Within my current role as a General Practice Partner, I specialise in advising private family businesses. My client portfolio ranges from sole traders to large company audits and covers a wide spectrum of industries and professions. My responsibilities involve covering my clients’ audit, accounting and taxation needs. My specialist area is within the SME sector and consultancy and I also hold extensive knowledge of the charity sector, acting for a number of local organisations. In addition to client responsibilities, I am responsible for the firm’s marketing, training requirements and professional indemnity insurance. I am also a director of Newby Castleman (Financial Services) Limited.
Specialisms: • Audit • Corporate Tax • Retirement Strategies • Accounts • Charities and Not for Profit Organisations