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Bishop Fleming strengthens private client offering with double partner appointment

4th July 2024

Bishop Fleming has appointed two tax partners to its Cheltenham office, bolstering the firm’s private client offering. The double appointment highlights the firm’s commitment to growing its service offering in the Gloucestershire region and nationally.

Bishop Fleming New Partner Image

[L to R: Zoe Martin, Andrew Browne & Iona Martin]

Iona Martin, previously Tax Director and Head of Private Banking Tax at KPMG, has over 25 years’ private client advisory experience, most recently supporting financial services clients in the wealth sector with tax reporting, tax remediation and tax risk management.

Zoe Martin, a private client taxation specialist with over 25 years’ experience in private practice, joins as a Tax Partner from RSM UK. Zoe brings a wealth of knowledge working with high net worth individuals, owner managed businesses and trusts, with a focus on Capital Gains Tax and Inheritance Tax planning.

Iona Martin, Partner, commented:

“I’m pleased to be joining Bishop Fleming and look forward to using my experience to push forward the strategic growth ambitions of the firm, both in Cheltenham and beyond. By growing its presence in Cheltenham, the firm is well-positioned to provide a top-quality offering while still maintaining a local knowledge and understanding, which can be invaluable to our clients.

“Bishop Fleming’s commitment to creating a diverse and inclusive workplace aligns with my personal ideals, so I am excited to play my part in making the firm’s growth ambitions a reality in line with its commitment to core values and culture.”

Zoe Martin, Partner, said:

“I am delighted to be joining Bishop Fleming at this exciting time and I look forward to growing the firm’s presence in the Gloucestershire region. I have ambitions to make Cheltenham a hub of specialism for our private clients, developing bespoke, holistic solutions.

“Iona and I will be working closely with our colleagues across Bishop Fleming’s eight UK offices to build and strengthen our private client practice and bolster our national offering.”

Head of Tax, Andrew Browne, welcomed the new partners to the team, adding:

“We see great opportunity for growth in the region. The opening of our Cheltenham office in 2023 and subsequent investment in people is testament to our focus on ambitious growth targets across the Midlands and South West. We are pleased not only to strengthen our presence in Cheltenham but also expand the range of specialist services we can offer to our private clients.

“I look forward to working with Iona and Zoe and drawing upon their experience and knowledge to help realise our ambitions during this exciting journey.”  

The appointments follow the recent recruitment of Jamie Vinall to the firm’s Cheltenham office, who joined as Audit Director in April.

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