BSc, ATT, CTA
Director
Richard became a director of Wisteria in 2018 and responsible for the Tax department. His clients vary from individuals to partnerships and Limited Companies. Since becoming a Chartered Tax Adviser in 2015, he has grown his client base to individuals and corporations within the UK as well as those based in South East Asia.
His main focus lies on those individuals who are UK residents/Non-residents with non-UK domiciled issues to High-Net-Worth Individuals who own residential and commercial properties within the UK.
Richard obtained a degree in Economics at the University of Warwick. He is ATT (Association of Taxation Technicians) and CTA (Chartered Tax Adviser) qualified.
What led you to pursue a career in your current role, and how did you get started in the field?
By chance if I am being honest… I fell into the role at Wisteria as it was one that was open but I haven’t looked back as it has been highly rewarding and enjoyable throughout my career to date.
Having a strong numerical and problem solving mind helped me settle in quickly to understand the legislation and to work with clients.
What do you enjoy most about your job, and what do you find most challenging?
The variety, the clients that are different from the next, the changing nature of the rules and legislation make it a thoroughly challenging and enjoyable role.
On top of this, working with a hugely talented and exciting team of people here at Wisteria on a day to day basis makes it even more rewarding as I get to help them grow and achieve their own potentials whether it be in the tax, accounting or audit fields.
The most challenging part of my job is the variety of clients demands and needs but by being engaged with each and everyone of them, being able to work with them to achieve their goals from a tax and business perspective.
What do you believe are the most important qualities for success in your current role, and how do you strive to embody those qualities in your work?
Being pro-active, client facing and being able to adapt to the needs of each client to ensure their affairs are looked after. I think all of the ‘buzzwords’ are essential, but it is important to be good at them all and not just one in particular.