Simon has primary responsibility for managing the firm’s portfolio of Not for Profit and charity clients, heading up the Not for Profit team. Simon has been immersed in the third sector for more than 15 years and has built up extensive knowledge and experience, sitting on our national network’s (MHA) London based Not for Profit board. Simon is also involved with a number of charities carrying out board and treasurer duties.
Joining Tait Walker in 1996, as well as being a fully qualified Chartered Accountant since 1999, his substantial third sector experience has been recognised by the ICAEW, being awarded their charity qualification (DChA), which acknowledges the unique specialist knowledge required to properly advise charity clients. Simon is only one of a small number of professional advisors to have been awarded this qualification within the North East.
Simon works with a number of Not for Profit clients, including over 80 registered charities, ranging from some small to very large organisations (around £80m assets) and therefore has a broad experience. Being a board member and treasurer himself, he has first-hand experience of the issues affecting Not for Profit organisations and has moulded the firm’s audit approach accordingly.
Simon delivers training to trustee boards, both for his own charity clients as well as working with some of the large national charities, to upskill their board members. Please get in touch with Simon if you want to explore how he could assist your organisation, or would enjoy the opportunity to have chat over a coffee and bounce some ideas around.