CA, CTA
A UK tax and accounting expert with extensive experience in practice and in house across various sectors and industries. Proactive and approachable, he takes a holistic approach to provide comprehensive personalized advice, addressing not only tax matters but also considering all aspects of running a business.
A graduate of the University of Nottingham with a degree in Finance, Accounting, and Management. He began his career at KPMG through the graduate program, where he qualified as a Chartered Accountant (CA) with ICAS and a Chartered Tax Advisor (CTA) with CIOT. During his time there, he worked in teams covering a variety of clients ranging from SMEs to large multinationals in the Midlands and London.
After moving to London, he moved into industry and had various tax and finance roles at Barclays Bank, Columbia Threadneedle, MSCI, and Mitsubishi Heavy Industries. In addition to his professional pursuits, he enjoys working with technology, and is currently studying for a part-time Computer Science degree.
He enjoys playing sports, including football, tennis and tag rugby. He also enjoys cooking, socialising with friends, listening to politics podcasts, spending quality time with his family. He is also a trustee of a great local charity in Epsom called Love Me Love My Mind.
07884 172318
[email protected]
Contact Card (VCF)
MSc, ACA, DipPFS
A dedicated entrepreneur with a robust work ethic coming from a family with a rich business background. Passionate about empowering others, he is committed to helping individuals achieve their personal and professional ambitions. In addition to his entrepreneurial pursuits, he manages diverse ventures in retail, manufacturing, and real estate.
A graduate of Durham University, he specialized in Mergers & Acquisitions while earning his Master’s (MSc) in Finance & Investment (70% CFA syllabus). He began his career at Lloyds Banking Group, where he achieved his Chartered Accountant (ACA) qualification with the ICAEW. He had a variety of roles across the bank not limited to; Chief Economist Office, Financial Institutions within Commercial Banking and Wealth.
He worked with the C-Suite of Schroders and Lloyds Banking Group to create Schroders Personal Wealth, where he later became a Financial Advisor, working with a variety of new and existing clients to help them achieve their personal goals. Additionally, he has developed extensive knowledge in the Higher Education and Charity sectors and is a certified PRINCE2 practitioner.
In his spare time he enjoys flying and is training towards his Private Pilot’s Licence with many hours flying in a Cessna-170. He also enjoys cooking for his family, exploring different countries and scenery through driving and socialising with friends and family.
07517 480881 [email protected] Contact Card (VCF)
