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Professional Financial Services for Individuals

Key financial services, tailored to your circumstances

Your future wealth and planning

You’ve probably got a plan, or at least an idea, of your route to a comfortable future and retirement. So it’s vital to ensure the wealth you have accumulated over time is working to help make it all happen. Too many people leave cash and investments where they either stagnate, lose value or attract too much taxation. We’ll ensure your wealth continues to grow.

Set me up for success

Strategic planning when you need it most

Coming into wealth

Receiving an inheritance can be an emotional experience, but it pays to think smart about how you use your new wealth.

Cost of care & later life planning

There may come a time where you need more than just a relaxed lifestyle in retirement – we’ll help you plan for the help you need.

Divorce and finances

It’s an awkward subject, but if you want to ensure your children or grandchildren gain from your wealth then you should plan now.

Cashflow modelling

You may need to monitor a number of revenue sources, each paying returns at various times. We’ll help you see what to expect when.

Retirement planning

How soon will you be able to retire, and what standard of life could you enjoy when it happens? Talk to us about your plans.

Investing

Make sure you put your money to work so that it grows in value and provides the later life that you hope to enjoy.

Retaining and managing wealth

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.

Instant information on your desktop

Did you know, our online investment facility sbinvest allows 24-7 access to your account, so you can manage your money however you need to. With sbinvest, opening an ISA or general investments can be made from the comfort of your own home or office. With no requirement for separate advice, the minimum investment amount of £50 means it’s the perfect solution for anyone looking to begin saving.

Meet the team

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

View all our team profiles

Niall Decort

Corporate Finance Executive

Niall is a Corporate Finance Executive based in our Ipswich office

Alleshni Kuppusami

Audit Manager

Alleshni is a chartered accountant providing external accounting audit services to owner managed businesses.

Lauren England

Audit Manager

Lauren joined Scrutton Bland in September 2024 and works as an Audit Manager looking after a portfolio of not for profit and corporate clients.

Piers Harrison

Audit Partner

Piers joined Scrutton Bland in September 2024 as an Audit Partner in the Colchester office.

Keri Williamson

Client Manager

Keri joined Scrutton Bland during 2024 and is currently working in the Risk and Assurance Team.

Hannah Lambert

Senior Client Support

Hannah works in our Business Advisory team, across our Bury St Edmunds and Ipswich offices.

Luke Oscar

Outsourcing Analyst

Luke joined in Scrutton Bland in 2023 and is currently training towards the ACCA qualification.

Megan Leet

Senior Client Support

Megan joined Scrutton Bland in March 2024 and works within our Business Advisory team.

Paula Mason

VAT Manager

Paula is our VAT Manager in our Ipswich and Bury St Edmunds offices and oversees our VAT advisory offering.

Lydia Brasted

Outsourcing Manager

Lydia’s expertise ranges from Management accounts production to advice on Cloud-Based software.

Bethany Carley-Beales

Outsourcing Semi-Senior

Bethany is an Outsourcing Semi-Senior within our Business Advisory team.

Emma Harrison

Outsourcing Analyst

Emma joined Scrutton Bland in April 2023 and works within our Business Advisory Team.

Jon Lee

Payroll Manager

Jon is a Payroll Manager based in our Ipswich office and oversees the growth of our bureau function.

Tracy Stephenson

Assistant Payroll Manager

Tracy works as an Assistant Manager in our Payroll team and is based in our Ipswich office.

John Perry

Audit Partner

John is an Audit Partner in our Bury St Edmunds and Ipswich offices.

Laura Ryding

Business Advisory Manager

Laura is a Business Advisory Manager and works across our Bury St Edmunds and Ipswich offices.

Laura Bloom

Assistant Manager

Laura is an ACCA qualified Assistant Manager based in our Ipswich office.

Immi Rust

Assistant Manager

Immi works as an Assistant Manager in our Audit team in Colchester

Liberty Sutherland

Assistant Manager

Liberty works in our Audit department as an Assistant Manager.

Christen Wood

Client Manager

Christen works as a Client Manager in our Colchester office

Paul Harris

Private Client Tax Partner

Paul is a Private Client Tax Partner focused on serving central East Anglia from our Bury St Edmunds office.

Georgie Norman

Head of People and Culture

Empowering people to become the best version of themselves.

James Goldsmith

Assistant Manager

James is an Assistant Manager within our audit team, based in our Colchester office but spending much of his time on site with clients.

Lesley Aldons

Assistant Manager

Lesley is a highly experienced Chartered Accountant, specialising in the charity sector

Harriet Livermore

HR Adviser

Harriet is an HR adviser working across all of Scrutton Bland’s three offices

Bethan Pritchard

Senior Risk and Assurance Auditor

Bethan completes risk and assurance audits for clients

Rachel Cornes

Digital and Events Manager

Rachel joined us in 2022 as Digital and Events Manager

Natalie Farrow

HR Adviser

Natalie is an HR Adviser, working across all of our offices

Tyler Hursey

Tax Adviser

Tyler works in our tax team in Colchester.

Josh Bailey

Client Support

Josh currently works in our Business Advisory department in Colchester.

Ben Gallington

Corporate Finance Manager

Ben works as an Corporate Finance Manager and is based in our Ipswich office.

Emily Dunbar

Client Manager

Emily works as a Client Manager in the Business Advisory department of our Ipswich office.

Steven Burgess

Audit Partner

Steven provides audit and assurance services for family and owner managed businesses.

Elizabeth Nichols

Marketing Director

Elizabeth leads the strategic Marketing direction, tactics and campaign management for the Firm.

Simon Hurren

Private Client Tax Partner

Simon specialises in advising High Net Worth Individuals with their personal tax affairs.

Ryan Pearce

Client Manager

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

Chris Hall

Tax Assistant Manager

Chris works within our Private Client Tax Department across our Ipswich and Bury St Edmunds offices.

Andrew Strickland

Consultant

Andrew has been with Scrutton Bland for over thirty years and is now a consultant, based in our Colchester office.

Ben Chaplin

Audit Manager

Ben works in the audit team, managing a variety of commercial and not for profit clients.

Leisyen Cox

Associate Partner

Leisyen joined Scrutton Bland in 2008 and is an Associate Partner in our Risk and Assurance Department.

Lauren Caulfield

Audit Manager

Lauren is a manager in the audit team, working in our Ipswich office.

Samantha Stent

Associate Partner

Sam is an Associate Partner, based in our Colchester office.

Mark Smith

Corporate Finance Director

As a Corporate Finance Director, Mark has over 30 years of experience in managing financial transactions for businesses.

Sally Ledger

Personal Tax Manager

Sally is a Tax Manager in our Ipswich office, specialising in personal tax and Capital Gains Tax.

Joy Shaw

Senior Tax Adviser

Joy is a member of the Tax Advisory Team, specialising in assisting businesses with post-Brexit regulations.

Luke Morris

Corporate Finance Partner

Luke is a Partner and leads our Corporate Finance team.

Chris George

Tax Advisory Partner

Chris oversees the provision of advice to businesses covering tax planning.

Jo Gilbert

Client Manager

Jo is a manager in the Ipswich office as part of the Business Advisory team.

Samantha Mudd

Senior Tax Adviser

Sam is a member of the tax advisory team specialising in personal tax.

David Collins

Senior Tax Adviser

David is a Senior Tax Adviser with expertise in UK and non-UK tax residency rules.

Paul Skinner

Audit Manager

Paul is a Corporate Services manager providing audit and compliance services.

David Pickess

Audit Manager

David is a Corporate Services Manager in our Colchester Office.

Emma Clifton

Business Advisory Partner

Emma is a Partner in our Ipswich Business Advisory team.

Ryan Pearcy

Associate Partner

Ryan leads our SB Digital team bringing efficiency and insights to owner managed businesses.

James Thurkettle

Corporate Finance Director

James works on business valuations, disposals and acquisitions, and specialises in US/UK GAAP conversion work in the education sector.

Sonja Lambourne

Client Manager

Sonja is a Chartered Accountant specialising in agriculture, land and property.

Jack Deal

Business Advisory Partner

Jack is a Business Advisory Partner working across East Anglia, with a focus on the west of the region.

Alexandra Canham

Corporate Finance Manager

Alex is a manager within the Corporate Finance team.

Carl Bullen

Senior Risk and Assurance Auditor

Carl undertakes risk and assurance internal audits for our clients.

Robert Brigg

Corporation Tax Manager

Robert oversees all Corporation Tax compliance work undertaken across Scrutton Bland.

Andrew King

Business Advisory Assistant Manager

Andrew’s expertise ranges from management accounts to tax compliance work and cloud-based accounting systems.

Ben Cussons

Business Advisory Partner

Ben is a Partner in our Ipswich Business Advisory team.

Simon Pinion

Business Advisory Partner

Simon is a Business Advisory Partner and looks after accounting for owner-managed businesses.

James Tucker

Business Advisory Partner

James is a Business Advisory Partner, advising a range of businesses on their growth and development.

Paul Goddard

Risk & Assurance Partner

Paul specialises in internal audits and delivers robust frameworks to help businesses.

Graham Doubtfire

Private Client Tax Partner

Graham is one of our Private Client Tax Partners working from our Colchester office.

Nick Banks

Business Advisory Partner

Nick is a Business Advisory Partner and the firm’s Finance Partner, heading up the finance team and lead partner for the Farm and Estates advisory team.

Jason Fayers

Managing Partner

Jason specialises in business, corporate and personal taxation.

“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

Meet the team

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.