I am a Client Portfolio Manager, based at the Trowbridge office.
My primary role is to support the partners in the management of their portfolios.
I support our client’s business needs, by providing advice on their personal and corporate tax positions, and helping with their general accounting requirements.
I have developed a particular specialism with startup businesses – ranging from helping them to choose appropriate software solutions, to bespoke tax and structural advice.
I joined MHA Monahans in 2018, having previously worked at another firm of Chartered Accountants in the local area for 19 years. Over this time I have developed considerable knowledge and experience of many different industries.
In my spare time I enjoy all things sport related – formerly playing but now more usually watching. I also enjoy spending time visiting interesting new places with my young family.
- Accounting services