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I am the Managing Partner of our Gibraltar office having joined the firm in the summer of 2015 after 35 successful years in Personal and Corporate Banking with Barclays, predominantly in London.
My vast understanding of the lending market together with my extensive knowledge of the SME market, allows me to help clients grow their businesses and benefit them by improving their performance and efficiency through a fresh viewpoint and strong analytical skills.
I am a licensed insolvency practitioner in both Gibraltar and the UK, as well as a Chartered Accountant, solicitor and New York attorney.
Gibraltar is a blockchain and cryptocurrency jurisdiction and as such I am a champion and regular public speaker of these subjects. I also provide our clients with all-round accountancy support.
I am a Tax Partner based at our Central London office.
With more than 25 years spent in professional practice, I possess a considerable amount of experience in advising on Private Client matters specifically relating to residence, domicile, estate planning and offshore and international tax planning.
I am heavily involved with our local Gibraltar office and I can advise from both a UK and Gibraltar perspective.
I was promoted to Partner in 2000 and I act as a general business consultant and the audit engagement partner for a significant number of privately-owned entrepreneurial clients, with particular emphasis on the Real Estate sector.
I am also responsible for our Gibraltar office, acting as the liaison between this office and our London headquarters.
I am the Manager of the Gibraltar office with over 40 years’ experience working with SMEs. My wealth of knowledge and experience is not only limited to Gibraltar but also the UK, Channel Islands, Ireland and the Far East (including Hong Kong).
I previously worked at the firm’s Central London office before moving to Gibraltar to take up my current role. I am able to assist and advise businesses on accounting, tax and audit matters as well as general commercial matters which are important to local business. I am also able to assist with entities wishing to do business in India and Kenya.
I have worked in financial services for more than 23 years and I possess extensive experience in individual and corporate financial planning.
As well as holistic financial advice, I also advise on the more specialist areas of inheritance tax, investment and wealth planning, with a view to tax mitigation.
In my role as an adviser, I often liaise with other professionals including accountants and solicitors.