What is your role?
I look after a diverse portfolio of owner managed clients which includes a significant number involved with the Lloyd’s insurance market. I specialise in tax planning for clients and creating tax efficient structures for family businesses and succession, taking particular account of the client’s priorities and requirements. I am also an audit Responsible Individual.
What else are you involved with?
I represent the firm in both Queensgate Management (East Midlands) LLP and Fidentia Services LLP.
I am currently chair of the audit committee of Grantham College and am treasurer of the Faraday Masonic Benevolent Fund.
What interests do you have outside of work?
My main hobbies are walking and gardening. I tend to go on more ‘active’ holidays, walking and/or seeing things rather than resting too much. I am also an active Mason holding various offices within that organisation. Good food and wine are also of considerable interest to me.
What is your most memorable experience?
Trekking to Everest Base Camp.