T: 01789 206138
I am an associate in the Private Client team, based in Stratford upon Avon. I specialise in the administration of trusts, personal tax and probates, working for individuals ranging from minor children to the elderly who need assistance and advice regarding their finances and tax affairs.
When did you start at Lodders? Any interesting past employers?
I started working at Lodders in 2000, having previously spent 5 years working as a stockbroker, followed by 2 years as an overseas trust manager in Bermuda and then as a member of the Private Client team at Eversheds, Birmingham.
What do you most enjoy about your job?
The opportunity to work closely with my clients and also that I get to work alongside a team that has a vast depth of knowledge and expertise.
Are you a member of any societies, committees or organisations either at work or externally?
I am a member of the Society of Trust and Estate Practitioners (STEP), an international professional association for practitioners who specialise in family inheritance and succession planning.
What gets you out of bed in the morning?
Needing to take the dog for a walk! Also, the need to beat the traffic into work!
Any interesting personal achievements?
I competed at a senior level, representing my county as a squash player. I also ran for England at a junior level in the 1500 metres and Cross Country events.