Tax Manager
- Chartered Tax Advisor with 20 years experience.
- HM Revenue and Customs (HMRC) Inspector of Taxes.
- Has worked in tax strategy, tax investigations, large business, public sector, personal tax and corporation tax.
- Represented HMRC in discussions with foreign fiscal tax authorities.
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Senior Enquiries Lead – Accountancy and Tax Advisory Services
- Fellow of the Chartered Institute of Certified Accountants (FCCA)
- Member Association of Accounting Technicians (MAAT)
- Advises owner-managed businesses, personal tax and trust clients.
- Works with our tax and accounts departments in an advisory role.
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Independent Financial Advisor
- Diploma in Financial Planning
- Member of:
- Chartered Insurance Institute
- Personal Finance Society
- Manages investments of £300k – £30m for over 100 clients.
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Group Managing Director
- Chartered Accountant (Institute of Chartered Accountants of Scotland)
- Associate Chartered Accountant (Institute of Chartered Accountants of England and Wales)
- FCT – Fellow of the Association of Corporate Treasurers
- MCSI – Member of the Chartered Institute of Securities and Investments
- ATT – Association of Tax Technicians
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