I am a Chartered Accountant by profession and have spent over 40 years working with charities, schools, and owner managed businesses of many types and sizes; from national to local businesses, and from start-ups to multi-million pound businesses. I have worked with national and international charities as well as small local not for profit organisations.
In each situation I have ensured that the solutions to client problems are tailored to the clients own specific needs as in the case of two clients with identical problems, the solution may not be the same. \that is why a good strategic and governance framework is essential.
Charities sectors include:
- Grant making
- Learned Societies
- Mental Health
- New technology
Since April 2018 I have been a member of the Midlands Group of Business Advisors (MGBA) and the Financial Solutions Group (FSBA) part of the UKBA network of consultants which gives both me and my clients access to a dedicated group of people with a wide range of specialist skills to help both businesses and charities in terms of problem solving and to achieve long-term goals. for more details go to:-
For 10 years I was a member of the Institute of Chartered Accountants Disciplinary Committee and was one of the first people in the country to gain a Diploma in Charity Accounting. I am also a qualified mediator.
I also carry out business valuations where there is a shareholder dispute or family litigation such as divorce.
I was a Governor of Leicester College for 12 years (including several years as chair of the Audit Committee) and I am currently a trustee of the Dyspraxia Foundation and Dawson and Fowler Foundation.
I act as a facilitator at strategy meetings for both charities and owner managed businesses
I run training courses for charities
From time to time I do some public speaking covering the more humourous aspects of my working life
I am a member of MGBA (Midlands Group of Business Advisors) part of the UKBA network and FSBA (Financial Solutions Group)