Work and clients: Keith’s main area of focus is providing financial and tax advice to owner-managed businesses, individuals and families. He deals with IHT and estate planning and estate administration, and is a trustee of family trusts and executor of wills. Having run his own accountancy practice for many years, Keith very much understands the hopes and fears of clients running their own businesses.
The route to Shipleys: Keith qualified with PKF in Liverpool in 1972, transferring to their London office 1973 where he became an audit manager. He had a spell with Chantry Vellacott before setting up Smith Pearman in 1980. Keith became a consultant when Smith Pearman and Shipleys merged in 2016.
Aim: “To continue to work closely with our clients providing them with the support that they need to assist them with all their personal and business financial affairs”.
Most entertaining deal or case: “Being asked to visit a diamond mine in Kimberley SA to assess its commercial viability having had no mining experience and very little knowledge of diamonds”.
Proudest professional moments: “Looking back over nearly 50 years of professional life it is probably successfully nurturing and growing my previous firm, looking after both clients and staff”.
What I like about my job: “Being a trusted professional looking after the financial welfare of our clients”.
Interests outside work: Yacht and dinghy sailing. Keith is a qualified yachtmaster. Cycling. Belatedly endeavouring to master playing the flute.