I initially trained as an accountant with one of the ‘Big Four’ in London, becoming a member of the ICAEW and moving into their tax department soon after I qualified.
Work in the tax department offered a wide variety of clients and taxes, from PAYE investigations to management buyouts and from employee share schemes to the sales of private company shares. At the same time, I also qualified as a member of the Chartered Institute of Taxation.
I moved into my current role in 2003, where I extended my tax experience by assisting in the commercial, operational and legal aspects of the business. I continue to assist clients across a variety of taxes, including capital gains tax, inheritance tax, employee share schemes and sales of businesses.
Outside of work, I enjoy spending time with my adult children as well as walking the family dog. I am keen on DIY, handicrafts and cooking. I would also like to learn more about wine such as grape varieties and wine regions, and want to rekindle my love of speaking French, maybe learning some Italian at the same time.
Superb attention. Very personalised prompt service. The team are excellent and I felt they always had my best interests at heart. I shall be continuing to use their services. Thank you!
I have always found Pembroke friendly and efficient.
I would like to introduce you to my cousin, who I have included on this email. She is looking for someone to support her with setting up a pension/ financial advice… basically the same kind of service you offer me. Pembroke Financial has been fantastic to me over the years, so I recommended you.
Would highly recommend. A very efficient team always ready to help and answer any questions.
I would also like to take this opportunity to thank you very much for all the clear financial advice you have given not only Sue and I, but my family over many years.