Shipleys LLP
Chartered accountants and professional business advisers

Nick Snelling

Audit Supervisor

T 020 7312 0000

E nick.snelling@shipleys.com

O London

Work and clients: Nick specialises in audit and accounts for owner managed businesses, charities, not-for-profit organisations and pension schemes. Nick trained with a wide ranging client base, however now focuses on these more specialised sectors. He has retained a small portfolio of clients from other industries, including retail and digital media. He has developed an understanding and knowledge of the charity and pension sector, and assists Sarah Leek in this work.

The route to Shipleys: Nick graduated from Queen Mary, University of London with a BA in French and Economics in 2011. Afterwards, he joined a charity specialising in expanding access to clean water in West Africa, and the Financial Inclusion Forum, an organisation focused on microfinance and financial inclusion. Nick joined Shipleys in 2013 and qualified in 2016.

Memberships: Institute of Chartered Accountants in England & Wales. Nick is also a member of Shipleys' audit technical committee.

Interests outside work: Outside of work Nick is the director of a children’s nursery and has a keen interest in the charity sector, particularly in the areas of microfinance and conservation. Nick also enjoys music, travelling, and skiing.

Stephen Hume

Assistant Audit Manager

T 020 7312 0000

E stephen.hume@shipleys.com

O London

Work and clients: Stephen trained in the Shipleys’ audit department, initially working on a wide range of clients, however, now specialises in the financial services and clean energy sectors. Both are complex areas with ever changing technical landscapes and he works closely with his clients to ensure they stay up to date with the latest developments. Stephen also works in corporate finance, undertaking due diligence and business valuations.

The route to Shipleys: Stephen joined the firm from the University of Bristol and qualified as a Chartered Accountant in 2016. Stephen was promoted to audit supervisor in 2017 and was made an assistant manager in 2018.

Memberships: Institute of Chartered Accountants in England & Wales. Stephen is also a member of Shipleys’ audit technical committee.

Interests outside work: Stephen is a big fan of films and sport with a particular interest in rugby and golf. Stephen is also a two time (and current) Shipleys table tennis champion.

David Hartles

Principal

Work and clients: David looks after tax issues for private individuals, their unincorporated businesses and trusts, both in the UK and offshore. Many of his clients are high net worth individuals or non-UK domiciliaries, and he has a particular interest in the entertainment media and sports sectors. David's expertise includes compliance and planning covering income tax, capital gains tax and especially inheritance tax, which is a particularly specialist and important area for wealthier clients.

The route to Shipleys: David became a Principal at Shipleys after working as Private Client Principal at H W Fisher & Co. He previously worked at Shipleys for a couple of years as a director and head of our Trusts & Estates department, and has held senior positions at Chantrey Vellacott DFK, Baker Tilly, Chavereys and Moore Stephens UK.

Memberships: Chartered Tax Adviser

Aim: To understand the current and future goals of a client to help them plan effectively now with an eye on the future.

Most entertaining deal or case: I’m thinking about how much I can tell.

Proudest professional moments: Achieving the aims of the client and sometimes when putting others right on a point of tax law.

What I like about my job: We have the ability to help people achieve their personal and business goals, often succeeding where general advisers have failed or concluded something is not possible. Tax has the ability to scare and confuse people, but well worded and timely advice can solve both - and is very satisfying to deliver.

Neil Adamson

Accounts and Audit Assistant Manager

Work and clients: Neil assists owner-managed businesses and charities with preparing their financial statements, meeting their statutory deadlines, understanding their tax liabilities and other compliance issues.

The route to Shipleys: Neil joined Shipleys LLP after the merger with Smith Pearman in 2016. Before that Neil worked for two firms of Chartered accountants in Surrey and Moore Stephens LLP.

Memberships: Association of Chartered Certified Accountants

Interests outside work: Neil enjoys playing golf, reading and hiking in the Scottish Islands and Highlands.

Tajinder Bhalla

Principal

Work and clients: Tajinder’s focus is on planning advice for private clients and business owner managers, with particular attention on property taxes including mitigating Capital Gains Tax and Stamp Duty Land Tax. He also advises on HMRC Tax enquiries and appeals to the Tax Tribunal.

The route to Shipleys: He spent 12 years with GlaxoSmithKline as Tax Director advising on indirect tax and International tax, before being appointed to various senior commercial roles in Primary Care, Global Commercial Strategy and Marketing Development. He then joined Deloitte as a member of the Deal Review Board, where he led the integration of the Tax and Consulting service lines. More recently he was Head of Tax for a London firm of Chartered Accountants specialising in private client work for high net worth individuals and family offices.

Memberships: Chartered Institute of Taxation (ATII both Direct & Indirect Tax), Barrister (Middle Temple).

Aim: To unravel the complexities of tax to give ongoing advice that is relevant and responds to the changing tax rules and needs of clients and their business, which consistently creates greater value for the client than the competition.

Most entertaining deal or case: As a medical representative, I promoted a product very much aimed at men to the highly conservative female GPs in Slough!

Proudest professional moments: Obtaining a significant tax refund after 3 years of protracted discussion with HMRC on a particularly narrow point of law which was subsequently endorsed by the courts.

What I like about my job: Through the complex plethora of statutory reliefs and tax concessions available, finding the one specific optimum solution that best fits our clients’ short and long- term objectives.

Interests outside work: Tajinder is married with 3 children. “Despite my best efforts, our household is dominated by a tiny long-haired dachshund “. Having hung up his squash racket, he is now an avid armchair sports fan, and a voracious reader, who loves theatre, and enjoys trekking and the tranquillity of the occasional PADI dive.

Catherine Metcalfe

Assistant Manager

Work and clients: Catherine assists clients ranging from owner-managed businesses to larger groups of companies with their accounting, VAT and company secretarial requirements.

The route to Shipleys: Catherine worked in a small partnership for 5 years whilst completing her training and gaining valuable experience. Catherine joined Shipleys in 2014 and was promoted to supervisor in 2018 and was made an assistant manager in 2019.

Memberships: Member of the Association of Accounting Technicians

Interests outside work: Catherine has a young son who keeps her busy, but when she has some free time she really enjoys seeing family and socialising with friends.

Work and clients: Meadhbh works on a range of clients from owner-managed businesses to large groups predominantly in hotel, retail and clean energy.

The route to Shipleys: Meadhbh joined Shipleys from Birkbeck, University of London in 2012 to complete her ACA training. For the past couple of years, she has worked in audit at EY and at Kaplan Financial as an ACA & CIMA tutor before returning to Shipleys as Audit Manager.

Memberships: Institute of Chartered Accountants in England & Wales.

Interests outside work: Meadhbh enjoys spending her spare time socialising with friends and family, trying out new recipes, travelling, going to the theatre and is a keen gym goer.

Work and clients: Melody supports Shipleys and many of the firm’s clients in her HR capacity covering all elements of Human Resources and Organisational Development. Melody is based in both London and Godalming offices, and manages the HR team at Shipleys. With the ever changing landscape of employment law she works closely with clients to ensure that they remain compliant in relation to employment legislation and health and safety, dealing with day-to-day HR issues, and everything encompassed within the HR function.

The route to Shipleys: Melody has a business degree from the University of Birmingham and then gained Chartered Member status from the Institute of Personnel and Development. Originally starting her career in an operational capacity before specialising in HR, Melody has worked as an HR generalist and specialist as well as working on HR strategy, organisational culture and complex legal issues. She has experienced working for organisations and clients internationally within different industries including tech & digital, retail, film and transport.

Memberships: Chartered Institute of Personnel and Development, Association Project Managers

What I like about my job: I enjoy seeing how HR can support business objectives through people as well as problem solving, and I must admit as rare as this is, I do enjoy the legal aspects of my role. My role also encompasses a lot of variety - I can be managing a large project one minute then getting involved in employee relations or working on organisational design another.

Interests outside work: Film, Chinese cookery, kettlebells and visiting any holiday destination in the sun.

Gurvir Cheema

Audit Manager

Work and clients: Gurvir joined the Shipleys’ audit department through the graduate programme. Initially working on a wide range of clients, he began specialising in the film, media and entertainment sector in 2015. He now serves as an audit manager with his clients ranging from well-established independent production houses to film and TV production companies claiming tax incentives.

The route to Shipleys: Gurvir joined the firm from Kings College London University and qualified as a Chartered Accountant in 2015. Gurvir was promoted to manager in May 2017.

Memberships: Institute of Chartered Accountants in England & Wales.

Interests outside work: Gurvir enjoys spending his spare time socialising with friends and going to the gym. Being an active member of a Boxing/ Muay Thai team he enjoys participating in combat sports although he enjoys team sports such as football and cricket just as much.

Hannah Van Ross

Senior Manager

Work and clients: Hannah has a diverse portfolio of clients, ranging from owner-managed businesses to AIM listed companies and groups. Hannah also works in corporate finance, undertaking IFRS conversions and financial reporting.

The route to Shipleys: After finishing her A-Levels, Hannah went straight onto her ACA training with a firm of Chartered Accountants in Eastbourne. She qualified as a chartered accountant in 2014. She went on to join Shipleys in March 2016 as an audit supervisor and was promoted to assistant manager in November 2016. She became a senior manager in 2019.

Memberships: Institute of Chartered Accountants in England & Wales. Hannah is also a member of Shipleys' audit technical committee and cloud accounting team.

Interests outside work: Hannah enjoys spending her spare time socialising with friends, trying out new restaurants and travelling abroad. She is a big sports enthusiast and particularly likes running and football.

Terry Bourne

Audit Director

Work and clients: Terry helps clients ranging from owner-managed businesses to larger groups and AIM listed PLCS with their accounting, audit and tax needs.

The route to Shipleys: Terry trained and qualified with Kingston Smith in Romford in 2002, moving to their West End office in 2007. He gained some valuable commercial experience as Financial Controller of an AIM listed manufacturing business in 2011 before joining Shipleys in 2015. Terry was promoted to director in 2017.

Memberships: Fellow of the Association of Chartered Certified Accountants

Interests outside work: Terry is married with two young children. He is a keen and regular footballer and also enjoys playing cricket and darts.

Work and clients: Jackie works for a wide range of payroll clients, ranging from director-only payrolls to larger multi-site company payrolls, providing payroll processing services, compliance and advice, and liaising with HMRC on behalf of clients.

The route to Shipleys: Jackie started her career with HMRC working in Woking, before working for Smith & Williamson as Personal Tax Advisor. After taking a career break to have her children, Jackie returned to work, specialising in Payroll and has worked for Shipleys for nine years.

Interests outside work: Jackie is married with three children and lives in Guildford. She is a Governor at a secondary school in Guildford and enjoys gardening and cookery.

Work and clients: Cliff provides tax advice to a wide range of clients including individuals, families, estates and trusts, small businesses and larger companies. His expertise includes income tax, capital gains tax, corporation tax and inheritance tax. He specialises in dealing with families and their business and investment interests, looking at the whole picture to plan their taxes and their wealth management over the longer term.

The route to Shipleys: Cliff did his initial training with Safferys before specialising in taxation with Arthur Andersen. He then moved to Barnes Roffe where he became tax partner. After taking time out to study for an MSc in Computer Science, he lectured at the University of Hertfordshire. More recently, he became an Independent Financial Adviser and then joined Smith Pearman in 2008, advising clients on tax matters. He joined Shipleys in 2016 on the merger with Smith Pearman.

Memberships: Fellow of the Institute of Chartered Accountants in England and Wales and member of the Chartered Institute of Taxation and the Society of Trust and Estate Practitioners.

Interests outside work: Playing croquet and badminton (the former improving, the latter getting worse), and attending early music concerts and the theatre.

Work and clients: Bob works for a wide range of clients, including companies, individuals, LLPs and partnerships. This covers compliance matters and planning advice, including HMRC enquiries.

The route to Shipleys: Bob started his career in tax with HMRC at the tax office in Piccadilly. After five years he left the Civil Service and spent 16 years with PWC, three years at Ernst & Young and three years at Grant Thornton before joining Smith Pearman in 2003. Smith Pearman merged with Shipleys in 2016.

Memberships: Member of Association of Taxation Technicians (ATT).

Interests outside work: Bob is a keen gardener and enjoys cycling and playing badminton to keep fit.

Work and clients: Tim specialises in the following services; general management and business advice, financial reporting and presentational advice, financial forecasting advice and assistance, IFRS conversions, Video Games Tax Relief claims and accounting and auditing for charities.

The route to Shipleys: Tim began his career in London in 2001 training and qualifying with Chantrey Vellcott DFK. In 2005 he moved to Grant Thornton UK LLP in London where he worked as an audit manager. During this period Tim was responsible for a portfolio of clients, ranging from owner managed businesses to publically listed companies reporting under UK GAAP, IFRS and US GAAP. Tim joined Smith Pearman in January 2009 where he looked after the audit and accounts department. Shipleys and Smith Pearman merged in 2016.

Work and clients: Keith’s main area of focus is providing financial and tax advice to owner-managed businesses, individuals and families. He deals with IHT and estate planning and estate administration, and is a trustee of family trusts and executor of wills. Having run his own accountancy practice for many years, Keith very much understands the hopes and fears of clients running their own businesses.

The route to Shipleys: Keith qualified with PKF in Liverpool in 1972, transferring to their London office 1973 where he became an audit manager. He had a spell with Chantry Vellacott before setting up Smith Pearman in 1980. Keith became a consultant when Smith Pearman and Shipleys merged in 2016.

Memberships: FCA

Aim: “To continue to work closely with our clients providing them with the support that they need to assist them with all their personal and business financial affairs”.

Most entertaining deal or case: “Being asked to visit a diamond mine in Kimberley SA to assess its commercial viability having had no mining experience and very little knowledge of diamonds”.

Proudest professional moments: “Looking back over nearly 50 years of professional life it is probably successfully nurturing and growing my previous firm, looking after both clients and staff”.

What I like about my job: “Being a trusted professional looking after the financial welfare of our clients”.

Interests outside work: Yacht and dinghy sailing. Keith is a qualified yachtmaster. Cycling. Belatedly endeavouring to master playing the flute.

Jay Thurston

Trust Director

Work and clients: Jay specialises in private client work, particularly Trusts and Estates, where he is responsible for a wide variety of UK and overseas clients’ accounting and tax issues. He helps clients and other professionals with his in-depth knowledge of probate and IHT matters – having passed the ICAEW approved probate qualification at the very first sitting when it was introduced! With his accounting background he also prepares company accounts, mainly for clients in the film industry.

The route to Shipleys: Jay worked for a three partner firm in Luton in a general practitioner role for four years before making the move to our Trust department in 2010. He was promoted to director in 2017.

Memberships: Chartered Institute of Taxation. Institute of Chartered Accountants in England & Wales. Association of Accounting Technicians.

Interests outside work: Jay is a big film and sport fan and if you don’t see him in a cinema you will catch him at either a football or rugby match.

Lauren Gilman

Audit Director

Work and clients: Lauren trained in the Shipleys’ audit department, working on a wide range of clients, however now specialises in the media and entertainment sector. Clients range from film and TV production companies claiming tax incentives through to the companies involved in the financing and distribution of media content.

The route to Shipleys: Lauren joined the firm from Birmingham University and qualified as a Chartered Accountant in 2012. Lauren was promoted to manager in 2015 and was made a director in 2017.

Memberships: Institute of Chartered Accountants in England & Wales. Lauren is also a member of Shipleys' audit technical committee.

Interests outside work: Lauren enjoys spending her spare time socialising with friends, trying out new restaurants and travelling abroad. She also likes going to the gym and is a keen Netballer.

Peter Conneely

Audit Director

Work and clients: Peter has over 20 years' experience in public practice and works with a wide range of clients, from owner-managed businesses to charities and AIM-listed groups.

The route to Shipleys: Peter joined Shipleys in February 2015. He was previously head of the accounts department in a Mayfair-based professional services firm for three years and prior to that, he worked in for a small independent Chartered Accountancy practice in London’s West End.

Memberships: Fellow of the Institute of Chartered Certified accountants (FCCA).

Interests outside work: Peter is a keen runner. He enjoys playing most sports, especially football.

Work and clients: Rob works predominantly with clients in the financial services sector specialising in FCA clients and Investment Funds. This is a complex area with an ever changing technical and legislative landscape and he works closely with his clients to keep up to date with the latest developments. Rob also works in corporate finance, undertaking due diligence, business valuations and financial modelling. Rob also specialises in the Cryptocurrency, ICO and Blockchain sector and has a variety of clients in this space.

The route to Shipleys: Rob graduated from Oxford Brookes University in 2006 and joined Shipleys in 2007 to complete his ACA training. He qualified in 2010 and was appointed manager in 2011. He became a partner in 2015.

Memberships: Institute of Chartered Accountants of England and Wales

Aim: To bring together all the facets of our organisation to deliver the best possible service to our financial services clients.

Most entertaining deal or case: Working in the corporate finance department is entertainment in itself!

Proudest professional moments: Seeing our trainees progress through the ranks and building a career with Shipleys is always rewarding.

What I like about my job: I am privileged to work on a variety of very interesting clients and every day presents new challenges and opportunities.

Interests outside work: Rob is married and lives in Kent. He regularly plays football, and also enjoys playing guitar, skiing, running, and travel.

Amanda Winter

Financial Controller

Work and clients: Amanda manages a variety of clients which are mainly owner managed, companies, partnerships & LLP’s as well as sole traders and charities. She works closely with clients often assisting in the day to day running of the business and dealing with VAT & payroll as well as annual accounts and tax calculations.

The route to Shipleys: After leaving school Amanda attended a part time polytechnic course and joined the firm that has become Shipleys LLP in 1984. She trained with the firm and has been a manager for many years.

Memberships: Chartered Association of Certified Accountants. Association of Accounting Technicians.

Interests outside work: When she's not at work Amanda spends her time looking afer her two horses, her daughter and her daughter's pony, which doesn't leave a lot of spare time for anything else!

Mark Wadsworth

Tax Manager

Work and clients: Looks after a varied portfolio of mainly corporate and financial services clients and specialises in tax planning. Examples include advising on Enterprise Investment Scheme, Enterprise Management Incentive, acquisitions and disposals.

The route to Shipleys: Mark joined Shipleys in January 2000 after a three year spell at Barnes Roffe.

Memberships: Association of Chartered Certified Accountants and The Chartered Institute of Taxation

Interests outside work: When he's not at work Mark enjoys spending time with his family.

Naresh Valji

IT Manager

Work and clients: I’m the firm’s IT manager so my clients are everyone else – all the users! I have to make sure that the users and my team are happy and the IT subsystems are working as intended.

The route to Shipleys: I worked for a training centre in London before joining Shipleys in 1998.

Interests outside work: I enjoy playing cricket, badminton and volleyball and go to as many cricket matches as time permits.

Carol Stevens

Private client adviser

Work and clients: Carol works part time supporting private clients, including those involved with charities and trusts and has a reputation for helping people make sensible and fair decisions.

The route to Shipleys: Carol qualified as a Chartered Accountant in 1976, joining a predecessor firm to Shipleys in 1977.

Memberships: Institute of Chartered Accountants in England & Wales

Interests outside work: Carol is married with two grown up daughters and lives in Guildford, tending a large garden and researching the history of the local Arts & Crafts architecture.

Simon Robinson

Managing Principal

Work and clients: Simon’s focus is on hand-holding, nurturing individuals and their businesses, guiding them through red tape and managing expansion. His accounting expertise, married to a wealth of tax experience, enables him to advise on a range of issues from the structure of a new business to the tax implications of proposed transactions. His clients include those in sectors such as entertainment & media, professional practices, property & construction, owner managed business, information technology, retailers, charities and private clients. He is joint head of the firm's not-for-profit team and holds a diploma in Charity Accounting. Simon is involved in the recruitment and training of staff in-house. He also represents the firm within its international association, AGN.

The route to Shipleys: Simon qualified whilst working with HW Fisher and Co. and worked with KPMG. He joined Shipleys in 1989, becoming a principal in 1995 and Managing Principal in 2015.

Memberships: Institute of Chartered Accountants in England & Wales. Simon sits on the firm’s Audit Technical Committee.

Aim: "To help clients with the real 'nitty-gritty' without losing the overview."

Most entertaining deal or case: "Being told I could not possibly be an accountant. People have an expectation of what an accountant will be and do. The biggest buzz I get out of my job is understanding my clients and their needs and helping them achieve their goals, invariably the advice won't just cover the accounts!"

Proudest professional moments: "There are a number but the best are always where I've helped my client save money or achieve something they've wanted to achieve."

What I like about my job: "Helping clients spot opportunities and contributing to their business success."

Interests outside work: Simon is married with two children and lives in Surbiton, Surrey. He is keen on sport, although perhaps increasingly more as a spectator than participant! He enjoys watching rugby and cricket, plays cricket for Netherne village, skis and plays golf. He drives his family mad by getting excited at the credits on television for programmes made by his entertainment & media clients.

Debbie Pannell

Private Client Director

Work and clients: Debbie looks after the tax affairs of a wide range of private clients, assisting them with tax compliance and advisory issues. She has particular expertise in dealing with professional partnerships and cross border personal taxation issues especially with the US. She also assists employers with PAYE/benefits compliance reviews and advice.

The route to Shipleys: Debbie began her career at HMRC before joining a predecessor firm of Shipleys in 1986. She spent 6 months on secondment to an AGN associate in the US in 2000.

Interests outside work: Travel, Golf, Gardening and cookery.

Mark Richardson

Audit Director

Work and clients: Mark managers a varied portfolio of mainly small and medium sized clients across a diverse range of business sectors, such as retail, manufacturing, property and construction, professional and financial services, insurance, and media & entertainment. He manages the clients audit and accounting compliance requirements, including the preparation of statutory accounts, statutory audit reporting and other general practice matters.

The route to Shipleys: Mark joined Shipleys in 1998 working in the Saffron Walden office. He qualified in 2002 and moved to the London office in 2010. Mark was promoted to director in 2017.

Memberships: Association of Chartered Certified Accountants and Association of Accounting Technicians. Mark is also a member of the firm’s Audit Technical Committee.

Interests outside work: Mark is married to a freelance artist and has two children. He enjoys spending time with family and friends. He also enjoys most outdoor pursuits such as camping, cycling, fishing and the odd game of football.

Work and clients: Shane is an entrepreneurial deal maker using his accountancy background to advise on general audit and accounts preparation and undertake strategic business planning and capital markets advice for high growth enterprises. He heads up our financial services team and also advises on shareholder and employee incentive schemes.

The route to Shipleys: Trained with Arthur Andersen. Joined Shipleys in 1988, becoming a principal in 1992.

Memberships: Irish Chartered Accountant. Member of the Corporate Finance Faculty of the Institute of Chartered Accountants England & Wales.

Aim: "Creating additional value for entrepreneurial clients."

Most entertaining deal or case: "Achieving substantial proceeds (about twice the client’s own valuation!) for the sale of a business which, using traditional valuation methods, had limited intrinsic value. The business is a continuing success and is now part of a £40m group."

Proudest professional moments: "Organising a business turnaround for a major steel trading business, including co-ordinating the business downsizing, arranging finance and new equity for the resurgent new business."

What I like about my job: "Tough negotiations and successful deals."

Interests outside work: Shane is a keen competitive golfer, enthusiastic runner and gym member.

Work and clients: Mike is responsible for the day-to-day running of Shipleys’ two tax departments in London and Godalming. His key focus is on private clients including expatriates and non-UK domiciliaries, more complicated UK tax planning, cross-border tax advice and HM Revenue & Customs tax investigations. As a former HMRC Officer he is well aware of the procedure from the other side of the fence.

The route to Shipleys: Mike worked for HM Revenue & Customs before joining a predecessor firm of Shipleys in 1979. He was made a principal in 1998.

Memberships: Associate member of the Institute of Chartered Accountants in England & Wales.

Aim: "To find the solution to solve the problem."

Most entertaining deal or case: "Helping a client with a PAYE investigation which was estimated at a tax liability of £300,000 at the beginning, but in the end the client paid £7,500."

Proudest professional moments: "Still looking after a number of my clients who have been with me throughout my professional career."

What I like about my job: "Solving problems."

Interests outside work: "Skiing and skiing!"

Sarah Leek

Senior Audit Manager

Work and clients: Sarah specialises in the audit of charities, not-for-profit organisations and pension schemes. Having trained within a more wide ranging client base, Sarah now works mainly within these more specialised sectors, but still retains a portfolio of clients from other industries and sectors. She has developed an understanding and knowledge of the charity sector and provides other members of the charity team with information on changes within the sector as they happen, as well as being involved in producing information on these changes for our clients.

The route to Shipleys: Sarah trained with Shipleys, qualifying in September 2007 and was appointed as manager in August 2011.

Memberships: Institute of Chartered Accountants in England & Wales. Sarah is also a member of Shipleys' audit technical committee.

Interests outside work: Sarah has a keen interest in ancient history and studied Classical and Archaeological Studies at the University of Kent. She also enjoys travelling, camping, ski-ing and going to the theatre.

Work and clients: Anything from projections and business plans to pure audits. In situations such as listings, fundraising, restructuring, sales and acquisitions, Joe helps clients to formulate their plans by showing the effect on financial performance. Clients are mainly larger private companies and complicated groups, typically with non-working shareholders/investors, or AIM-listed companies. His sector expertise includes financial services, clean energy, publishing, property and the technology sectors. Joe is the firm’s audit technical principal and is very adept at resolving technical audit issues.

The route to Shipleys: A Cambridge maths graduate, Joe joined Shipleys in 2000 and qualified in 2003, picking up an ICAEW Prize along the way. During his career with Shipleys Joe spent five months on secondment to Melbourne-based firm William Buck in 2004. He became a Principal in 2008 and now chairs the firm's Audit Technical and IT Committees

Memberships: ICAEW.

Aim: "To deliver on time at the right price."

Most entertaining deal or case: "One dream assignment was auditing a motor sport race team, which meant I got to meet some of the drivers and visit the factory. I've also worked on projects for a luxury yacht builder, so I know what people mean when they refer to a floating gin palace! I found visiting the yard and seeing the boats under construction fascinating. The passion for high quality materials and exemplary finish has to be seen to be believed."

Proudest professional moments: "Getting agreement on an R&D tax credit claim which hugely benefited my client, and which another accountancy firm had said was impossible."

What I like about my job: "Variety, meeting people, helping them with their businesses and getting clarity and realism into the business plan - with achievable results."

Interests outside work: Family Holidays (especially ski trips), socialising with friends and the occasional music gig.

Sue Kelly

Private Client Director

Work and clients: Sue works for a wide range of clients assisting them with tax compliance and advisory issues. Sue also gives general tax advice to individuals, and liaises with HMRC to resolve enquiries and other ad hoc tax issues.

The route to Shipleys: Sue can not remember a time when she was not working in the tax department at Shipleys.

Interests outside work: When Sue isn’t at work she enjoys socialising and travel.

Work and clients: Steve looks after private clients and owner-managed businesses, predominantly in the entertainment & media sector. He specialises in dealing with independent film and television producers, film studios and intermediaries such as completion guarantors and banks.

Steve’s work includes pre-shoot planning and structuring to ensure qualification for tax incentives, including the new High-End TV and animation credits.

Advice during production covering such areas as VAT, double tax treaties, withholding tax and national insurance, as well as the ultimate audit of the production and liaison with the financiers. He is a regular speaker at film festivals, having spoken recently at both Cannes and Berlin, and also is a guest lecturer at the National Film and Television School where he talks on co-production and maximising European incentives.

The route to Shipleys: Qualified as a lawyer before joining Shipleys in 1992 and qualifying both as a chartered accountant and chartered tax advisor. He became a principal in 2001.

Memberships: Institute of Chartered Accountants in England & Wales, Film & Entertainment faculty. Steve is an adviser to the Department of Culture, Media and Sport (DCMS) and assisted PACT (the UK trade association that represents and promotes the commercial interests of independent feature film, television, animation and interactive media companies) in their discussions with DCMS concerning producer fees.

Aim: "To make a difference in the media and entertainment industries."

Most entertaining deal or case: "Every film however low the budget always presents a challenge. The satisfaction comes from being involved with a production from start to finish and ultimately seeing the vision on screen."

Proudest professional moments: "Too numerous to mention, but I am privileged to work with incredibly talented and creative people."

What I like about my job: "My overview of the various parts of the industry and how they come together to get films made is almost unique. I like the sheer complexity of some of the proposals and structuring them to get the incentives. It’s especially pleasing to help structure a project to get it off the ground and see it through to completion of the audit at the end. I enjoy meeting a variety of producers and working on a big range of productions. Going along to the occasional premiere is a nice perk!"

Interests outside work: Steve lives in Greenwich. He enjoys playing tennis and football and most of all spending time with his children.

Work and clients: Stewart enjoys looking after a variety of clients, most of which are in the film, television and media industry. He has a wealth of experience in the sector, ranging from the management of individual’s needs and those of their businesses, through to auditing the accounts of UK PLCs. Whatever their size, Stewart's clients value his ability to get the right balance between attending to the detail where necessary and identifying opportunities to help them succeed.

The route to Shipleys: Joined the firm from Birmingham University in 1997 and qualified in 2001. Was appointed a principal in 2008.

Memberships: Institute of Chartered Accountants in England & Wales

Aim: "To provide day-to-day advice and support to meet the financial needs of individuals and businesses."

Most entertaining deal or case: "The most entertaining deals and cases are the ones that I can’t talk about!"

Proudest professional moments: "It is always very satisfying when a client has a financial matter that needs resolving or addressing and I find the solution."

What I like about my job: "I look after a wide range of clients and no two days are ever the same."

Interests outside work: Stewart is an ardent cricket fan and an Associate Member of the MCC - as new members are only admitted on a one-out, one-in basis, he expects the total wait to be about 10 years! Stewart is married with two daughters.

Stewart Holmes

Trust Manager

Work and clients: Stewart has over 25 years experience handling the accounts, taxation and administration matters of trusts and estates.

The route to Shipleys: Qualified as a chartered accountant with Citroen Wells. He had a spell working for the Guinness family's private office before joining Shipleys in 1986.

Memberships: The Chartered Institute of Taxation, Institute of Chartered Accountants in England and Wales, Member of STEP (Society of Trust and Estate Practitioners)

Interests outside work: Stewart enjoys spending time with his family. He runs a 5km 'park run' with his daughters every Saturday and is a keen rugby fan, supporting Harlequins.

Dean Hardy

Tax Practitioner

Work and clients: Dean advises on personal tax matters, looking after a wide range of private clients from company directors and high net worth individuals to sole traders, non UK domiciliaries and estates. He believes developing relationships and trust with clients is the key to providing a service tailored to clients’ specific needs and aims to ease the burden of tax compliance whilst delivering advice and planning in a practical way.

The route to Shipleys: Dean entered the world of tax via HMRC and, following 5 years there, ventured into practice with Davis Burton Sellek where he qualified and became a member of the Association of Taxation Technicians. Dean joined Shipleys in 2008 and is based in Godalming.

Memberships: Association of Taxation Technicians

Interests outside work: Away from the office Dean enjoys time with his wife and young daughter. He is a keen, albeit rubbish, golfer and he regularly plays badminton and football.

Martin Frost

Tax Practitioner

Work and clients: Martin looks after a wide range of private clients and not only relieves them of the burden of compliance issues (completion of tax returns, dealing with HM Revenue, etc) but also assists both clients and their advisory teams with planning and wealth management. In addition he helps Stuart Dey and the Godalming principals with local business development.

Martin is accredited to deal with the financial aspects of collaborative law, the non-confrontational negotiation of a divorce settlement.

The route to Shipleys: Martin began his career at the Inland Revenue, followed by brief spells with Allen Baldry and Thomson McLintock before specialising in expatriate tax for five years with Price Waterhouse. He joined one of Shipleys’ predecessor firms in October 1986, which means he’s been with us since before Sir Alex Ferguson was appointed manager of Manchester United.

Interests outside work: Travel, music, literature and wine. And Manchester United.

Work and clients: Steve advises a diverse portfolio of clients ranging from ambitious start ups to public companies. His wide ranging experience includes sectors such as property, automotive, information technology and media. As well as attending to statutory compliance matters, Steve has considerable experience in business planning and strategy to help businesses achieve their objectives, whether to purchase a business, expand, enter new markets or formulate an effective exit strategy (including a sale).

The route to Shipleys: Trained and qualified with Baker Tilly and then spent six years as director of finance of a London based media business. Returning to practice, he was appointed a partner of Pridie Brewster which subsequently merged with PKF in January 2007. Steve joined Shipleys LLP as a principal based in Godalming in January 2008.

Memberships: Fellow of the Association of Chartered Certified Accountants

Aim: "To help clients make and implement their plans."

Most entertaining deal or case: "Being introduced by a banker contact to a logistics business and having a feeling that I had met the proprietor somewhere before. He turned out to have lodged with my family at my house some years previously."

Proudest professional moments: "I am especially proud of my work on the private placement of a property development group which focuses on emerging markets. I led the project and saw it through to completion."

What I like about my job: "Helping create a good plan and staying involved to see it successfully implemented."

Interests outside work: Married with two children, Steve lives in Guildford. He plays bass guitar in an indie rock band and is a keen runner who has successfully completed a number of marathons. He plays golf but claims his handicap is not playing often enough!

Peter Ellis

Senior Audit Manager

Work and clients: Peter works with a diverse portfolio of clients assisting them with their audit and accounting requirements. His clients range from owner managed businesses to AIM listed PLCs and large groups of companies. Peter is the firm's Student Counsellor and deals with the recruitment, monitoring and supervision of our ACA students.

The route to Shipleys: Peter trained at Wilkins Kennedy, before moving to Shipleys. He qualified in 2005 and has been a manager since 2006.

Memberships: Institute of Chartered Accountants in England and Wales.

Interests outside work: Peter regularly plays tennis and 6 a-side football, and also enjoys going ski-ing. When he's not participating in sport he enjoys watching football and has had a Manchester United season ticket for over 10 years. Peter also plays an active role in the firms social committee.

Work and clients: Nancy's VAT advice covers both compliance and planning, mainly for businesses but also for private individuals. Her clients are from a variety of sectors such as land, property & construction, entertainment & media, and financial services. They include all sizes of business from start up, to those seeking a listing and PLCs.

She secures zero rating certificates for individuals which enable certain purchases of goods and services which would otherwise be subject to standard rate VAT to be zero rated. She also advises on reduced rates of VAT for construction services.

The route to Shipleys: Nancy has a degree in business studies and accounting from Edinburgh University. She began her career by joining HM Customs & Excise in the early 1980's. Based at a number of locations including Kennington VAT office and Southwark Excise in South London, the Solicitor’s Office in Central London, and the Accountant and Comptroller General’s office in Southend she worked as a management consultant and also as part of a compliance team visiting local businesses. She then joined the BBC for some eight years where she had a combined VAT and tax compliance and advisory role, and also represented the Beeb at meetings of the European Broadcasting Union. Nancy joined Shipleys in 1999 and became a principal in 2008.

Memberships: Fellow of The Association of Tax Technicians, CIOT (with BBC - not the VAT route). ATT Council member. Volunteer member of the ATT VAT sub-committee and the joint CIOT/ATT professional standards committee.

Aim: "To help clients navigate the shark infested waters of VAT"

Most entertaining deal or case: "Back in my Customs days I made disparaging comments about some art which was being sealed for export. I later realised the artist was Don Van Vliet - also known as Captain Beefheart, for those old enough to remember!"
"More recently I met with the accountant to a financial services business who needed some help with specialist VAT planning. I finished up taking afternoon tea with the business owners at their country estate. We had to wait at the gates to the estate for a plane to land on the runway in the garden!"

Proudest professional moments: "Seeing my book for sale on Amazon! Through a colleague's recommendation I was privileged to be asked by Lexis Nexis, publishers of the well known and highly regarded Tolleys books, to compile and edit their guide to VAT in the EU. With the generous assistance of others in AGN, the worldwide association of separate and independent accounting and consulting firms of which Shipleys is a UK member, I was able to pull together a tome of well over a thousand pages! The book is endorsed by The Institute of Indirect Taxation and also received a glowing review from a well known QC highly regarded in the industry.”

What I like about my job: "Being able to explain VAT in words that clients can understand so that they can fulfil their compliance obligations and take advantage of planning opportunities. I like earning the trust of a client so that they contact me about VAT before getting into a muddle!"

Interests outside work: "Touring the US, admiring the stunning scenery and discovering the real America. I'm a keen follower of tennis. I also enjoy knitting, crochet and making jewellery."

Work and clients: Nigel works for a wide range of clients. He works for LLPs, partnerships, and corporate clients in the property, financial, publishing and media sectors assisting them with tax compliance and advisory issues. Nigel also gives general tax advice to high net worth individuals, and liaises with HMRC to resolve enquiries and other ad hoc tax issues.

The route to Shipleys: Nigel joined Shipleys in May 2005, having previously worked for Dickinsons in Rickmansworth. He trained with Bright Grahame Murray in London.

Memberships: Member of the Charted Institute of Taxation.

Interests outside work: Nigel is a sports enthusiast, he has an Arsenal season ticket and spends a lot of time watching football. He also takes part in the occasional 10km fun run.

Penny Brockhurst

Tax Manager

Work and clients: Penny looks after the day-to-day tax affairs of a wide variety of corporate clients in such diverse fields as department stores, timber merchants, film and television companies and charities, as well a number of high net worth individuals. She provides advice on proposed transactions as well as completing year-end tax returns.

The route to Shipleys: Started with an accounting training contract in 1974, but switched to tax in 1978 as being "considerably more interesting". Worked in a top 20 practice for some years, specialising in Landed Estates, before joining Shipleys in 1988.

Memberships: Association of Taxation Technicians

Interests outside work: An enthusiastic gardener (weather permitting), maintains a number of Bonsai Trees. Also enjoys Crewel embroidery sometimes working from own designs and is an avid reader.

Work and clients: Ben looks after the audit and accounting requirements of fast growing entrepreneurial businesses, which often need to draw on his corporate finance experience to move forward effectively. His expertise in this area includes financial and commercial due diligence, both for business owners contemplating an acquisition and lenders looking at a borrowing request, debt finance and restructuring and advising on the process of floating on markets such as AIM and Plus.

The route to Shipleys: Trained and qualified with Deloittes in Cambridge, moved to London where he worked for Haines Watts and then on to Shipleys in 2002. He became a Principal in 2007.

Memberships: Fellow of Association of Chartered Certified Accountants

Aim: "To help entrepreneurs do the deal which moves their business to the next stage."

Most entertaining deal or case: "Visiting Sierra Leone to audit a diamond mine was hugely enjoyable. Being searched by the Customs officials on the way back was not!"

Proudest professional moments: "The successful conclusion of a management buy-out of a photocopying business. Although I had been involved in a lot of corporate finance deals, this was the first transaction where I was the lead advisor, put the finance together, helped to negotiate the deal and really contributed to making it all happen."

What I like about my job: "The challenge of bringing it all together"

Interests outside work: Ben visits the gym regularly. He is a long time fan of Liverpool FC and travels to see them play whenever he can.

Ravinder Atwal

Audit Manager

Work and clients: Ravinder manages a variety of clients which are predominately owner managed businesses be they LLP’s, Companies, Sole Traders and Partnerships. She deals with their annual accounts, audit, VAT returns and other general practice matters.

The route to Shipleys: Ravinder joined Shipleys as a qualified audit senior in 1998 working her way up to manager in 2002.

Memberships: Chartered Association of Certified Accountants.

Interests outside work: Ravinder enjoys spending time with her family when away from work.

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