Sophie is the Senior Policy Advisor at The ScaleUp Institute, a recently established research and policy centre which aims to build the most effective economic and policy environment for high growth businesses to scale up. She has a background working in a range of policy, research and project management roles promoting economic growth, access to investment and entrepreneurship at various international NGOs, the UKBAA and London Business Angels. Sophie coordinated the ‘Angels in the City’ Project aimed at attracting individuals from Financial Services in the City to become mentors and investors. She also developed an ‘ICT Entrepreneurs handbook on Access to Finance’ on behalf of the European Commission to support entrepreneurs from R&D phase to investment readiness.
Judging and Feedback
Our two stage judging process increases robustness, ensures credibility and enhances prestige for all those recognised for the Growth Investor Awards.
Open to any organisation involved in putting investment to work in UK SMEs, the Awards are judged on information supplied in an online entry form – with questions specific to each category.
Guided by an Advisory Board, Intelligent Partnership’s Research Team conducts an initial shortlist of all entries* to identify finalists – who are announced in July. Finalist entries in each category then go to a second round of judging by at least three people drawn from an independent panel of at least 35 judges** to provide a diverse mix of qualified perspectives. All of the judges’ scores are collated to determine the winner and to generate a personalised Feedback & Benchmarking Report – so all finalists receive insight on areas of improvement. The judges decision is final.
*All information supplied in your entry is completely confidential and will not be published or shared with third parties.
**To avoid any conflict of interest, sponsors are not invited to judge, entrants cannot be sponsors and sponsors cannot enter.
The role of the Advisory Board is to offer guidance on the judging process to ensure the criteria recognises best practice and awards reflect key industry trends and developments. Bringing a mix of perspectives – and influence across all relevant segments of the SME investment, advisory and business community – the Advisory Board includes:
Angel Investor, Entrepreneur &
London Stock Exchange
Entrepreneur in Residence
Risk Capital Partners
Egg & First Direct
Drawn from within the alternative investment industry and wider business community, our panel of independent judges bring a range of perspectives to level the playing field, increase robustness and credibility, and enhance the prestige of each award presented. Our independent judging panel includes:
Glen Atchison advises ultra-high and high net worth individuals, family offices and trusts on UK and international tax and succession planning, establishing tax efficient planning, asset protection and succession structures. He also advises on international asset recovery.
Glen’s client base is highly diverse, ranging from those involved in the financial sectors and funds, to those in the technology, media and entertainment industries.
Glen is also the Firm’s Managing Partner.
Areas of specialism
- UK and international tax and trust planning for individuals, both UK and non-UK tax resident and whether UK domicile or non-UK domiciled
- Asset protection and recovery
- Corporate tax structuring and re-structuring
- Advising on dealing with HMRC enquiries and tax investigations
- All aspects of private capital planning
Azhic has particular experience of capital markets, especially IPOs on AIM and listings on the Official List. He also has experience of M&A and fundraisings from private equity sources.
His clients come from a range of sectors, but he has a particular focus in the technology, resources (including Oil & Gas), leisure, property and investment funds sectors. Azhic acts for a number of companies listed on AIM and the Official List and is a frequent presenter on the issues surrounding publicly listed companies to both clients and the wider business community.
His previous experience includes strategy consulting with The LEK Partnership and corporate finance experience with Kleinwort Benson prior to joining Smith & Williamson. Azhic is Managing Director of Smith & Williamson Corporate Finance and leads its Capital Markets practice.
Paul is a Partner in the corporate finance team in the Crowe UK London office. He specialises in UK capital markets transactions and has acted on 66 successful admissions, introductions and reverse acquisitions to date. His sector specialisms include mining, oil & gas and energy and his clients have operating activities in Europe, Africa, North and South America and Asia-Pacific.
Annabel Brodie-Smith is Communications Director at the Association of Investment Companies (AIC). Her role is varied but chiefly focuses on communicating the uses and features of investment companies to the media, opinion formers, advisers and private investors. She has been at the AIC for 21 years and regularly comments in the media on investment issues. Annabel also heads up the AIC’s training and information programme for advisers and wealth managers. This aims to increase awareness and understanding of investment companies through seminars, conferences and online training.
After obtaining a B.A in Geography from LSE/King’s College, and an M.A from Syracuse University in New York, Annabel went on to obtain a postgraduate diploma in public and media relations from the University of Wales. Prior to joining the AIC Annabel worked at Hill & Knowlton, the PR Agency, where her work included working on the winning Athens 2004 Olympic bid, before joining the AIC in November 1997.
Annabel was a board member of pfeg (the Personal Finance Education Group), the registered charity whose goal is to promote and facilitate the education of all UK school pupils about financial matters from 2004 – 2014. She is passionate about financial education and diversity in financial services.
David is a Fellow of the Institute of Chartered Accountants and has over 20 years’ experience in tax compliance and advisory work.David is the Head of Tax at BDO in Reading and leads BDO’s specialist team dealing with SEIS/ EIS / VCT, inheritance tax business property relief (BPR) and other tax efficient investments.
He has acted for both the fund promoters and the high net worth investors. He also acts for estates and deals with HMRC queries on inheritance tax BPR claims.
David writes the ‘Venture Capital Taxes’ book which covers EIS, VCT and CVS and also chapters in ‘Revenue Law – Principles and Practice’ and ‘Tax Planning’, all published by Bloomsbury Professional
Mark has over twenty years experience in Financial services and prior to being appointed Director General at the EIS Association, he was Head of Research and Development at Mazars, a leading UK financial planning firm. Mark is highly qualified being a Certified Financial Planner, Chartered Financial Planner, Chartered Wealth Manager and Fellow of the Personal Finance Society and also sits on the Chartered Institute of Securities and Investments Accredited firms committee and TISA’s Distribution Policy Council.
Claire Calmejane, is charged with test driving tomorrow’s banking to best suit Lloyds’ 30 million customers. The computer engineer joined the bank in October 2012 as Head of Digital Delivery and became Head of the Digital Centre of Excellence, Innovation and Partnerships in 2014, helping to devise a strategy to digitise one of the largest banks in Europe. She set up the Lloyds Banking Group (LBG) Innovation Labs, an internal sandbox enabling senior executives to de-risk strategic investments through a test and learn approach and other techniques from the start-up world. With the HR team, she created the Digital Academy accessible to 75,000 Lloyds Banking Group employees and the UK’s first digital graduate scheme. French-born Calmejane is the only women of the Fintech 40 Europe in 2015, a board member and mentor at Startupbootcamp FinTech, having helped to drive Lloyds’ backing of the accelerator programme. Before joining the bank, she has worked in the London office of Capgemini Consulting and has served as a visiting scientist at the MIT Center for Digital Business in Boston.
Bella has 17 years’ experience in the research and analysis of the UK, European and Asian asset management industries. She set up Fundscape in 2010. Before starting Fundscape, she worked for Lipper FMI as Global Head of Research and Publications and was the author of numerous publications and reports including the popular European and Asian Data Digests, the Fund Market Profile series of reports and the UK Platform guide.
Early in her career she worked in investment banking and a London-based consulting firm where she specialised in market entry strategies for retail and institutional asset managers. She has a master’s degree in International Business and is fluent in four languages.
Bella is particularly fussy about grammar and punctuation, and loves going to the theatre, disco dancing and pub quizzes.
Reece is founder & CEO of the award-winning VC firm RLC Ventures. RLC Ventures invests in seed-stage businesses within technology, Proptech, fintech and technology for social advancement. Reece has invested in 14 start-ups, become a board member of five companies.
Reece has been award top 5 Asian tech investor 2018 & is the youngest ever investor to be profiled in The Sunday Times and is a mentor to the Mayor of London’s Business Start-up Entrepreneur’s Programme London and Partners.
Reece also gives his time to the startup community by being a keynote speaker at reputable institutions such as Imperial College, Cass Business School, LSE and various conferences such as Startup Grind.
Matthew is co-founder of Worth Capital – finding and funding the brightest entrepreneurs with the smartest ideas. They run the Start-Up Series, a competition where each month an entrepreneurial receives £150,000 in SEIS funding, and where investors are able to back the winners through subscribing to an SEIS Fund. He started angel investing well before the generous current tax reliefs. Alongside finding and investing in start-ups, he helps the leaders of very large businesses, such as SABMiller and IKEA, to create new products, brands and experience and to instil a culture where innovation can thrive.
Annabel Denham is Associate Director at The Entrepreneurs Network and Head of the Female Founders Forum. She joined from City A.M., where she was Entrepreneurs Editor and Deputy Business Features Editor. Interviewing a different entrepreneur each week for the paper, Annabel quickly came to realise that too many remain unfamiliar with government schemes designed to help them. And while many were keen to link up with other entrepreneurs, share experiences or offer advice, they lacked the platform to do so.
At The Entrepreneurs Network, Annabel is responsible for media outreach, edits research and runs our Female Founders Forum project. She has a particular interest in female entrepreneurship and the gig economy. Annabel writes regularly for the Telegraph, City A.M. and The Yorkshire Post.
Prior to City A.M., Annabel was a researcher for former Member of Parliament Peter Lilley and worked for the Conservative Press Office in the run up to the 2010 general election.
Hannah is a partner in KPMG Enterprise, focusing on owner managed and privately owned businesses. Hannah joined KPMG as a partner in September 2015 and co-leads the TMT (technology) team within Enterprise. Prior to joining, Hannah was a director for 5 years in the entrepreneurial team at PwC, and a latterly a partner for 7 years indirect tax team at Smith & Williamson LLP.
Whilst Hannah has 20 years’ experience advising entrepreneurial businesses on indirect tax issues (with a particular reference to cross-border transactions and technology businesses), her focus has always been working with technology businesses throughout their growth lifecycle. Hannah’s work with “tech” businesses commenced with the “dot.com” era towards the end of 2000, working on clients such as Lastminute.com, and seeing QXL Ricardo.com through its eventual IPO.
Hannah’s focus at KPMG is working with all “tech” businesses both at the early Stage (Series A funding and beyond), through to a future exit. Hannah coordinates the work streams at KPMG (tax, corporate finance, IT consulting etc) to grow a business and ensure it is in a robust position for any future exit. Hannah is also currently leading KPMG’s drive to coordinate early stage funding (Series A) between investors and “tech” investee clients.
The majority of Hannah’s clients at KPMG are very much “tech” businesses at various stages of their growth or exit lifecycle; and include Madbid.com, Smarkets.com, VE Interactive, Neyber Ltd etc.
Richard is a marketing and business development professional with extensive professional services experience.
Richard has developing all aspects of digital marketing, brand management, events, PR, social media, thought leadership, print, research, tenders and bids, telemarketing and CRM. He has developed business development strategies and support to drive fee earners in their efforts to win new business and develop existing clients.
Tom Elliott is National Head of Private Clients based in London. He has more than 25 years’ experience advising high net worth clients on the UK tax issues arising on their personal and business interests. In recent years, he has acted for a diverse range of clients, from dynastic wealth and successful entrepreneurs to full-time business angels, property investors, family offices and international families.
Tom has been listed as one of the ‘Top 50 Most Influential’ practitioners in the private client profession in 2018 and 2019 by eprivateclient. The accolade highlights those providing the best possible advice and service to high net worth clients and for driving innovation in the way the needs of these clients are met.
He is a Chartered Tax Advisor and sits on the Private Client Technical Committee for the Tax Faculty of the Institute of Chartered Accountants in England & Wales.
Alex joined TALiNT after three years at The Supper Club, which helps an exclusive community of high growth entrepreneurs to learn from each other, and four years running the National Business Awards, leading year-round content-led campaigns with corporate partners in both roles. TALiNT Partners is home to industry-leading events and publications for HR and Recruitment leaders. Alex leads the development of leader communities for all of TALiNT’s audiences, including the PointSix network for senior executives of the UK’s largest and its most dynamic recruitment companies.
Richard leads PwC tax services to owner managed businesses and their shareholders in the East Midlands. He has more than 25 years experience advising on all aspects of the UK tax system but especially income tax, capital gains tax and inheritance tax.
Passionate about tech, startups and innovation, Eleonora runs projects to support the development of an ecosystem where companies can grow. She is the Director of European Operations at Mind the Bridge, an innovation advisory firm that enables corporate and startup collaboration headquartered in Silicon Valley, which she launched in the UK in 2014. Experienced strategy and innovation, Eleonora has a background as a management consultant. Qualified business coach, she has supported organizations to reach their goals, define disruptive business models and work on their pitching, fundraising and go-to-market strategy. She is a mentor at SeedCamp, 01Ventures, MTS, Invest Horizon and the European Commission. Eleonora is also Teacher Assistant in Strategy and Economics at HULT International Business School.
Martin has been in financial services marketing all his working life! After a range of roles at Legal & General, he became Marketing Director at Prolific, and then General Manager Marketing at Pearl.
He then took the opportunity to set up the strategic marketing arm of a London agency, where he launched ABN AMRO into the UK retail market, and launched Just Retirement from scratch.
Today he runs Bulletin Marketing, and has a wide portfolio of financial services clients, across product providers, banks, investment houses, EIS managers, wealth managers, family offices and service providers. Bulletin provides research and marketing consultancy and support to enable companies to become more profitable.
He is one of the judges of the Sustainable and Ethical Investment Awards run by Incisive Media, and he also chairs the judging committee of the EIS
Association awards and is chair of the EISA Financial Planning Committee.
Throughout Andrew’s career he has been implementing technology and business change with global corporate venture units, advising on spin outs, investments and partnerships.
Andrew has been the founder and leader of a number of businesses in tech change, corporate venturing, new online travel products and new retail propositions. He has worked and travelled extensively in China and USA, as well as being based in Europe.
Andrew’s latest book is ‘Purpose to Performance – Innovative New Value Chains’. Testimonials and reviews of the book from board members of leading global organisations are on Amazon.
Andrew is also an early stage investor in a number of tech start ups and a founding member of Henley Business Angels. Andrew has an economics degree from St John’s College, Cambridge, CIMA and MBA. He is visiting fellow and Chair of the Business and Technology SIG at Henley Business School.
Andrew is a husband and proud dad of two daughters.
Edward Grant, Head of Strategy and Divisional Director Technical Connection, with a wide ranging remit leading the technical services and accreditation teams including our drive to grow our Chartered community with our regional and national symposiums.
Edward is a passionate advocate of the financial planning profession and during his extensive career spanning over 30 years he has sought to support, mentor and lead the development of initiatives to build consumer confidence and trust in financial advice. A Chartered Financial Planner, Chartered Wealth Manager and Fellow of the Personal Finance Society, Edward has built a reputation as a technical specialist having written a number of tax and trust articles and regularly presents to large and small audiences of advisers, professional connections and clients across the UK.
A past president and board member of the Personal Finance Society, the largest financial services professional body, Chartered Insurance Institute past Vice President, Insurance Institute of London Vice President Freeman of the Worshipful Company of Insurers, Chartered Insurance Institute Professional Standards Board member during implementation of the Retail Distribution Review and Chartered Insurance Institute Pension Trustee.
Victor Hawrych is a senior partner at Edwin Coe LLP law firm. Victor specialises instructuring and setting up of funds and advises many investment funds on their financial services regulatory matters as well as on their investments. His firm is regularly winner or runner up of Best EIS Legal Adviser.
Victor has acted for brokers and growing companies seeking venture capital, as well as publicly traded companies on their admissions and subsequent corporate transactions. He is experienced in handling public and private company acquisitions and disposals and has acted in many capital market transactions.
Paul is the founder of Bluebox Corporate Finance. He is a chartered accountant with a wealth of
experience in both selling private companies and preparing them for sale. He has sold over 70
private businesses for values ranging between £2m and £200m across a range of sectors including a
number of well-respected UK businesses such as Models Own, Gü, Princess Yachts, Mappin & Webb,
Smythson, Watches of Switzerland, TXM Plant and The British Retail Consortium.
Paul originally qualified as a Chartered Accountant at PriceWaterhouseCoopers (PWC) where he
specialised in Mergers and Acquisitions (M&A) and private company valuations. In 1998 he moved
into private equity with an award winning London-based team before joining a corporate finance
boutique in London where he was promoted, over a 13 year period, to become one of the Senior
In 2012, James Caan, backed Paul to start Bluebox Corporate Finance, having experienced first hand
the value that he helped create for two of his own private disposals. Since then, Paul has successfully
grown the business to a team of 20 people and Bluebox have completed numerous high profile
Paul also sits on the board of Pilltime.com, a revolutionary new pharmacy disruptor that enables
Patients to received their medication delivered to their home in pre-sorted, easy to open pouches.
Jack is a Relationship Manager at ELITE, the London Stock Exchange Group’s membership platform for the world’s best private companies. He focuses on UK based member corporates, supporting management teams to execute their strategy, connect with capital and achieve their ambitions. Prior to joining London Stock Exchange Group Jack has worked for an executive search practice.
Aine joined Big Society Capital from Barclays Wealth where she most recently spent four years as a private banker. Prior to that she worked for 18 years in institutional equity markets, initially at Kleinwort Benson and then at J. P. Morgan and Citigroup. She has a wide experience of introducing new investment opportunities to financial investors and has covered UK, European and Asian equity markets. Aine has worked in London, New York and Zurich. She holds an MSc in Finance from LSE, an MA in Business Studies from Trinity College Dublin and MCSI membership. Alongside her executive role Aine has oversight of the education strand of Big Society Capital’s social issue work and sits on the boards of the Triodos New Horizon SIB and Clearly So.
Dan Kiernan is a careers consultant at Henley Business School, looking after students studying
finance at the ICMA Centre. He coaches them on their career choices, helps them prepare job
applications and tries to teach them some of the skills they’re going to need in the workplace
(although to be candid, he learns as much from the students as they learn from him!) He also
organises the Industry Insights programme of talks, where industry thought leaders from the world
of finance come it to share insights and debate with students.
Prior to working at Henley, Dan spent six years at Intelligent Partnership, a small business that is the
UK’s leading provider of education and insights on alternative investments. He headed up the team
that produced Intelligent Partnership’s award winning reports on the UK’s tax-advantaged venture
capital schemes, curated and presented the CII accredited adviser education programme and
pounded the pavement as a conference speaker.
For the first ten years of his career, Dan worked in performance and risk analytics for an organisation
that (after four or five take-overs and mergers) became part of BNY Mellon. He rose from a lowly
investment performance analyst to be a VP and operations manager and was responsible for teams
in Leeds, London, Edinburgh and India.
Dan’s a qualified Discretionary Investment Manager and has had his work published in titles
including FTAdviser, Money Marketing, Professional Adviser, Fundweb, Moneyfacts, The Investor’s
Chronicle and Investment Life.
Scott is the Head of Audit and Assurance at BDO and also a member of the firm’s Leadership Team and their Risk Committee. As well as leading the audit and assurance practice nationally, he specialises in the Natural Resources sector, acting for more than thirty AIM and fully listed companies both in the UK and internationally. Scott has considerable experience in advising fast growing clients from both the London and New York offices of BDO. He is a ‘hands on partner’ who recognises the need to develop a full understanding of his clients businesses in order to provide practical, commercial advice that is tailored to their needs.
Manish is an Investment Director in Nesta’s Impact Investment Team, working across sectors and leading our Healthy Ageing fund in partnership with UKRI. Manish is responsible for Nesta’s investments in Sumdog, Empiribox, and MEL Science, and has also led various portfolio investments to exits including Futuregov, Q Doctor, BeApplied, Digital Assess, and Synopsis Healthcare.
Prior to joining Nesta in 2015, Manish has been involved in venture capital and private equity for more than a decade, both as an investor and a consultant. He has worked at Sovereign Capital, Terra Firma Capital Partners and Aureos Capital. At Sovereign Capital, his main focus was on Education and Healthcare, where he was involved in key investments including Hillcrest (Outcomes First), GSM, Astrum and Lifetime as well as bolt-on investments for Eden Futures and World Class Learning. Manish started his career as a marketing manager at Colgate Palmolive followed by strategy consulting at Accenture.
Manish is a Mentor to the NHS Innovation Accelerator and grows superhot peppers in his garden during the short English summers.
Nick O’Donohoe joined the Bill & Melinda Gates Foundation in January 2016 as Senior Adviser for Blended Finance, where he originates, executes and manages blended finance transactions.
Between 2011 and 2016, Nick served as the founding Chief Executive of Big Society Capital. Nick helped to produce the blueprint for the government-backed social investment wholesaler and became its chief executive when the organisation was launched.
Prior to that Nick was Global Head of Research at JP Morgan. He was responsible for the firms Equity, Credit, Interest Rate, FX and Commodities research groups in addition to the firms Economics research department. He was also a member of the Management Committee of the Investment Bank and the Executive Committee of JPMorgan Chase.
Nick joined JP Morgan in 1996 and became Head of European Equity research in 1999. A year later, he assumed overall responsibility for European and Japanese Cash Equities and, following the merger with Chase, became Head of Cash Equities for Europe, Middle East and Africa. He was appointed Global Head of Equity Research in 2002 and Global Head of Research in 2005.
Prior to joining JPMorgan Nick worked at Goldman Sachs where he served as Resident Manager of its Zurich office, Head of Alternative Investments in Europe and Head of International Marketing at GSAM.
While at J.P. Morgan, Nick was also the senior sponsor for the firms Social Finance Unit, which invests in and delivers capital markets services to Social Enterprises around the world.
He is a board member of the Global Impact Investing Network (GIIN).
Nick has a B.A. in Mathematical Economics and Statistics from Trinity College, Dublin, Ireland and an M.B.A. from the Wharton School, University of Pennsylvania.
Donna O’Toole, CEO of August – The Awards Consultancy, has helped hundreds of businesses, brands, entrepreneurs, and leaders across the globe to raise their profile by achieving valuable awards for their work and achievements.
Donna is a national awards judge for multiple industry awards and she supports awards organisers to ensure their awards programmes are robust, fair, and highly successful. Her knowledge and experience has led to an outstanding success rate in the most prestigious industry awards competitions in the world including the Queen’s Awards for Enterprise, and her work has resulted in some of the most accomplished entrepreneurs, business leaders, VIPs, and community champions receiving personal recognition (MBE to knighthood) from Her Majesty The Queen.
Using her exclusive awards insights, Donna has now developed a unique awards training programme to help businesses and individuals win the awards they deserve
Helen leads the £10m Cass Entrepreneurship Fund, set up with the generous support of Peter Cullum CBE, a successful entrepreneur and alumnus of Cass Business School. Helen has been involved in VC for 17 years, investing in a wide range of sectors from medical polymers to B2B software. She has an MSci in Physics from Cambridge and started out in management consultancy before switching to early stage finance for SMEs. Helen also has her own company, Expert Ventures, which has undertaken advisory and compliance work for firms in the venture space.
Andrea is the Co-Founder of Bizfly.
Bizfly Limited is an active company incorporated on 21 April 2016 with the registered office located in London, Greater London. Bizfly Limited has been running for 2 years
Andrea is a Fellow Chartered Accountant, qualifying with KPMG Ireland, then transferring to the London Management Consultancy division working within the Financial Services and Aviation sector.
After a first career as a RAF Regiment officer, Paul has had over 17 years’ experience in numerous roles within the sector primarily in the marketing and sales of financial products. This has included being an equity broker with Redmayne Bentley, a banker with RBS, through to being the Divisional Sales & Marketing Head for an investment house in the City where he was responsible for their monthly magazine that not only covered the FTSE but also fledgling British companies. He has also been the Chairman of a London Chamber of Commerce whose membership was mainly SMEs and where he assisted these companies to grow and develop. In his latest role at The Share Centre as Head of Corporate Sales & Relationships he is responsible for the Department that provides the administration and custodial services to an ever growing number of SEIS, EIS, Investor Relief & BPR fund managers. Furthermore, he is a contributor of articles to magazines & websites on the Alternative Investment sector.
Wendy Spires divides her time between WealthBriefing, the leading industry news and thought-leadership platform, and findaWEALTHMANAGER.com, the online matching service for High Net Worth Individuals, serving as Global Head of Research and Director of Client Research and Content respectively.
Wendy has been a wealth management journalist and research writer for a decade, and has also spent time working for a PR agency specialising in the sector. This wide-ranging experience has led to her being called upon to consult for banks, wealth/asset managers and IFAs on branding, communications and client research-focused projects for both internal and external purposes.
Wendy has written a huge array of research reports on issues affecting the industry, including client experience, branding and marketing, client due diligence, onboarding and risk-profiling methodologies, and she is known as a specialist in technology and operations trends.
Having developed in-depth knowledge of international wealth management markets and the strategic challenges firms face, Wendy regularly speaks at and chairs high-profile conferences both in the UK and abroad.
Ashley is a Growth Advisor playing a leading part rolling out Grant Thornton’s innovative Growth 365, it’s a service designed specifically for leaders of medium businesses to increase certainty of achieving ambitions. As a former 7x CEO with 4 IPOs behind him he is passionate about helping businesses reach their potential using a pragmatic range of methods which combined with the talent, reach and facilities of a global organisation mean that clients receive a unique boost to maximising achievement of plans.
Rhodri is a corporate partner based in Crowe Clark Whitehill LLP’s London office. He leads our funds practice and can draw on over 20 years’ experience auditing and advising investment funds, private equity and corporates both in the UK and abroad.
Prior to joining Crowe, Rhodri was a lead audit partner on the audit of listed and private investment funds at a top 10 firm and was responsible for the audit of funds including VCTs with gross assets under management in excess of £1.5bn, across a range of asset classes including real estate, healthcare, tech and renewable energy.
Rhodri is a member of the AIC VCT Technical Sub-committee and he has hosted a number of workshops covering a range of subjects topical to the investment funds sector ranging from financial reporting, governance and valuations.
Rhodri is a member of our national valuations team and has worked extensively with the IPEV Guidelines.
Henry leads Beauhurst’s Research & Consultancy team. He is an expert on business finance and has worked on briefs for clients including the British Business Bank, Penningtons Manches, Syndicate Room, and Innovate UK. Henry regularly gives presentations on market trends at events around the country. He studied Classics at the University of Oxford.
Tom is the partner at Shoosmiths LLP who heads up the firm’s enterprise investment scheme and venture capital trusts (VCT) tax practice.
He is one of the UK’s leading experts in this field, with extensive experience advising investors and investee companies on structuring and implementing tax efficient investments, reorganisations and exits in compliance with the EIS and VCT regimes, ensuring that returns from investment are optimised.
Tom’s in-depth experience also includes advising clients on share option schemes including EMI options, employee shareholder shares and company share option plans, as well as negotiating with HMRC on both contentious and non-contentious matters. Tom is ranked at Band 1 in Chambers 2018, which describes him as an “esteemed practitioner…singled out for his detailed knowledge of enterprise investment schemes and venture capital trusts.”