Member Directory

AAB exists to help clients overcome barriers, achieve their goals and reach their full potential.

We deliver Audit, Business Advisory, ESG, Corporate Finance, Hotel Accounting, Payroll & Employment, Private Client, Tax, and Virtual Finance services globally from offices in the United Kingdom, Ireland and United States.

Encompassing AAB, AAB People, and AAB Wealth, we help businesses at every stage of the lifecycle; so they can effectively manage the two critical elements that make organisations tick – their people and their finances. We believe in the resilience of the human spirit; that with bravery, hard work and perseverance, people can accomplish amazing things.

BDO LLP is the world’s fifth largest accountancy firm and has 15 offices in the UK with 220 partners and 3,000 staff. David is a tax partner heading up the firm’s specialist team advising on tax efficient investments and particularly the EIS and VCT schemes. David co-authored the Tolleys/Tottel book Venture Capital Taxes” and wrote the “Plus Markets (previously Ofex) Tax Guide”. David represents the CBI on the Tax Law Re-write project in relation to the EIS and VCT tax legislation. David’s clients include company’s raising finance (particularly those floating on AIM), individuals seeking to benefit from tax reliefs and investment banks and other product providers who are raising funds. David splits his time between BDO’s Reading and London offices.”

Advisers are all alike, right? Well no, they’re not.

At Cooper Parry we fly in the face of convention. If others zig, we zag. If they go down the straight and narrow, we scan far and wide.

We look to ‘Disrupt, Lead and Make Life Count’. This is how we see the world, and it’s why we’ve been hailed ‘the rebels of accountancy’. We build relationships with our clients that break the mould. And we’re never afraid to give our opinion. Why? Because that’s how we’ll help you to flourish financially, and free up your time to get the most out of life.

Our award-winning team is alive with vibrant, inquisitive and engaged people. It means that we attract the most talented people to work on our clients’ businesses.

That’s why we’re smashing in London, the Midlands, and Bristol. The vision is reality.

• Finalist Best EIS Tax Advisor at the 2022 EISA Awards;
• Best EIS Tax Advisor at the 2021 EISA Awards;
• Highly Commended 2016-2019 EISA Awards inclusive.

The CT team is genuinely passionate about helping high-growth companies and their investors. We have a 100% track record with HMRC in the last year, including reversing many EIS disqualifications inherited from other advisors.

Our service has evolved to grow the EIS market, encompassing tax, structuring, accounting, software, grant audits and financing. Our legal partner tax service provides the EIS advice for companies in the legal market, our outreach pro-bono services to female angels promotes greater investor diversity, our social media channels advocate the EIS scheme to a wide audience spectrum.

The CT Entrepreneurial Tax Team, established 10 years ago, has grown to be the largest we know of in the UK. As the only EIS-focussed team based outside of the Golden Triangle, have built a unique reputation in the EIS space advising dozens of companies/ investors across the whole of the UK and foreign companies looking to invest in UK companies. These factors resulted in a 45% growth in our services in 2021/ 2022. With offices in Edinburgh, London, Inverness and Glasgow, we not only work with partner firms in the UK, but also from across the globe offering a truly international service for ambitious, like-minded clients.

Edwards, Pearson & White LLP are established taxation and business advisors who work primarily in the SME market place supporting businesses taxation, accountancy and auditing requirements. We have offices in Warwickshire and the West Midlands with easy access to the motorway and rail networks enabling us to provide services across the UK. We have extensive practical knowledge of EIS statutory compliance from representing both investors seeking to make investments and entities receiving investment. Within our team we are fortunate to have extensive ‘big 4’ accountancy firm experience across our range of services. Our taxation service is based around a highly experienced team with an extensive working knowledge of UK legislation. Supported by state of the art software we are able to process clientsﾒ taxation and statutory obligations promptly. At Edwards Pearson & White LLP we have brought together a unique group of specialists dedicated to delivering the essential ﾑAdded Valueﾒ element within a current business environment that is fast moving, complex and highly competitive. To encourage progress, business owners and investors need the ability and backing of professionals, who provide on-time, cost effective advice and solutions, our aim is to provide such a service.

Rebecca is a Partner in the business tax services team at Evelyn Partners.

Evelyn Partners (previously known as Smith & Williamson LLP) have been looking after the financial affairs of individuals, families and businesses for more than a century.  The firm aims to deliver imaginative yet pragmatic advice and solutions tailored to individual circumstances, which is achieved by taking the time to get to know our clients and understand their objectives, needs and aspirations, as well as the longer-term challenges likely to be faced.  We act as a trusted adviser to help you grow, manage and preserve wealth.

The firm offers an unusually wide range of services to both individuals and corporate clients, including tax, audit, forensic accounting, transaction support, corporate finance, and restructuring and recovery. Its private client services include investment management, individual tax advice, trusts, pensions and financial planning.

Rebecca leads the team in relation to our Enterprise Investment Scheme and Seed Enterprise Investment Scheme offering, and our involvement often includes advising on the SEIS/EIS status of companies, tax structuring of fund-raisings under the schemes, through to obtaining advance assurance from HMRC and assisting with SEIS/EIS/tax compliance going forward.  In addition, she can link in with our financial planning team to assist with identifying potential investors.

Finerva provides accountancy services for ambitious entrepreneurs.

Tech start-ups don’t get the level of support they need or deserve from traditional accountancy firms.

There is a huge amount of entrepreneurial energy in the UK and a great deal of this is invested in technology innovation and commercialisation, things that Finerva advocates for and invests in.

Our purpose is to give clients the best possible advice in the form of simple, clear and actionable recommendations.

We do that by staying true to our four core values:

RESPONSIVE – we respond to the needs of our clients in professional and timely ways.
PROACTIVE – we take control of the financials efficiently and take action before it’s too late.
CANDID – we are straightforward and open in handling requests and expectations.
TRANSPARENT – our costs are visible and we do not shy away from the delivery of good or bad news.

Our ability to be responsive and proactive with our clients is based on the confidence and wellbeing of our team.

We know they are excellent at what they do, so what we are passionate about is the level of care and support they give our clients.

At Johnston Carmichael our team of expert chartered accountants and business advisers are on hand to listen and advise to help you grow your business.

An award winning team of accountants and advisers offer a range of services tailored to your business needs including: corporate tax, consulting, personal tax, and employment tax to name but a few.

As a member of the international network Moore Global, we operate in strategic locations across the UK. With almost 900 people, we’re one of the UK’s top 20 accountancy firms and our people use their knowledge and experience to think proactively and act as trusted advisers to over 16,000 clients across the UK and beyond.

Magma is a leading firm of chartered accountants, chartered tax advisers and business advisers based in the Midlands, providing a comprehensive range of services across a wide range of sectors.

Magma regularly advises businesses and entrepreneurs on raising capital under the EIS and SEIS; structuring transactions to meet commercial objectives whilst meeting the technical requirements of the schemes. Magma can also provide all the other audit, accountancy, tax and advisory related services that young, growing businesses require.

Nyman Libson Paul are an established firm of accountants in London with over 80 years experience. Dave has structured and advised on many EIS and SEIS projects across a range of industries but has, in particular, made a significant impact in the Entertainment Industry sector, in which the firm is a significant player. Dave is a Chartered Accountant, Certified Accountant and Chartered Tax Adviser and is also Chairman of the Institute of Chartered Accountants’ Entertainment and Media Group. Dave has specialised in tax for many years, has been published in Taxation magazine as well as many other publications and has previous ‘big firm’ experience. He also ran his own promotions business for several years, which could explain his empathy for entrepreneurs!

Philip Hare & Associates LLP, a tax consultancy business which specialises in the Enterprise Investment Scheme (EIS), Seed EIS, Venture Capital Trust (VCT) and Social Investment Tax Relief (SITR).  The firm advises small and medium sized companies and their investors in respect of the tax relief available for investment and the conditions that need to be met by the company and the investor.  They are in regular contact with specialists at HMRC discussing solutions to technical and administrative issues that arise from the schemes. Please contact either Philip Hare Tel: 020 3141 9108 Mobile: 07557 349045.  Email: philip@philiphareassociates.tax  or Andrew Lennie – contact details above.