Meet the team

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.

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.

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.

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.

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

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.

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

His role extends far beyond compliance. By taking the time to understand each client’s goals, aspirations and concerns, Peter builds trusted relationships that enable him to deliver tailored, practical advice. Whether supporting business growth, investment decisions or succession planning, he draws on his extensive experience to identify opportunities, overcome challenges and help business owners make informed decisions with confidence.

With deep roots in the local business community, Peter understands the realities facing Lincolnshire business owners and leaders. He appreciates the pressures of managing change, balancing risk and resilience, planning for the future and protecting a lasting legacy. This insight allows him to provide commercially focused advice that supports confident decision-making and stronger long-term outcomes.

Peter has been involved with Spalding Hockey Club for many years and currently serves as Club Chairman. Still an active player himself, he has passed on his passion for the sport to his children, who are also keen players.

Outside of work, Sam enjoys golf, gardening, and travelling, always looking for opportunities to explore new places and experience different cultures.

As Relationship Manager, her role’s to be a point of contact for clients and co-ordinate the gathering of information for onboarding and reviews.

Typically for owner managed businesses and their Directors, Jackie also focuses on entities in the Charity sector and subsidiaries of global companies.