Private Clients

Andrew Whitton

“I write to thank you for your efforts on behalf of our highly valued client in resolving the tax issues surrounding his employment of a member of staff. He asked me to pass on his thanks. As you look after my own modest tax affairs most admirably, I was very pleased that my recommendation of your services proved good for my client.”

Claudia Lester

"I was referred to David Mullen of PEM Carrwood by Sanchia Norris, as I have a number of different investments and pensions that were not being managed by my exsisting advisor who had failed to keep on top of chnages occuring as a result of the collapse in the economy. David helped me amalgamate them and spread the investment fund to reduce the risk. I found the process straightforward and easy to understand, especially as most of the paperwork was completed by David".

Eleanor Sclater, Private Client

"PEM has handled our family trust, farm and personal accounts for over thirty years. They have given us extremely good advice and we have had complete trust in their ability. In particular PEM has gone out of their way to find solutions for the trust. I would not hesitate to recommend the firm, in particular Tony Dewey and Sanchia Norris for their patience and understanding".

Jonathan Myer

“My fellow shareholders and I were pleased with the way Sanchia Norris and her team at PEM handled the complex capital tax gains situation, including all negotiations with HMRC when we sold our family business after 125 years of ownership”.

Sir George Bull, Private Client

"Sanchia Norris has been advising me for more than 7 years".

"Towards the end of my career, I was looking ahead to my retirement and decided to move my affairs from advisers in London to professionals closer to my home in Saffron Walden. Ever since then myself and Sanchia have enjoyed a close working relationship and professional friendship. We hit it off very well from the outset, she still proceeds to run the rest of my life. She is an expert in her field and it just simply became apparent that we were talking the same language".

"I would best describe my affairs as quite complicated with a few property interests, trusts and a large family. Sanchia has always taken the time to visit many of my family members explaining technical arrangements and helping them through whatever needs to be understood. One of her first moves was to visit my family home, where she set up a filing system that streamlines all my affairs. She spent the entire day going through all my personal files relating to tax and organising them so that she or I can update them quickly. She also co-ordinates any advice I receive from other professionals including my IFA, 2 stockbrokers, a banker and solicitor".

"I’m still working to her system today, it may have taken a day to organise us but it has made a big difference. She is exceptional and very able. Not only do I appreciate her technical skills but also the personal care and attention she provides. If I need to talk to her, she always makes time to call me, although she does have others who pick up the fieldwork. All my family like her and there’s a depth of involvement there beyond the call of duty, this has helped build a relationship to an exceptional level. She has certain skills and an attention to detail that in today’s terms has almost become things of the past".