James is responsible for the overall running of the firm and works with a number of corporate clients and individuals across a number of sectors. He has a particular interest in technology and how the firm can automate as much of the compliance function in order to free up time to spend providing business and planning advice to clients. James oversees a number of large corporate audits but is equally comfortable supporting start ups. He has experience working with venture capitalist backed projects and private equity houses and is passionate about providing sensible, practical advice to business owners and leaders.
Prior to working with the firm, Mark spent time working with a number of national and international accountancy firms managing a portfolio of large audit clients. He soon realised that he wanted to work closer with business owners and provide a more personal service delivering timely strategic advice. Mark is an expert in business structuring for operational and tax efficiencies. Mark is also a Head of our specialist Healthcare offering in which he works with a number of private consultants and GP surgeries as well as larger corporate healthcare entities such as Super Partnerships and federated entities. Mark is widely recognised as one of the region’s leading authorities on accountancy within the medical sector.
Matthew is a second generation dedicated healthcare accountant. As a Head of our Healthcare offering, there are few if any that have more experience than Matthew in this area from an accounting and strategic advice point of view. He works with a large number of GP surgeries, hundreds of medical consultants and Directors and a number of corporate healthcare entities such as federations and Super Partnerships. Matthew works closely with Practice Managers and is very hands on with his approach. He particularly enjoys getting under then skin of clients and supporting strategic planning and streamlining clients internal processes. Matthew is both a Chartered Accountant and Chartered Tax Advisor.
Ben is a partner and Chief Technical Officer for the firm. He is recognised across the region as one of the sector’s most technical accountants gaining prizes from both the Institute of Chartered Accountants in England & Wales and the Chartered Institute of Taxation (and is also qualified in both disciplines). Ben works with a varied range of clients including Owner Managed Businesses, large corporates and private clients. He is also one of our leads within the Healthcare team working with GPs, surgeries and corporate healthcare businesses. Ben has advanced experience of systems implementation and is one of the firm’s leads on cloud accounting.
James joined the firm from global accountancy firm Ernst & Young where he worked on operational and transactional projects with large national and international entities as well as private equity houses. He now works with clients on a range of operational objectives including, sales and purchases, KPI monitoring and uplift, efficiencies, cost reduction and structuring. James is comfortable providing these services as a package or stand alone projects to SMEs and large corporates alike.
Steven is a partner with the firm and oversees all sales and marketing activities. He is a member of the Chartered Institute of Marketing and also deals with new client engagement and onboarding. He has a particular interest in digital marketing and often supports clients with their own marketing plans and strategies. Steven also oversees new product development within the firm, diversification, commercial partnerships and client communications.
Liz is a Tax Partner with the firm and also the technical lead on tax planning. She covers all aspects of corporate and personal tax planning and has an in-depth knowledge of all tax legislation. Liz works with a number of private clients on varying tax matters including Inheritance tax planning and strategic planning. She particularly enjoys complex areas such as Trusts & estate planning and advising on and acting in a range of technical disputes and enquiries from HMRC.
Ben works closely with Owner Manager Businesses across the region. He is known for having a very hands on approach and providing tailored services. He is an expert in cloud accounting using software such as Xero and Quickbooks to provide clients with real time management information to support sound decision making. Ben is both a Chartered Accountant and Chartered Tax Advisor which provides an added dimension to strategic discussions. Ben also heads up the firm’s Agribusiness offering which supports clients varying from rural estates and farming families to large corporate agricultural manufacturers and distributors.
Phil specialises in taxation matters and his experience covers all aspects of the tax spectrum with the possible exception of VAT! He has worked in the area of taxation since 1986 and has developed specialisms in advising owner managers with strategic taxation issues, including group reorganisations and succession/retirement matters. He also has great experience in dealing with the government’s innovative tax reliefs for research and development and patent box, and also shareholder investment decisions involving the many venture capital reliefs, particularly the enterprise investment schemes.
Phil takes pride in helping clients with their business/commercial decisions and how best to take advantage of taxation reliefs which may be available in carrying through those decisions.
Both a chartered accountant and chartered tax advisor, Martin operates as a mixed tax practitioner who also works closely with our corporate finance team to deliver transactional tax advice for both corporate and property transactions. Such advice includes EIS/SEIS tax relief and EMI management incentives considerations.
As well as tax advice Martin provides valuation services for taxation and commercial purposes, he also takes appointments for contentious valuations in an expert witness/advisor capacity.
Martin is able to advise and help plan for all aspects of a transaction and he regularly provides capital gains tax and inheritance tax advice as part of wider advisory projects. He also enjoys working on R&D tax relief claims.