1. Our people
  2. Business growth

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 120 strong and comprises chartered tax advisers, chartered accountants, lawyers, sector specialists, former HMRC inspectors and quality assurance experts.

  • Sara Brigden

    Managing Director

    • Leads the ForrestBrown team.
    • Manages strategy and day-to-day operations.
    • Champion for raising professional standards in the industry.
    Sara Bridgen managing director
  • Adam Kotas CTA


    • Passionate about R&D as an essential component of business strategy
    • Responsible for expanding ForrestBrown’s reach.
    • Qualified chartered tax adviser (CTA).
    Adam Kotas director
  • Alex Price CTA


    • Leads our partner programme for accountants.
    • 20 years’ tax experience.
    • Qualified chartered tax adviser (CTA).
    Alex Price director
  • Stephen Leishman

    UK Sales Lead

    • Responsible for our business development team in Scotland and the North of England
    • Helping businesses access best in class R&D tax advice
    • Builds long lasting relationships with our partners
  • James Gore

    Corporate Affairs Lead

    • Delivers our external communications and thought leadership.
    • Works with stakeholders to help shape the future of R&D tax.
    • Brings experience from sectors including aviation and financial services.
    James Gore - Corporate Affairs Lead
  • Chloé Palmer CTA

    Associate Director

    • Qualified chartered tax adviser (CTA)
    • Extensive experience at a Top 10 accounting firm
    • Over a decade of tax experience
    Chloé Palmer CTA
  • Kelly Oakley CTA

    Associate Director

    • Qualified chartered tax adviser (CTA).
    • More than a decade of tax experience.
    • Builds relationships with our accountant partners.
    Kelly Oakley
  • Jenny Tragner CA ATT (Fellow)

    Director & Head of Policy

    • R&D tax incentive policy expert.
    • 20 years of tax experience, including advising some of the UK’s best-known innovators.
    • Provides advice on the most complex cases involving R&D tax reliefs, including the resolution of HMRC disputes.
  • Lauren Balasco MCIM

    Digital Marketing Manager

    • Manages our digital marketing presence
    • Diploma from the Chartered Institute of Marketing
    • Defence and security background
  • Alyn Bateman

    Business Development Manager

    • Helps clients strategically access R&D tax relief funding.
    • Background in finance and software business development and sales.
    • Based in ForrestBrown’s Scotland office.
  • Chris Jeffreys

    Business Development Manager

    • First point of contact for ForrestBrown Clients.
    • Helps clients strategically access R&D tax relief funding.
    • Nearly 15 years’ experience in business development and sales.
    Chris Jeffreys
  • Felicity McCready

    Partnerships Manager

    • Develops relationships with our accountant partners 
    • Helps to educate businesses about the benefits of R&D tax relief
    • Over 10 years’ experience as a qualified solicitor
    Felicity McCready
  • Tom Salter Mem.MBA

    Business Development Manager

    • Helps clients strategically access R&D tax relief funding.
    • Studied Marine Biology at the University of Plymouth.
    • Based in ForrestBrown’s Bristol HQ.
    Tom Salter - Business development manager
  • Philip Scott

    Business Development Manager

    • Background in energy and technology business development.
    • Helping businesses access best in class R&D tax advice.
    • Based in ForrestBrown’s Glasgow office.
  • Thomas Wood

    Business Development Manager

    • Experienced in helping UK businesses access valuable R&D tax relief
    • The first point of contact for businesses
    • Studied History at the University of Leicester
    Tom Wood
  • Curtis Harrison

    Business Development Manager

    • Background in Finance and Insurance
    • Committed to developing partnerships
    • Account Management
  • Rex Orcajada

    Business Development Manager

    • A first point of contact for innovative businesses
    • Background in Life Sciences
    • Helps client access innovation grant opportunities
  • Corrie Anthoney

    Business Growth Support Consultant

    • APM Project Management Qualification
    • Provides key insights into the business and clients
    • Construction project management background
    Corrie Anthoney - Operations associate
  • Emily Davis

    Partnerships Executive

    • Develops relationships with our industry associations
    • Background in financial services
    • Oversees our proposal and tendering process
  • Sarah Mahmud

    Marketing Operations Associate

    • Industrial Placement student
    • Studying at the University of Exeter
    • Supporting ForrestBrown's marketing strategy

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.

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.