Senior Partner
Specialising in proactive financial planning and business mentoring for fast-growing businesses
Approach to work
I pride myself on being extremely proactive for my clients and I am always on the lookout for new opportunities to help businesses grow and flourish.
With years of experience nurturing long-lasting relationships with a wide range of companies and their owners, I always offer a friendly, welcoming and no-nonsense approach to the services and support that I offer.
I act for a diverse portfolio of privately owned businesses offering a wide range of services and advice to my clients.
I specialise in company and employee tax incentive schemes, company valuations, company acquisitions and disposals and business advisory work, supporting businesses throughout their lifecycle.
My business mentoring service is tailor-made to support growing businesses and offers proactive advice to help business owners achieve their aspirations.
Background
I am the firm’s longest-standing Partner, having joined the firm in 1992 following time spent at some of the UK’s largest accountancy practices.
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Tax Partner
Helping businesses and individuals minimize tax liabilities while keeping them compliant
Approach to work
I take a proactive approach to my work – always trying to find ways to increase the value-added for our clients.
My tenacity and passion to help clients manage their tax affairs ensure they get the best and most up to date advice at all times.
I specialise in tax advisory work – whether it is advice given to a personal client or businesses.
This includes advising clients on the tax implications of setting up share schemes, raising funds under tax-efficient schemes and corporate restructuring.
I am also involved in tax compliance work, including HMRC investigations, and I oversee the work done by the rest of our experienced tax team.
I hold regular training sessions with colleagues to train them and host webinars to educate clients on topical tax matters.
Background
I have been working in tax for more than 10 years, including time spent at two of the ‘Big Four’ firms.
My career began in personal taxation, but I later switched my focus to transactional tax where I have advised on a broad range of tax issues.
Working as a Senior Manager for many years, I was promoted to Partner in 2021. This has allowed us to expand the firm by taking on new clients, network and assist other partners to bring clients on board.
