Principal
CurrentBusiness Finance and Strategy Specialist, working with ambitious clients developing and implementing strategy. Providing finance director services for companies without that skill in-house producing meaningful and accurate monthly management information, financial forecasts and short medium and long term cash flow management. Financial packaging, including commercial banking facilities, asset finance, factoring, invoice discounting, mortgages, other loans and equity investments. Compiling business plans to support funding and investments. Specialist in grant applications to support capital investment and research and development. Qualified Chartered Director, undertaking non-executive director roles. Experienced coach and mentor.Currently working with Manufacturing, Engineering and Construction companies in a strategic and finance capacity.Preparing submitting and negotiating Research and development Tax Credit claims for businesses based in the UK covering all sectors. Identifying R and D activity, quantifying eligible costs and presenting the case to ensure it meets eligible criteria. Agreeing claims with HMRC. Attaining reductions/repayments of corporation tax and tax credit repayments. I have identified over £20 million of eligible expenditure with almost £4 million in tax credit repayments and corporation tax savings over the last 8 years.