A brief introduction
As part of my role I help many clients both large and small on various business and tax matters. I advise many types of businesses and sectors such property development, property investment, engineering, hotels and care homes to name but a few.
I also manage financial matters for high net worth individuals. I am also experienced in due diligence on acquisitions and advising clients on the sales of their businesses and helping them through that process.
I am a Chartered Certified Accountant with many years in practice and I see part of my role as taking away the hassle from our clients by helping them to resolve problems using my professional knowledge and skills. This can encompass advice on book-keeping, VAT, management accounts, forecasting, annual accounts, audit, tax both corporate and personal, as well as one off ad-hoc project advice generally and on matters such as business acquisitions and business disposals.
Although Somerset born and bred, I spent many years in the London area in practice, before returning to Somerset in 2001 when I joined Dixon Walsh as Portfolio Manager. We merged with MHA Monahans in 2017.
I grew up near Wiveliscombe, Somerset and hail from a third generation farming family. In my spare time my interests include horse riding.