Meet the team

He strongly believes that whilst assisting all clients on the financial side, it’s important to recognise that it’s not just numbers. Understanding a client and their ‘business’ is the key to helping them navigate the varied and often complex path to achieving their goals.

As a Chartered Tax Advisor and a Fellow Member of ICAEW, Alison’s adept at offering proactive and strategic tax advice on complex transactions, ensuring clients receive tailored and effective solutions.

Her ability to demystify complex tax issues has earned her strong, trusting relationships with her clients. Alison’s approachable and clear communication style makes navigating the intricacies of tax planning and decision-making more accessible for business owners.

As an Employee Ownership Trust (EOT) expert and knowledgeable in share option schemes, including EMI, Alison’s diverse expertise and approachable manner make her a key member of our team, guiding clients through the nuances of growth and tax planning.

Barinder has a proven track record in leading initiatives to improve audit culture, enhance methodology, elevating audit quality, embedding professional scepticism, delivering training, driving digital transformation all whilst ensuring compliance.

BeckyThomas@tc-group.com

He assists independent, owner manager, and investor-backed businesses to grow and meet their challenges in both an advisory and reporting capacity.

Ben also has a wealth of commercial experience advising growing business in all stages of their development, growth and options for the future.

Although he’s not that old, he’s been advising owner-managed businesses for 35 years, specialising in tax for the last 30.

With a career spanning over two decades in practice, she advises and supports a wide range of owner managed businesses with accountancy, tax, and their wider business challenges.

Chris has extensive experience in all aspects of accountancy, finance and taxation and supports a wide spectrum of businesses.

His role means he’s constantly shaping our business’s identity whilst fostering a thriving, collaborative work environment.

Chris has over 15 years experience in Personal Tax, dealing with all aspects of Self Assessment and Capital Gains Tax.

Chris specialises in business coaching and mentoring, strategic development and non-exec services, and is passionate about delivering these to clients who are equally as passionate about their businesses and future plans. He’s an expert in the provision of agile business improvement advice, as a result of his extensive experience within Audit, Assurance, ATOL and FCA reporting, management accounting and proactive taxation advice (including International).

Chris is a member of the global Mindshop Business Strategy, Development & Facilitation network of advisors.

DanOrasnjak@tc-group.com

Dave considers himself an advisor first and accountant second. With over 20 years’ experience in practice, as well as previously having worked in industry and the insolvency sector, Dave has a blended level of commerciality and business experience. He applies that by investing time with his clients to get to know them and their business, to understand their vision, their key drivers and their goals. In doing so, Dave’s often able to identify solutions to their problems – sometimes ones that they didn’t know they had!

A commercial advisor with over 40 years’ experience, David’s built strong relationships across many sectors. Owner managed businesses and high-net worth individuals trust David’s advice and guidance, and his client base rely on him as a dependable, expert sounding board.

Leading our VAT and customs advisory services, he advises CFOs, FDs, and business owners on critical issues where practical solutions need to be found and successfully implemented.

David also works with a wide variety of businesses, from start-ups through to international groups – including private equity houses, property developers and investors.

David’s wide range of experience enables him to give strategic tax advice and general commercial advice to individuals as well as small and large companies alike.

david.marks@citroenwells.co.uk

With over 30 years’ audit experience, David specialises in advising international groups and Owner-Managed Businesses, notably in the property and manufacturing sectors. He also has a particular focus on schools and charitable organisations.

David has a wealth of experience in advising on special purpose reporting, investigations, and due diligence. He’s South East Member of the UK200 Group’s Corporate Finance Panel and is a regular speaker on Corporate Finance at international conferences.

As a qualified Chartered Accountant and Chartered Tax Advisor with more than 30 years’ experience, Debbie supports owner managed businesses plan for the future in a commercial and tax-efficient manner, from both a personal and business point of view.

With over a decade of experience, Emma’s committed to developing, improving, and growing TC Group’s Audit & Assurance service offering.

Fay strives to offer exceptional customer service, and her open, friendly, straight talking manner ensures good long term relationships are built between her team and clients.

With over 16 years’ experience in professional practice, Gemma leads the Property and Lettings division, providing expertise in client accounting, from Independent Letting Agencies to National groups.

Georgie provides tax planning advice and compliance services to individuals, families, and trusts – including income tax, capital gains tax, and inheritance tax.

He has vast experience of a wide range of financial topics relating to SME accounting, taxation and business growth, and works with business owners to help them take control of their finances and build better businesses.

Graeme leads our TC Group Kent clients in the Third Sector, Sustainability, and Data/Business Intelligence. He’s an experienced Financial Director who supports clients with all of their strategic objectives. Graeme also leads and delivers approved Strategic Finance courses.

In his role, Graham excels in managing private client services, he not only ensures impeccable tax compliance but also provides invaluable advisory services.

What truly sets Graham apart is his exceptional talent for demystifying complex tax issues and presenting them in easily understandable terms. His comprehensive approach results in innovative solutions, often illuminating paths and possibilities that others may not consider. Whether it’s estate planning, family succession, income planning, business transaction structuring, or navigating HMRC interventions, Graham’s insightful and forward-thinking strategies are tailored to meet the unique needs and challenges of each client.

Hannah works in both Accounts and Audit at our London – TC Citroen Wells offices, and gets involved in bespoke client projects, due diligence assignments, and report writing.

hannah.sibley@citroenwells.co.uk

Henry’s also a member of the Society of Trust & Estate Practitioners.

henry.charles@citroenwells.co.uk

Jacques background also includes working with high-net-worth individuals, import, distribution and retail sectors, and B2B tech support.

James also has solid experience with start ups, growth with equity investment, through to advising on business sales and Inheritance Tax planning matters.

james.berry@citroenwells.co.uk

James has over 20 years’ experience as an audit and advisory partner, working with client across a range of sectors.

JamesPearce@tc-group.com

James’s ability to provide critical insights make him an invaluable asset on any audit assignment.

Aside from this Audit Partner duties, James is a seasoned corporate finance professional assisting clients on both the buy side and sell side of transactions, and holds the ICAEW CF designation. James is adept at providing commercial and pragmatic advice in the deal arena.

He now advises clients on all aspects of taxation relating to their personal tax affairs, ranging from Income Tax, Capital Gains Tax and Inheritance Tax to employee share schemes/incentivisation, including EMI schemes.

Jamie’s also a member of the Chartered Institute of Tax Advisors.

With a keen focus on assisting business owners, Jim’s dedicated to helping them optimise their time and resources. By empowering entrepreneurs to gain clarity in their business strategies, Jim propels them towards achieving their personal goals.

He specialises in providing accountancy and tax advice to Owner-Managed Businesses.

John’s passionate about getting to know his clients and ensuring that they’re provided timely, value added and proactive advice; enabling them to respond to challenges and opportunities as they arise.

He specialises in providing audit, accountancy, and tax advice to Owner-Managed Businesses.

Jon takes a proactive and hands-on approach with his clients, providing them with the support and advice required to navigate their business and personal affairs.  He has advised clients across a number of sectors and has been involved in over £2 billion of transactions relating to the acquisition and disposal of client’s businesses and companies.

Jordan’s client base is predominantly SME’s, for which he enjoys sitting with his clients to understand and advise on their business from the bottom up.

Josh works with a wide range of clients ranging from small owner managed businesses, to complex groups and audit clients. Josh’s background in agriculture helps us service our agricultural clients in Lincolnshire.

Kate’s a self confessed accounting nerd and her attention to detail allows her to tax plan for her clients in a highly efficient manner, optimising their individual situations.

Her style of working is to get to know her clients and their businesses in detail so she can help them plan for the future taking into account the wider picture.

She works with her clients helping them to understand the results of their businesses and planning for the future. Katie’s main client base are owner managed Limited companies but she also works with some larger clients, with one in particular listed on the Swedish Stock Exchange.

He works with a wide range of clients throughout the UK and abroad, assisting partnerships, companies, and individuals with their accounting and tax affairs and helping them to start up, plan, and mitigate tax liabilities more effectively.

Kim specialises in businesses regulated by the Financial Conduct Authority (FCA), property companies, retail clients and owner-managed companies in the SME sector.

kim.youle@citroenwells.co.uk

His experience in cloud accounting software’s helped businesses achieve further efficiencies with their bookkeeping processes, developing better systems. He also provides on-going support to clients and conducts training on all cloud accounting solutions to both individuals and businesses who see the benefits in migrating their existing accounting systems to a cloud platform.

leckraj.beegadhur@citroenwells.co.uk

Marie manages a large portfolio of clients, ranging from small owner managed businesses to large group companies.

In addition to leading the firm, Marie’s a recruitment sector expert, meaning she knows the ins and outs of this industry and provides a fully encompassing service which includes everything from general accountancy and tax compliance, through to corporate finance and outsourced FD services.

Marie actively supports the recruitment sector through their APSCo membership and other recruitment networks. She frequently speaks at industry events and is currently a judge for the prestigious APSCo awards, recognising excellence in the recruitment industry.

Mark’s client base is predominantly corporate with a strong bias towards audit and advisory.

He’s specialised for over 20 years and is well known in the sector for his sound understanding of the sector needs and enthusiastic approach.

Mark also provides CF transaction support services for clients and financial institutions.

He’s also a member of the Chartered Institute of Taxation (CIOT) and specialises in providing innovative solutions to tax problems.

mark.bailey@citroenwells.co.uk

He has a strong background in accounting, taxation, and succession planning matters.

Matthew splits his time between acting for the owners of small and medium sized businesses, assisting them in all areas of accountancy, tax and business, and developing and implementing the strategic growth of East Anglia, which now has 4 offices and 80 team members in the Region.

Having worked with clients from a variety of sectors and industries, Matthew has a good sound knowledge of range of challenges clients can face and is always looking to add bespoke and specialist services to the range of support East Anglia offers to ensure the client’s needs are covered.

Matthew enjoys riding his trials motorbikes in off-road competitions when time permits!

Maxine’s especially interested in assisting clients with tax planning – in particular, inheritance tax.

She’s had a long involvement with the London Society of Chartered Accountants (LSCA), having run the monthly South-West London tax discussion group for several years and sat on the LSCA taxation committee.

maxine.higgins@citroenwells.co.uk

Her clients range from private individuals, OMB’s, Charities, and Independent Schools.

Melinda likes to offer a holistic approach and services to clients built up through long standing client relationships and also has particular expertise in overseeing that our compliance services are delivered at the highest quality to ensure that the business risks of our clients are minimised.

Michelle has extensive experience and works for a wide range of clients within TC Bromhead providing practical business & taxation advice.

During that time, he’s built up many long-standing client relationships and has advised clients throughout their business development.

Throughout his years, he’s provided friendly advice to a range of small businesses and family trading companies.

Mike takes a proactive and pragmatic approach to assisting clients achieve their objectives. He has advised clients across a wide sector of businesses, and has been involved in many transactions involving the restructuring, acquisition and disposal of businesses.

Neil also has plenty of experience working with both large and listed corporate groups.

He calls on extensive experience of compliance and structuring – both UK and with an international flavour – in advising individuals, businesses, and trusts.

He strikes a balance between technical expertise and commercial empathy, priding himself on the minimal contact his clients have with the revenue authorities. He sits on the Taxation Panel of the Bar Council.

nick.brennan@citroenwells.co.uk

Nick delivers tailored business and tax advice to clients from a diverse range of sectors, including Professional practices, Food & Drink, Manufacturing, as well as Property and Construction.

Paul advises his clients on a wide range of specialist tax matters.

Peter’s expertise extends to drafting shareholder agreements, navigating shareholder transactions, and company agreements. Moreover, his ability to offer guidance on personal matters such as divorces and business disputes sets him apart. Peter’s renowned for his diplomatic approach in resolving conflicts, ensuring outcomes that serve the best interests of all parties involved.

Clients consistently find Peter a reliable and insightful advisor, someone who becomes an integral part of their team. His ability to understand and address complex issues with clarity and foresight makes him the go-to person for those facing challenging situations in their business or personal affairs.

He’s built a range of skills that help clients build better businesses and remove the financial stress which can limit business owners, giving them the space to focus on taking the business forward.

She’s a Chartered Tax Advisor and her client base’s predominantly private clients offering advice on Personal Tax, Inheritance Tax, Trusts, and Capital Gains Tax.

Richard also provides high level forecasting, business strategy, business performance and cashflow analysis services to many of the TC Primera’s clients.

His client base is wide and he acts for businesses across many industries, including construction, manufacturing, fashion, finance, restaurants and property.

With over 12 years’ experience, he assists business owners with their accounting, tax, and general business affairs, with the aim of fostering future growth.

He brings a wealth of experience and expertise, overseeing TC Group’s operational strategies and technological advancements to drive efficiency and maximise productivity for our teams and clients alike.

He looks after a varied client base including an Audit portfolio and assisting owner managed businesses and family-run companies throughout their lifecycle across a variety of sectors.

Sadik takes a proactive and pragmatic approach to assisting clients achieve their objectives. He’s advised clients across a wide sector of businesses with special interest in Healthcare Industry, and has been involved in many transactions involving the restructuring, acquisition and disposal of businesses.

He has a particular interest and is experienced in dealing with clients engaged in the Property & Construction and Agriculture sectors.

A Partner for 30 years, Simon has extensive experience across sectors, working with owner managed companies on all aspects of their business.

As an Associate of the Chartered Institute of Taxation, Simon has the expertise and experience supporting clients with a wide range of taxation matters.

He and his team pride themselves on their excellent service resulting in long-standing client retention and new client recommendations.

Simon’s built up a strong network of contacts in the Colchester and Essex area, assisting a diverse range of clients with year end accounts, Cloud Accounting solutions, as well as Tax planning and compliance.

With a ‘business partner’ approach, Simon very much enjoys helping clients through the complete process. From start ups to established businesses ensuring that with each step the business takes that all the financial and reporting considerations are dealt with to minimise liabilities and maximise profits.

Simon lives locally and is married with two sons.

Simonetta is fluent in English and Italian.

As East Anglia’s Audit Director, Simonetta’s role involves managing the Audit team and liaising with the portfolio of Audit clients to ensure legislative requirements, quality, and service levels are met.

He heads both the department dealing with the affairs of authors and other creative artists, as well as the department dealing with the Accounts and Audit of Charities.

He also has expertise in a number of other areas, including property investment and development companies, UK trusts, personal income tax and owner-managed businesses.

Stephen’s approach is very much hands-on and he enjoys working closely with all his clients to ensure their expectations and requirements are fully met.

stephen.simou@citroenwells.co.uk

Stephen supports clients with tax planning and mitigation, specialising in corporate transactions including company disposals, restructures and share buy backs.

His particular sector expertise is agricultural businesses.

Stephen became a Partner in 2008 and is dedicated to helping owner managed businesses overcome their challenges.

Stephen enjoys cycling, snowboarding, and keeping fit.

Steve’s very proud to be considered his client’s “most trusted advisor” and works closely with his clients to help them achieve their business and personal goals.

Recognised for his comprehensive business acumen, Stuart offers strategic counsel in tax planning, scaling, international expansion, and employee incentives, including EMI share options.

He leverages his extensive experience to guide a wide array of owner-managed recruitment businesses, ranging from budding startups to established multi-million pound corporations. Stuart’s profound commercial insights enable him to adeptly advise on international growth and scaling strategies, assisting recruitment firms in realising their ambitions. He is committed to supporting clients at every stage, ensuring tailored guidance for maximum impact.

In the boardroom, Stuart is known for challenging business leaders with his unique perspectives, fostering growth and success. His dedication to excellence and deep industry knowledge render him an invaluable resource for any recruitment business striving to excel in today’s dynamic market.

Tony has excellent interpersonal skills and will always go that extra mile for his clients.

Denise has dealt with all aspects of both solvent and insolvent corporate liquidations for around 16 years.

He’s a member of the Insolvency Practitioners Association and is based in our Peterborough and Hertford offices.

He provides advice and support to business owners on Succession Planning, Mergers & Acquisitions, Fundraising, and Valuations.

Kirsty provides support to business owners at all stages of the business life cycle. She’s led many businesses through transactions and has a particular specialism for acquisitions, disposals, company valuations, MBOs, MBIs, and restructuring.

In 2023, Kirsty was named Corporate Finance Advisor of the Year at the South East Dealmakers Awards, and she also won the Financial Services category at the Sussex & Surrey Dynamic Awards for Women Business Leaders.

Aaron’s able to look at both company and personal assets to plan for the future.

She spent many years advising under the banner of one of the world’s largest banks and made the move in 2015 to becoming independent in terms of providing advice.

Advising on and seeing clients achieve their objectives’ what drives her, and she’s worked with many of her clients for a number of years acting for not only them both on a business and personal side but also their children and other family members. She enjoys building long term, trusted relationships with those she works with.

Having worked in the financial services industry for over 35 years, she has a wealth of technical and product knowledge. Cheryl’s also Chartered Insurance Institute Diploma qualified.

He’s a Chartered Member and Regional President of the Chartered Institute of Securities and Investments, and affiliated to both the Personal Finance Society and Chartered Insurance Institute.

He’s also a military veteran and former Special Constable.

Sam returned to financial services in 2017 and upskilled to focus on providing protection and specialist mortgage advice to clients, their employees, as well as their friends and families.

Wendy’s also Head of HR Client Advisory for our clients in London and South, supporting businesses across a range of industries in getting the best out of their people.

Being well versed in HMRC legislation and processes and regularly reviewing many complex technical arguments, his many successful claims have led to confidence and being able to articulate persuasively and effectively with HMRC to achieve positive outcomes.

He provides an efficient and effective commercial and transaction advisory service across a range of industries and sectors – covering Corporate Finance, PE/VC, M&A, Joint Ventures, Commercial Contracts, and Energy Projects.

As a fully qualified Member of the Royal Institute of Chartered Surveyors, Tom delivers first-class property advice and support to business owners and investors.

He brings over 25 years’ industry experience and has successfully developed a well-respected, trusted and award-winning Service Charge team that’s committed to supporting landlords, managing agents, housing associations, and residents across the UK.

Leading our VAT and customs advisory services, he advises CFOs, FDs, and business owners on critical issues where practical solutions need to be found and successfully implemented.