1. Who we are
  2. Our people

Our people

You’ll find us different to other R&D tax credit advisers. We’re chartered and we combine specialist R&D tax credit knowledge with real passion, enthusiasm and energy for helping innovative businesses grow.

Our team is 140+ strong and is made up of chartered tax advisers, chartered accountants, lawyers, sector specialists, former HMRC inspectors and quality assurance experts.

  • Simon Brown CTA

    Managing Director & Founder

    • Founded ForrestBrown in 2013.
    • Qualified chartered tax adviser (CTA).
    • Drives our continued growth and established our unique culture.
    Simon Brown founder and managing director
  • Sara Brigden

    Director

    • Heads up marketing at ForrestBrown, ensuring our marketing activity drives business growth.
    • Considerable client and agency-side experience, including with the World Economic Forum in Geneva.
    Sara Brigden director
  • Leanne Davy

    Director

    • Legal counsel for ForrestBrown supporting HR, data protection, compliance and contracts.
    • A qualified and experienced solicitor.
    • Specialised in legal disputes, company, and employment law.
    Leanne Davy associate director
  • Adam Kotas CTA

    Director

    • Passionate about advising UK businesses on how to use R&D tax credits strategically.
    • Responsible for expanding our reach to help more UK businesses grow.
    • Chartered tax adviser (CTA) with 14 years' tax experience.
    Adam Kotas director
  • Alex Price CTA

    Director

    • Leads our R&D tax credit partner programme for accountants.
    • Responsible for expanding our reach to help more UK businesses grow.
    • Chartered tax adviser (CTA) with 20+ years' tax experience in the Big Four.
    Alex Price director
  • Lisa-Marie Smith CTA

    Director

    • Leads our R&D tax credit practice nurturing talent and growing the next generation of leaders.
    • Chartered tax adviser (CTA) and solicitor.
    • Winner of Tolley Taxation's Rising Star award 2017.
    Lisa-Marie Smith director
  • Jenny Tragner CA ATT

    Director

    • Our technical director and ForrestBrown’s leading expert on R&D tax policy.
    • Chartered accountant and ATT Fellow working in tax since 2002.
    • Holds a seat on HMRC's R&D consultative committee.
    Jenny Tragner 2019
  • Andy Yeo ACMA

    Finance Director

    • CIMA qualified accountant.
    • Models our future business growth.
    • Experience in legal, healthcare & recruitment sectors and helping prepare owner-managed businesses for sale.
    Andy Yeo, Finance Director at ForrestBrown
  • James Dudbridge

    Associate Director

    • Leads our Tax Advisory Practice.
    • Qualified solicitor with more than 10 years experience in tax law.
    • Provides technical and strategic advice to our clients, both SMEs and larger businesses.
    James Dudbridge
  • Tom Jones ATT

    Associate Director

    • Heads up the ForrestBrown R&D tax credit practice.
    • Associate of Taxation Technicians (ATT).
    • Over a decade of experience in tax and trained at a Big Four firm.
    Tom Jones senior tax manager

Want to work for us?

We’re ForrestBrown, and we were ranked in The Sunday Times best small companies to work for in 2018, 2019 and 2020. Regionally, we were ranked number one across all companies to work for in the South West in 2018. Everyone at ForrestBrown is valued for who they are as well as what they can do. We all share a common purpose: to help innovative businesses grow. If you’re thinking “where next?”, we’d love to hear from you.

The QA team

Find out how we can help you

If you have questions about your eligibility for R&D tax credits, or how much they might be worth to your business, get in touch with our team.

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