Since 2000 I have been involved with clients in the financial services industry, principally 'Funds' (listed investment trusts and venture capital trusts, and open-ended investment companies and unit trusts). In addition, I have been involved with firms regulated by the Financial Conduct Authority (FCA).
My experience covers accounting and reporting by Funds, as well as carrying out audits. I have extensive experience of reporting on client assets to the FCA. Over the years I have been involved with investigations (both civil and criminal matters, and accounting issues generally). A major part of my time is spent providing technical support and advice to, and problem-solving for, Grant Thornton's financial services audit team.
In addition to my client work, I am a trustee of the Robson Rhodes Retirement Benefits Scheme, and am a member of Association of Chartered Certified Accountants – Global Forum for Audit and Assurance, Financial Reporting Council – Client Assets Working Group and Investment Association - Accountancy Firm's Working Group.
Outside work, I am married and enjoy fresh air and country walks. Over the years, I have owned shares in various race horses, and enjoy watching the relevant races.