I am a Chartered Tax Adviser (CTA) and Member of the Society Trust and Estate Practitioner (STEP) specialising in Private Client Tax issues.
Having graduated from Cardiff University, I undertook my professional training with Grant Thornton and worked there until 2008. After this I have worked for two large Gloucestershire firms specialising in Private Client Tax which includes assisting individuals with their tax needs from Inheritance Tax planning to Income tax, together with completion of Self Assessment tax returns. I like to ensure that we offer a joined up and proactive approach to tax to ensure that all options are considered on a personal basis.
I am married with two children who keep me busy. I like going to new places and going on adventures with the family.