We have a rich blend of diversity in every form, from people just embarking on their careers to the highly experienced, from formidable academic achievement to hands-on experience, from data technologists to chemical engineers. What pulls us together is our unwavering commitment to our clients and their innovations.
To find out more about working for Source Advisors, visit our careers page.
IP & Policy Lead
Akshay brings academic rigour and commercial IP experience to his role as IP Consultant & Policy Lead for Source Advisors. Akshay is skilled in advising clients on how to identify, develop and manage their IP, and on using IP analytics to maximise your R&D and boost growth.
Associate Director
Joining Source Advisors in 2020 Chloe works closely with clients to identify their R&D, Intellectual Property and Patent Box opportunities. She is a single point of contact for clients to ensure that the whole claims process is smooth and efficient for our clients.
Quality & Review Director
Deborah heads up the Quality and Review function at Source Advisors ensuring that the highest standards are consistently applied in all the work we do. She provides technical training and guidance to our internal teams, partner accountants and to our clients.
Chief Commercial Officer
Dominic inspires our commercial team to develop successful long-term client relationships.
At the centre of this approach is a belief that delivering commercial value is essential to a collaborative and sustainable partnership.
Key Account Director
Joining Source Advisors in 2024 as a Key Account Director, James adds value to our larger and more complex enterprise clients through a holistic understanding of their specific business needs.
Senior Associate
Having studied business management at university, James joined Source Advisors in 2023. After thriving as part of our client facing team, James was promoted to the role of Senior Associate in 2024.
Accountant Relationship Manager
Joshua joined our expanding Accountant Partner team in 2023. His commitment to strong client relationships coupled with specialist knowledge of financial services are key to what he offers our Accountant Partners today.
Senior Associate
Joining Source Advisors in 2023 Jude quickly understood the technical requirements of R&D and IP tax incentives and was promoted to Senior Associate in 2024.
Key Client Engagement
Joining Source Advisors in May 2017, Les works on our Key Account opportunities to help them fully optimise the potential of their innovation by means of HMRC led tax benefits.
Senior Associate
Liam joined Source Advisors in 2022 as a graduate trainee and with a background in customer services. As Enterprise Senior Associate, he focuses on specifically on working with our larger and more complex clients.
UK Managing Director
Joining Source Advisors in 2017 as Commercial Director, Luke now brings his passion for client delivery to the role of UK Managing Director. He ensures that Source Advisors takes its place as the UK’s largest specialist provider of IP services and R&D tax relief, helping our clients commercialise innovation.
Head of Human Resources
As Head of Human Resources, Lynsey has a fundamental role in promoting a positive workplace culture. She is responsible for all aspects of HR including talent acquisition, development and wellbeing.
Accounting Partnership Innovation Consultant
Phil has worked in R&D and intellectual property since 2015, so is an experienced, compliance-led R&D tax and IP specialist. Now he brings practical inside knowledge of the claims process to our Accounting Partners.
Outreach Team Leader
Joining Source Advisors in 2021, Rowan heads up our Outreach Team. He works with our clients to fully identify and optimise their R&D and IP to achieve their business goals.
Senior Account Manager
Joining Source Advisors in 2015 Sabrina is central to our Account Management Team. She co-ordinates and manages Source Advisors resources to deliver successful R&D tax relief claims.
Accountant Relationship Manager
As Accountant Relationship Manager at Source Advisors, Sam’s unwavering focus is on building strong, mutually beneficial relationships that guarantee exceptional results and top-notch customer service for our Accountant Partners and their clients.
Operations Director
In her role as Operations Director, Samantha brings expertise in business performance and an in-depth knowledge of operational improvement ensuring our team consistently delivers to the high standards expected by our clients and accounting partners.
Chief Financial Officer
With a first class degree in economics and as a fellow of the Institute of Chartered Accountants in England and Wales, Steve has a wealth of investor, Director and Non-Executive Director experience across a range of businesses and industries.
Tax Director
Vanessa has over twenty years of accounting experience and works closely with our clients to identify R&D, Patent Box, and RDA opportunities. She provides technical training to our internal teams and our partner accountants, ensuring that everyone at Source Advisors delivers rigorous accounting standards.
Accounting Partner Director
Vicki co-founded R&D tax consultancy Luvo Financial in 2015. In 2021 Source Advisors acquired Luvo, which allowed Vicki access to additional services for her clients and partners. Vicki works with our team to further develop our extensive range of tools, benefits, and services to meet the needs of our Accounting Partners.
