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Chloe joined Source Advisors in 2020 with a strong background in client-focussed roles. Chloe works closely with our clients to identify R&D, Intellectual Property and Patent Box opportunities and ensures that the treatment we adopt and the reports we compile are compliant. Her role is to coordinate and manage Source Advisors resources to deliver a smooth and successful journey for our clients.
“The thing I find most rewarding is getting to know our clients, often building relationships over many years. By understanding the people and their businesses I can ensure the whole claims process is smooth and efficient for our clients. ”