Our People

Adam joined BM Advisory now Moorfields Advisory in May 2015 having previously been an Associate Director in the Advisory Restructuring practice of Grant Thornton, dealing with both insolvency and restructuring assignments.

In 2011 Adam was seconded to the Special Management Team of RBS Invoice Finance for 12 months as a relationship manager dealing directly with a portfolio of cases experiencing financial problems.

Adam has significant restructuring and insolvency experience across a range of industries and obtained the JIEB qualification in 2008.

Alan has been advising clients on their tax affairs for over 30 years of constantly changing tax rules.

His clients tend to be specialists in their own business areas who turn to Alan for advice on how to minimise their tax and protect their wealth.

Andrew started his career in insolvency in 2000 at Levy Gee in Worthing before moving to Tenon plc where he particularly enjoyed working on public interest cases involving boiler room frauds. Andrew has extensive experience of a mixed portfolio of cases covering all aspects of corporate and personal work, with a particular interest in investigations and complex litigation.

In 2009, Andrew qualified as an insolvency practitioner. He joined BM Advisory now Moorfields Advisory in August 2018 and is based in our Gatwick office.

Andy is one of the founding partners of BM Advisory, now Moorfields Advisory and leads the UK restructuring practice.

A Chartered Certified Accountant and a UK Licenced Insolvency Practitioner, Andy offers over 25 years’ experience in working closely with lenders, investors, boards and other stakeholders to preserve value and optimise the outcome in often challenging and business critical situations.

His areas of expertise include working closely with stakeholders on strategies to avoid business failure, as well as guiding businesses through a formal insolvency process should this become unavoidable. Provided BM Advisory is involved at an early stage, more often than not Andy and his team are able to ensure the survival of a business in some format by involving the partners within different divisions of the group, including Cadence Advisory and BM Structured Finance, as well as the group’s extensive database of investors and other turnaround professionals.

Andy is an active member of the Turnaround Management Association and works closely with the Asset Based Lending industry.

Barrie offers over 45 years’ experience in giving long and short-term planning advice, clearing difficult tax planning problems, and suggesting business plans to increase his clients’ wealth. He advises a full range of business and landed estate clients, dealing with the corporate as well as the personal taxation aspects. Through the use of our in-house team, Barrie is confident that he can deal with any business issue.

Bob is a former Inspector of Taxes who has worked in private practice since 1985. He specialises in all forms of direct taxation and in particular corporate reconstructions, company sales and acquisitions, employee share incentives and venture capital issues. He is also experienced in disputes with HMRC and represents clients before the First Tier Tax Tribunal.

Caroline has worked with a wide range of small and medium-sized entities assisting them with their accounting and taxation requirements.

In particular Caroline enjoys helping clients with many compliance issues to reduce the burden of red tape and free up management time to focus on growing the business.

With over 20 years of experience of providing business assurance and advisory services, Chris has worked with a diverse range of clients, including FTSE and AIM listed corporates, private equity backed international groups, investment managers with multiple onshore or offshore funds under management, and privately owned businesses. Chris specialises in the real estate sector, but also works with clients in other industries such as professional sports, private education and professional services.

 Alongside his client work, Chris is dedicated to developing and mentoring our team members to help them advance their own careers and ensure that they provide quality work, sound advice and exceptional levels of service.

Drawing from his experience as a Tax Inspector at HMRC, David offers insightful perspectives that enhance the firm’s corporate taxation services. Specialising in areas such as company reorganisations, loan relationships, and tax-advantaged employee share schemes, David simplifies complex tax scenarios, aiding clients in making informed decisions aligned with their financial goals. His practical expertise and regulatory insights make him a valued resource for navigating intricate tax landscapes, helping clients achieve their strategic objectives efficiently.

Joining the business in 2019 as Managing Partner of Beavis Morgan 360, Ed brings vast experience in financial, professional and legal services, specialising in estate planning and taxation.

Under Ed’s management, Beavis Morgan 360 grows organically, both through other professional connections and through the acquisition of accountancy practices.

Together with the talented team within the Beavis Morgan group, Beavis Morgan 360 offers a complete suite of professional and legal services to owner managed businesses and high net worth individuals.

Ed’s strong business development and technical skills, both in M&A and organic growth, position him well to support the Beavis Morgan group Managing Partners in driving strategy and accelerating growth.

Gareth joined Beavis Morgan in 2019, bringing with him a wealth of technology experience within the accountancy sector. Defining and coordinating a bold new IT strategy for the Beavis Morgan group, Gareth also has a broad skillset encompassing all aspects of IT operations management, full lifecycle project management, IT strategy and policy development. Gareth is committed to driving business success through leadership, exciting innovation, leveraging information security and accelerating business growth.

As a keen advocate of Cyber Awareness, Gareth steered Beavis Morgan through our first Cyber Essentials accreditation ensuring our data is safe and secure.

Outside of IT, Gareth is a keen motorsport fan and can normally be seen trackside at the British Touring Cars Championships supporting our Beavis Morgan sponsored race team.

Georgina brings to the business a breadth of marketing, brand, communications and media relations experience gained in financial services, legal, technology and B2B environments.     

In consultation with the firm’s leadership board, Georgina is responsible for driving brand awareness, designing and delivering digital communications campaigns, supporting acquisition integration, and delivering the group-wide marketing and media relations activities aligned to the business objectives.

Georgina is a Member of the Chartered Institute of Marketing and a Fellow of the Chartered Institute of Public Relations.

Jeremy has helped our clients for over 20 years with their statutory requirements. His diverse portfolio has ranged from dormant private limited companies to large listed public companies. Jeremy and his team can help with your day-to-day Company Secretarial compliance needs, as well as complicated one-off statutory procedures.

This wide-ranging experience enables us to work together to find the best solution for your company.

With over 20 years of experience of working within the personal tax arena across all sized firms with 13 of those years being at Beavis Morgan and legacy firms. With the responsibility of running the Personal Tax Department Joanne is well placed to provide individuals, partnerships and small owner-managed businesses with all of their day-to-day tax reporting needs.

Additionally, Joanne has extensive knowledge and experience in dealing with individuals coming to and leaving the United Kingdom including such areas as residency, domicile and general onshore/offshore tax planning.

Starting up in business can be a daunting task and Joanne has a wide range of experience in advising clients on the appropriate business structure and can offer guidance on the various issues that they will come across, such as efficient record keeping, the registrations required, and comprehensive guidelines on allowable expenses to minimise tax liabilities whilst keeping within current legislation.

Hugely experienced ABL lender with nearly 15 years lending experience with UK-based High Street lender and previously 5 years at ground breaking US ABL provider

Mathematics and Economics graduate, worked in insolvency prior to joining Burdale Financial in 1998, supporting the risk function and business development through an aggressive growth period Joined Lloyds Banking Group in 2003 in credit risk and underwriting.

Latterly Head of ABL Transactions at LBG, involved in complex, primarily Mid-Cap and syndicated ABL opportunities

In-depth knowledge across a broad range of ABL elements, including: collateral audit; credit and underwriting; origination; strategy; product development; complex structuring; and syndicated deal management

Expert in ABL legal documentation having negotiated in excess of 50 complex bilateral, international and syndicated ABL facility documents.

Jonathan joined the Beavis Morgan group in January 2023 as Director of Finance, bringing with him extensive experience across both the strategic and operational function of large finance teams in the public sector.

For the most recent part, Jonathan has worked in leadership capacities supporting and advising management teams, Directors and CEOs on all aspects of finance strategy, performance and service delivery.  More recently, Jonathan was the Director of Finance & Business Improvement for a large group of Further Education colleges, where he successfully delivered a number of system and process improvements across a multi-sited organisation.

Marcus joined BM Advisory in 2013 to manage the Worthing office. He was previously Managing Director at NancollasGreer, a boutique firm specialising in personal insolvency solutions including IVAs, Bankruptcy and Debt Relief Orders, as well as less formal arrangements such as Debt Management and Time To Pay Arrangements.

Prior to his insolvency career, Marcus spent many years advising and assisting companies with the acquisition and development of property portfolios, specialising in the licensed trade.

Mariske is Executive Director of BM Connect, a Beavis Morgan group company, specialist providers of outsourced bookkeeping, management accounts and payroll solutions. Mariske completed her degree in Accounting at the University of Stellenbosch, South Africa, and qualified as a member of CIMA as an Associate Chartered Management Accountant. She enjoys helping companies reach their financial goals through, in particular, forecasting and budgeting and producing value added financial reporting.

With over 20 years’ experience advising clients of all sizes across a wide range of business sectors, Matthew specialises in helping clients with their audit, accounts and compliance tax requirements.

Along the way, he has gained the business experience needed to help clients solve a wide variety of business issues. Matthew also assists clients with corporation and personal tax planning.

Mike has looked after substantial privately-owned business clients across many sectors for over twenty years.

As well as accounting and tax advice, he has worked extensively with his clients on commercial and corporate finance issues: business acquisitions, disposals, due diligence, commercial negotiations and forecasts. His experience also includes working in-house in corporate finance / corporate services for a quoted group.

Mike aims for a direct relationship with his clients based on a clear focus on key business issues.

Mike began his career in corporate advisory and restructuring in 1989 when he joined BDO Stoy Hayward in Central London. He obtained the CPI qualification with distinction and passed the JIEB qualification in 2000.

Mike then joined a practice in London where he helped to grow the business, before moving to a top-twenty firm as Partner in 2009. In March 2011, Mike co-founded BM Advisory.

Mike has advised companies ranging from owner managed businesses to listed companies across a number of industry sectors including, amongst others, retail, manufacturing, leisure and property.

Neal offers a wealth of experience gathered over his career working in private client tax. Neal prides himself on providing bespoke taxation advice tailored to a client’s individual needs. To be able to advise effectively it is essential to have a full understanding of client’s background, aims and objectives and to this end Neal develops longstanding relationships with clients who will turn to him as a trusted first port of call with any queries. Neal can advise on, amongst other areas, Inheritance Tax planning, Capital Gains Tax planning and remuneration planning for owner managed businesses. Neal is also experienced in advising on the complex areas of tax residence and domicile.

Nick joined Beavis Morgan LLP in April 2017, having joined the business in November 2016. A chartered accountant with extensive commercial experience in the professional services industry, Nick brings a wealth of practical experience and in depth knowledge to the role, which includes support for Beavis Morgan’s wider group interests.

Paul qualified as a Chartered Accountant in 1975. As a general practice partner, he has advised clients from owner-managed businesses and small and medium sized entities through to publicly quoted companies on a diverse range of commercial and technical issues. Paul also offers extensive corporate finance experience.

With 40 years experience advising clients of all sizes, whether listed or otherwise, in a wide range of business sectors, Paul specialises in helping clients with their business development and corporate finance needs.

Along the way, and as an entrepreneurial investor, he has gained the business experience to help clients solve a variety of business and personal issues.

Paul is Chairman of Beavis Morgan LLP with a focus on strategy and growth of the businesses within the Beavis Morgan group.

Paul joined the Beavis Morgan group in November 2022 as Head of HR. Paul brings with him extensive experience in dealing with complex HR issues across private and public sectors. For the past 15 years, Paul has worked in leadership capacities supporting and advising management teams, Directors and CEOs on all aspects of HR strategy, performance and service delivery. More recently, Paul was the HR Director for a large group of Further Education colleges where he co-led a project to harmonise pay and conditions across a multi-sited workforce.

Paul is a Chartered Member of the Institute of Personnel and Development (CIPD) and holds a master’s degree in Employment Law – an area of his work he remains avidly interested in.

Out of work, Paul enjoys running, cycling, swimming and one day hopes to complete his first triathlon.

Peter has been advising clients for over 40 years and has a wealth of experience. His specialism is in advising owner managed businesses of all sizes on all of the usual, and not so usual, issues that such owners and businesses face. Peter is Senior Partner of Beavis Morgan LLP.

Having joined the firm in 2018, Pieter works closely with owner managed businesses and high net worth individuals. Using his deep understanding of the multitude of complexities one faces, and the subtle and direct interplay between the needs of the individual, family and the business, he provides sound advice and solutions to enhance wealth accumulation and succession planning.

Adding to this, Pieter’s strong business development and technical skills both in M&A and organic growth have seen him successfully support transactions from early strategic review up to closing and subsequent integration, always offering insight and opportunity to drive strategy and influence growth.

Richard began his career in accountancy in 1999 when he joined Deloitte in Birmingham. He became a chartered accountant in 2002 and is also a licensed Insolvency Practitioner having passed the Insolvency examinations in 2006. Richard also spent time on secondment at Barclays Bank Plc and Deloitte Australia before joining BM Advisory now Moorfields Advisory in 2014 to head up its Gatwick and Worthing offices.

Richard has advised companies of all sizes across most industry sectors and his expertise lies in providing timely, commercial and strategic advice to distressed individuals, businesses and stakeholders.

Richard specialises in providing audit and accounting services to smaller clients in the financial services sector, as well as small to medium sized listed and unlisted public companies and owner-managed groups. He also offers extensive expertise in providing advisory services relating to financial reporting and regulatory issues to clients spanning a wide variety of sectors.

He is also part of the firm’s team providing corporate adviser services to companies quoted on the Aquis Stock Exchange (formerly NEX Exchange).

Richard offers over thirty five years’ experience, which has included acting as engagement partner for the audit of a main market property group, several AIM companies, and FCA authorised investment funds.

Simon joined BM Structured Finance in November 2013, having worked in the asset based lending industry both in the UK and Australia. Simon has held senior positions in Risk, Operations and Sales in some of the major Asset Based Lenders, and was part of the senior management team that successfully sold Westpac’s Invoice Finance division in 2008.

Simon was also a shareholder and director of the leading UK broking company, Factoring UK, which was sold to Bibby Financial Services and set up an Invoice Finance company for Allianz.

Simon has over 30 years experience as a business advisor, including working internationally, mainly in the USA, and with public companies.

Work carried out has included acting as a financial adviser in takeovers and mergers, offering shares to the public, rule 9 offers, and a rule 3 adviser.

Additionally, Simon has acted as an Expert Witness and provided litigation support services including giving oral evidence in the High Court.

Stephen Kelly specialises in providing high quality, affordable accounting and finance support to growing businesses.  He trained with KPMG in London within their Audit Department and has spent many years working within industry, including as Financial Controller for Richard Ellis (acquired by CB Commercial to form CBRE), now the world’s largest property services firm.

Stephen’s key areas of expertise include:

• Raising business finance
• Management information
• Share schemes and staff incentivisation
• Tax mitigation
• Exit planning and support

Stephen’s knowledge means that he can assist with commercial issues as well as financial issues, helping companies focus on effective ways to grow their business.

Steve specialises in advising owner managed businesses and smaller quoted companies, providing a broad range of services including Research and Development tax credits, share schemes and remuneration planning.

His specialist expertise in the media and technology sectors has seen him work extensively with owner-managers of media, advertising, software and consultancy companies, from start-up to an eventual tax efficient exit.

Steve has a keen understanding of the complex issues facing entrepreneurial business owners and he enjoys helping them realise their ambitions for growth and development.

He is also well versed at assisting both UK in-bound and out-bound businesses achieve their international aspirations.

Toby has over 25 years experience as a partner advising clients of all sizes in a wide range of business sectors. He specialises in advising owner managed businesses and helps them identify and achieve their objectives through either developing their businesses or increasing and protecting their net worth.

Mark is a chartered accountant and Insolvency Practitioner heading up the Moorfields Advisory Preston office.

He has  over 20+ years experience in working closely with lenders, investors, boards and other stakeholders to preserve value and optimise the outcome in often challenging and business critical situations.

Over the years he has worked with a wide range of businesses from sole traders to PLCs across a range of industry sectors. His experience means he is well versed in assessing a situation quickly and finding a constructive way forward to satisfy all stakeholders.