I live in Frome, am married and have two daughters. My hobbies include photography, cooking, country walks, chess, learning Spanish, and following most sports including cricket, rugby union and football.
QUALIFICATIONS & EXPERIENCE
AAT (Level 4 Diploma in Accounting from the Association of Accounting Technicians) and 2014 FPC (Financial Planning Certificate from the Chartered Insurance Institute) - 1997
I have accountancy experience going back to 2006 and Financial Services industry experience going back to 1994.
I have gained experience of Company Accounts; Bank reconciliation; Companies House returns; Providing cost and revenue information; Cash management; Accounting adjustments (assets, depreciation, stock, prepayments and accruals, bad debts and provisions); Using a journals & suspense accounts; Double-entry bookkeeping; Compiling management information on a monthly or quarterly basis; Preparing and submitting returns to regulators.
In addition, I am proficient in Software such as Quicken, Sage, Excel, Word, Intelliflo and Adviser Office. Further details can be found on my LinkedIn page.