Seminars:
Further information
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Speaker profiles
More about our speakers.Seminar 1
Paul Rosson, Cassons
Paul Rosson is Cassons’ Director of Financial Services and has been employed by the firm for 7 years. Paul is an Independent Financial Adviser and is a holder of the Advanced Financial Planning Certificate.
He started work in financial services with the Co-operative Insurance Society and then moved to Legal & General. Paul then took up the position of IFA with the independent arm of the Halifax Building Society. Whilst at the Halifax, Paul concentrated on investment business until 2000 when he joined Cassons to assist Steven Greenwood in the managing of our clients’ portfolios. Today Paul’s role is mainly focussed on investment portfolio management and investment research. He also manages the Financial Services Department and is a Director of Cassons Mortgage Services Limited, which is a separate company set up to arrange mortgages for our clients.
Paul’s interests include mountain biking and walking. Paul and his wife live on a farm on the moors above Rochdale where they are both keen gardeners.
Colin Tice, Cassons
Colin heads Cassons’ tax team, working between the firm’s Lancashire and Manchester offices. His responsibilities involve tax planning and consultancy for both personal and corporate clients. He is an expert on the use of trusts for tax planning. Colin is responsible for all aspects of taxation and oversees the tax compliance functions in both of Cassons’ offices.
Colin has been with Cassons (then known as JB Lever & Co.) since he left school in 1977. He qualified as a chartered accountant in 1986 and became a partner with the firm in 1993. Colin is a Fellow of the Institute of Chartered Accountants in England and Wales, and a member of the Institute's Tax Faculty. This year Colin celebrates 30 years with Cassons.
Graham Wood, Kuit Steinart Levy
Graham Wood is a solicitor at Manchester law firm Kuit Steinart Levy and a lead partner in a department of 7 fee-earners. Graham obtained his law degree from the University of Birmingham and qualified as a solicitor in 1995, since which time he has specialised in inheritance tax and estate planning.
Graham joined Kuit Steinart Levy in 1997, becoming partner in 2002. His caseload covers tax planning; trusts, both UK and offshore; charities; wills and estate administration. Graham is a member of the Society of Trust and Estate Practitioners (STEP).
Click here to visit Kuit Steinart Levy's website
Steven Greenwood, Cassons
Steven has overall responsibility for Cassons’ Financial Services Department, as well as looking after a portfolio of personal and business clients, with responsibility for all of their investment and business needs.
Steven started work as an articled clerk with Touche Ross. He moved to Mann Judd Downey in 1982 and qualified as a chartered accountant in 1986. His firm then merged with J B Lever and Co. which became Cassons. Steven was promoted to partner in November 1996 and this year he celebrates 25 years with the partnership. Steven is a Fellow of the Institute of Chartered Accountants in England and Wales and has been awarded Investment IFA of the Year.
Seminar 2
Ashley Hayman
Ashley is Senior Partner of Cassons and head of the firm’s Corporate Finance Department.
Ashley read Law at Cambridge (taking a University prize) but "lost his way" and became a chartered accountant and chartered tax adviser. He heads the corporate finance team, advising on business strategy; finding, making and negotiating deals; and raising funds for growth and acquisition. Earlier in his career, Ashley specialised in tax; and he still brings an unusual degree of tax expertise to the negotiating table. He recently gained the prestigious Advanced Diploma in Corporate Finance.
Ashley joined Whinney Murray & Co (now Ernst & Young) pre-university in 1968 and qualified as a chartered accountant in 1974. He joined J B Lever & Co (now Cassons) 1976, became a partner 1977 and senior partner 1997.
Lesley Pangburn, Cassons
Lesley is Cassons’ Tax Consulting Manager. Her specialities include tax planning for owner-managed businesses and individuals, and tax enquiries.
After gaining her mathematics degree from Cambridge University, Lesley took some time out to teach in Barbados before starting her accountancy training. Between 1987 and 1998 she worked at Binder Hamlyn, qualifying as a Chartered Accountant in 1990, and continuing with Arthur Andersen following the merger of those accounting firms. She obtained experience of a wide range of businesses and business issues during her work on audits, appraisal of investment opportunities, assistance with business acquisitions and disposals, and consultancy work on special projects. In 1998 Lesley moved to become the Forensic Accounting Manager at an independent firm in the north west before joining Cassons in 1999, where she continued her forensic accounting work and also provided tax advice.
Lesley was admitted to the Chartered Institute of Taxation in 2004, and now uses her experience to enable businesses and individuals to structure their affairs in order to minimise their tax bills. She also assists clients negotiate settlements with HMRC.
In her free time Lesley enjoys modern art, music, tennis and the occasional round of golf.
Paul Robertson, Ways HRC
Paul is MD of Ways Human Resource Consulting and responsible for the overall leadership of the business. He also is responsible for the development and delivery of a range of HR and management consultancy services together with all strategic projects.
Paul was formerly Head of Practice for Hays HRC and a board member for Hays HR Services, which included Hays HR Consulting and Outsourcing Services. Ways HRC was set up by Paul and several of his fellow directors from Hays after Hays carried out a strategic withdrawal from HR consulting.
Paul has been a specialist in people management consulting for the last eight years, which followed a diverse background with experience in the private, public and voluntary sectors (including operating as Chief Executive of an international charity, Director of a national childcare charity and senior manager in local government). Paul’s consultancy work includes executive coaching, leadership development, board level facilitation, strategy analysis, facilitation, training, development, organisational design, performance management, competency frameworks, team building, EI and mediation. He has worked across all sectors and recently has developed particular expertise in job family modelling in the public sector.
Click here to visit the Ways HR Consulting website
Seminar 3
Kate York
Kate is Cassons’ Corporate Finance Researcher, providing support on all corporate finance matters as well as giving invaluable assistance to Cassons’ marketing team.
Kate studied Business and Management studies at the University of Bradford and entered into her first position as a corporate finance researcher during her university industrial placement year. During this time Kate became the sole researcher at a corporate finance boutique in Leeds which specialised in mergers and acquisitions. Kate was involved in identifying acquisition targets for clients based on their strategic criteria and gained an excellent understanding of various business intelligence databases. She also became skilled at prospect identification and market research.
Following graduation in 2004 Kate began work with one of the UK’s leading business transfer agencies. She was responsible for establishing a research facility to market businesses for sale and to help facilitate deals, using and further honing the skills she had previously attained.
In 2006 Kate joined Cassons, to assist in a wider range of transactions and has become an integral part of the corporate finance team. Current activities include preparing research to support business sales and business acquisitions through target identification and through market research for inclusion in business plans. Kate is also involved in competitor analysis and benchmarking activities to support business valuation. In addition since starting at Cassons, Kate has been a key factor in the direct mail marketing activities undertaken by generating target lists.
Lee Williams CRM Audit
In 2001 Lee founded CRM Audit Limited, a management consultancy that specialises in assisting businesses to understand, implement and perform Customer Relationship Management (CRM). Since then Lee has worked with a number of prominent clients, including AXA and Accenture in measuring the performance and benefits associated with CRM solutions. Additionally Lee has also consulted to American Express, Barclays, Lloyds TSB Insurance and HBOS on change management and business improvement programmes.
Lee’s early career, as a sales professional in the life science industry, has allowed him to develop a pragmatic approach to customer management that is both insightful and thought provoking. He will change they way you think about your customers, both internal and external, and help you to develop strategies that maximize value for employees, shareholders and customers.
He has a degree in Pharmacology & Physiology and a Master of Business Administration from Manchester Business School, where he is currently completing his doctorate in Business Administration, He is a member of the Chartered Institute of Marketing (CIM), the Institute of Directors and Chairman of Manchester Business School North West Alumni Association.
Click here to visit the CRM Audit website
Will Kintish, Kintish
Will Kintish qualified as a chartered accountant in 1971, aged 23 and stayed in practice for the next 30 years. He ended his accountancy career as the senior partner on merger with a national firm on May 31 2000. The next day he set up Kintish to show people in the professional, financial and service-based communities how to attract more business and clients.
How does he do that? By helping them become more confident and effective business networkers.