Rice Whatmough Crozier launched in 2010 following a management buy out from the professional services firm Deloitte. The Partners continue the same core values that have guided them over the many years that they have been advising clients in their financial planning strategy.
Each partner is professionally accredited and technically qualified in all aspects of investment , pension and taxation matters, collectively. With over 50 years experience of advising private clients and professional trustees.
Meet the Team
After qualifying in accountancy, Jonathan found himself attracted to the lure of private client tax, investment and pension where he has now specialised in for over 20 years ago.
Kathy has been working in financial services since 2000, firstly as a consultant with Arthur Anderson and then as a senior manager in Deloitte’s private client business.
Mandy has worked in financial services for many years having moved from the personal tax department at Ernst & Young into Personal Financial Planning over 20 years ago.