Anna Schwarz

Director, Bristol

Anna Schwarz

Anna sits within the firm’s Business Advisory and Assurance Team, providing services to owner managed businesses and larger national groups with turnovers from £500,000 to £150 million across multiple sectors.

Anna is both a Chartered Accountant and a Chartered Tax Advisor and her priority is to provide a rounded service bringing together these disciplines.

Anna is a member of the firm’s Entrepreneurs Practice Group and National Valuation Forum.

Key experience

Examples of advisory work include:

  • Providing commercial and tax valuations for purposes such as share schemes, management buyouts and probate,
  • Reviewing the accounting and tax implications of group re-organisations,
  • Advising on the most tax efficient exit strategy for winding up a business,
  • Tax planning for clients to extract funds in the most efficient way personally and for the business.


Anna, originally from London, now lives in the Mendips and spends a lot of her spare time playing at the local tennis club and going to matches when she can.   Otherwise she enjoys hiking with friends and sourcing good country pubs.