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 > 

IMG_3860


Lyndon James

Managing Director

About Roston Rowles

Roston has extensive experience working with clients across a variety of industries and business sizes. Partnering 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 > 

IMG_4110


Roston Rowles

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.

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:

  • 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 > 

IMG_3824


Joel Allen

 Director

IMG_3776


Scott Lucas

Manager

IMG_3959


Arnie Tuffin

Manager

IMG_3506


Lewis Chaplin

Manager

12-DSC02522


Georgie Moroney

Operations Manager

IMG_3611


Brook Smith

Associate Manager

IMG_3559


Royce Spurgeon

Associate Manager

IMG_3581


Jarvis Latimer

Associate Manager

IMG_3728


Charlie Shaw

Associate Manager

IMG_4038


Kelsey Turner

Accountant

IMG_4340

Mazar Ahmed

Accountant

IMG_4589


Ahmet Basol

Accountant

IMG_4455


Fahim Ahmed

Accountant

IMG_3646


Jack Clark

Associate Accountant

IMG_4389


Joseph Horner

Associate Accountant

IMG_4285


Arvid Lidbeck

Associate Accountant

IMG_3711


Benji Stedman

Associate Accountant

IMG_4306


Belladonna Dormer

Marketing Executive

IMG_3907


Anya Rowles

Executive Assistant

IMG_4512-2


Sophie Turner

Client Service Coordinator Team Manager

Jade Cliffe1 (1)


Jade Cliffe

Client Service Coordinator

IMG_3477


Shania Fox

Client Service Coordinator

IMG_4164


Heidi Tuffin

Client Service Coordinator