David is a Chartered Accountant at haysmacintyre and provides audit and related financial services to charities and other not for profit organisations.
He trained in Suffolk before working with what is now Ernst & Young in London and Sydney. On returning to the UK, David joined Merrill Lynch’s Internal Audit department based in London but working much of the time overseas and focusing on new systems and controls following the 'Big Bang'. After obtaining an MBA from Cranfield in 1988, he joined the Schools and Charities team at one of our predecessor firms and became a partner in 1990.
David is actively involved in audit and related financial advisory services, including addressing boards of trustees on financial planning, monitoring and governance issues and in connection with our specialist services such as employment taxes, commercial trading and VAT. His work with independent schools includes advising boards of governors on public benefit and fundraising issues, and he advises and assists religious congregations and other faith charities with the restructuring of their activities.
He is a regular speaker at sector conferences and writes for various publications. He is also a governor of an independent boarding school and a volunteer for a medical relief charity.
David is a member of hockey and tennis clubs and occasionally turns out for two cricket teams; this is when he isn’t mending fences to restrain an inquisitive puppy!
Lee has specialised in the charity and not for profit sector for 15 years and was appointed Partner in October 2017. He joined haysmacintyre in 2015 from another specialist not for profit accountancy firm.
He works with a variety of charities in this space, but has focused on supporting independent schools and faith based charities.
As well as ensuring his clients respond to their compliance responsibilities, Lee also assists clients on financial system reviews, recruitment of key financial personnel, financial due diligence, fraud investigations and technical accounting treatments.
Lee is a regular speaker at haysmacintyre seminars, including the trustee training programme and guest speaker for the Catholic Charity Conference seminar series, as well as having responsibility for some staff training. His specialist topics include accounting and reporting and fraud and financial governance.
Lee is a keen sports fan and is an avid supporter of Liverpool FC and he also follows Harlequins FC. Lee and his wife have completed the Brighton marathon twice raising money for charity.
Louise has worked in the charity and not for profit sectors for most of her career, having trained and qualified as a Chartered Tax Adviser. During her career Louise has specialised in working with charities and other related not for profit entities and has worked for RSM Robson Rhodes and more recently, Grant Thornton UK before joining haysmacintyre.
Louise has a particular interest in the not for profit sector and advises her clients on the use of corporate group structures for tax planning and efficiency, property related advice, maintaining the direct tax charitable reliefs, claiming theatre tax relief and maximising entitlement to Gift Aid amongst other things!
Louise is an Observer Member of the Charity Tax Group. In her spare time, Louise enjoys the outdoors, particularly walking, cycling and gardening and also loves cooking up a storm in the kitchen.
Richard became a Partner with haysmacintyre in 2008 having trained in both the corporate and not for profit sectors. He has been actively involved in the internal management of the firm on our Audit Committee and spent five years on the partnership Management Board.
Richard is our head of Charities and Not for Profit team, and is particularly interested in charities delivering care, arts and culture organisations and independent schools. He provides both external audit services and advisory and consultancy services to their management teams, and sees his role as a key adviser for management and trustees in achieving their charitable objects and longer term strategy. Richard has a particular interest in governance and risk management processes, as well as improving financial systems, controls and management reporting.
He has been actively involved in the training of the not for profit team and leads our external trustee training programme, in association with Farrer & Co, which is an invaluable contributor to our corporate social responsibility policy, in enabling charity trustees to benefit from training and sharing experiences with their peers in a cost effective way. Richard has himself practical experience as a Trustee with the Royal Marines Charitable Trust, part of the Royal Navy and Royal Marines Group. He is their representative on the group finance and audit committee.
As an avid motorcycle fan, Richard follows British Superbikes, World Superbikes and Grand Prix. He also owns the rights to the Marshan brand of powerboats, and competes in the offshore racing series with the Offshore Circuit Racing Drivers Association (OCRDA).
Tom was appointed Partner in October 2017 having worked his way through the ranks since joining haysmacintyre as a trainee in 2008.
His clients are drawn primarily from the professional institutes and membership bodies (PIMBs) sector, including clubs and national trade associations. Tom has a specific knowledge of national governing bodies of sport and regularly presents at our seminars for this group. He prepares our detailed annual national governing bodies of sport benchmarking report, providing insights and advice to individual participants and commentary regarding emerging trends and developments for the sector as a whole. He is a member of the Sport, Entertainment and Media committee at the ICAEW and contributes to the committee through his knowledge and experience of the sport sector and NGBs.
Tom also works with our education team, supporting independent schools and academies and has significant corporate client experience.
His delivery is focused on statutory audit and accountancy, but additionally Tom provides advice on financial system and internal controls reviews, as well as financial best practice and governance matters.
Tom’s interests outside of work are mostly sports-related, and he has travelled the globe to attend football and cricket tournaments. Right now, firmly rooted in the UK, he is a keen follower of Blackpool Football Club.