Supporting individuals and families through life’s major financial milestones.
With over 25 years of experience as a tax advisor, Kerri has worked across a variety of roles, gaining deep expertise in personal tax planning - the area she is most passionate about.
For Kerri, the most fulfilling part of her work is supporting individuals and families through life’s major financial milestones.
Kerri’s professional qualifications include being a Chartered Accountant (FCA), Chartered Tax Advisor (CTA), and Trust & Estate Practitioner (TEP). She also holds a law degree from University College Dublin, equipping her with the broad perspective needed to assess both the financial and legal implications of major decisions.
Kerri’s vision is that all our clients know they’ve made fully informed tax decisions for their lives and legacy.