
Financial Services
I'm a financial services Audit Partner and I lead our financial services audit team in Bristol. I provide external audit and associated assurance services to a range of financial services firms in the region, as well as being part of our national financial services audit team.
With 19 years' experience, I offer external audit services (including financial statement and CASS audits), regulatory assurance and controls assurance to financial services entities. I specialise in the asset and wealth management sector, particularly investment platforms, traditional asset managers and financial advisers.
Throughout my career, I've engaged with a diverse range of business structures, from FTSE 100 international groups to private equity backed regulated groups and owner-managed businesses.
Ask me about financial services audit, asset management, wealth management, CASS audit, investment platforms, regulatory assurance.