In-depth client analysis

  • British Polio Fellowship

    Improving efficiencies to free up resources The British Polio Fellowship (BPF) is dedicated to helping, supporting and empowering the approximately 120,000 people in the UK living with the late effects of Polio and the neurological condition Post Polio Syndrome (PPS). The charity provides information, welfare and support to those living with PPS to enable all [...]

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  • Coronavirus funding for charities

    The Chancellor Rishi Sunak announced Coronavirus funding for charities. Frontline charities across the UK to receive funds from a £750 million package

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  • Is your charity’s governing document up to date?

    Your Governing Document is the Rulebook for your Charity. When did you last read your Governing Document? Do you know where it is?

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  • Trust and transparency in the Charity sector

    Negative press for one charity can impact the charitable sector as a whole. Transparency about how a charity spent its funds was the most significant factor that impacted the public’s level of trust

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  • Roffe Swayne advises on day nursery acquisition

    Roffe Swayne’s corporate finance team is delighted to have supported Cranbrook Day Nurseries on the recent nursery acquisition

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  • Mark Leigh

    Mark Leigh Corporate Finance Partner Mark is head of our corporate finance team. Mark has considerable expertise amassed over the years advising clients on corporate finance transactions. Mark is a skilled negotiator with a very hands-on approach to any transaction. He is commercially focused with particular expertise in the property and leisure sectors. Mark’s clients [...]

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  • Katrina Duddridge

    Katrina Duddridge Manager Katrina works very closely with her clients, specifically helping them with the planning and performance of the business as well as looking at ways to improve the systems and processes within the business. Outside of work, Katrina enjoys gardening and travelling. LinkedIn profileContact Katrina Notice: JavaScript is required for this content.

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  • Tony Kelly

    Tony Kelly Audit Partner Tony is our Charities Specialist Partner and leads our dedicated Charities team. He advises on a wide range of issues relevant to charities, these include: Acting as audit lead on charity audits Acting as Independent Examiner for smaller charities or those that do not require an audit In addition to audit & [...]

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  • Jonathan Vickery

    Jonathan Vickery Audit Partner Jonathan heads our audit practice and leads a dedicated team of twenty five. They deliver more than 200 audit and assurance assignments each year including: Statutory Audits under the Companies Act Financial Conduct Authority audits & assurance including CASS 5 (Insurance) and CASS 7 (Client money rules) reporting for Designated Investment [...]

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  • Donations from trading companies to charities

    For charities using a subsidiary company for trading, e.g a charity shop. Take care when making donations from trading companies to charities

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