Bringing professional services together to support your business

I have worked within insolvency for over 15 years, have a wealth of experience in formal processes, from trading and pre-pack Administrations, to Voluntary Arrangements and Liquidations – both solvent and insolvent. I have worked with businesses across a multitude of sectors, including leisure & hospitality, retail, manufacturing and construction.

I have enjoyed working on a number of contentious cases involving tax avoidance schemes, consequential loss claims and a complex misfeasance action which resulted in a return to the estate of £1.9M.

I work closely with directors, stakeholders and creditors to advise on the best course of action given the circumstances of the financial difficulties encountered. Outside of work, I enjoy spending time with my family, eating out and staying fit.

I started my career in a small firm assisting SME business owners with their back-office requirements. Following my bookkeeping qualification, I moved to a top 15 accountancy firm to complete my chartered certified accountancy qualification, predominantly working on audit clients. From then I moved to the tax team where I was responsible for managing the portfolio of Corporate clients. This exposed me to a wide variety of clients and industries. During this time, I completed the chartered tax advisor exams.

During my career, I have had exposure to each stage of a business’s growth cycle, from formation through to sale and everything in between. I have experience in many areas of tax planning including profit extraction, group restructuring, business sales, partnership incorporations, share incentive schemes, and Trusts amongst others.

My understanding of accounting and taxation allows me to view a client’s position holistically. I am keen to understand the nature of client’s businesses, enabling me to work with them in providing proactive tax advice, taking into consideration their current and future business and personal plans.

My training and early years with a Global accountancy practice, provided a sound background and supported my chartered accountancy qualification. I managed a portfolio of audit and non-audit clients before being headhunted during a recession for a Finance Director position by a client in the construction industry.

Construction Industry in a recession… I understand the challenges better than most.

Now managing my own firm of chartered accountants my ‘real-world’ business experience really allows me to understand and support my growing portfolio of SME clients. I know how important it is to understand the bones of your business, not just the Accountancy compliance.

Until 2020 I was a Senior Partner in an international audit and advisory firm and for the last 25 years have enjoyed advising clients varying from start-ups to multi-billion pound turnover businesses.

I am an accountant by training, not intuition, and have always relished the challenges of working with business owners. In a commercial world often hampered by legislation, the risk of making mistakes and the fear of the unknown can be daunting. Having advised over 1500 businesses at all levels, there is very little that I haven’t seen.

Unlike many in this profession, I have experienced owning and growing companies, taken commercial risks, directly advised on all levels of M&A work, specialised in developing trading structures, and advised on efficient national and international tax strategies. A common thread of all these has been working alongside talented entrepreneurs, to help them get ahead and to where they want to be.

Having spent years developing my own team of like-minded individuals, the talent I now sit alongside daily, allows us to offer services that I truly believe are second to none.

As a Graduate in Economics, I worked within the financial industry in London for several years, developing a strong understanding of the Commercial Finance field. This experience coupled with qualifications in HR and Business Turn around have stood me in great stead to support my clients.

My focus is to provide commercial finance solutions to clients nationally, irrespective of the company size or status. Over the years I have developed fantastic relationships with funders you may have heard of and many that you wouldn’t find and now have a significant network of lenders that know our strengths. My experience allows me to assist in straightforward funding requirements or provide guidance and solutions for the weird, the wonderful and every challenge in between.

During my career I’ve had successes working in the PLC world and the SME sector as an owner manager; I’ve enjoyed the cut and thrust of the challenges at the coal face and I’ve sat in negotiations around boardroom tables in the City, and I know my passion lies with the SME sector.

I am really enjoying supporting and growing my own businesses which succeed by working with successful clients albeit sometimes our client doesn’t yet realise how successful they are. I get the importance of well structured and organised businesses but I really get the importance of ensuring the drive and passion of the business owner isn’t held back. My experience makes sure businesses play to the strengths of the team and then allow us support the rest. The quality of your advisors and support mechanisms will always make the difference, the key is knowing how good they are.