Jimmy Merali

Managing Partner, CPA· +(254) 738 600 209

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Jimmy is a Practice Manager in charge of the Tax Department and is a holder of B. Com (Hons) Accounting qualification. His experience spans for over 20 years in the field including the Public Sector Audit, International Accountancy, and Financial Audit and Tax Consultancy Services.

  • Offers personalized financial advice using a holistic goals-based approach to help clients preserve, protect and grow their wealth
  • Delivers investment solutions to clients that are aligned with their financial goals and consistent with their personal values, while managing portfolio risk and minimizing expenses and tax exposure
  • Provides cash flow and lifestyle planning to help clients manage their liquidity needs and maintain financial flexibility
  • Develops strategies to manage the risks and tax considerations for clients