Meet the Team

Abbie has developed a strong foundation in sales since joining CBTax. She specialises in understanding client requirements and delivering structured, results-driven solutions. Her role focuses on building strategic relationships, identifying growth opportunities and driving measurable value for clients. She applies a consultative approach to support business development objectives and contribute to overall commercial performance.

Adam is an accomplished sales and business development leader with over a decade of experience across healthcare, media and waste management. He specialises in driving strategic growth, building high-performing sales teams and delivering measurable revenue results in competitive markets.

Combining strong commercial acumen with advanced IT expertise, Adam leverages data and technology to unlock new opportunities, improve performance and align strategy with execution. Known for his pragmatic leadership style, he fosters strong client relationships and collaborative team cultures that consistently deliver impact.

Alex holds an MSc in Neuropharmacology and a PGDL in Law from City St George’s, University of London. His combined scientific and legal training enables him to analyse complex engineering and manufacturing developments against HMRC’s CIRD81910 criteria, translating iterative design, testing and analysis into compliance-aligned R&D narratives. He excels at evidencing technological uncertainties and non-readily deducible advancements within process-driven innovation environments.

Alexia combines a strong background in construction and sustainability with a data-driven approach to R&D tax relief. Her hands-on industry experience enables her to confidently identify qualifying activities, particularly within complex construction and waste management projects.

‍

Holding a degree in Geography, she brings a robust foundation in analytical thinking and produces clear, high-quality technical reports that support well-evidenced, defensible R&D claims. Alexia works closely with clients to translate intricate project details into concise technical narratives, ensuring clarity, accuracy and maximum value throughout the claiming process.

Aliyah supports clients across the UK and Ireland with the preparation of detailed financial analyses and R&D claim preparations for submission to HMRC and Revenue.

‍

She works collaboratively with tax and technical specialists to ensure claims are accurate, compliant and commercially robust. With a background in Accounting and Finance, she applies strong analytical expertise and technical understanding to deliver precise, well-substantiated financial outcomes.

Amelia joined the CBTax team in January 2023 as Financial Administrator, bringing with her a foundation in financial analysis and operational leadership from the hospitality sector. Before joining CBTax, she advanced from Reservations Manager to Revenue Analyst, where she refined her skills in financial data interpretation and process optimisation.

At CBTax, Amelia plays a key role in supporting financial operations with precision and insight. She is results-driven and highly detail-oriented, known for her ability to analyse complex financial data, streamline workflows and contribute to effective financial management across the firm.

Amy uses her B2B face-to-face sales experience to build trusted relationships with businesses and identify opportunities that deliver clear commercial value. 

‍

Through proactive outreach and confident engagement with decision-makers, she connects organisations with solutions that support growth and innovation. With a growing focus on the biotech R&D sector, Amy combines analytical thinking and commercial insight to strengthen client partnerships and help advance their research and business objectives.

As an Accounting and Finance graduate, Artur applied his analytical and financial expertise to the R&D tax sector, specialising in technically complex claims across multiple industries. He works closely with technical teams to identify and articulate technological uncertainties into clear, HMRC compliant narratives supported by structured cost analysis. His commercially focused approach enhances claim robustness, mitigates enquiry risk and ensures clients realise the full value of their innovation activities.

Ben serves as Tax Resolutions Manager, supporting SMEs and large corporations in navigating complex HMRC and Revenue compliance interventions. As an ATT-qualified professional, he combines strong technical tax expertise with proven dispute resolution skills. Ben works strategically and collaboratively to manage enquiries efficiently, minimise risk, and achieve positive focused resolutions.

Brian is a founding Business Development Manager of CBTax’s Irish office, with two years’ experience advising Irish businesses on R&D tax credit and innovation strategy.

‍

He works with senior finance and leadership teams to evaluate existing R&D approaches, assess organisational alignment and identify opportunities to enhance claim performance. Brian focuses on commercial positioning, strategic growth and expanding CBTax’s footprint across the Irish market.

Charles brings a wealth of B2B sales experience across the science and technology sectors. Over 3 years’ experience has allowed him to help innovative UK businesses identify and maximise the R&D tax incentives available to them.

‍

His consultative approach puts the client first and allows him to understand what each business needs. Working with key decision makers, he builds lasting relationships and goes above and beyond to get the best outcome for his clients.

Ciaran Doyle is an Associate Technical Consultant with an academic background in aerospace engineering and extensive experience preparing complex UK R&D tax claims across engineering, manufacturing, automotive, and construction sectors.

‍

He specialises in translating detailed technical development into structured, HMRC-compliant submissions aligned with DSIT guidance. His analytical, evidence-led approach strengthens claim accuracy, robustness, and long-term defensibility for the firm’s clients.

With experience across financial services and professional services, Conor supports organisations in identifying and progressing strategic R&D Tax Credit opportunities. Holding a Bachelor’s degree in Business Management and a Professional Diploma in AI for Business, he combines commercial awareness with analytical capability. 

‍

Conor delivers value to clients through structured assessments, clear communication of complex concepts and a disciplined approach that helps businesses navigate advisory processes with confidence and clarity.

Daisy supports the sales teams across the United Kingdom and United States, providing efficient administrative support that contributes to the smooth delivery of client services.

‍

With experience in client and financial administration, she brings strong organisational skills, attention to detail and a professional approach to managing processes. Her accuracy, reliability and commitment to confidentiality help ensure a high standard of service for both colleagues and clients.

Danny specialises in technical process development and cost analysis. A graduate of Alliance Manchester Business School at the University of Manchester with a degree in International Business, Finance and Economics, he brings strong commercial and financial insight to R&D tax advisory. 

‍

His passion within this field ensures he focuses on ensuring claims are technically robust, financially accurate and strategically aligned to maximise client value.

Denzel is a finance professional at CBTax with prior experience at Morgan Stanley and Barclays Investment Bank, where he supported transactions across structured credit and complex capital markets activity.

‍

He holds a First-Class BSc in Global Business Management from Aston University. Denzel brings a disciplined, analytical approach combined with commercial execution, focused on structuring solutions, navigating complexity and delivering high-quality outcomes in fast-paced advisory environments.

‍

Doua holds a degree in Law and International Relations and progressed through masters and SQE route. With experience in tax advisory and dispute resolution, she specialises in technical legal analysis and complex HMRC enquiries. Doua supports businesses through compliance checks and appeals, applying a structured, evidence-led approach to help achieve clear, robust and defensible outcomes for clients.

Emma brings a diverse commercial background across IT, technology, food and agriculture, enabling her to understand the challenges businesses face across multiple sectors. Her experience fosters a relationship-driven, commercially focused approach that helps identify practical opportunities for growth. By combining operational insight with strong client engagement, Emma supports organisations of all sizes in accessing valuable R&D funding.

Evie Cooke holds a degree in Chemistry with Medicinal Chemistry and applyies this academic background to the technical assessment of R&D activity. Her expertise in data analysis and structured problem-solving supports the identification of scientific and technological advancements, the assessment of uncertainty and the preparation of robust technical narratives. Evie works closely with client technical teams to translate complex development work into concise R&D submissions.

Having completed an MSci in Physiological Science at the University of Bristol, Freya brings a strong scientific foundation to her work in R&D tax. She specialises in identifying and articulating technological advancements across multidisciplinary sectors, guiding clients through the complexities of R&D legislation.

‍

Her technical expertise and analytical rigour translate complex innovation into clear, compliant and defensible claim documentation.

Greg brings a proactive, solutions-driven approach with experience in anticipating client needs and delivering strategic outcomes that enhance service quality. He identifies opportunities that create value and supports long-term client relationships through clear communication and tailored solutions.

‍

His professional expertise strengthens the firm’s service offering and contributes to consistent, high-quality client outcomes. Greg is focused on continuous improvement and long-term development, ensuring the firm remains well positioned to deliver exceptional client service over time.

With over two years’ experience in the delivery of UK R&D tax relief claims, Hannes is an R&D Senior Associate supporting clients across a broad range of sectors.

‍

His experience spans both the technical assessment of qualifying R&D activities and the preparation of associated financial and tax computations. He is ATT exam-qualified and currently undertaking the CTA qualification, and holds a Bachelor’s degree in Economics from the University of Nottingham.

With over 7 years of experience in R&D tax incentives, Harry is integral in the development of CBTax’s UAE presence while supporting UK delivery.

‍

Harry has passed the ATT examinations while leading on claims for large multinational groups and high-growth businesses. Harry brings expertise across client acquisition, portfolio management, financial analysis and technical claim preparation, delivering robust, commercially focused R&D tax advice.

Harry supports organisations in identifying commercial opportunities and supporting confident decision-making through practical insight.

‍

With experience in market research at a Big Four firm, alongside client-facing roles, he brings clear communication and commercial awareness that support effective outcomes. He works closely with clients and internal teams to ensure claims are thorough, well-supported and clearly communicated, helping businesses move forward with confidence.

Harvey is a graduate of The Manchester Metropolitan University, holding a BSc (Hons) in Accounting and Finance. He began developing his practical expertise through voluntary work with an accountancy firm prior to university, building a strong technical foundation early in his career. 

‍

He brings a diligent, analytical approach to his role, supporting the delivery of accurate, compliant and commercially focused advice that enhances the firm’s overall service offering.

Henry Fulford is an Associate Technical Consultant with an academic background in biochemistry and experience supporting UK R&D tax claims across life sciences, manufacturing, and applied research sectors.

‍

He specialises in translating complex experimental and process data into clear, HMRC-compliant technical narratives aligned with DSIT guidance. His structured, analytical approach enhances evidential quality, claim accuracy, and long-term defensibility for the firm’s clients.

Jacek holds a degree in Business Management from the University of Sheffield. He brings a strong background in commercial development, account management and client advisory services, with experience in identifying opportunities, managing stakeholder relationships and delivering measurable results. 

‍

His structured, consultative approach ensures clients receive clear guidance, an efficient process and a high standard of service throughout their R&D tax relief engagement.

Jordan works alongside the firm's CTO and senior management to deliver reliable IT support and strengthen the firm’s systems, infrastructure, and cybersecurity controls.

‍

He applies experience from IT engineering and cybersecurity practitioner roles, with certifications including ISO 27001, CCSK, Ce‑CSP, and Service Desk Skills. Jordan’s structured, service‑focused approach improves operational resilience, supports compliance, and helps ensure secure, efficient technology for clients and colleagues.

‍

Josh brings a commercially focused approach to supporting R&D tax relief delivery at CBTax. He works closely with clients and internal technical teams to identify qualifying activity, gather robust supporting evidence and ensure claims are prepared clearly and compliantly. His experience in client engagement and complex solution sales helps streamline the process, improve communication and deliver a consistent, high quality service that supports long term client relationships.

Konrad is a business development professional with an engineering background and experience across technology, scientific software, and manufacturing industries. Skilled in building strong client relationships, identifying commercial growth opportunities, and navigating complex technical environments.

‍

Previously worked in business development within the Laboratory Information Management System (LIMS) sector, supporting organisations across scientific and technology industries. Prior to this, spent five years as a Manufacturing Engineer in the aluminium can manufacturing industry, developing hands-on expertise in production processes, engineering operations, continuous improvement, and operational efficiency.

‍

Passionate about innovation, commercial strategy, and helping businesses improve efficiency, performance, and sustainable long-term growth.

‍

With extensive experience in sales, account management, and customer experience, Lewis is a proactive and professional member of the Business Development Team. Taking a consultative approach, he works closely with businesses to help them understand the benefits and eligibility criteria of the UK’s R&D tax relief incentives.

‍

Lewis is committed to building strong client relationships and supporting companies in identifying potential opportunities to claim valuable R&D tax incentives.

After qualifying in practice as a Chartered Tax Advisor, Lloyd progressed into various in-house tax roles as a Senior Tax Analyst, gaining broad commercial experience across complex tax matters. Lloyd returned to practice and since joining the team at CBTax, now specialises in R&D tax credits and legislative analysis.

In his role, he supports a diverse international client portfolio, providing practical guidance across multiple jurisdictions.

Lucy joined CBTax in April 2020 as a Tax Associate, working within the delivery team where she developed strong expertise in the R&D tax sector.

‍

While studying for and achieving her ATT qualification, she progressed through senior roles before joining the tax team in late 2024. In her current role as R&D Tax Manager, Lucy applyies her tax expertise and process-driven approach to ensure high-quality client delivery.

Mark brings extensive experience as a Business Development professional within the Professional Services sector. With a law degree and nearly a decade in the legal industry, he is well positioned to bridge the gap between the complexities of the R&D tax landscape and the CBTax process, helping clients navigate claims with clarity and confidence.

Mark is a qualified mechanical engineer and project management professional with experience delivering complex projects for leading clients across engineering, technology and software sectors.

‍

His hands-on exposure to innovation enables him to identify and clearly articulate qualifying activities under Ireland’s R&D Tax Credit scheme, helping businesses uncover opportunities, maximise claims and realise their full R&D potential

Matthew brings extensive experience in regulatory compliance and dispute resolution, strengthening the firm’s ability to manage risk and deliver robust, defensible tax advice.

‍

His expertise in analysing complex organisational and operational structures enhances claim accuracy and technical precision. Commercially astute and solutions focused, he supports clients with clear guidance, ensuring compliant outcomes while maximising value and protecting long term business interests.

Mazen holds a degree in Accountancy and Finance and is ACA part-qualified, progressing through the ACA Chartered Accounting qualification, with three exams remaining.

‍

He brings experience across accounting, tax and insolvency, with a particular focus on technical accounting analysis and complex HMRC dispute resolution. He plays a key role in supporting clients through compliance checks and appeals, applying a structured, evidence-based approach to deliver clear, robust and defensible outcomes.

‍

Nathan is an engineering graduate with a degree from Loughborough University, he applies strong technical insight and analytical expertise to support robust R&D tax claims.

‍

His engineering background enables him to understand complex projects across a range of industries, translating technical activities into clear, compliant narratives. He enhances the firm’s service offering by ensuring claims are accurate, defensible and aligned with HMRC guidance.

With over 5 years of marketing experience and a CIM Level 6 Diploma in Professional Digital Marketing, Phoebe is driven in delivering impactful results and creative marketing at CBTax.  

‍

From branding and tone of voice to video editing and event planning, Phoebe's professional expertise has evolved within regulated environments. Collaborating with the wider business to bring campaigns to life and support business growth is what she does best.

Pilar supports the delivery of complex and high-value R&D tax claims across multiple sectors. With a strong analytical foundation and extensive experience in financial review, she plays a key role in ensuring technical accuracy and commercial robustness. Her structured approach and professional judgement support the consistent delivery of high-quality, compliant claims for clients.

‍

With a First-Class Honours degree in Accountancy, Ryan works with clients to prepare clear, compliant R&D tax relief claims, helping identify qualifying costs and applying HMRC rules in a practical, straightforward way.  

Ryan’s focus is on accuracy, consistency and keeping the process efficient for clients, while ensuring claims are well supported and submitted with the right level of detail.

‍

Ryan has a unique background of serving a variety of industries that include manufacturing, construction, finance, logistics, aerospace and many Fortune 1000 entities with tax consulting services. He specializes in introducing over-looked tax opportunities for all businesses and has contributed to thousands of engagements over his career.

‍

Known for a pro-active and enthusiastic approach when developing new client relationships, leading and collaborating with internal teams. He has previously held leadership positions within Best Buy, HSBC Bank and Think LLP.

‍

Salima, an Accounting and Finance graduate, works closely with clients and colleagues to identify qualifying R&D activities, analyse expenditure and prepare robust, compliant claims.

‍

With strong attention to detail and a collaborative, approachable manner, Salima supports colleagues across the delivery team while helping clients maximise claim value and maintain CBTax’s high standard of service.

Sam is an experienced commercial and sales professional with a strong background in business development, client relationship management, and team leadership. Over the years, he has built extensive experience across sales management, training and development and commercial operations within fast-paced, target-driven industries.

Prior to joining CBTax, Sam played a key part in growing commercial operations within the IT Asset Disposal (ITAD), recycling and compliance sectors, helping businesses improve processes surrounding secure data destruction, recycling, and asset recovery. He has experience building departments from the ground up, developing sales teams, implementing structured training programmes and driving business growth through proactive sales strategies and relationship management.

‍

Sophie supports clients in preparing robust, compliant R&D claims. With a degree in Chemistry and experience spanning consulting, fintech and marketing, she combines technical expertise with commercial awareness.

‍

She works closely with clients to translate complex activities into clear technical narratives, strengthening claim accuracy and enhancing the overall quality and reliability of submissions.

As Senior Office Coordinator in the Manchester office, Sophie oversees day-to-day operations and client engagement across all three offices, providing comprehensive administrative support to both out internal teams and clients, helping to maintain high operational standards while enabling the team to deliver exceptional R&D tax services to clients.

Stephen has a background in experimental physics and holds a PhD focused on light sources and materials for extreme ultraviolet lithography, a critical semiconductor manufacturing technology.

‍

He applies deep technical knowledge with strong analytical and communication skills to interpret complex scientific data and produce clear technical reports. His experience includes rigorous research, technical assessment, and effective engagement with subject matter experts to support robust R&D evaluation and technical consulting.

Leveraging a combination of big four audit and commercial property sector expertise, Stephen Kenny delivers innovative Irish businesses the reward for their innovative efforts.

‍

He is dedicated to guiding clients seamlessly through the claims process, ensuring they feel supported and informed at every stage. Stephen particularly enjoys meeting with Ireland’s most productive businesses on site, collaborating to streamline the process and secure optimal outcomes for dynamic R&D projects.

Steven is a commercially driven business development leader with over 13 years of experience across technology, sales operations and outsourced business services. He has a strong track record of driving growth, developing talent and leading high-performing sales teams.

‍

With extensive experience in sales development, revenue generation and strategic partnerships, Steven combines a results-focused mindset with a passion for building lasting client relationships. Aligning strategy with execution, Steven helps businesses unlock opportunities for sustainable growth and long-term success.

‍

Tom has a BSc in Accounting and Finance and an LLM in International Business, Corporate and Finance Law, giving him a strong foundation to help businesses navigate and access R&D tax incentives. A passionate finance professional, he works closely with innovative companies to deliver high-quality results.

Tony is a commercial growth specialist with a background in Finance, Legal and Professional Services with the last 7 years in fintech. He works closely with innovative UK businesses to help identify qualifying Research & Development activity and unlock valuable R&D tax relief opportunities.

‍

Known for his straightforward and commercially focused approach, Tony helps companies explore funding opportunities that can support further growth, investment and innovation.

‍