I am a Senior Client Portfolio Manager at MHA Monahans. I work closely with our clients, developing productive working relationships ensuring that our clients receive proactive support and advice.
Almost two decades of experience means that I have in-depth knowledge in the Healthcare Sector and so I can help clients solve their broad ranging and complex queries.
I really enjoy building relationships with clients giving me the opportunity to help reduce stress and save time by streamlining and improving financial controls within the practice and minimise tax burdens for partners.
I qualified in 2007, having started my career of working with GPs in a traditional accountancy practice in 2003. I quickly discovered that I enjoyed the complexities of NHS finances and chose to continue working in the Healthcare Sector deepening my knowledge to become a specialist in the area.
I have assisted practices with financial and feasibility assessments for mergers and integrations; succession planning and partial exemption VAT is an area that I have helped many dispensing practices improve their systems to maximise VAT reclaims and be compliant with HMRC.
Working closely with GP partners enables me to ensure that they are claiming full allowances and provide estimates of forthcoming tax liabilities considering their personal circumstances.
I also have broad working knowledge of the NHS Pension Scheme and provide help with all aspects of the Scheme.
In my spare time I enjoy spending time with my family, reading and Tae Kwon-Do.
- Somerset GP