I enjoy building a strong understanding of my clients' businesses, allowing me to give specialist practical advice, to aid them through their accounting and regulatory requirements.
I joined Blick Rothenberg in October 2019 as part of the firm’s acquisition of Rees Pollock, where I was an outsourcing manager and having spent the prior 10 years working in practice. I specialise in providing outsourced accounting solutions to clients within the financial services sector, including hedge fund managers and private equity houses. This predominantly covers overseeing the team’s preparation of management accounts, VAT returns and FCA regulatory filings, as well as working closely with clients to provide specialist partial exemption VAT advice for private equity houses, and advice on compliance with FCA capital requirements, including preparing capital forecasts and reviewing ICARA reports.
I started my career in accountancy as an apprentice school leaver at a small local practice, where I was exposed to a broad range of clients and services, including receiving practical experience in audit, statutory accounts, corporation tax, personal tax and outsourced services. This all round experience at an early stage in my career has given me the tools to critically analyse clients accounting from multiple viewpoints and offer real solutions. After qualifying as ACCA I made the switch to Rees Pollock to pursue FCA regulated firms as a specialism, as they were among the leading firms serving the financial services sector in London, acting for more than 180 FCA-authorised firms, including some of the UK’s leading hedge fund managers, private equity houses and corporate finance advisers. In October 2019, Rees Pollock were acquired by Azets’ London division, Blick Rothenberg, becoming the Financial Services department, where we continue providing high quality advice to domestic and international entrepreneurial businesses and their owners. Our clients come to us for a one stop shop of services – and we pride ourselves on being able to take the accounting and regulatory burden away, leaving them to focus on growing their business. We proactively advise clients of relevant changes in regulatory rules or accounting standards, explaining the changes in a way that makes sense, and work together to resolve any potential issues identified.
Qualifications and positions of note
- Member of the Association of Chartered Certified Accountants (FCCA)
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