Role Summary
Chartered Tax Adviser and full member of STEP, specialising in advising individuals, executors and trustees on a wide range of personal tax matters. Expertise across inheritance tax, capital gains tax and income tax, providing clear guidance through complex and often sensitive situations.
Focusing on understanding each client’s circumstances and long-term objectives, delivering bespoke advice and tailored solutions to support wealth protection and the achievement of those goals. Support provided across estate planning, tax compliance and strategic planning, with a practical and client-focused approach at every stage.
Career Background
Built a strong career in private client tax across a range of respected firms in the North West, progressing through senior roles including Tax Senior, Senior Tax Manager and Private Client Team Manager.
Most recently, held the role of Senior Manager in Private Client Advisory at a Manchester firm, supporting clients with inheritance tax, capital gains tax and income tax matters within one of the UK’s largest accountancy B Corps.
Hobbies
I play tennis for a local mixed and ladies' team in the Bolton league. I also play for my local brass band, so you will see me on Whit Friday on Saddleworth Moor.
Unusual Fact
I went on a tour in the US with the brass band and played in front of 80k people at the Philadelphia Phillies baseball game.
Bucket List
To see the Northern Lights!
Favourite Place
Is reading a book in front of a log fire with a sea view!
Favourite Song
Basket Case by Green Day
Can't get through a day without...
A cup of tea!
Contact Details
| Telephone: | 01254 688100 |
| Email: | f.wheeler@pierce.co.uk |