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.
Bernie Watson has retired as of 1 April 2018.
For any queries please contact Janet Augustine.
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).
Simon joined us as a trainee in 1987 and qualified as a Chartered Accountant in 1990. He became a Partner in 1996 and was a member of haysmacintyre's management from 2001 until 2013, the latter six years as Managing Partner. Simon's involvement in management, means he offers strong commercial expertise when advising his clients. He is currently our Head of Corporate and is responsible for setting and implementing the strategy for business clients.
Simon advises a wide range of clients including entrepreneurial businesses, long-established international groups as well as membership organisations. This advice is given to the owners of these businesses, often high net worth individuals, as well as to the businesses themselves.
In recent years he has specialised in two sectors, financial services and membership organisations.
He started advising fund managers in 1998 and since then he has acted for over 150, helping them with the set-up of the business, financial management and taxation matters. In addition to fund managers, he also acts for corporate finance boutiques, research houses and other financial services entities.
Recently Simon has worked closely with Neil Simpson advising financial services clients on the change in the taxation of partnerships to ensure that our clients operate in the most tax efficient manner. Along with Bernadette King, Head of Financial Services, Simon has established us as a key player in the sector.
Simon also acts for over 20 membership organisations, including trade associations and private members clubs. He prepares detailed benchmarking analysis reports, providing commentary and insight to participants individually and to the wider group in an annual seminar.
He enjoys acting for fast growth technology companies and the owners of those businesses, assisting many of them from start-up throughout the business cycle to exit. After exit, Simon continues to act for those high net worth individuals assisting them with their financial and taxation affairs.
Simon also has recent experience of reporting accountants work for listed companies, particularly those quoted on AIM.
Outside of work and family life, Simon enjoys watching most sports and participating in some as well. He also has a keen interest in London life, particularly in restaurants, music and theatre.
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.
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.