Meet The Team
We are a skilled, qualified and experienced team but we are also approachable and our clients have told us we are nice people to work with.
We are a skilled, qualified and experienced team but we are also approachable and our clients have told us we are nice people to work with.
Sarah performs a wide range of tasks within the finance department to ensure the accurate and timely maintenance of financial information.
She contributes to the smooth operation of the company’s month end accounting functions and her duties include reconciling expenses and credit cards, processing payments for external creditors and administering monthly payroll.
Sarah supports the Finance Manager with various month end schedules, reconciling balance sheet accounts, preparing monthly management accounts, and ensuring the effective management of cash flow in respect of income and expense transactions.
During her career Sarah’s focus has been in the finance sector with roles in the banking, insurance, pension, and investment sectors.
Client relationships diligently managed by motivated directors
Anticipating needs, timely responses and attention to detail
Onshore and offshore solutions to meet the goals of each client
The flexibility and privacy offered by an Isle of Man-incorporated Family Investment Company is particularly appealing to clients who are familiar and comfortable with corporate structures.
The Isle of Man is a well-established International Finance Centre, offering innovative corporate structures that cater to various private and business needs.
A private trust company (PTC) is a bespoke wealth planning vehicle that provides a settlor and their family with greater control over the administration and governance of a trust.
