I take great satisfaction on occasions where I can use my experience to help a client through challenging circumstances.
I have been acting for small and medium sized businesses in the UK for over 20 years.
I joined predecessor firm Rees Pollock as a graduate and worked through the roles of trainee, senior auditor and manager before becoming a partner in 2008. I joined Blick Rothenberg with the rest of Rees Pollock in October 2019.
My clients have typically been entrepreneurial firms, and have included start-ups, professional partnerships, small listed companies and larger private businesses with revenues in excess of £400m.
I take great satisfaction on occasions where I can use my experience to help a client through challenging circumstances, whether that might be assisting an entrepreneur in setting up their first business or helping an experienced management team through a complex sale process.
I don’t have a “typical” client as such, but a fairly common example would be a hedge fund manager who I might advise on structuring and FCA registration at the outset and then provide ongoing accounting, audit and tax services as their business grows. I have a number of such clients who I have worked with from pre-launch and who are now managing $1bn-plus of assets.
- I act for many regulated financial services firms, with a particular emphasis on alternative investment managers for which I provide tax and accounting advice and act as auditor.
- Aside from these, I act for clients in a wide range of sectors, most significantly restaurants and retail as well as technology, property and the service sector generally.
- Whilst my main focus is on audit and tax work, I also carry out one-off projects such as financial due diligence, valuations and the preparation of financial models and forecasts.
- Partnership tax is also an area I specialise in.
Qualifications and positions of note
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