
Financial Services
I am a Director in the Financial Services Audit team, specialising in the audit of asset managers and funds. I work with a broad range of organisations, from FTSE 250 investment trusts to private equity and venture capital funds, helping them meet their audit, reporting and regulatory requirements with confidence. I focus on building strong relationships and providing practical, high-quality advice that supports clients as they grow and evolve.
Over the past 13 years, I have built extensive experience working with funds, asset managers, custodians and administrators across the Financial Services sector. I work closely with alternative investment managers and private equity firms, many of which are FCA regulated, supporting them with statutory audits and CASS reporting requirements. I have particular expertise in infrastructure and renewable energy funds, while also working with funds investing across a wide range of asset classes. My experience spans UK GAAP, IFRS and FCA regulatory requirements.
Alongside my client work, I am the People Leader for the Asset Management audit team. Developing people is one of the most rewarding aspects of my role, and I am passionate about helping individuals build their careers, develop their skills and achieve their potential. Whether supporting a fund through complex reporting requirements or helping an asset manager navigate regulatory expectations, I focus on delivering a collaborative and trusted service.
Outside work, I spend much of my time with my two young children, who keep me busy. I am also a keen foodie and enjoy cooking with my husband and hosting family and friends.
Ask me about Asset Management, Investment Funds, Private Equity Funds, Infrastructure and Renewable Energy Funds, CASS Reporting, FCA Regulation and Financial Reporting.