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What was your first job? My first official job was working at the Olympiad leisure centre in Chippenham as a recreational lifeguard!
How long have you been with Berkley Square? I have been with Berkley Square three years this October.
How did you start out in finance? I started by working for Lloyds Bank. Both my mum and sister worked for Lloyds, so I also became part of the Lloyds crew within our family. My mum ended up being my local director which made for some awkward times over the dinner table if things weren’ t going well!
What do you like most about your role? I love the variety that my job provides on a day to day basis. I really enjoy spending time with my clients, as financial advisors, we are very fortunate to be invited into client’ s lives and I try to make a positive impact on their lives where I can. A lot of our clients often
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become very good friends; this is a part of the job that I like the most.
How do you spend your time out of the office? My time out of the office is spent mainly between three things, spending time with my family especially my two little nephews Archie and Monty, playing golf or having a pint or two with my dad whilst playing darts.
Tell us something we wouldn’ t know about you I was on the popular game called Football Manager when I was 19 and played for Forest Green Rovers. You had to play the game on the largest database possible and my stats were rubbish... however I did feature on the game still and that was good enough for me!
If you could invite any character in history to your next party, who would it be and why? Strange one this, but it would be the crocodile hunter Steve Irwin. I loved watching
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his programme when I was younger. He was an amazing character and I’ m sure would light up any party and I would love to hear more stories about him when growing up in Australia rescuing crocodiles with his dad.
What’ s been your biggest success in 2017? Winning the Barry Sandry Trophy Golf Tournament at Broome Manor. I won it by five shots and had no idea that I was playing in an important event, or at least it was important in the eyes of all the members anyway.
Is the Berkley Square team planning a Christmas party? And if so, what are you doing? We have a Christmas Party every year and this is held at Bowood Golf Club on December 15. We are also having an additional Christmas party that ties in with Berkley Square’ s 10th anniversary. Also, we try to go out at least bi-monthly and always let our hair down when we do, some of us over
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indulge however and the less said about that the better.
What are you looking forward to the most in 2018? 2018 looks to be a significant year for Berkley Square, the company has seen big growth this year with many new additions to the team in 2017. With everything in place and starting to gel, 2018 promises to be an exciting one for us all and I’ m very much looking forward to it.
If you’ d like to find out more about Berkley Square Private Clients or to get in touch with Ryan to discuss your financial needs, email: Ryan. Trowbridge @ sjpp. co. uk or visit: www. berkleysquarepc. co. uk
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It’ s been a busy 2017 for the team welcoming new clients into the business and new faces into the team including Emma Skinner who joined as a senior accountant and Tom Absalom as a trainee.
Mike Lloyd, managing partner, has been guiding clients through changes in legislation, growth and any opportunities and concerns over Brexit. His main message for Brexit has been to ignore the white noise and keep on doing business.
He has also been identifying those clients who qualify for research and development tax relief which is a hugely valuable yet still under-utilised relief.
Tax expert Martin Gurney has been talking tax with clients to ensure maximum tax efficiency and recently gave a talk to members of Inspire about the impact of the
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November Budget on business and what actions business owners need to be taking.
Charity and not-for-profit specialist Sue Plumb has been working alongside clients who are coming to terms with changes in legislation which included a new Statement of Recommended Practice or SORP
Whereas small charities previously could prepare accounts under the SORP for smaller charities SORP( FRSSE), this has now been withdrawn.
The vast majority of charities are now required to prepare accounts under the Charities SORP( FRS 102). One key change is that any charity with income greater than £ 500,000 must now include a cash flow statement in their accounts.
The SORP( and various help sheets) are available on the charity SORP website:
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www. charitysorp. org / or contact Sue for more information.
Also, during the year the Fundraising regulator published the updated Code of Fundraising Practice.
The new version of the code introduces six changes designed to promote transparency from fundraisers in areas including leaving collection bags at houses, telephone fundraising and whistleblowing policies. All charities should by now have implemented the updated code. The team at Haines Watts Swindon do not just talk about charity they also support charities including donating every year to MacMillan Nurses and The Prospect Hospice.
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Also, this year, they are collecting donations for the local Swindon Food Bank which is part of a national initiative by the Haines Watts Group.
Nationally Haines Watts is a Top 15 firm of chartered accountants who specialise in advising and supporting business owners and the charity and not-for-profit sector.
mlloyd @ hwca. com 01793 533838
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