Saffery promotes six to partner

1 Apr 2024

abstract graphic

Saffery has promoted six directors to partner, with effect from 1 April.

Based in the Harrogate office, David Bussey is a Chartered Accountant and Trust & Estates Practitioner, advising families and owner-managed businesses across Yorkshire and the North East. He is a member of the firm’s Land & Rural Group and specialises in advising owners of landed estates and rural businesses on the many and often complex taxation and accounting issues they face, including succession planning, capital taxes mitigation, property transactions and general commercial advice. David’s work also encompasses preparing business valuations for both commercial and tax purposes.

Based in London, Steven Coelho is a private client tax specialist, advising high and ultra-high net worth clients and their families on their UK tax affairs, estate and succession planning. Having trained with a trust company in Jersey, he draws upon his experience to provide tailored and holistic advice to international family offices and trustees with multi-jurisdictional interests. Steven is ACCA qualified and is a Chartered Tax Adviser. He is also an affiliate member of STEP and has been listed in the Citywealth Top 100 Future Leaders, the eprivateclient Top 35 under 35, and the eprivateclient NextGen Leaders list.

Based in High Wycombe, Luke Hanratty advises a broad portfolio of clients, including UK subsidiaries of large US chains, landed estates involved in property rental and commercial enterprises, international pharmaceutical groups and science & technology companies. His background is highly technical, holding both Chartered Accountant and Chartered Tax Adviser qualifications, as well as a doctorate in particle physics.

Anna Hicks is based in London and leads on the firm’s audit and financial reporting technical activity. She has considerable experience in IFRS as well as UK GAAP, with a particular interest in larger company financial reporting. She works with the firm’s client teams, advising on audit and accounting matters as well as supporting with technical training requirements. Anna joined Saffery in 2014, having spent seven years in industry as Group Financial Accountant for a listed property company.

Andrew Smith is also based in London, providing tax advice to the owners of private companies and shareholders, across personal and corporate tax issues. His clients span a variety of sectors, including recruitment & executive search, technology, sports & entertainment and film & TV. Andrew has a particular interest in advising on corporate reorganisations, business sales and equity reward plans.

Based in London, Helen Wilkie is a not-for-profit audit specialist. She has extensive experience of auditing and advising a range of charity and other not-for-profit organisations, from start-up charities to household names. Helen has a Masters in Charity Accounting & Financial Management and also holds the ICAEW Diploma in Charity Accounting. Outside of work, Helen supports the charity Blue Cross as an Independent Audit Committee member.

Matthew Burton, Managing Partner at Saffery, comments:

“Our six new partners reflect the exceptional quality and breadth of expertise in our teams serving important markets and regions across the UK. They each have made, and continue to make, important contributions to the success of our clients, and the development of our business. They epitomise our shared values and commitment to client service – the golden thread which runs throughout the firm.

“As an organisation, our purpose is to ‘support opportunity and enable success’ and we passionately believe in investing in our people and supporting them to develop and achieve their potential. This is true right from the earliest career stages – which is why we were thrilled to welcome our largest ever cohort of graduate trainees last year – and it remains just as important at each subsequent stage of the journey. We are enormously proud of all those promoted today, and warmly congratulate them on taking this well-earned step forwards.”

Contact Us

Matthew Burton
Managing Partner, London

Key experience

Matthew is the firm’s Managing Partner and is primarily responsible for managing the firm and setting the strategy for its...