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UBT Accountants

MEET THE TEAM

About Lyndon James

Lyndon is passionate about helping his clients prosper by growing and creating value in their businesses. With a background in industry and UBT Consulting, he has a balanced understanding of all areas of business which he brings to bear on individual client challenges and opportunities on a daily basis. 

  • Over 10 years of experience 
  • CIMA Qualified Accountant 

Specialties:

  • Business Valuations & Restructures 
  • Mergers & Acquisitions 
  • Management Reporting & Forecasting


      READ ARTICLES WRITTEN BY LYNDON > 

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Lyndon James

Director

About Roston Rowles

Roston has extensive experience working with clients across a variety of industries and business sizes. Fully ACA qualified, he partners closely with his clients to help them understand and manage their businesses through the financial data. 

With expertise spanning a range of assignments, Roston specialises in:

  • Strategic Financial Advisory 
  • IHT & Estate Planning Advice
  • Succession Planning & Mediation
  • Business Structures & Taxation
  • Employee Incentivisation


Roston takes a collaborative approach, ensuring his clients are equipped to make confident decisions and achieve their goals. 


      READ ARTICLES WRITTEN BY ROSTON > 

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Roston Rowles

Client Director

About Joel Allen

Joel is driven by a passion for resolving financial issues, specialising in strategic tax planning, and thriving on finding the best outcomes for his clients. Believing that solid finances form the backbone of any successful venture, he holds clients accountable for performance and excels at exploring new commercial opportunities to shape long-term growth.

ACA qualified, Joel has extensive experience in finance and tax advisory, including specialised corporate reconstructions, M&A activity, and funding strategies. He is interested in optimising debt and equity in business structures, identifying value adds and potential value drags, and maximising proceeds from exits. Joel also guides businesses in building an investment-grade foundation, ensuring they are poised to attract high-quality funding and support sustainable, profitable expansion. 

Key highlights:

  • Fully qualified ACA with extensive experience in finance & tax advisory
  • Skilled in specialised corporate reconstructions & strategic M&A activity
  • Expertise in structuring funding, identifying value drivers & mitigating value drags
  • Dedicated to crafting solutions that optimise clients' financial outcomes & maximise exit proceeds
  • Emphasises long-term strategy, commercial impacts & financial results to build investment-grade businesses


      READ ARTICLES WRITTEN BY JOEL > 

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Joel Allen

Client Director

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Scott Lucas

Manager

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Arnie Tuffin

Manager

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Keith Brewer

Manager

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Georgie Moroney

Operations Manager

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Fahd Tariq

Accounting & Tax Compliance Manager

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Brook Smith

Project Manager

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David Boateng

Associate Tax Manager

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Lewis Chaplin

Private Client Associate Manager

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Jarvis Latimer

Accountant

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Charlie Shaw

Accountant

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Royce Spurgeon

Accountant

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Thierry Dennis

Accountant

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Mahek Modha

Accountant

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Ahmet Basol

Accountant

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Terry James

Associate Accountant

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Arvid Lidbeck

Associate Accountant

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Jack Clark

Associate Accountant

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Benji Stedman

Associate Accountant

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Kelsey Turner

Associate Accountant

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Sophie Turner

Client Service Coordinator Team Leader

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Jade Cliffe

Client Service Coordinator

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Kayla Gilbert

Client Service Coordinator

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Shania Fox

Client Service Coordinator

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Heidi Tuffin

Client Service Coordinator

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Anya Rowles

Executive Assistant