I am head of the Not-for-Profit Group, dealing with trade unions, charities, pension schemes and other membership-based organisations. Although my job title is audit partner, the majority of the work I do involves finding solutions to problems and supporting positive change within the organisations I advise.
This means the work I do is varied and can include assisting with budgets and forecasts, creating medium-term strategic plans and formulating investment strategy (often related to tax planning), recasting management systems and information to provide greater clarity, addressing pension scheme deficits and making presentations on these matters.
My ethos is to ensure clients have a full understanding of their financial position so that they can make informed, positive and strategic decisions. This entails operating on a “working backwards” and “prevention rather than cure” basis.
One of my proudest pieces of work was when a trade union that was incurring continued deficits and was on the brink of collapse with £1.4m worth of debts sought my advice. It could not secure any new funding and needed to make efficiency savings to survive. Working together, we devised an acceptable strategy that secured funding which, along with the sale of a few properties, allowed the restructuring of the organisation to make it more efficient in the long-term and not only reduce its costs but allow repayment of the debt. Six years later, the Union had gone from being £1.4m in the red to being £1.4m in the black.
After graduating from The London School of Economics and Political Science I joined Coopers & Lybrand qualifying with them in 1981. I joined H W Fisher & Company in 1984 and became a Partner in 1988.
I have also sat on the other side of the table. I acted as a School Governor for a combined 29 years as well as the treasurer of a Church, Community Hall and Nursery in Notting Hill for 12 years.
Royal Society of Arts