Areas of expertise
Working with Business Owners/Entrepreneurs and high net worth families across all generations. Specialising in the complexities of various tax entities and how they interlink with wider planning, tax efficiency and overall objectives.
Working with business owners in the lead up to a transaction to ensure all opportunities are considered linked to the current and future objectives/views.
I have worked in the industry for 27 years and in the UHNW/HNW space for over 10 years.
Working closely with professional partners so all aspects of the overall plan are linked up and understood and in line with objectives and evolving legislation, tax and views.
My experience is focused on tax planning across all areas of the financial plan and understanding how this compliments other plans in place and can be superior when linked to overall objectives.
Notable client work and achievements
I look after many large families with complex financial circumstances and needs. I provide bespoke and creative services that link in with their Accountants/Tax and Legal advisers so that a formal and rounded approach is provided, I manage this for my clients. I have vast experience in this area and business structures.
Women in Finance Awards - Winner - Financial Planner / Team Leader and Role Model of the Year.
Norther Power Awards - Power List
Professional qualifications and memberships
Certified Planner Qualification
Honorary Fellow PFS
STEP - Advanced Certificate - Advising Family Business