Our team comprises of highly qualified and experienced individuals who have been specialist advisers in corporate tax, international tax, asset management and financial planning.
Meet The Team
Stephen has worked with some of the major international accountancy practices. Before setting up his own consultancy in 2008, he was the Chief Executive of Tax & Wealth Advisory Services at HSBC Private Bank in London.
Stephen acts for a number of leading entrepreneurs and executives both in the UK and overseas. He is a Chartered Tax Adviser (CTA) and qualified Investment Adviser.
Head of Investment Services
Jonathan launched his career in the financial services industry in 2006 working for a City based employee benefits consultancy who predominately serviced FTSE 100 companies. From 2008, he progressed into a client facing role providing independent financial advice to corporate and retail clients.
Jonathan joined the Acumensa team in 2017 as part of the investment services committee and to provide strategic advisory services to UK and international clients. He holds the RQF level 4 Diploma (Dip PFS) in Regulated Financial Planning and a qualified Pension Transfer Specialist (AF3).
Corporate and International Tax
Alison is a corporate and international tax specialist. She worked as a tax partner within one of the ‘Big Four’ accountancy practices, where she advised growing entrepreneurial businesses. Alison trained within the ‘Big Four’ and then spent five years working for a financial institution before returning to a renowned accounting organisation to specialise in international tax.
Alison now focuses on advising entrepreneurial and growing businesses and is well placed to advise those with overseas interests or those looking to expand abroad. Alison is a Chartered Tax Advisor (CTA) as well as an accountant.
What our client’s say
“The team at Acumensa are extremely knowledgeable and are well versed in managing clients who have interests both in the UK and overseas. Before using the services of Acumensa, I had three advisers managing different aspects of my finances and I felt this was becoming onerous in terms of meeting time and disjointed from a planning perspective. What I wanted was a single to team to manage all aspects of my finances and Acumensa have delivered just that with my personal and financial aspirations in mind. ”Eve CrawfordPrivate client