Having qualified as a Chartered Accountant in 1997, I worked in a variety of management roles within the financial services industry. These included three years as financial controller of a futures brokerage house, and two years as head of finance for a private bank and asset manager.
At the beginning of 2008 I took a change of direction, and set up my own practice.
I felt there was an opportunity for me to use my extensive experience gained outside the accountancy profession to advise clients operating within financial services and beyond. To date I have worked with businesses within the fields of corporate finance, investment banking, securities and commodities broking, investment management, hedge funds, venture capital and private equity. I am familiar with the realities of working in business and will work with you to identify your needs and satisfy your requirements.
In particular, for firms regulated by the FSA, I can offer ten years’ experience of producing regulatory returns under a wide range of supervisory regimes, and for those considering FSA authorisation I can also refer them to expert compliance advice.
My aim is to meet and exceed clients’ expectations at competitive rates. I look forward to working with you.
For more information please call me on 07747 038699.