About
I am a Private Client Manager and I run a portfolio of Entrepreneurs, Directors, HNWI, Landlords and Sole Trader clients. I offer my clients an excellent service helping with their annual tax compliance and any advisory queries they may have. I really enjoy getting to know my clients and their families.
Over my 22 years at Menzies I have assisted in some great Inheritance Tax Planning, saving the family a considerable amount of money. But I am most proud of the strong relationships that I have with my clients.
I love spending time with my little boy, he gives the best cuddles and makes me laugh every day. I also enjoy spending time with friends and family eating out (especially if it involves cheese and wine), a brunch or a day at the races and I have been known to carry out the odd house renovation.
If you require any assistance with your personal tax affairs, please reach out to me for an initial chat.