My financial career started when I left school and started working for a building society. Here I progressed to be a branch manager before deciding I wanted to change career path and qualify as an accountant.
My accountancy career has mirrored my building society career in that I started as a trainee and have worked up to a senior role, as a director, at Whitley Stimpson. With more than 15 years in practice, I have gained a wealth of experience to enable me to assist my clients in all aspects of their business and tax.
My previous life still stands me in good stead when I am talking to clients with regards to the wider financial services industry.
Describe what you do at Whitley Stimpson
I look after a varied portfolio of clients that I have developed longstanding relationships with over a number of years. My client base ranges from personal tax clients, to sole traders, to partnerships to limited companies etc. There aren’t many types of businesses I haven’t dealt with!
I take away the worry for my clients by taking care of the day-to-day compliance aspects, allowing them to focus on running their business.
I have a particular specialism dealing with solicitors and anything land and property related.
Alongside my client work, as a director in the Bicester office, I have a lead role in managing the office and our excellent team.
Why Whitley Stimpson?
One of my core values in life is that people are happy – whether this be friends and family or staff and clients. Whitley Stimpson’s approach to building long term meaningful relationships sits well with my ideals. As a firm we develop and train staff to high levels and help our clients navigate through ever-changing business and tax requirements.
The flexibility available within the working day enables me to support my clients at times convenient to them whilst also being able to manage busy schedules away from the office.
What matters to you?
I am focused, driven and loyal but at the same time flexible and adaptable. This enables me to ensure that the service afforded to my clients is of the highest standard and is built around their needs and unique circumstances. I aim to remove the complicated accountancy jargon to ensure that each and every client fully understands the things that are important to them.
Personally, it is important to me that I work with people who share the same work ethic and values as I do. I recognise that everyone has different skill sets and am very fortunate to work with a team of people who have skills that compliment my own, ensuring that clients get the best possible advice and guidance.