Top Ten Tax & Trust Accountants
Two years into her role as head of the Big Four firm’s private client services division, things are busier than ever for Nicola Roberts – but she’s not complaining. ‘It’s a very clients and people-focused role, which I enjoy,’ she says. It’s been a meteoric rise for Roberts, who became one of Deloitte’s youngest ever partners in 2011. Leading the firm’s relationship with private clients, she has played a pivotal role in serving a global clientele. Client-facing throughout her career, Roberts works with a broad set of family offices and HNWs, with a particular speciality in international entrepreneurs. A large part of her role is navigating the uncertainty caused by government policy changes and how they are affecting the affairs of clients. ‘They don’t like lots of change, be that in relation to economics or fiscal policy, for example,’ she explains. ‘My role is making sure we are being proactive by staying in close touch with clients, making sure they are first to know of any changes.’ Roberts has a holistic approach to advice. ‘You have to have a commercial approach because tax is only one element on which clients make decisions,’ she says, adding that advisers should ‘give a recommendation and not sit on the fence’. Spear’s can only agree.