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. 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.
Tracey joined us as an audit trainee in 1997. Having worked on a variety of both not for profit and corporate clients, she became a Partner within our award winning Charities and Not for Profit unit in 2007.
As Head of Education, Tracey specialises in supporting independent schools and academies. She also works with a range of other charitable organisations and companies.
In addition to providing her clients with audit and accounting assistance, Tracey has a strong track record in financial due diligence on mergers and acquisitions. She is often asked to advise board on governance and financial monitoring.
Tracey regularly presents at courses and seminars and often writes articles for the sector press.