Direct: 01935 811639
Office: 01935 813691
I joined Mogers Drewett as a Trust Administrator in June 2016.
I have 39 years experience in Business Banking with NatWest where I built up a strong client service culture which I apply to all clients in order to satisfy their objectives.
In my role I am responsible for the administration of trusts, including preparing trust accounts, tax returns, trust reviews, and assisting trustees with their duties. I also deal with the setting up and winding up of trusts, as well as the drafting of deeds to appoint and retire trustees.
Outside of work I enjoy playing golf, photography and listening to rock music. I am also a Trustee for Mendip Community Transport.