I graduated from Queen’s University, Belfast, in 2000 and began my financial service career with PwC shortly after. I was responsible for managing the specialist pensions unit which was appointed as PwC’s National Centre of Excellence. I left with Allison Chambers to establish SSAS Solutions (UK) Limited where I continue to indulge my love for all things ‘SSAS-Y’!
I have extensive experience in all areas of the operation and management of self-administered schemes, specialising in commercial property acquisitions and loans to sponsoring companies and third parties. I have advised some of the leading SME businesses in Northern Ireland, helping them to achieve their objectives by utilising and maximising the benefits of their existing pension assets.
I also specialise in ensuring SSAS assets are efficiently structured as part of a clients’ wider inheritance tax planning strategy.
In March 2019 we merged to become part of the Mattioli Woods family where we will continue to focus on high-net-worth clients and integrating their financial planning and asset management needs.
Being part of the Mattioli Woods group provides us with an additional resource and group support to enable the business to grow while still maintaining our strong client values, which also mirror those of Mattioli Woods.
I am a member of the Association of Member-Directed Pension Schemes (AMPS) and away from the office I like to do my bit for charity – by supporting Everton!