About me
My role mainly entails the preparation, review and interpretation of accounts and the accompanying tax returns, predominantly working with owner managed businesses.
I work as a Client Advisor at Wilson Partners. My role mainly entails the preparation, review and interpretation of accounts and the accompanying tax returns, predominantly working with owner managed businesses. I have been known to undertake work with our Senior Client Advisors, to assist in due diligence around potential business sales. I have an active role in the training and development of the firm’s Client Assistants, and feel strongly about the progression of our team as a whole.
I started in accountancy back in 2008 where I worked for 10 years in a very small, family owned firm and learnt numerous aspects of the accountancy role, developing a highly varied skill set. I have since worked for a couple of different sized firms in Plymouth before settling with the Mark Holt & Co family back in 2022, which has now merged with the Wilson Partner Group, who I’m happy to say hold the same morals and values as we do.
Outside of work I enjoy playing guitar, fishing, golf, live music and exploring Devon and Cornwall on my motorbike, perhaps with some barbeque food and the odd beer garden thrown in!