Partner, Outsourced CFO: Technology and startups
Adviser to entrepreneurs and owner-managers
Simon supports and nurtures growing businesses by helping them develop the management practices which enable good decision making.
He provides a complete service to clients, allowing them to maximise their overall income and minimise their overall tax by harmonising their corporate and personal finances. He works closely with colleagues in BKL’s tax, wealth and private client teams to provide a comprehensive service to his clients.
Simon advises his clients when they are making major decisions such as moving premises, hiring staff, capital expenditure and expanding their businesses. This is why, for many of his clients, he is their trusted adviser.
Simon has a degree in Economics from the University of Bath.
He joined BKL as an ACA trainee after university and has worked his way up to partner.
Run by Business Leader, the Scale-Up Awards are aimed at fast-growing, innovative and ambitious UK businesses. Senior members of BKL Advance judged entries across five categories. As sponsors of the Technology Scale-Up Of The Year award, we had the honour of … Read more
Run by Business Leader, the Scale-Up Awards are aimed at fast-growing, innovative and ambitious UK businesses. Senior members of BKL Advance judged entries across five categories that reflect the variety of growing businesses we support: Technology Scale-Up Of The Year … Read more
Exagen is a leading renewable energy developer who builds and runs solar energy farms with battery storage facilities across the UK. It builds relationships with landowners, farmers and local communities to create biodiversity-boosting sites that boost biodiversity and tackle the … Read more
What’s missing is the big strategic plan. This could be an acquisition, allowing the business to enter new markets, add key skills or fill an important technology gap; or perhaps operational or digital transformation. This is where a CFO will … Read more
Run by Business Leader, the Scale-Up Awards are aimed at fast-growing, innovative and ambitious UK businesses. Senior members of BKL Advance will be on the judging panel. We will also be sponsoring and presenting the Technology Scale-Up Of The Year … Read more
A business plan is often an essential requirement for securing funding, whether it’s startup investment, a loan, or input into an established business from family members or shareholders. But there are other stages in the life of a business when … Read more