Introduction
I joined WAY in 2022, overseeing the annual review process of our Trusts, providing valuations and assessments of tax, meeting strict reporting deadlines. My focus in our book of Professional Trustee clients on our reversionary Trust book of business, ensuring the smooth operation of the annual review process and liaising regularly with our clients and their respective financial advisers regarding any queries they may have.
My ambition is to play an even more substantial role in advising clients across the entire spectrum of the Trust management process, contributing to their financial success and security.
Professional Background
I have 15 years of banking experience through two major worldwide institutions. I am degree educated and have obtained the CII Level 3 Certificate in Mortgage Advice.
Personal Touch
Outside of work, I enjoy participating in and watching a variety of sports, mainly golf, cycling and football.