1. Who we are
  2. Our people

Our people

ForrestBrown’s team offers specialist technical expertise. We’re chartered and combine specialist R&D tax credit knowledge with real passion, enthusiasm and energy for helping innovative businesses grow.

Our team is 130+ strong and comprises chartered tax advisers, chartered accountants, lawyers, sector specialists, former HMRC inspectors and quality assurance experts.

  • Simon Brown CTA

    Chairman & Founder

    • Founded ForrestBrown in 2013.
    • Qualified chartered tax adviser (CTA).
    • Guides ForrestBrown’s management team and builds new external relationships.
    Simon Brown founder and managing director
  • Sara Brigden

    Managing Director

    • Leads ForrestBrown, its operations and day-to-day performance.
    • Drives ForrestBrown’s agenda to increase professionalism in the R&D tax relief industry.
    Sara Brigden director
  • Leanne Davy


    • 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
  • James Dudbridge


    • 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
  • Adam Kotas CTA


    • 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


    • 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 & Vice-Chair

    • Chartered tax adviser (CTA) and solicitor.
    • Winner of Tolley Taxation’s Rising Star award 2017.
    • Leads our R&D tax practice.
    Lisa-Marie Smith director
  • Jenny Tragner CA ATT


    • An expert on R&D tax incentive policy.
    • Almost 20 years working in tax for some of the UK’s best-known innovators.
    • Holds a seat on HMRC’s R&D Consultative Committee.
    • A chartered accountant and ATT Fellow.
    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
  • Tom Jones ATT

    Associate Director

    • Heads up the ForrestBrown R&D tax credit practice.
    • Association of Taxation Technicians (ATT) qualified.
    • 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.