Professional Financial Services for Individuals.

Key financial services, tailored to your circumstances.

Your future wealth and planning.

Your private tax arrangements can be just as intricate as those for any business and we’re here to support you whether you’re thinking about family succession, inheritance processes, business ownership transitions, divorce, HMRC enquiries or any other major life events or projects. 

Set me up for success

Services

Strategic planning when you need it most.

Solve my problems

Private Client Service

From creating tax-efficient solutions on investments or trusts to preparing your finances for later in life, we can help.

Personal Tax Advice

Advice tailored to your circumstances, helping you manage compliance, reduce liabilities and plan ahead with confidence through proactive support, clear guidance and trusted expertise.

Retaining and managing wealth

Advice for Pension Scheme Trustees

Once you’ve achieved the level of wealth that can help secure a comfortable future, the trick is to make sure that you stick to the roadmap, and that your assets grow with your ambitions.

However, obstacles can easily throw stones under your wheels. You might unexpectedly find your assets split after a divorce, an investment pot may not have been as secure as you were led to believe or your financial transfers may not have been set up in a way that is best working in your favour.

Carefully managing your wealth to keep it in the right places, minimising tax exposure, ring-fencing trusts for specific use and optimising fees and costs will ensure you have the most to enjoy in later life. Whatever your plan and vision, we’ll give you the attention you deserve and keep you on track to making it happen.

Setting you up for later life.

Your standard of living and the level of care you may need to receive in later life are both reliant on the assets and wealth you accumulate ahead of retirement. Modelling your anticipated cash flow and planning what your life will look like after work means you will get total clarity on how to manage your money.

Whether you are currently a director, executive, business owner, self-employed or an employee, we can provide guidance and advice to help you get the most out of your money. Our approach is defined by compassion, insight and transparency – we’ll listen to everything you have to say, give you our informed advice and the reasons behind our thinking, and won’t hide any costs.

To us, everything is personal. With a clear definition of what you want to achieve with your wealth and the right management, you can plan for your future.

The team

Meet the team.

We’re a friendly and professional team of accountants, auditors, tax advisers, corporate finance specialists, business advisers and so much more.

View all team profiles

Ryan Pearce

Client Manager

Ryan is a Senior Risk and Assurance Auditor, based in our Ipswich office.

Scott Grant

Tax Adviser

Scott is a Tax Adviser based in our Colchester office.

Helen Kent-Woolsey

Senior Tax Adviser

Helen joined the private client tax team at Scrutton Bland in March 2026.

Jon Spoor

Business Advisory Partner

Jon is a Partner in our Norwich office specialising in the agricultural sector.

Stewart Davy

Business Advisory Director

Stewart is a Director at Scrutton Bland, looking after a portfolio of predominantly corporate clients and supporting them with all aspects of accounts and tax compliance.

Neil Groom

Private Client Tax Director

Neil is a Private Client Tax Director based in our Norwich office.

Mark Johnstone

Business Advisory Partner

Mark is a Partner at Scrutton Bland, working across both Audit and Business Advisory for owner-managed SMEs.

Keely Collis

Outsourcing Manager

Keely joined Scrutton Bland in February 2025 and leads our outsourced finance and bookkeeping team, working across all of our offices from her base in Colchester.

Emma Davis

Senior Tax Adviser

Emma is a Senior Tax Advisor supporting private clients with all aspects of their personal tax affairs.

Julia Furey

Operations & Projects Manager

Julia is Operations & Projects Manager across each of our offices.

“Scrutton Bland made everything really easy, replied to emails at lightning speed and took the time to explain and discuss everything with me until I felt comfortable.”

Andy Smith, CEO, StrategiQ Marketing

By your side.

At Scrutton Bland, you’ll always have at least two points of contact, so that you can get in touch with the team and receive the highest level of service. Meet our team.