Helping Limited Companies and individuals realise tax efficiencies through various HMRC Schemes, including but not limited to Research & Development Tax Credits, Embedded Capital Allowances, Stamp Duty Land Tax Relief, Land Remediation Relief Scheme and tailored Payroll Solutions. Liaising with those clients to discuss eligibility criteria, educating them on the process and requirements, and guiding them through the process to reduce the tax bill or provide a cash injection back into the business (depending on whether the business is profit or loss making).

Managed the commercials and budget for a c£3.5m project and c£500k Minor Works Work Packages; Access Control Systems, Passenger Help Points, Customer Information Screens, Copper and Fibre Cable Input & Testing etc.Worked with the bid team on new works – E.g. £10m Civils & Comms Upgrade Project awarded to FAI by South West Trains.Project Managed some Work Packages, then trained a supervisor to become the Minor Works Project Manager to help when this part of the business grew to double the revenue in the first six months of 2023.Main objective of the role was to create and manage a P&L containing all revenue and cost associated to all the above referenced works and negotiate the approval of AFPs and Work Package PO approvals with the clients before passing to Finance for invoicing.This included working closely with the Project Managers & Technical Director to understand the programme timelines to enable more accurate forecasting to the Senior Management Team; weekly board meetings were held with the CEO, Managing Director, Head of Commercial, Head of Finance and Operations Director. Authorise spend on labour/plant/materials and any PO raised by the Project QS & the Programme from the PMI would compare this against the original Contract/Business Case, querying any deltas and then capturing any possible Variations highlighted in the review that hadn’t already been raised by the Project Team during planning phase already.

Planned on starting my own franchise and so first worked as a Driver Manager of a small team of delivery drivers on behalf of Gepe Ltd, who manage over 100 drivers across the South-East.I made the decision not to go ahead with starting my own Franchise after the 6m trial period because there was not business justification to continue based on the ROI.

Worked on a joint venture franchise providing advice to individuals and businesses wanting to protect themselves, their families and their employees. Products included Life Insurance, Critical Illness Cover, Income Protection, and Family Income Benefits.Working on behalf of the largest Insurance Broker in the UK (LifeSearch), and provided advice on behalf of partners including MoneyExpert, QuoteLifeCover, MoneySupermarket, CompareTheMarket.All advice provided under call recording and fully authorised and regulated by the Financial Conduct Authority.

Managing multiple small teams with the sole aim to increase revenue and reduce cost. It was my responsibility to ensure all works were completed on time, within agreed budget, and to guarantee quality assurance of all completed projects prior to billing clients.

Fulfilled a six month contract for Barings Asset Management; working primarily on the worldwide desktop refresh project – A global requirement to update the Barings aging desktop from Windows XP to Windows 7, and Office 2003 to Office 2010. • Globally migrated 750+ user and devices.• Onsite training program incorporating one to one (directors), classroom based, bite size sessions (optional). • Audit management; storing, changing and managing Excel documents with lists of users, applications, application status etc.• Engineer scheduling for 10 engineers in two separate teams.• Updating project manager with checkpoint reports on weekly basis• Primary point of contact for issues that users or engineers have, or the training team.• Updating various team leaders on a weekly basis.• Regular meetings with management team, and taking minutes.• Prior to desktop builds being developed, the infrastructure had to be prepared through the implementation of SCCM, App-V, XenApp 6.5 etc.• Maintaining training schedules – overview, bite-size.• Migrating every user across the following offices: London, Boston, San Fran, Springfield, Toronto, Hong Kong, Taiwan, Paris, Tokyo, Korea, Frankfurt.Following the six month contract I was offered a new six month contract, this time coordinating various projects incorporating various new and upgraded technologies, different teams and additional Barings locations worldwide. The main project follows the purchase of a South Korean based asset manager company which had to be upgraded to BAM standard. During this six month contract I worked alongside the Programme Manager on the following projects:• South Korean asset manager acquisition.• Citrix XenApp 5.0 to 6.5 upgrade.• HelpDesk for Windows (HDW) to LANDesk upgrade.• Mass Mutual: Board of Directors visit (parent company of BAM).• Hong Kong DR Relocation & LAN resilience.• SCCM & SCOM upgrade.• Windows Exchange public folder update.• Remote Access upgrade.

• Administrative liaison between Malvern House and clients, and general help to the sales and project teams.• Producing spread sheets, reports, PowerPoint presentations, analysing feedback forms for specific projects.• Devising and maintaining personally implemented office systems and procedures.• Telephone and email enquiries from colleagues and clients. Dealing with both internal and external queries and requests.• Keeping a schedule of set meetings, rearranging appointments and cancellations as well as fitting in new appointments.• Organising/storing of all regulated documentation and computer-based information.• Liaising with current clients; arranging and attending set meetings, taking minutes and undergoing post meeting evaluations.• Booking courses to meet all outstanding client requirements. Booking delegates onto courses and allocating timeslots for them.• Allocation of new courses to schedules, booking staff onto training events (can include organising training sessions both in the UK and overseas). Working with State Street bank in the UK as well as Germany, America, France and Belgium. Created calendar in Outlook and shared with all those concerned.• Allocating new trainers and assessors; taking into consideration both parties availability, trainer’s skill set match etc.• Liaising with training providers and/or the project team and delegates.• Distribution of training material: course specifications, quick reference guides and any other requested documentation.• Scheduling floor walking sessions; using Outlook to organise in an efficient manner.• Reporting with an organised and professional approach using Excel, Word etc.• Building strong relationships with both customers and suppliers; liaising on a regular basis with staff from all internal departments, in addition to external contacts.