I am a Chartered Tax Adviser with 20 years’ experience. I specialise in all areas of personal tax planning including Inheritance Tax, Capital Gains Tax and succession planning. I also look after the accounting affairs of business owners.
After studying at The University of Central Lancashire, where I completed a degree in Financial Services, I knew that Tax was the area I wanted to focus on in my career.
I joined David Allen in 2011. Their focus on staff development and career progression was important to me. I therefore took the opportunity to join a flexible, client focussed and forward-thinking firm where I could carve out my own career path.
#TeamDA have a huge team spirit. As a mental health first aider, this is something that was also important to me when looking for a new role. Having a focus on staff wellbeing in and out of the office is a sign of a great employer.
I bring excellent customer service skills, attention to detail and determination to all of my client’s tax affairs. With a wealth of tax knowledge, I get fantastic results for my clients.
Building a relationship with clients is key to providing great customer service. I enjoy making a difference and finding a solution to a problem that they think cannot be solved.
In 2019 I was made a Tax Partner at David Allen. To date this is my greatest professional achievement which I am very proud of.
Clients say I am good at what I do, go above and beyond and am dependable and knowledgeable.