Private business and clients - Contact the team

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Private business

London

Alison Lees

Tel: +44 (0)20 7804 4964, Email: Alison Lees

Alison is an experienced assurance partner based in London. Since admission she has gained a wealth of experience as lead partner on a broad range of businesses, across the retail and consumer, business services and manufacturing sectors in both listed and privately owned environments. She leads PwC’s UK business which focuses on privately owned businesses and their stakeholders. Alison leads our relationship with a number of iconic private businesses and with individuals who prefer to remain out of the media.

Ruby Parmar

Tel: +44 (0)20 7804 7152, Email: Ruby Parmar

Ruby is a partner in our entrepreneurial companies and private client practice and leads the London private business market across all service lines. She has advised on a broad range of taxation matters including corporate, shareholder and management team advice. She is also actively involved in the retail and family business sectors.

Mary Monfries

Tel: +44 (0)20 7212 7927, Email: Mary C Monfries

Mary has been a member of the UK firm’s Tax leadership team for the last three-and-a-half years, formerly as Market Leader for the firm’s Private Business and Private Client business and now with responsibility across the firm’s tax line of service for policy, regulation and external relations. She retains a client-facing relationship partner role alongside her leadership responsibilities, focussing primarily on privately owned businesses and the individuals and families behind them.

South East

Andy Latham

Tel: +44 (0)1727 892295, Email: Andrew Latham

Andy is the South East private clients business leader. He is an Assurance partner based in St Albans and has been with the firm for twenty one years, including a five year tour in the Middle East. Andy and his team focus on advising private businesses and entrepreneurs on a range of issues from strategies for growth to preparing for an exit. A significant area of focus is on advising clients on tax planning strategies from both a corporate and personal angle. Andy's current clients include a number of businesses in the property and construction and retail sectors to whom Andy provides access to peers via industry dinners as well as access to wider thought leadership within PwC.

David Gibbs

Tel: +44 (0)1223 55 2242, Email: David C Gibbs

David leads the private business tax practice in the South East Region and works closely with Andy to provide seamless audit and tax services to a range of entrepreneurial companies in the region. David is a fellow of the ICAEW, a member of the Institute of Tax and has over twenty years experience in providing pro active tax advice to entrepreneurs and private business. His particular areas of specialism include corporate transactions, overseas expansion, capital gains and exit planning and has experience in technology, retail and construction industries.

Lynn Piercy

Tel: +44 (0)20 7213 5269, Email: Lynn M Piercy

Lynn is an Assurance Engagement Leader in the Uxbridge office and has led out Uxbridge services to the Private Company Sector over the last two years. She has extensive experience with over 18 years with PwC.

Midlands

Paul Norbury

Tel: +44 (0)190 835 3051, Email: Paul J Norbury

Paul leads our Private Business Practice in the Midlands and is the partner with overall responsibility for the delivery of all our Assurance, Tax and Advisory services. He has a wealth of experience in leading audits, acquisitions and disposals, group restructuring and succession planning projects. He works with a variety of private and family businesses from small owner-managed through to large multi-national and is passionate about identifying, defending and building value for stakeholders. He has significant experience working with early-stage, fast-growing companies, helping them through fund raising, succession planning and taking them through to IPOs or trade sales.

Fiona Kelsey

Tel: +44 (0)20 7212 2822, Email: Fiona Kelsey

Fiona has been with PwC for over twenty years. She had worked in a number of PwC offices including; Liverpool, Manchester, Boston USA and until recently, London. She is currently based in Birmingham. Fiona is an audit partner with a wide variety of experiences in retail, construction, business services and also in Mergers and Acquisitions and IPOs. In her current role, she is particularly focussed on SMEs and smaller listed companies in the Birmingham area. Fiona works with clients throughout their life cycle, helping growing private businesses through growth, succession and eventual exit to Trade, PE or IPO.

Chris Romans

Tel: +44 (0)121 265 5432, Email: Chris Romans

Chris specialises in the provision of tax services to privately owned groups, and heads up the Birmingham private business tax practice as well as participating in the leadership of the national practice. Chris has a wealth of experience helping his clients reduce their tax expense including: advising shareholders and high net worth individuals on capital gains tax planning, extracting cash tax efficiently, assisting groups reduce their overall effective tax rates and international reorganisations to reduce UK and overseas corporation tax.

West

Tracey Bentham

Tel: +44 (0)117 928 1194 , Email: Tracey N Bentham

Tracey heads up our tax practice for the region. She provides proactive advice on a range of tax issues with a particular focus on corporate tax, transactions and entrepreneurs. Her team is focused on delivering tailored solutions to individual business needs, helping to build shareholder value and reduce the impact of the tax burden on businesses. The team provides a wide range of specialist tax services to companies, private clients and partnerships, with a blend of experience ideally positioning them to provide proactive tax advice. This ensures that their tax ideas are workable and sensitive to industry issues and trends, as well as fully consistent with the commercial goals of an organisation. The Region's tax practice is also recognised as a Centre of Excellence for providing private client advice, reflecting the skills and expertise of our local tax team.

Colin Bates

Tel: +44 (0)117 928 1414, Email: Colin Bates

Colin is a partner specialising in private and private equity portfolio companies in the West Region including the provision of audit and transaction services. As well as supporting his clients through acquisitions and disposals, he has also advised on a number of IPOs and has a number of public company clients.

Eugene McCann

Tel: +44 (0)1752 50 2325, Email: Eugene Mccann

Eugene McCann is partner in charge of our Plymouth office. He has served clients across the South of England for well over 20 years, and has a wide range of experience across almost all industry sectors, from manufacturing, construction, high technology, distribution, leisure, energy and pharmaceuticals through to retailing. Eugene is a highly experienced assurance and audit partner, whose main focus is providing high quality board level advice and assistance to family-owned and other private businesses. He is also well versed in transactions work, having helped many of his clients with acquisitions, disposals and funding rounds, and has floated several companies on the main and AIM stock exchanges in London, as well as on NASDAQ in the US. Prior to his returning to the UK in the mid-80s, Eugene was with PwC in the US and in South Africa for total of four years. He has also worked outside the firm, spending a year in sales and marketing with a multinational corporation.

Wales

Tony Connelly

Tel: +44 (0)117 928 1365, Email: Anthony Connelly

Tony has worked in the field of Tax Investigations in HM Revenue & Customs for twenty years, having spent five of those years in Special Compliance Office (formerly Enquiry Branch in Bristol/London) dealing principally with Tax Avoidance and Evasion and Criminal Prosecution Cases. Tony also spent five years as a District Inspector in charge of a traditional and a new compliance District and was a member of HMRC's training team for compliance under Self Assessment. Since joining the firm Tony has represented both internal and external clients in negotiations with the Inland Revenue Specialist Investigation. Currently Tony has responsibility for leading Tax Investigations in the Wales & West Region of PwC and liaison responsibility for PwC in the Channel Islands.

Jason Clark

Jason Clarke

Tel: +44 (0)29 2064 3251, Email: Jason Clarke

Jason is a partner with responsibility for entrepreneurial and private clients in the Cardiff Assurance practice. Jason lead's the delivery of our audit and accounting services to a number of the firm's key private clients in the South Wales marketplace, providing technical challenge and advice to management on an ongoing basis, whilst also giving day to day support on all aspects of audit and assurance related services. Having been with the firm for over 15 years, Jason has extensive experience of working with businesses at all stages of the growth cycle, including start-up and private equity/VC backed businesses and has taken several clients through to listings on both AIM and the full market. He has extensive experience of providing transaction support, including due diligence, completion statements and working capital reviews. During his time with the firm he has had spells in both our London and Bristol offices as well spending two years on secondment to our management consultancy practice, providing benchmarking and finance function effectiveness reviews.

Mark Ellis

Tel: +44 (0)29 2080 2176, Email: Mark Ellis

Mark is the Partner responsible for Transaction Services in the Wales and West Region. He specialises in providing a range of both Vendor and Buyside due diligence services to companies, banks and private equity houses. Mark leads a team of 18 dedicated specialists in the region who have the knowledge and expertise to undertake the most complex of transactions. They provide constructive and responsive financial, commercial and operational due diligence to meet the needs of corporate banks and private equity houses serving the region. Mark acts as a deal manager helping clients to get deals completed faster, with less disruption and at a more attractive price. Mark is also a specialist in corporate restructuring and reorganisation. He sits within a national team providing services to a wide range of clients.

North West

Alison Lever

Tel: +44 (0)161 247 4079, Email: Alison J Lever

Alison leads our services to North West Private Businesses. She is a tax partner and has been advising companies and their shareholders on managing their tax affairs for over 25 years. A graduate of Manchester University and Chartered Accountant, Alison has worked throughout her career for PwC in the North West, London and Northern Ireland.

Jason Leach

Tel: +44 (0)151 224 1057, Email: Jason Leach

Jason is a Director in our North West practice and has over 20 years experience in advising private companies. He has broad experience of the retail and consumer and manufacturing sectors in particular and works with owner-managed private companies across the region. Jason has spent time in both our Moscow and Brisbane offices, and is currently based in Liverpool.

North East/Yorkshire and Humberside

Jonathan Greenaway

Tel: +44 (0)191 269 3319 , Email: Jonathan Greenaway

Jonathan has been with PwC for 12 years, working previously in the Belfast and Bristol offices before relocating to Newcastle in 2006. Since 2008, Jonathan has lead our successful Private Business practise and has worked with clients covering a diverse range of sectors.

Arif Ahmad

Tel: +44 (0)113 289 4716 , Email: Arif A Ahmad

Arif is a Leeds-based audit partner and leads our services to private businesses in Yorkshire. He joined PwC in 1996, having graduated from Newcastle University, and spent 11 years in the Leeds office before moving to London in 2007. He has spent most of his career in the audit department, but has also worked in the US, and in PwC’s corporate finance and transaction services departments. Arif returned to Leeds as a partner in the summer of 2009, with a particular focus on servicing clients in the private company sector.

Northern Ireland

Lindsay Todd

Tel: +44 (0)28 9041 5540, Email: Lindsay Todd

Lindsay is the leader of PwC’s Northern Ireland Tax practice, has considerable experience in advising high net-worth individuals, undertakings and trustees, throughout the UK.
PwC’s unique and fully-integrated Tax practice now comprises the region’s largest and most comprehensive team of personal, corporate and public sector tax and employment specialists; advising on wealth maximisation, tax mitigation and employee benefits.

Private Client

London

Clive Mackintosh

Tel: +44 (0)20 7804 5614, Email: Clive Mackintosh

Clive acts as trusted adviser to some of the UK’s wealthiest individuals and families. He specialises in tax planning and advises on all areas of personal tax, in particular capital gains tax and inheritance tax. His clients include entrepreneurs, family businesses and significant landed estates. Clive also has many international clients, particularly from the US.

Nick Hopkin

Tel: +44 (0)20 7213 1662, Email: Nicholas Hopkin

Nick is a senior Tax Partner within the Entrepreneurs and Private Client division of the firm. He has been a partner of PwC for 23 years and advises entrepreneurs on all personal and corporate tax issues affecting themselves and their businesses including private company exits, cash extraction and property issues.

Leonie Kerswill

Tel: +44 (0)20 7213 8588, Email: Leonie Kerswill

Leonie advises wealthy individuals on income and capital taxes matters, overseas property ownership and residence and domicile. Most recently she has been involved with entrepreneurs, particularly in the financial services sector, looking to restructure their businesses in response to the changing UK tax landscape.

South east

Ray Thomas

Tel: +44 (0)118 938 3278 , Email: Ray E Thomas

Ray is a Chartered Tax Advisor.and a Tax Partner at PwC - he is focussed on helping private companies and their owners achieve their ambitions. He has 20 years experience in helping businesses develop, expand and get ready for an exit, all the time advising the shareholders and directors in parallel on a personal level.

Sian Steele

Tel: +44 (0)1223 552226 , Email: Sian Steele

Sian has over 25 years experience in advising Private clients, entrepreneurs and family and private business owners across the UK. Sian leads the private client business in the south east and the PwC family business network in the UK.

North West

Gillian Banks

Tel: +44 (0)161 245 2922, Email: Gillian M Banks

Gillian is a director in PwC’s private client practice in the North West. She is a chartered accountant who has worked for the firm for over 25 years, training in audit in Norwich, then moving into tax in Leeds, initially working with companies, then graduating to specialise in personal tax. She moved to Manchester in 2002. Gillian advises on all aspects of personal tax, and has a particular interest in families and family businesses. Her clients, a number of whom have been with Gillian for many years, are based throughout the UK and beyond.

Adam Waller

Tel: +44 (0)161 245 2757, Email: Adam J Waller

Adam leads PwC’s private client team in the North West. He has specialised in advising clients in relation to their personal and business affairs for over 15 years and his client base includes entrepreneurs and wealthy individuals as well as their families, trusts and related family businesses. He advises on all aspects of personal taxation including income tax, capital gains tax and inheritance tax together with trust planning. He is a Chartered Tax Adviser, has an MBA from Manchester Business School and also holds the Financial Planning Certificate.

North East/Yorkshire and Humberside

Katherine Bullock

Tel: +44 (0)113 289 4268, Email: Katherine Bullock

Based in Leeds, Katherine leads our private client tax service to entrepreneurs and landed families in the Yorkshire and the North East. Katherine specialises in strategic advice to individuals, families and their trustees and has over 15 years experience in inheritance tax and succession planning, mitigation of capital gains tax and income tax planning. Katherine has a genuine passion for finding not just technically robust but commercial solutions to her client’s financial and taxation needs by building long term relationships. In addition to being a chartered tax adviser, Katherine is a barrister, member of the Society of Trust and Estate Practitioners and is a certified financial planner.

Martin Pickering

Tel: +44 (0)1482 58 4089, Email: Martin Pickering

Martin oversees the Private Client practice of the Hull Office and looks after a large number of trust administration and personal tax cases for clients throughout the UK. Martin has a specialist interest in trusts and estate planning and in agriculture and land related issues. He advises wealthy families across the region as well as in Scotland and the South East.

Lee Stamp

Tel: +44 (0)191 269 4160, Email: Lee J Stamp

Lee is based in Newcastle and leads the private client tax team there. Lee advises principally on tax structuring, capital gains tax planning, inheritance tax planning and succession planning, all the time working closely with other advisors to deliver a solution which fits the needs of both the individual and the wider family. Lee has particular expertise in the taxation of non UK domiciled individuals and offshore trusts. Lee focuses on developing solutions which are tailored to meet his client’s particular needs and has implemented a number of bespoke ideas for his clients. Lee is a member of the Chartered Institute of Taxation. He has led their local technical seminars many times and has lectured more generally on trust tax issues and capital tax planning.

Northern Ireland

Nigel Anketell

Tel: +44 (0)28 9041 5382, Email: Nigel M Anketell

Nigel is head of the Capital Taxes team in Northern Ireland. He advises high net worth individuals on succession planning, inheritance tax planning, capital gains tax and trusts and estates. He is a chartered accountant and is Northern Ireland Chair of the Society of Trust and Estate Practitioners.

Alan Gourley

Tel: +44 (0)28 90415209, Email: Alan R Gourley

Alan Gourley is Head of the Private Client Tax practice in Northern Ireland, which advises high net worth individuals, professional partnerships and trustees on all aspects of personal and capital taxes. Alan is a chartered accountant and chartered tax adviser and has more that 20 years experience of advising a wide range of clients in the NI marketplace. Alan is a Member of the Northern Tax Committee of Chartered Accountants Ireland.

Midlands

Gary Telford

Tel: +44 (0)190 835 3129, Email: Gary A Telford

Gary has over 20 years experience helping clients achieved their personal and business objectives in a tax effective way. He leads our Private Client practice in the Midlands and is Head of Tax in our Milton Keynes office. In addition he co chairs our international Private Client network . He makes complex tax situations simple for his clients by focussing on 1, getting their business and wealth structure right; 2, ensures they obtain all of the reliefs available to them and 3, ensures they are fully compliant to avoid nasty surprises in the future.

Claire Evans

Tel: +44 (0)121 265 5454, Email: Claire J Evans

Claire has over 20 years experience advising wealthy individuals and their companies on all aspects of their taxation affairs. Claire manages the Midlands Private Client team and works with private business owners to help them organise their affairs tax efficiently throughout the life cycle of the business and across generations. She has a particular specialism in international structuring for UK resident and outbound entrepreneurs, covering diverse aspects such as domicile, offshore trusts, succession and inheritance tax, lifestyle investments and company taxation and planning.

West

Tracey Bentham

Tel: +44 (0)117 928 1194, Email: Tracey N Bentham

Nick Latimer

Tel: +44 (0)117 928 1477, Email: Nicholas J Latimer

Nick is a private client tax manager based out of our Bristol office covering the West and Wales region. His clients encompass owner managers and high net worth individuals including those not domiciled in the UK. Nick is passionate about delivering innovative but practical solutions that help achieve his clients objectives, such as succession planning, business structuring or the use of trusts and tax efficient investments.

Wales

Tony Connelly

Tel: +44 (0)117 928 1365, Email: Anthony Connelly