I have been operating my own licensed accountancy business since 2006, and in 2023, I decided to add another string to my bow and become a mortgage broker. RGS Mortgages was then born, which runs separately from RGS Accountants.
Being an accountant compliments RGS Mortgages incredibly well (and vice versa) because I have an expert understanding and experience in meeting the financial requirements for mortgages through the provision of documents such as payslips, tax returns and accounts. I also have experience in tax and budget planning, which is helpful to clients who are planning to buy properties in the future.
My vast accountancy and business background means that I am experienced in creating longstanding professional relationships, and I pride myself on my clients’ confidence in me with regard to competency, trust, and confidentiality.
Originating from Sussex, I relocated to South Wales in 2015. My client base is across the UK and being a digital practice as well as a traditional practice, meetings with clients can be face-to-face, online or by telephone.