My professional qualifications are the Offshore Diploma from the Institute of Chartered Secretaries & Administrators (ICSA). I recently attained the ICA International Advanced Certificate in Compliance and Financial Crime.
Having previously run a family business, I started my career in financial services in 1999. I joined Walbrook Trustees (then the trust arm of Deloitte) and during my time there I gained experience in various areas of their business, including corporate and trust administration, compliance and operations, for the last three years of my time at Walbrook I was manager of the Company Secretarial department.
Following the acquisition of Walbrook in 2007 by Barclays Wealth, I moved to Appleby Trust (Jersey) Limited. During my time with Appleby I was a Client Manager with overall responsibility for a diverse portfolio of corporate and trust structures for a single family.
Over the years, I have gained a lot of experience and understanding of trust and corporate administration, particularly specializing in the area of statutory and procedural issues across various jurisdictions.
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