Harry Bertram

Client Accountant

Harry Bertram

Client Accountant

Areas of Expertise

  • Financial Reporting
  • Bookkeeping and Accounting

Overview

Harry is a client accountant at Oakbridge, having joined the business from Crestbridge in 2023. Prior to that, Harry worked in construction as a stonemason.

Dealing with a number of finance matters, Harry is responsible for accounting and bookkeeping across our group and for its corporate and fund clients. This includes day to day bookkeeping, loan reconciliations and securities performance monitoring. Harry also assists in the preparation of management information and financial statements for our group and its clients.

 

Qualifications & Memberships

  • BA (hons) in Financial Services from Plymouth University
  • Currently studying towards becoming a member of the ACCA