FINANCE THINK TANK

Anoop has been working with ambitious owner managers and entrepreneurs for over 10 years, providing financial advisory and compliance.

He specialises in assisting clients with the implementation of systems and transforming finance teams and processes, with particular experience in the Tech, InsureTech and Professional Services sectors.

Ewan heads up our team of Relationship Managers and is responsible for the growth of our Wealth team and keeping our fantastic clients happy. Ewan also chairs our investment committee. Ewan has spent his whole career at Cooper Parry and joined us 16 years ago. In that time, Ewan has helped many entrepreneurs, business owners and senior executives transition from busy, successful careers to a fulfilled life post work. Whatever that may look like!

Andy and the team focus on working with entrepreneurs at the critical phases in the development of their business. They are typically realising the years of blood, sweat and tears they’ve poured into the business or finding a new partner to invest alongside them to energise the next phase of the journey.

Deep market knowledge, strong relationships with private equity and strategic buyers, and much more than a century of experience in the team add real value to clients and gets deals done.

Candice has been supporting businesses for over 10 years with financial compliance, advisory and tax efficiency. Candice has a particular focus on the property sector, including development, investment and management. She is also a specialist in online accounting, business app integration, technology implementation and advice.

Dan has specialised in advising owner managed businesses for over 20 years. He works with startups, growing and mature businesses, acting as a sounding board and advising on the issues key to their success. Dan also has specific experience in the property, hotel, technology and media sectors, as well as advising professional services firms.

Amy provides advisory services to owner managed businesses and private client individuals, including those with international tax considerations and families looking to ensure their wealth is managed in a tax-efficient manner. Amy has particular experience in Inheritance Tax, succession planning and trusts.

Mark helps companies to understand the potential and breadth of the government’s generous financial incentives, and ultimately claim them. From engineering firms to software houses, Mark has supported companies in a wide range of sectors, guiding them through R&D tax incentives, Patent Box and Grants.

For 34 years, Mark was a leading figure for HSBC’s commercial banking business in the UK, advising HSBC and its clients, mostly in the SME and MME segments, on developments in the British and global economies. This year, he moved into an independent consulting role and continues to share his field-leading knowledge and impeccable public speaking skills nationwide.