Heather has worked with Delia for over 19 years, supporting her in the delivery of tax consultancy services and advice and other services to clients. Over this time Heather has developed a good knowledge of tax processes, the drafting of documentation and an indepth understanding of client needs.
The main focus of Heather’s role is to co-ordinate and ensure a smooth and efficient delivery of services to clients by the consultancy team. In practical terms Heather acts as a liaison point, keeping clients updated on matters whilst managing the progress of assignments internally. Typically Heather is involved with family clients, private client advisory matters, Power of Attorney and Probate support. Heather also supports Owner Managed Businesses with Company Secretarial matters.
Clients tell us they feel reassured that they can speak to Heather when Delia is unavailable, particularly those clients who have known her for many years and built up trusted relationships.
Alliotts was founded in 1869 in the City of London