ROTHMANS - Key Persons
Job Titles:
- Chartered Accountant
- Partner
Andrew is a qualified Chartered Accountant. He has been a partner since 1995, having joined Rothmans in 1991 from a national firm.
Andrew has broad experience, covering a wide range of corporate clients from large listed companies to SMEs. He provides advice and assistance in many areas including accounts, taxation, general business guidance, business strategy and succession planning.
Andrew lives with his family in the New Forest. He is a cricket fan and enjoys the occasional game of golf.
Job Titles:
- Hons ) FCCA Partner
- Partner / Southampton
Habib commenced employment with Rothmans in 2000 and qualified as a Chartered Certified Accountant in 2004.
After qualifying he gained an in-depth knowledge of tax which helps him give clients quality all round advice. Habib has built up a portfolio of personal, business, charity and trust clients. He was appointed Director in 2009 and Partner in April 2011.
Habib concentrates on the owner, helping them make the most out of their wealth and assets - ‘I take pride in giving the all-round advice the "ordinary" business owners need and deserve - I enjoy dealing with people and solving their problems'.
Hannah joined the Winchester office of Rothmans as accounts manager in 2017 and was appointed to Director in April 2021.
Previously, Hannah trained and worked with a large Southampton firm, focusing on audits, before joining a large firm in Poole as an outsourcing assistant manager in 2016, particularly in the areas of statutory and management accounts.
She specialises in working with owner-managed businesses within a wide range of sectors, managing accounts preparation, including tax and vat returns, payroll, support with tax planning and compliance. She also advises on personal tax matters. She is a Xero-certified advisor, with expertise in other cloud-based software preferred by clients.
Hannah has a passion for technology and cloud based accounting software. Hannah is keen to use modern technology to help businesses have the right skills to improve processes that grow and enhance profitability.
Hannah grew up and still lives in Romsey with her husband and dog, Monty, enjoying walking and spending time with the family.
Hannah Batchelor Director Hannah joined the Winchester office of Rothmans as accounts manager in 2017 and was appointed to Director in April 2021. Previously, Hannah trained and worked with a large Southampton firm, focusing on audits, before joining a large firm in Poole as an outsourcing assistant manager in 2016, particularly in the areas of statutory and management accounts. She specialises in working with owner-managed businesses within a wide range of sectors, managing accounts preparation, including tax and... Read more about Hannah Habib Brora BA(Hons) FCCA Partner Habib commenced employment with Rothmans in 2000 and qualified as a Chartered Certified Accountant in 2004. After qualifying he gained an in-depth knowledge of tax which helps him give clients quality all round advice. Habib has built up a portfolio of personal, business, charity and trust clients. He was appointed Director in 2009 and Partner in April 2011. Habib concentrates on the owner, helping them make the most out of their wealth and assets - ‘I take pride in giving the all-ro... Read more about Habib Sarah Cross Manager Sarah joined the Salisbury office of Rothmans in 1996 as a graduate trainee after studying for her modern languages degree at Coventry University. She qualified in 1999 as a Chartered Accountant. In 2019, Sarah was appointed Manager at Rothmans' Ringwood office. Sarah provides a full range of tax and accountancy services for clients, including individuals, sole traders, partnerships and small limited companies. She lives in Salisbury with her family, and enjoys singing in choirs, the the... Read more about Sarah Trevor Dommett Tax Director Trevor joined the Rothmans Winchester office in April 2022 as Tax Director, serving clients locally and throughout Hampshire, Dorset and the home counties. He trained with the Inland Revenue (now HM Revenue & Customs) in 1986 and remained in the Civil Service until going into practice in 1993, working for a number of large accountancy firms, first as Tax Manager and then as Senior Tax Manager. Trevor specialises in working with owner-managed businesses, self-employed individuals, profe... Read more about Trevor Robin Lloyd FCA Partner Robin joined the Chandlers Ford office of Rothmans in 2012 as a Director and become a Partner in 2013. Previously with a top-six accountancy practice for over six years, Robin originally started his career with a large independent Hampshire firm and has more than 30 years' practice experience. He trained at Burnett Swayne in Southampton and qualified as a Chartered Accountant in 1993. Robin acts for a wide range of clients and is well known in the professional marketplace. He specialise... Read more about Robin Liz Martyn Director Liz joined the Chandlers Ford office of Rothmans in 2010 as a graduate trainee after studying for her accounting degree at Southampton. She qualified in 2014, becoming a manager, then senior manager. Liz was appointed to Director in 2020. She specialises in working with medium and large corporate clients across a wide range of sectors, dealing with audits, accounts and project work. Liz lives in Fair Oak, is married with one son, and enjoys reading, films and travel. Read more about Liz Mike Moreton Senior Tax Manager Mike, who grew up and still lives in Chandlers Ford, joined the Chandlers Ford office of Rothmans in 2017, where he is Senior Tax Manager. Previously, he worked in finance management for the Royal Bank of Scotland and then at Southampton City College, before becoming a tax advisor at a large firm of accountants and then going on to take a personal tax senior role at another leading firm. Mike is experienced in dealing with a wide range of tax matters for both individual and corporate clients,... Read more about Mike Andrew Perriam FCA Partner Andrew is a qualified Chartered Accountant. He has been a partner since 1995, having joined Rothmans in 1991 from a national firm. Andrew has broad experience, covering a wide range of corporate clients from large listed companies to SMEs. He provides advice and assistance in many areas including accounts, taxation, general business guidance, business strategy and succession planning. Andrew lives with his family in the New Forest. He is a cricket fan and enjoys the occasional game of golf... Read more about Andrew Jonathan Poulter FCA, CTA, BSc(Hons) Partner Jonathan, who grew up in Winchester, joined Rothmans in 2009, having previously worked for a top 5 accountancy firm in London and Southampton. He qualified as a Chartered Accountant with the Institute of Chartered Accountants in England & Wales whilst working in audit before moving to corporation tax to pursue a keen interest in taxation. He joined the Winchester office of Rothmans as a general practice Manager with a tax focus, and subsequently qualified as a Chartered Tax Advisor (CTA)... Read more about Jonathan Kevin Richards Director Kevin joined the Chandlers Ford office of Rothmans in 2012 and was appointed as a Director in October 2016. He trained at a large accountancy practice in Southampton, where he qualified as a Certified Chartered Accountant in 2000. In 2002, Kevin took a year-long career break to travel with his wife, experiencing different cultures and spending time working in Australia for several months. On his return to the UK, he joined a large mid-tier accountancy firm, working his way up to becoming Se... Read more about Kevin Sue Sullivan FCA Partner Sue trained and qualified at Rothmans, becoming a partner in 1987 and opening the Salisbury office in 1990. She is a general practitioner with a taxation bias and her particular interest is the tax and accounting strategies of owner-managed businesses where personal and company financial issues often blend together. Sue gets great satisfaction in solving clients' problems and providing help and support, firmly believing that the accountant's role is to work with their clients to get throu... Read more about Sue Kate Williams Tax Manager Kate is Tax Manager at the Salisbury office of Rothmans. She joined Rothmans in 1996 as a Chartered Accountant before going on to specialise in tax, becoming CTA-qualified in 2005. Previously, Kate trained with a mid-tier firm in Andover after completing a Business Studies degree at Oxford Brookes University. Kate works with owner-managed businesses in a wide range of industries, from new venture entrepreneurs and IT consultants, through to large property companies and the farming s... Read more about Kate Lisa Wilson FCA Director Lisa was appointed a Director in 2015, based at our Southampton office. Lisa joined Rothmans in 2006 after working for a number of years in two other Hampshire-based accountancy firms. She has many years' experience advising on all areas of general practice, as well as expertise in audit and specialist sectors such as not-for-profit and healthcare. Lisa has a keen interest in advising owner-managed and family businesses, helping them to grow and make the most of their assets, while r... Read more about Lisa
Hannah Batchelor Director Hannah joined the Winchester office of Rothmans as accounts manager in 2017 and was appointed to Director in April 2021. Previously, Hannah trained and worked with a large Southampton firm, focusing on audits, before joining a large firm in Poole as an outsourcing assistant manager in 2016, particularly in the areas of statutory and management accounts. She specialises in working with owner-managed businesses within a wide range of sectors, managing accounts preparation, including tax and... Read more about Hannah Trevor Dommett Tax Director Trevor joined the Rothmans Winchester office in April 2022 as Tax Director, serving clients locally and throughout Hampshire, Dorset and the home counties. He trained with the Inland Revenue (now HM Revenue & Customs) in 1986 and remained in the Civil Service until going into practice in 1993, working for a number of large accountancy firms, first as Tax Manager and then as Senior Tax Manager. Trevor specialises in working with owner-managed businesses, self-employed individuals, profe... Read more about Trevor Jonathan Poulter FCA, CTA, BSc(Hons) Partner Jonathan, who grew up in Winchester, joined Rothmans in 2009, having previously worked for a top 5 accountancy firm in London and Southampton. He qualified as a Chartered Accountant with the Institute of Chartered Accountants in England & Wales whilst working in audit before moving to corporation tax to pursue a keen interest in taxation. He joined the Winchester office of Rothmans as a general practice Manager with a tax focus, and subsequently qualified as a Chartered Tax Advisor (CTA)... Read more about Jonathan Sue Sullivan FCA Partner Sue trained and qualified at Rothmans, becoming a partner in 1987 and opening the Salisbury office in 1990. She is a general practitioner with a taxation bias and her particular interest is the tax and accounting strategies of owner-managed businesses where personal and company financial issues often blend together. Sue gets great satisfaction in solving clients' problems and providing help and support, firmly believing that the accountant's role is to work with their clients to get throu... Read more about Sue
Jonathan, who grew up in Winchester, joined Rothmans in 2009, having previously worked for a top 5 accountancy firm in London and Southampton. He qualified as a Chartered Accountant with the Institute of Chartered Accountants in England & Wales whilst working in audit before moving to corporation tax to pursue a keen interest in taxation.
He joined the Winchester office of Rothmans as a general practice Manager with a tax focus, and subsequently qualified as a Chartered Tax Advisor (CTA) with the Chartered Institute of Taxation.
In 2012 he was appointed Director within the firm, being promoted to Partner in April 2016. Jonathan has a broad scope of experience dealing with a wide range of taxation and accounting matters. His portfolio consists of groups of companies, individual companies and businesses, LLPs, CICs, charities, partnerships, sole traders and personal tax individual client work.
Jonathan deals with a wide range of clients/sectors and enjoys providing a relationship-driven service to clients, with tax planning always in mind. His specialisms include start-up businesses, incorporating an existing business, corporation tax planning and R&D tax relief claims. Jonathan also assists clients with monthly and quarterly management accounts and reporting, together with cash flow and P&L forecasting.
Jonathan also advises individuals on personal tax, capital gains tax and inheritance tax planning.
Together with his client portfolio, Jonathan has prepared valuations for incorporations and EMI share scheme matters; has dealt with HMRC enquiry/Worldwide Disclosure Facility matters for clients across various taxes; acts as Trustee in relation to Will Trust matters; has prepared and assisted clients with Research & Development (R&D) claims, including HMRC's Advance Assurance Facility; has assisted clients with tax-efficient corporate structuring of investments such as EIS, SEIS (again under the HMRC Advance Assurance Facility); and tax-efficient share schemes such as EMI.
Recently, Jonathan has been helping businesses get ready for Making Tax Digital coming in from 1 April 2019. He pursues a keen interest in accounting technology, being a Certified Pro Advisor of Intuit QuickBooks Online and a proficient user of Xero.
Jonathan is married and lives in Winchester with his family. He is a passionate musician, playing saxophone, piano and guitar and is also a keen sportsman, enjoying football, badminton, golf and tennis.
Kate is Tax Manager at the Salisbury office of Rothmans.
She joined Rothmans in 1996 as a Chartered Accountant before going on to specialise in tax, becoming CTA-qualified in 2005.
Kevin joined the Chandlers Ford office of Rothmans in 2012 and was appointed as a Director in October 2016.
He trained at a large accountancy practice in Southampton, where he qualified as a Certified Chartered Accountant in 2000. In 2002, Kevin took a year-long career break to travel with his wife, experiencing different cultures and spending time working in Australia for several months. On his return to the UK, he joined a large mid-tier accountancy firm, working his way up to becoming Senior Audit Manager, before joining Rothmans.
As well as utilising his specialist auditing skills, Kevin has a particular interest in supporting owner-managed businesses. He provides accountancy, business advisory and taxation advice to a wide range of small to medium-sized businesses in a variety of different sectors, serving clients across the Southern region, London and further afield.
Kevin is married with two children and lives in Southampton. In his spare time, he enjoys a number of keep-fit activities and travelling with his family.
Lisa was appointed a Director in 2015, based at our Southampton office.
Lisa joined Rothmans in 2006 after working for a number of years in two other Hampshire-based accountancy firms. She has many years' experience advising on all areas of general practice, as well as expertise in audit and specialist sectors such as not-for-profit and healthcare.
Lisa has a keen interest in advising owner-managed and family businesses, helping them to grow and make the most of their assets, while realising their personal ambitions.
She says, "Building long-standing relationships with clients is one of the most rewarding parts of my role. It allows me to look at the bigger picture and create practical solutions that suit their business needs as well as their personal goals. An owner-managed business should not be the client's boss, it is about making the business work for them."
Liz joined the Chandlers Ford office of Rothmans in 2010 as a graduate trainee after studying for her accounting degree at Southampton. She qualified in 2014, becoming a manager, then senior manager. Liz was appointed to Director in 2020.
She specialises in working with medium and large corporate clients across a wide range of sectors, dealing with audits, accounts and project work.
Liz lives in Fair Oak, is married with one son, and enjoys reading, films and travel.
Mike, who grew up and still lives in Chandlers Ford, joined the Chandlers Ford office of Rothmans in 2017, where he is Senior Tax Manager. Previously, he worked in finance management for the Royal Bank of Scotland and then at Southampton City College, before becoming a tax advisor at a large firm of accountants and then going on to take a personal tax senior role at another leading firm.
Mike is experienced in dealing with a wide range of tax matters for both individual and corporate clients, with a particular interest in personal tax, inheritance tax planning and trusts. He also deals with complex projects for a large number of audit clients.
Married with 2 children, Mike is involved in football coaching for AFC Hiltingbury, for which he is also treasurer. He also enjoys playing football, running and keeping fit.
Robin joined the Chandlers Ford office of Rothmans in 2012 as a Director and become a Partner in 2013. Previously with a top-six accountancy practice for over six years, Robin originally started his career with a large independent Hampshire firm and has more than 30 years' practice experience.
He trained at Burnett Swayne in Southampton and qualified as a Chartered Accountant in 1993.
Robin acts for a wide range of clients and is well known in the professional marketplace. He specialises in advisory services to small and medium size companies, particularly in the recruitment, manufacturing, technology and renewable energy sectors.
Robin lives in Southsea with his family. He enjoys playing golf and racquet sports and is a keen spectator of most sports.
Robin Lloyd FCA Partner Robin joined the Chandlers Ford office of Rothmans in 2012 as a Director and become a Partner in 2013. Previously with a top-six accountancy practice for over six years, Robin originally started his career with a large independent Hampshire firm and has more than 30 years' practice experience. He trained at Burnett Swayne in Southampton and qualified as a Chartered Accountant in 1993. Robin acts for a wide range of clients and is well known in the professional marketplace. He specialise... Read more about Robin Liz Martyn Director Liz joined the Chandlers Ford office of Rothmans in 2010 as a graduate trainee after studying for her accounting degree at Southampton. She qualified in 2014, becoming a manager, then senior manager. Liz was appointed to Director in 2020. She specialises in working with medium and large corporate clients across a wide range of sectors, dealing with audits, accounts and project work. Liz lives in Fair Oak, is married with one son, and enjoys reading, films and travel. Read more about Liz Mike Moreton Senior Tax Manager Mike, who grew up and still lives in Chandlers Ford, joined the Chandlers Ford office of Rothmans in 2017, where he is Senior Tax Manager. Previously, he worked in finance management for the Royal Bank of Scotland and then at Southampton City College, before becoming a tax advisor at a large firm of accountants and then going on to take a personal tax senior role at another leading firm. Mike is experienced in dealing with a wide range of tax matters for both individual and corporate clients,... Read more about Mike Andrew Perriam FCA Partner Andrew is a qualified Chartered Accountant. He has been a partner since 1995, having joined Rothmans in 1991 from a national firm. Andrew has broad experience, covering a wide range of corporate clients from large listed companies to SMEs. He provides advice and assistance in many areas including accounts, taxation, general business guidance, business strategy and succession planning. Andrew lives with his family in the New Forest. He is a cricket fan and enjoys the occasional game of golf... Read more about Andrew Kevin Richards Director Kevin joined the Chandlers Ford office of Rothmans in 2012 and was appointed as a Director in October 2016. He trained at a large accountancy practice in Southampton, where he qualified as a Certified Chartered Accountant in 2000. In 2002, Kevin took a year-long career break to travel with his wife, experiencing different cultures and spending time working in Australia for several months. On his return to the UK, he joined a large mid-tier accountancy firm, working his way up to becoming Se... Read more about Kevin
Sarah joined the Salisbury office of Rothmans in 1996 as a graduate trainee after studying for her modern languages degree at Coventry University. She qualified in 1999 as a Chartered Accountant. In 2019, Sarah was appointed Manager at Rothmans' Ringwood office.
Sarah provides a full range of tax and accountancy services for clients, including individuals, sole traders, partnerships and small limited companies.
She lives in Salisbury with her family, and enjoys singing in choirs, the theatre and walking her two dogs.
Sarah Cross Manager Sarah joined the Salisbury office of Rothmans in 1996 as a graduate trainee after studying for her modern languages degree at Coventry University. She qualified in 1999 as a Chartered Accountant. In 2019, Sarah was appointed Manager at Rothmans' Ringwood office. Sarah provides a full range of tax and accountancy services for clients, including individuals, sole traders, partnerships and small limited companies. She lives in Salisbury with her family, and enjoys singing in choirs, the the... Read more about Sarah Sue Sullivan FCA Partner Sue trained and qualified at Rothmans, becoming a partner in 1987 and opening the Salisbury office in 1990. She is a general practitioner with a taxation bias and her particular interest is the tax and accounting strategies of owner-managed businesses where personal and company financial issues often blend together. Sue gets great satisfaction in solving clients' problems and providing help and support, firmly believing that the accountant's role is to work with their clients to get throu... Read more about Sue Kate Williams Tax Manager Kate is Tax Manager at the Salisbury office of Rothmans. She joined Rothmans in 1996 as a Chartered Accountant before going on to specialise in tax, becoming CTA-qualified in 2005. Previously, Kate trained with a mid-tier firm in Andover after completing a Business Studies degree at Oxford Brookes University. Kate works with owner-managed businesses in a wide range of industries, from new venture entrepreneurs and IT consultants, through to large property companies and the farming s... Read more about Kate
Sue trained and qualified at Rothmans, becoming a partner in 1987 and opening the Salisbury office in 1990.
She is a general practitioner with a taxation bias and her particular interest is the tax and accounting strategies of owner-managed businesses where personal and company financial issues often blend together. Sue gets great satisfaction in solving clients' problems and providing help and support, firmly believing that the accountant's role is to work with their clients to get through the downturns as well as maximising opportunities in a strong economy.
Sue is a keen skier and walker, and is currently adding learning Italian to her achievements.
Trevor joined the Rothmans Winchester office in April 2022 as Tax Director, serving clients locally and throughout Hampshire, Dorset and the home counties.
He trained with the Inland Revenue (now HM Revenue & Customs) in 1986 and remained in the Civil Service until going into practice in 1993, working for a number of large accountancy firms, first as Tax Manager and then as Senior Tax Manager.
Trevor specialises in working with owner-managed businesses, self-employed individuals, professional partnerships and small to medium-sized companies. He deals with all personal tax matters, including capital gains tax advice, inheritance tax planning and advice in connection with residency and domicile issues and property taxation. His broad background and time at the Inland Revenue provides thorough expertise when advising clients in all areas of taxation, and he has over many years developed a specialism for dealing with enquiries of all shapes and sizes.
Trevor lives in Southampton with his family and enjoys running, attending live music concerts, reading, cinema and football.