Ethos
Analytical and logical, I embrace opportunities to problem solve. I enjoy the challenge of assessing complex data sets and breaking it down into a digestible, and useful, format that can be shared with others.
I place a high value on variety, both personally and professionally and welcome the chance to explore new avenues.
I am always eager to learn from the experience of others, and to share my own insights to support my team. I am often called upon as a sounding board as I have an aptitude for objectively assessing situations and identifying the most appropriate route forward.
Role
As a both a qualified accountant and a trust and estate practitioner, the scope of my role often encompasses both spheres.
Alongside supporting my team in the establishment and administration of wealth structure generally, I specialise in structures holding both residential and commercial property. Drawing on my experience as an accountant, I support clients with substantial investment portfolios, including financial forecasting.
I play a role within business development and regularly travel to meet with clients and intermediaries, in particular in East Africa.
Key experience
- Heavily involved in the restructuring of two Trusts, which involved successfully attaining a blessing from the Royal Court of Jersey.
- Managing structures which hold residential and commercial real estate, including UK properties.
- Financial forecasting for beneficiaries, supporting clients in future planning to protect, preserve their assets.
Professional membership
- Full member of the Society of Trust and Estate Practitioners (STEP)
- Full member of the Chartered Institute of Management Accountants (CIMA)