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Mitchell Charlesworth news update

Mitchell Charlesworth promotes seven

Mitchell Charlesworth has made seven promotions, including two partners in its tax and corporate finance teams.

Alison Birch has become a VAT partner in the tax team. Alison joined the firm in 2016 as a senior manager and has worked in VAT for over 17 years, both in professional practice and industry. She has extensive experience in dealing with VAT issues in a variety of sectors including retail, media, manufacturing and healthcare. Alison has also spent time overseas assisting a large business restructure its global supply chain and has recently been assisting businesses with the introduction of VAT in the Middle East.

Jerry Scriven has been promoted to partner at Mitchell Charlesworth’s corporate finance arm, MC Vanguard and will drive future growth of the client base in Manchester. He is a leading figure within the North West financial community, providing board level advice and support for businesses across the region who are selling, acquiring or extending their businesses or require advice on funding and finance solutions.

Jerry qualified as a chartered accountant in 1990 and completed his MBA at Cranfield in 2002. Before joining MC Vanguard in 2015, Jerry worked in a variety of roles including time in industry acting as commercial director and finance director for different businesses and also as a consultant to the North West Fund for business.

The firm has also promoted Jamielee Johnston to associate. Having graduated with a degree in maths and finance from the University of Liverpool, Jamielee moved to Scotland where she trained and qualified as a chartered accountant. Jamielee then returned to the North West and joined Mitchell Charlesworth’s audit and accounts team in 2016. She has a mixed portfolio of clients, including a variety of owner managed businesses and charities.

In addition, two accountants have been promoted to manager - they are Sarah Guppy and Chris McEnaney - and Emma Houghton and Amy Taylor have been promoted to the role of assistant manager. All four work in the audit and accounts team.

Paul Wainwright, managing partner at Mitchell Charlesworth, said: “These well deserved promotions recognise the hard work and dedication of individuals who consistently deliver outstanding service to our clients. They also reinforce our commitment to support and invest in our people and provide them with opportunities to develop their careers at the firm.”

Brian McCann, partner at MC Vanguard, said: “Jerry Scriven is already a well known figure in the region’s financial sector with a solid reputation for completing deals for ambitious business owners. Following his promotion, he will be instrumental in driving our future growth in Manchester as well as across the North West and North Wales and will play an important role in helping clients achieve their business goals.”

Tim Adcock, partner and head of Mitchell Charlesworth’s tax team, added: “Alison plays an important role in working with both existing and new clients to maximise their VAT opportunities and streamline their VAT processes. She has expanded the firm’s VAT services, taking on additional staff to support growth, and has demonstrated her ability to provide the highest standard of service and client care.”

5D Health Protection Group wins Merseyside Innovation Award

Liverpool’s multi award-winning contract research organisation and centre of excellence in biofilm and microbiology testing, 5D Health Protection Group, has won this year’s highly contested Merseyside Innovation Awards (MIA).

Since 1996 the MIA have recognised and rewarded companies and individuals in Merseyside who use creativity to fuel growth and profitability. The MIA aim to help them turn great ideas into great businesses and contribute towards the region’s economic development.

Merseyside Innovation Awards Winner 2018 5D Health Protection Group Limited won first Prize and received £10,000 cash. Judges commended the company’s innovation, research and development capabilities.

Founded in 2015, 5D Health Protection Group was established to address a major global customer and medical need in the area of biofilm testing. Since inception, the company has gone from strength to strength with their development of anti-biofilm technologies, and is now recognised as a global leader in the field.

The Group has become internationally renowned for working with industry, academia, public health bodies and healthcare professionals, to protect people, products and ideas from the detrimental effects of biofilms and microorganisms.

Professor Percival, CEO, 5D Health Protection Group, said: “It is a true honour to receive this award tonight in recognition of our dedicated work. I would also like to congratulate the other finalists who showed a high calibre of innovation in their respective fields.”

Brian McCann, MIA founder and partner of Mitchell Charlesworth, said: “Congratulations to 5D Health Protection Group. Their work in providing ground-breaking innovation, research and development is paramount in the protection of people from the detrimental effects of biofilms and microorganisms.

“They displayed true innovation in their efforts to attack biofilm control on all fronts during their presentation, making them a very deserving winner.

“The high level display of innovative projects by the three finalists was outstanding and made choosing a winner a challenge. The quality and calibre of innovation in Merseyside gets stronger and stronger each year and we can’t wait to see what 2019 brings”.

Fleetsolve, the Wirral-based renewable power solutions specialist, won the Merseyside Innovation Prestige Award. Celebrating 16 years in business, Fleetsolve use a combination of biofuel and bio waste to provide sustainable electricity.

Introduced in 2016, the Prestige Award recognises businesses with a turnover of £1m-£25m who are investing in innovation and employment in Merseyside, on a larger scale than the main Merseyside Innovation Award contenders.

Last night’s runners-up finalists included Blinx, a cloud-based and business intelligence app which unifies and correlates companies’ data on one highly visual platform and Oblige Global, who seek to transform the lives of individuals with disabilities, through innovation and smart technologies. Both finalists won a £2,500 cash prize on the night.

For further information about the Merseyside Innovation Awards please visit: Mitchell Charlesworth is proud to sponsor the Merseyside Innovation Awards.

Mitchell Charlesworth boosts tax team with two new senior hires

Mitchell Charlesworth has strengthened its expert tax team with two senior appointments. Phil Hartley and Phillippa Britchford have both joined the firm as tax managers.

Phil Hartley is a chartered accountant and chartered tax adviser with more than eight years’ experience of dealing with owner managed businesses and providing tax advice on a wide range of issues. In particular, Phil specialises in owner-managed business tax planning, corporation tax planning and research and development tax relief claims. He joins the firm from Haleys Business Advisers.

Commenting on his appointment, Phil said: “Mitchell Charlesworth has a well-established tax practice which provides a high-quality service to a range of clients and I’m looking forward to working closely with the team as we build on this together.”

Phillippa Britchford has returned to Mitchell Charlesworth after having spent 10 years working for other accountancy firms in Cheshire. When previously working at the firm she completed accounts and audits. She has spent the time since leaving the practice developing her knowledge of personal tax and returns to look after personal tax clients, especially those with residency issues. Phillippa trained in Belfast and recently become a FCA of the Institute Chartered Accountants Ireland.

Phillippa said: “Having previously worked at Mitchell Charlesworth, I was aware of the excellent team that they already had and was keen to join it again to bring both my own experience and to further develop my knowledge. I look forward to developing long term relationships with my clients, and helping them plan for their future in the most tax efficient manner.”

Tim Adcock, partner and head of Mitchell Charlesworth’s tax team, said: “As a firm we are continually investing in our team and recruiting the best talent we can to enable us to deliver the highest-quality service to our clients. Phil and Phillippa’s knowledge and expertise make them both key additions to the team. It’s great to have them on board.”

Paul Wainwright, managing partner at Mitchell Charlesworth added: “Our clients’ needs have become less about tax compliance and more about dealing with their tax planning. In response to this, we have further enhanced our senior tax team with both appointments, strengthening our well established specialist tax offering and enabling us to add even greater value and service to our clients.”

Mitchell Charlesworth’s tax team spans across the firm’s five offices in Manchester, Liverpool, Chester, Warrington and Widnes.

Mitchell Charlesworth Charity Fundraising Update

The team at Mitchell Charlesworth continue to support local and national charities with generous donations, fundraising initiatives and volunteering.

In April, two team members joined 40,000+ runners to take on the world famous London Marathon. Cara Bartlett, head of marketing, ran in aid of the 1st Great Sutton Scouts Group, raising more than £1400 which will go towards a new trailer for use on camping trips and expeditions. Latha Rodgers, director of tax, raised more than £3000 for the mental health charity, MIND.

In July, staff across the firm’s offices took part in the Trussell Trust’s Summer Appeal to help support families over the summer holidays. They generously donated a large amount of food and toiletries for distribution amongst the charity’s North West foodbanks.

Mitchell Charlesworth upcoming events

Breakfast Seminar: Making Tax Digital for VAT

Thursday 27 September 2018 8:45am - 10am
St Helens Chamber, Salisbury Street, off Chalon Way, St Helens WA10 1FY

Chamber Members: FREE
Non-Chamber Members: £10.00 plus VAT

For more information and to book your place visit the link below.

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