I work with a wide range of mostly owner managed businesses of all shapes and sizes, in various sectors. I did most of my training with Whitley Stimpson and have experience in all aspects of accountancy and tax – from bookkeeping and VAT returns, to advising clients on tax mitigating strategies and business succession, and everything in between. I have also spent some of my career working in industry, which has given me invaluable insight into the challenges faced by owners.
Describe what you do at Whitley Stimpson
I look after a portfolio of owner managed business clients, from sole traders to group companies, helping them with a wide range of their financial affairs. I am a local office director and have a lead role in managing the Witney team. As well as the day-to-day stuff, I also get involved in other specialist projects across the firm including tax planning, business valuations and due diligence work for mergers and acquisitions.
Why Whitley Stimpson?
They are the perfect sized firm – big enough to cope, small enough to care!
I am privileged to work with fantastic professionals who are experts in their field. Having such knowledge in house means I can easily pull in the necessary skills and wide-ranging expertise to support my clients when they need it, ensuring I give them the best possible support.
We also have a brilliant training programme, and I enjoy overseeing the trainees in our Witney office and instilling a “customer first” mentality from day one to ensure we continue to support our clients on their business journey.
What matters to you?
I am passionate about getting to know my clients and adding value. I take time to understand how their businesses operate, allowing my colleagues and I to offer a proactive, tailored service to best suit their needs. I am loyal, committed, ambitious, and will always do my absolute best to help people. I will work with clients to ensure they are taking advantage of tax planning opportunities, help them with developing their businesses and work with them on business succession and if relevant, exit strategies. I love nothing more than having a coffee with my clients, being used as a sounding board and trusted advisor, helping them achieve their goals.