Ethos
Naturally organised and methodical, I take a structured approach to managing a dynamic and varied workload. I value the individuality of each client and take pride in tailoring our services to deliver exceptional standards of care and attention.
Adding value is central to my approach, whether through client service, relationship management or team leadership. I believe that clear, thoughtful communication underpins every successful working relationship.
I take genuine satisfaction in developing lasting client connections and shaping our support around clients’ distinct needs. By understanding their objectives and preferred ways of working, I can anticipate requirements and provide solutions that align seamlessly with their goals.
Role
I manage a team responsible for the establishment and administration of offshore structures for high-net-worth clients from a wide range of jurisdictions. My role also involves the administration of family office and corporate clients in connection to employee benefit trusts and other bespoke corporate structures.
My team manages broad-spectrum asset classes, including residential and commercial property, listed and private company shares and art.
Key experience
- Working extensively with a stock exchange listed entity, providing administrative services and support.
- Working for more than a decade with a large family with multiple structures, investing in UK residential property and listed market investments.
- Administering residential and commercial property transactions and large-scale renovation and development projects.
- Established large Guernsey Foundation structures investing in global stock markets.
- Creation and administration of employee benefit trusts.
Professional memberships
- Qualified member of the Society of Trust & Estate Practitioners (STEP)
Qualifications
- Association of Chartered Certified Accountants (ACCA) Accounting Technician qualification