Client Tax Director

By Pierce Business Advisory & Accountancy Group

Pierce Business Advisory & Accountancy Group has appointed Fiona Wheeler as Private Client Tax Director, strengthening the firm’s specialist support for individuals and families navigating personal tax and wealth-planning matters.

As a Chartered Tax Adviser and full member of STEP (Society of Trust and Estate Practitioners), Fiona brings deep expertise across inheritance tax, capital gains tax and income tax, providing clear guidance, tailored solutions and bespoke advice through complex and often sensitive situations.

Her work spans estate planning, tax compliance and longer-term strategic planning, with a practical and client-focused approach at every stage.

Career background

Fiona has built her career advising private clients across well-regarded firms in the North West, progressing through senior roles and leading teams as her responsibilities expanded.

Before joining Pierce, she was a Senior Manager in Private Client Advisory at a Manchester firm, where she supported individuals and families with advisory and compliance work as part of one of the UK’s largest accountancy B Corps.

Quotes

Fiona Wheeler said:

“I’m delighted to be joining Pierce Business Advisory & Accountancy Group at an exciting time for the firm. Private client tax is ultimately about people and their long-term plans, and I’m passionate about providing practical advice that helps clients make confident decisions—whether they are planning for the future, dealing with an estate, or managing ongoing compliance. I’m looking forward to working with clients and colleagues to deliver tailored solutions that protect wealth and support their goals.”

Dominic Ball, Tax Director, added:

“Fiona’s appointment is a significant step forward for our private client offering. Her technical strength across inheritance tax, capital gains tax and income tax—combined with her approach to understanding what matters most to each client—makes her an excellent fit for Pierce. We’re delighted to welcome her to the team and are confident she will add immediate value to our clients, particularly where matters are complex or sensitive.”

About Pierce Business Advisory & Accountancy Group

Pierce Business Advisory & Accountancy Group provides business advisory, accountancy and tax services to owner-managed businesses and private clients. The firm supports clients with day-to-day compliance as well as strategic advice, helping them plan with confidence and make informed decisions.

Media contact

For further information, please contact: Lauren Myers, Marketing Executive, Pierce Business Advisory & Accountancy Group | l.myers@pierce.co.uk 01254 688100