A brief introduction
I am a client portfolio manager at MHA Monahans. As part of my role, I focus on helping our clients comply with all the complex requirements of running their own business often for the first time, especially bookkeeping and tax matters.
I am a chartered accountant with many years of experience having qualified in 1992. I help my clients by taking away the stress of compliance matters, and provide them with the appropriate financial reports to enable them to grow their business.
I trained at a local firm in Taunton after graduating from Cardiff University. I deal with a wide range of sectors including the medical profession, property, retail and start up businesses. I have a ‘hands on ‘approach and look to build long term business relationships with my clients.
I am married with three children and Treasurer for local charities and sports club.
Buy to Let investors
Personal tax compliance
Limited company accounts