With over 20 years at PKF Withers Tsang, I’ve built strong, enduring relationships with clients by taking the time to understand their needs, not just on paper, but personally. I take pride in being a trusted advisor, bringing both technical precision and a human touch to everything I do.
My expertise spans a wide range of accounting services, with deep technical knowledge in trust accounting, trust administration, and portfolio reporting. I work closely with trustees and investment managers to ensure compliance, transparency, and accurate financial tracking across complex structures. Whether it’s preparing annual trust accounts, reconciling investment portfolios, or liaising with legal and banking professionals, I ensure every detail is handled with care and integrity.
Clients value my methodical, no-nonsense approach and my ability to simplify complex issues, whether they’re starting a business or navigating high-value corporate structures.