Your Role
I work with my colleagues to provide a seamless financial advice and tax service to high net worth individuals with complex affairs but also to any client looking to co-ordinate financial advice and tax planning.
My work focuses on combining my in-depth knowledge and years of experience in personal income tax, financial products, underlying investments, pensions and inheritance tax to further build earned income, and then use, or transfer, the amassed wealth.
Accreditations
I am committed to continuous learning. And have undertaken study to ensure that whenever I take on a problem – I have the right tools to solve it (or I know who to ask).
I have a BSc Econ Hons (The Wharton School), an MBA (INSEAD), FCA (ICAEW), Dip PFS (CII) and have achieved a distinction in the administration of Estates exam (STEP). I keep up to date with developments in Case Law, tax legislation and Investment guidance on a continual basis.
Hobbies and interests
Downhill skiing with my family. Walking with friends, with my dog, with friends and my dog…. Reading (I even like reading HMRC manuals and Case Law!!). In my spare time – I solve puzzles.
