Lisa has over 20 years’ experience advising and supporting owner managed businesses at all stages of their business lifecycle, as well as leading countless audits over this time. Her clients range from smaller entrepreneurial businesses to multi-million-pound group structures; they operate across a range of sectors, including house building, manufacturing, retail and property investment groups.
The advice she can provide ranges from helping them to realise their growth plans through forecasting and fundraising, to support with acquisitions, in addition to ultimately securing their exit strategies through MBOs and market sales.
Whilst a lot of Lisa’s free time is taken up looking after her two children, there is still a little space to enjoy eating out, music festivals, trips to the theatre and spending time with her friends.
At FCF Dale, spends the majority of his time working with owner managed businesses and, as a result, has an in-depth knowledge of their day-to-day businesses needs and requirements. Dale spends the remainder of his time advising businesses on transactions including acquisitions, disposals and MBO’s.
Away from the office, Dale has a busy young family and enjoys spending quality time with them. He also enjoys going to and watching sporting events when time permits.
Nadine has been advising on complex tax matters for over 25 years. Having trained with the Big 4 and spending most of her career in Big 4 or Top 10 firms, she has advised some of the UK’s wealthiest entrepreneurs and families.
Her focus is Private Client Tax, but for Entrepreneurs this covers a wide range of issues also involving their company, such as profit extraction, succession including employee share schemes and buy side/sale side advisory. For wealthy families, this advice often includes inheritance tax efficient structures such as Trusts or family investment companies. She has many years experience advising international clients, covering complex offshore trust arrangements, or just helping people navigate the extensive rules of UK non-residents and UK non-domiciles.
She is a Chartered Tax Adviser and Associate of the ICAEW. When her head is not stuck in tax legislation, she spends time in the great outdoors with her family and pampered dog.
David is a qualified Chartered Tax Advisor with over 25 years’ experience. He joined FCF in 2009, having moved from a national practice, and has never looked back. David has considerable experience in advising owner managed businesses on a wide range of tax issues, including tax planning and corporate transactions and is also responsible for the firm’s corporation tax compliance offering. In his spare time, David enjoys running and exercising, watching football and socialising with his family and friends.
Andy has over 20 years’ experience in client facing financial service roles, including 10 years in commercial banking.
He trained as an accountant with a Yorkshire based practice, working with clients across a broad spectrum of industries and now uses his extensive experience and professional network to help and advise our client base.
Away from the office, Andy has three children and is at his happiest behind a barbecue or out walking with his dogs.
Stacey started her career at a top 20 firm, where she developed her wealth of knowledge in working with owner managed businesses. She manages the Business Services team and has been with FCF for over 10 years. There is very little she hasn’t seen, from specialising in charity accounting to complex company secretarial assignments.
Away from work, Stacey loves spending time with her family and their dog, going on camping trips and days out.
Julia has many years experience working at director/partner level with companies and business owners, advising them and helping them manage their tax affairs.
Widely experienced in all tax aspects of owner managed businesses, she is a trusted adviser to clients across the whole commercial spectrum. She provides specialist advice to numerous high net worth individuals and is their adviser of choice for the provision of tax efficient structures in respect of business sales, purchases, management buyouts and corporate restructuring.
Julia loves horse racing and is a member of various horse owning syndicates.
Tim joined FCF in 2017 from international firm RSM, where he was an Associate Director. He spent the first 12 years of his tax career with HM Revenue & Customs, and has subsequently worked for various accountancy practices, both large and small. Tim specialises in personal and partnership taxation, and has considerable experience in dealing with residence issues and HMRC enquiries. Away from the office, Tim enjoys cricket, walking and birdwatching, and also plays bass guitar in a local covers band.