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Simon Lewis

Simon Lewis

Director

Financial Services

simon.lewis@blickrothenberg.com

Find me on LinkedIn

+44 (020) 7778 7262

I take great satisfaction in developing long-lasting client relationships which are built on a foundation of technical knowledge, being open, honest, and always trying to find pragmatic and practical solutions.

I specialise in audit, financial reporting, and tax work for FCA authorised businesses. My clients include some of the UK’s leading hedge fund managers, private equity houses and venture capital firms.

I joined Rees Pollock in April 2010 and qualified with the firm. We were acquired by Blick Rothenberg in 2019.

I take great satisfaction in developing long-lasting client relationships which are built on a foundation of technical knowledge, being open, honest, and always trying to find pragmatic and practical solutions.

My time here has been marked by the fantastic culture, in which our focus is always on providing the right environment for our staff to learn and develop. Ultimately, this helps us to deliver the best possible service to our clients.

FCA regulated entities face a variety of sector specific direct and indirect taxation issues, regulatory capital issues, financial reporting, and other requirements, plenty of which I, or my colleagues in the financial services team, have dealt with time and time again. So, we understand the challenges facing the firms we work with. I enjoy helping firms at any stage in their life cycle, whether they’re preparing to launch and need advice, or they’re looking for improvements in their annual audit and tax compliance process.

Qualifications and positions of note

  • Member of the Institute of Chartered Accountants in England and Wales (ACA)
  • Chartered Tax Advior (CIOT)

I am based at

Covent Garden

Contact Simon

Insights

01 November 2021

The benefits of applying partial exemption special methods for private equity firms

Suzanne Beckett takes an in-depth look at partial exemption special methods and the benefits available to private equity firms.

10 June 2021

Financial services companies should be excluded from the G7 tax proposals

Financial services companies should be excluded from the G7 tax proposals

01 June 2021

A New Horizon: Rees Pollock becomes Blick Rothenberg

Today Rees Pollock officially becomes Blick Rothenberg’s Financial Services team.