Paul
Surgeon


Partner
Advisory - Rating

Paul
Surgeon is a Partner specialising in rating

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    Paul has been dealing with all issues surrounding the complexities of business rates for over 10 years. He is the northern lead for the dedicated landlord and developer team and specialises in providing strategic advice to large landlord clients in both the public and private sectors. Paul is personally responsible for managing assets in excess of £100 million in Rateable Value.

    He has a wealth of experience with all bulk class property types (retail, offices and industrial) and has also operated in more specialist areas including healthcare and the blue light industry. Paul has been involved in the last three revaluations and covers the North of England.

    Key Skills

    • Rating appeals
    • Liability and budget advice
    • Empty rates
    • Landlord and developer rating advice
    • Valuation tribunals

    Clients

    • FI Real Estate Management
    • BMO Real Estate Partners
    • Capreon
    • Sovereign Centros
    • McDermott Homes
    • Government Property Agency
    • LaSalle Investment Management
    • Ellandi LLP
    • AEW

    Client testimonial

    "Montagu Evans have been instructed as our rating consultants under the 2010 & 2017 Rating Lists. We have been impressed by their tenacious, pro-active approach delivered in an engaging, personable manner, the result of which has delivered significant rates savings across our various nationwide portfolios."

    David Thwaites / Senior Asset Manager / FI Real Estate Management