I am a Client Portfolio Manager at Monahans, based at our Bath office.
My primary role is to ensure our clients receive a friendly, proactive and excellent service.
I help our clients by providing advice on their personal and corporate tax positions, and helping with their general accounting requirements, as well as advising on business strategy.
After obtaining a First Class Honours degree in Economics from The University of the West of England, I worked at two other firms of Chartered Accountants for a combined period of 10 years. Over this time I have developed considerable knowledge and experience of many different industries.
I joined Monahans in November 2019, with the aim of continuing to provide an excellent service and building enduring relationships with my clients.
I specialise in owner managed businesses, whether they be start-ups or mature businesses.
In my spare time I am a big football fan and have an interest in Italian cars. My young family also keep me on my toes out of the office.
- Owner-managed businesses
- Business Tax compliance
- Personal Tax
- Cloud Accounting