Phil has been with the firm since 1993 and is the firm’s Managing Partner. He is a Certified Chartered Accountant with the Association of Chartered Certified Accountants (ACCA).
He is a member of the Institute of Internal Auditors (IIA) and is a Certified Internal Auditor (CIA). Phil heads up the firm’s Internal Audit team and is therefore responsible for overseeing the firm’s internal audit approach and training. He provides internal audit services to Credit Unions and a range of other not for profit organisations. Phil’s other main specialism is Risk Management. This is an area in which he regularly advises clients and provides training to external organisations. In recent years he has assisted a number of Credit Union’s develop their risk frameworks and risk appetite statements.
Phil is also a member of the ACCA Global Law Forum and is therefore up to date with the latest legislative changes. He has recently been providing clients with training and support on key legislative changes such as General Data Protection Regulations (GDPR). In addition, to working with Credit Unions he is heavily involved with the Social Housing Sector. He also takes an active role in both the firm’s IT strategy and assisting client’s with their IT plans.