Qualified as a Chartered Accountant (FCA) in 1976 and as an Associate Member of the Chartered Institute of Taxation (ATII) in 1980. Partner in Coopers & Lybrand (now PwC) 1987-1989.
Specialist Chartered Accountant providing services to private companies and small plc's including acting as a director, strategic planning, corporate finance and wealth/tax planning. Provision of litigation support services mainly to firms of solicitors.
Given evidence in court on many occasions since 1980 including the High Court. Acted as a single joint expert, single expert, shadow expert and collaborative expert.
Key areas include business valuations, liquidity issues, assessment of past and ongoing earnings, taxation and tracing of funds for matrimonial proceedings. Advice provided on both a formal disclosed and informal undisclosed basis.
Specific services include:
Review of documents and initial assessment of what a case is worth.
Assistance with the preparation of Form E.
Raising of financial questionnaires.
Informal reports not for disclosure for the use of the instructing solicitor, Counsel and the client.
Preparation of formal reports for disclosure.
Review of reports prepared by other experts and provision of a detailed commentary and overview.
Attendance at court to give evidence.
Post settlement implementation.
Post matrimonial settlement services in implementing court orders include:
Purchase of own shares.
Ownership structure revisions.
Raising finance to satisfy lump sum settlements.
Pension transfers, and
Managing a property portfolio.
Prepared expert reports to support and defend professional negligence and personal injury claims.
Experience outside of forensic services
Involved in managing many businesses over the years including a continuing role with a substantial specialist steel stockholding group.
Regularly involved in business acquisitions and disposals including management buy outs and settlement of shareholder disputes. This includes business valuations, due diligence, negotiations, finance raising and reviewing sale and purchase agreements.
Successfully led the turn around of several businesses by identifying key issues and implementing a plan including the securing of adequate finance.
Acts as a trustee of several discretionary trusts and self administered pension schemes.
Reported case  EWHC 1196 (Fam)
Examples of case history
Acted as a single expert for W – valuation of a fast growing recruitment services company with a turnover in excess of £300m. This included identifying substantial manipulation of profitability leading to a satisfactory settlement.
Acted as a single expert for W valuing a fast growing outdoor clothing and leisure products retailer with a turnover approaching £100m together with numerous property companies and joint venture property development companies. Gross assets £29m.
Acted as single expert for H valuing a profitable specialist steel stockholder with a turnover of between £25m and £30m. My valuation report was issued as part of the initial voluntary Form E and settlement was achieved around this initial valuation level. Total net assets £19m.
Acted as a single joint expert to value a highly profitable Halal chicken processing company partly owned by H.