ForwardLooking Team

Meet the people behind ForwardLooking

Our passionate and dedicated team brings together a diverse range of skills and expertise to deliver exceptional results. From accountancy and tax to finance, VAT, mortgages and business growth, we work together to support clients with joined-up advice.

More than accountants

Experienced specialists working together for your success.

ForwardLooking combines technical expertise with practical commercial experience, giving clients access to joined-up advice across accountancy, tax, finance and healthcare.

01

Collaborative

One integrated team working together for every client.

02

Specialist

Experts across accountancy, tax, finance and healthcare.

03

Forward-Looking

Advice that helps clients make better decisions.

Our people

Meet the ForwardLooking team

Experienced specialists working together to support pharmacy owners, GPs, entrepreneurs and owner-managed businesses with joined-up advice.

Managing Director · FCCA

Waheed Rehman

Qualified Chartered Certified Accountant with strong financial and commercial experience. Waheed founded his own practice in 2007 and specialises in helping healthcare clients, medical practices and pharmacy owners realise their full business potential.

Healthcare leadership

Business Development Consultant · FCMA CGMA ACMI AIC

Mark Allen

Mark has built, developed and sold several multi-million-pound businesses and brings business growth, corporate finance and strategic advisory experience to owner-managed businesses.

Business growth

Principal Tax Consultant · CTA ATT

David Logan

David heads up the tax technical team and has more than 25 years of tax experience, including Big 4 corporate tax expertise and owner-managed business advisory experience.

Tax expertise

Financial Planning Consultant · CFP

Gavin Johnson

Gavin is an experienced independent Chartered Financial Planner. He advises business owners and high net worth individuals on retirement planning, investments, estate planning, tax planning and protection.

Financial planning

Mortgage Specialist

Chris Hewitt

Chris has worked in financial services since 1995, with specialist experience supporting high net worth individuals and larger Buy to Let portfolios through complex mortgage and finance needs.

Mortgage support

Commercial Finance Specialist · ACIB

Mark Pagett

Mark has more than 30 years of experience with major commercial lenders and supports clients with commercial finance, portfolio growth and funding strategy.

Commercial finance

VAT Consultant · BA LLB (Hons)

Martin Kaney

Martin has more than 30 years of VAT experience, specialising in partial exemption, land and property, international VAT, HMRC disputes and NHS VAT matters.

VAT consultancy
Trusted expertise

Great advice starts with understanding the client, not just the numbers.

ForwardLooking’s team combines technical depth with business experience, helping clients make decisions that are practical, compliant and commercially useful.

Why it matters

People choose ForwardLooking because advice is delivered by specialists who understand the bigger picture.

Financial decisions rarely sit in isolation. Our team approach means clients can access joined-up support across accountancy, tax, VAT, business growth, finance and wealth planning.

With the right team behind you, you can:

  • Access specialist advice across accountancy, tax and business growth
  • Work with people who understand healthcare and owner-managed businesses
  • Connect technical advice with practical commercial decisions
  • Plan for business growth, wealth protection and long-term success
  • Build a long-term relationship with a team that thinks ahead
Why clients choose our people

Technical expertise with a genuinely practical approach.

Clients work with ForwardLooking because the team understands the pressures behind the figures: growth, tax, funding, family wealth, compliance and long-term business decisions.

Healthcare Specialists

Support for pharmacies, GPs, medical practices and NHS professionals with sector-specific pressures and opportunities.

Forward thinking

Business Advisors

Advice for owners who want stronger strategy, clearer KPIs, better cashflow and more sustainable growth.

Healthcare expertise

Tax Specialists

Technical tax support across corporate tax, personal tax, director planning, VAT, property and estate planning.

Growth and rewards
Expertise areas

Advice that connects across the wider ForwardLooking site.

The team page can guide visitors into the main areas of the site while strengthening internal linking between people, expertise and services.

Tax Planning

Proactive business and personal tax planning support.

Tax planning

ForwardLooking Team

Long-term planning for wealth, family protection and future choices.

Meet the team

KPI Reporting

Performance measures that help owners act sooner.

KPIs

Tax Planning

Joined-up business and personal tax advice.

Tax planning

Due Diligence

Clearer evidence before buying, selling or investing.

Due diligence

Director Tax Planning

Joined-up planning for directors and owner-managed businesses.

Director planning

Pension Planning

Planning for long-term wealth and retirement confidence.

Pensions

Wealth Management

Protect and enjoy more of your life rewards.

Wealth
How it works

A clear process from expertise to action.

01 Understand

Understand the client

We take time to understand the business, the owner, the pressures, the opportunities and the choices they want to create.

Business Owner Goals
02 Planning

Bring in the right expertise

We connect clients with the relevant accountancy, tax, VAT, financial planning, mortgage, funding and advisory expertise.

Tax Growth Choices
03 Action

Move forward

We help clients take action, review progress and keep advice useful as the business and personal goals evolve.

Support Review Progress

Ready to work with a team that thinks ahead?

Speak to ForwardLooking about accountancy, tax, business growth and specialist healthcare advisory support.

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