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.
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.
Caroline joined Source Advisors in 2015, delivering robust R&D and Patent Box reports. With her in-depth knowledge of the R&D tax relief scheme, she supports our clients by ensuring up-to-date, accurate and fully compliant claims.
Cassie works with our clients and accounting partners to ensure that their R&D tax relief claims are not only compliant but that the process runs smoothly and efficiently from start to finish.
Joining Source Advisors in 2020 Chloe works closely with our enterprise 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.
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.
Having achieved a first class degree in zoology at university, Ellena joined Source Advisors in 2024 and is part of our Accounting Partner team. She brings her interest in science and innovation to her R&D conversations.
Emma uses her background in software development to help our innovative clients identify the value of their R&D, translating complex technical work into clear narratives that demonstrate true innovation.
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.
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.
Enterprise Senior Associate
As an Enterprise Senior Associate, Liam is well placed to fully identify R&D and IP opportunities to help our largest clients reach their business goals.
Passionate to explore innovation in R&D, Louise brings her exceptional research skills and academic rigour to the exploration of IP assets and patents for our clients. Her experience of medical writing helps her share her insights in a clear and actionable way.
Luke has led Source Advisors as a market-leading R&D tax relief specialist for the last 8 years. He works closely with tax professionals, accountants and policy makers to shape R&D tax policy, championing the incentives that best reward and encourage innovation in the UK.
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.
Owen has experience in offering business banking services to SMEs. Since 2022, he has prepared software R&D claims for some of the largest companies in the UK.
Phil has worked in R&D and intellectual property since 2015, so is an experienced, compliance-led R&D tax and IP specialist.
Bringing over 20 years’ of strategic financial experience, Pritesh heads up our Finance function, providing the strategic management information from a financial and commercial view and an insight that ensures the smooth running of our business.
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.
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.
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.
Smrity joined Source Advisors in 2026, supporting clients through their R&D tax relief claims. Working closely with both our technical and finance teams, she helps ensure claims are robust, accurate and compliant.
Steve is a longstanding Technical Consultant with a wealth of cross-sector R&D experience. He works closely with businesses to identify qualifying innovation and maximise the value of their R&D and Patent Box tax relief claims.
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.
Since joining Source Advisors in 2021, Vicki has built and led the firm’s partnership strategy, focusing on long-term relationships, technical confidence, and policy informed insight.
Will holds a First Class Degree in Aerospace Engineering, and a PhD from the Institute of Shock Physics, Imperial College London. As an innovation specialist within the defence and aerospace sectors, Will now shares this insight with Source Advisors clients.
Zaim trained as an Aero-Mechanical Engineer and is a chartered member of the Institute of Mechanical Engineers. He has specialised in innovation consultancy since 2018, joining Source Advisors as a Technical Consultant in 2024.
