Bio

Terri is committed to providing proactive and tailored advice to meet the specific needs of business owners and high net worth individuals. With an impressive 17 years of tax experience, including 12 years spent specialising in owner-managed businesses and high net worth individuals at a prestigious big four accounting firm, Terri brings a wealth of knowledge and expertise to the table. She understands the complexities of the tax landscape and is well-equipped to guide you through the intricacies of tax planning and compliance. What sets Terri apart is her commitment to providing proactive advice. She doesn’t just react to your tax needs; she takes a proactive approach to identify opportunities and strategies that can optimise your tax position. Terri takes the time to understand your unique circumstances, goals, and aspirations, ensuring that her advice is tailored to your specific needs. Terri’s expertise and credibility in the field of taxation are unparalleled. Her wealth of knowledge, combined with her years of experience, enables her to navigate the ever-changing tax landscape with confidence and precision. You can trust that Terri will provide you with the latest insights, strategies, and compliance solutions to reduce your tax liability and maximise your financial well-being. Outside of her professional endeavours, Terri finds joy in her family life. She is married with two children, residing near Birmingham. In her spare time, she enjoys Masters Swimming and coaching national water polo, demonstrating her dedication and discipline both in and out of the office.