Meet Our Team

The Apogee Associates Team

The team at Apogee Associates Limited have over 10 years combined experience in the R&D tax credit sector. We have compiled over 500 R&D tax credit applications with a 100% success rate. Our thorough and comprehensive approach has ensured we have never had a report queried.

Apogee Associates R&D Tax Credits

Nathaniel Mortazavi

Managing Director

A natural and driven leader, Nat has held several senior management roles in both corporate and startup environments. As a founding member of a Coventry-based R&D tax consultancy, responsible for the review and approval of all technical reports, Nat established and maintained a 100%, unqueried success rate across over 500 applications.

Nat co-founded Apogee Associates out of a desire to bring an innovative, client-centric approach to the R&D tax credit space; through utilisation of technology to design efficient processes and an absolute, unwavering commitment to excellent service.

A strong proponent of self-development and continuous improvement, Nat is currently studying an Executive MBA part time at Warwick Business School.

Nat has a keen interest in science and technology and an inherently inquisitive mind. He enjoys precision rifle, practical and clay pigeon shooting, scuba diving, skydiving, paramotoring, motorcycling and martial arts. He is also a passionate outdoorsman, and is fond of hiking and mountaineering.

LinkedIn: Nathaniel Mortazavi | LinkedIn

 

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Ben Hewitt ACA

Finance Director

After studying Mathematics and Accounting and Financial Management at Loughborough University, Ben qualified as a Chartered Accountant with a leading international accountancy practice.

During his tenure, working for both the Forensic Investigation Services and the Deal Advisory team, Ben was shortlisted for the Aspiring Talent category at the Birmingham Young Professional of the Year awards. Most recently, Ben was responsible for both operational growth and leading the qualifying expenditure team as the Associate Director at an established R&D consultancy.

Co-founding Apogee has been an opportunity for Ben to make a difference and support innovative companies on their journey to develop some of the most exciting new products, processes, and services in the UK.

Outside of work, Ben is a keen sportsman and spends his time either playing or watching a variety of sports, from skiing to football, and everything in between.

LinkedIn: Ben Hewitt | LinkedIn

 

 

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Jack Morgan

Associate Director

Starting his working life as a buyer in the agricultural sector, Jack gained an understanding of the industry specific technology and what makes a business tick from an operational and logistical stand point. He subsequently went on to work with a variety of start-ups, ranging from software companies to automotive firms, further expanding his technical knowledge.

Jack has been in the R&D tax credit space since early 2018; he was a founding member of a Coventry based R&D tax consultancy and was pivotal to their rapid growth through the management of over 250 R&D submissions.

With a desire to help companies of all sizes, Jack co-founded Apogee in October 2020 with the view of bringing an innovative twist to the market.

In his spare time, Jack enjoys precision rifle, practical and clay pigeon shooting, gaming, hiking, mountaineering and scuba diving.

LinkedIn: Jack Morgan | LinkedIn

 

 

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Josh Mortazavi

Associate Director

A keen technical thinker, Josh has an interest in engineering, particularly in mechanical configurations. Pursuing this interest in the early stages of his career, he joined one of the UK’s leading manufacturers and gained experience in the various sub-sectors of the automotive industry, including mechanical assembly, design, analytics and testing.

After exploring the different avenues of the engineering sector and gaining numerous qualifications, Josh entered the R&D tax credit space mid-2018, joining an early stage startup. Since then, he has personally managed over 250 clients and ensured their applications were successfully approved by HMRC, without query. 

Josh incorporated Apogee alongside the three other co-founders in October 2020, aiming to build a reliable, professional and efficient organization using the technical knowledge and skills gained during his time in the sector.

Josh’s hobbies include scuba diving, clay pigeon shooting, hiking, mountaineering, fishing and running.

LinkedIn: Joshua Mortazavi | LinkedIn

 

 

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Nathaniel Mortazavi

Managing Director

A natural and driven leader, Nat has held several senior management roles in both corporate and startup environments. As a founding member of a Coventry-based R&D tax consultancy, responsible for the review and approval of all technical reports, Nat established and maintained a 100%, unqueried success rate across over 500 applications.

Nat co-founded Apogee Associates out of a desire to bring an innovative, client-centric approach to the R&D tax credit space; through utilisation of technology to design efficient processes and an absolute, unwavering commitment to excellent service.

A strong proponent of self-development and continuous improvement, Nat is currently studying an Executive MBA part time at Warwick Business School.

Nat has a keen interest in science and technology and an inherently inquisitive mind. He enjoys precision rifle, practical and clay pigeon shooting, scuba diving, skydiving, paramotoring, motorcycling and martial arts. He is also a passionate outdoorsman, and is fond of hiking and mountaineering.

LinkedIn: Nathaniel Mortazavi | LinkedIn

Read More

Ben Hewitt ACA

Finance Director

After studying Mathematics and Accounting and Financial Management at Loughborough University, Ben qualified as a Chartered Accountant with a leading international accountancy practice.

During his tenure, working for both the Forensic Investigation Services and the Deal Advisory team, Ben was shortlisted for the Aspiring Talent category at the Birmingham Young Professional of the Year awards. Most recently, Ben was responsible for both operational growth and leading the qualifying expenditure team as the Associate Director at an established R&D consultancy.

Co-founding Apogee has been an opportunity for Ben to make a difference and support innovative companies on their journey to develop some of the most exciting new products, processes, and services in the UK.

Outside of work, Ben is a keen sportsman and spends his time either playing or watching a variety of sports, from skiing to football, and everything in between.

LinkedIn: Ben Hewitt | LinkedIn

Read More

Jack Morgan

Associate Director

Starting his working life as a buyer in the agricultural sector, Jack gained an understanding of the industry specific technology and what makes a business tick from an operational and logistical stand point. He subsequently went on to work with a variety of start-ups, ranging from software companies to automotive firms, further expanding his technical knowledge.

Jack has been in the R&D tax credit space since early 2018; he was a founding member of a Coventry based R&D tax consultancy and was pivotal to their rapid growth through the management of over 250 R&D submissions.

With a desire to help companies of all sizes, Jack co-founded Apogee in October 2020 with the view of bringing an innovative twist to the market.

In his spare time, Jack enjoys precision rifle, practical and clay pigeon shooting, gaming, hiking, mountaineering and scuba diving.

LinkedIn: Jack Morgan | LinkedIn

Read More

Josh Mortazavi

Associate Director

A keen technical thinker, Josh has an interest in engineering, particularly in mechanical configurations. Pursuing this interest in the early stages of his career, he joined one of the UK’s leading manufacturers and gained experience in the various sub-sectors of the automotive industry, including mechanical assembly, design, analytics and testing.

After exploring the different avenues of the engineering sector and gaining numerous qualifications, Josh entered the R&D tax credit space mid-2018, joining an early stage startup. Since then, he has personally managed over 250 clients and ensured their applications were successfully approved by HMRC, without query. 

Josh incorporated Apogee alongside the three other co-founders in October 2020, aiming to build a reliable, professional and efficient organization using the technical knowledge and skills gained during his time in the sector.

Josh’s hobbies include scuba diving, clay pigeon shooting, hiking, mountaineering, fishing and running.

LinkedIn: Joshua Mortazavi | LinkedIn

Read More