Liz McAuliffe

Liz McAuliffe

Finance and Operations Manager

A brief introduction

The main focus of my role is to provide the directors with management accounts and information.

I act as Company Secretary and am responsible for compiling the regulatory reports for FCA compliance.

Background

I qualified as a Chartered Accountant in 1987 with (what was) Arthur Young, London. Whilst working for Arthur Young I benefitted from a secondment to the Stock Exchange and gained experience of auditing businesses in the Financial Services sector.

I joined Monahans Wealth Management in 2008 having worked as the company accountant for a firm of food safety and health safety consultants, for 13 years.

My role within Monahans Wealth Management has grown over time with more involvement in operational issues, personnel and IT development.

Expertise

Business Accounting
Business Reporting
Administration 

 

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Client testimonial

Since I have retired, my wife and I needed to work with an Independent Financial Advice firm who we could rely on to advise us on a range of personal finance matters. Monahans Wealth Management suited us ideally, since not only are they local to us but because of their accountancy connection they also have a range of in-house experts to cater for our ever changing requirements. Working with Monahans WM enables us to find answers to our questions quickly, freeing us up to enjoy our retirement!

Dr & Mrs Shires