After gaining a First Class Honours degree in Management and Strategy from Aston University, I joined the firm in 2015 and qualified as a Chartered Accountant in 2018.
I work with a wide range of clients across various sectors to deliver accountancy, tax, and advisory services. I have a strong interest in working with owner managed businesses and being part of the journey as the business grows and develops. My experience allows me to offer the right advice at the right time and ensure both the individual and the business needs are structured in such a way as to help them meet their specific goals.
Away from the office, I love all things sport and fitness and am heavily involved in organising the annual Whitley Stimpson golf day.
Describe what you do at Whitley Stimpson
I look after a varied portfolio of clients including limited companies, partnerships, sole traders as well as private tax clients. I take care of dealing with their accounts and tax and remove the worry of compliance issues.
I really enjoy working with the owners on their business strategy to ensure they are organised in a way that is not only tax efficient, but also in line with their short, medium and long term objectives from both a business and personal perspective. This includes share structuring, profit extraction, succession planning, business disposal and wider estate planning.
I also work with clients to develop their digital record keeping, assisting them in producing meaningful information to run their businesses but at the same time complying with HMRC and ‘Making Tax Digital’.
Why Whitley Stimpson?
As a firm we are the perfect size. Whilst we are small enough to be able to offer a localised personal service from each of our offices, we are large enough to provide a fantastic support network and have access to a vast amount of in-house expertise across the four offices.
Whitley Stimpson develop and train staff to high levels and help our clients navigate through the ever changing business and tax requirements. We like to build long term relationships, always making sure that we don’t lose sight of providing a personalised service tailored to our client’s individual needs.
What matters to you?
I am passionate about getting to know my clients and adding value. I take time to understand their goals and how their businesses operates. This allows me to provide specific, tailored advice to their individual circumstances and deliver a personal and professional service.
My clients are able to focus on the development of their businesses safe in the knowledge that I am handling all the time consuming compliance and regulatory items on their behalf as well as continually reviewing the wider strategic picture.