Adam Halsey heads up haysmacintyre’s work in the Faith Charities sector. He specialises exclusively in charities and not for proﬁt organisations and works with a variety of charities but predominantly focusing on those that are faith and education based.
He mainly works in statutory audit and accountancy, but he also advises clients on restructuring and incorporation; internal audit training and outsourcing; ﬁnancial systems reviews; recruitment of key ﬁnancial personnel; new accounting regulation implementation and policy setting.
He joined the ﬁrm in 2001 from Deloitte & Touche where he spent two years in the Corporate Finance department. Before this, he trained and qualiﬁed at KPMG where he worked mainly with large well known charities. He also worked in KPMG's Forensic Accounting department.
Adam is the chairman of an animal welfare charity and recently joined a catholic charity on their Lourdes pilgrimage.
Alexandra Steffensen is a key charities lawyer in the firm's Bath office. She is recognised for work on the financial aspects of charity law, including banking matters and the administration of permanent endowments.
Alexandra advises on a wide range of charitable issues including start ups, restructuring, negotiations with the Charity Commission and governance. Her practice covers a range of charities from faith based and children's charities to arts and animal welfare charities.
Alexandra joined Stone King in November 2004 having trained at Slaughter and May, where she qualified into corporate finance. Prior to which she had worked in the archaeological and museum sectors.
Ben is an Executive Director in Quilter Cheviot’s global equity research team. His excellent communication skills and strong analytical ability means he works effectively with investment managers to enhance client portfolio returns. Currently he researches Global Technology, Media and Telecoms, but he also has extensive experience and knowledge of Global Healthcare stocks. Ben utilises his deep industry knowledge to identify attractive investment opportunities before they are widely understood by the market. Ben is a CFA Charterholder and graduated in econometrics from Nottingham University in 1996.
Charles joined Quilter Cheviot in 2017 with responsibility for developing the firm’s specialist charity capability. Charles has 30 years’ investment experience working for leading financial institutions including Newton, Rensburg Sheppards (now Investec Wealth & Investment) and latterly, Stanhope Consulting. Charles founded the first Common Investment Fund investing in UK commercial property and also established the first program focused on ongoing education for charity trustees. He is a Trustee of Bowel & Cancer Research, RL Glasspool, a national charity which helps people step out of poverty, and PRISM, which helps to promote and to facilitate charitable giving in a flexible and efficient manner. Charles sits on the board of the Charity Investors’ Group, a forum promoting greater understanding around investment.
David Sewell is a Chartered Accountant who works with a broad range of faith and education charities including several RC religious orders.
As well as providing audit and financial advisory services, he addresses boards of trustees on a variety of issues such as governance, risk management and financial planning and monitoring and is a regular speaker at internal and external events.
He has been a governor of an independent boarding school for twenty years, is a Freeman of the Tallow Chandlers Livery Company and as well as a volunteer for a medical relief charity.
Dominic began his investment management career at Clerical Medical Investment Group in 1991, before joining Credit Suisse Asset Management in 1993 where he became associate director in 1995. Taking his team to Laing & Cruickshank Investment Management in 1999 as an investment director, he was appointed executive director following the company’s acquisition by UBS in 2004. Dominic graduated with an LLB (Hons) degree from the University of North London, and specialises in offshore and private client investing, charities and religious orders, and sits on the Asset Allocation and UK Equities Committees.
Pip Jukes has worked with Religious Congregations for over 30 years, following a decade in secondary school teaching. He has dealt with countless situations ranging from property sales, school reorganisation and closures through to the development of care and nursing facilities. He has attended countless finance and investment meetings and has chaired committees on behalf of Congregations reviewing their various works. As a founder member of the Catholic Charity Conference he understands the process of change over the years and the importance of working alongside Religious. In semi retirement he acts as a trustee for two Religious Congregations.
Francis the Foreign and Commonwealth Office (FCO) as a member of HM Diplomatic Service in 1997. He has worked at the United Nations Security Council in New York, the European Union and the FCO in London. From 1999-2003, he served on the staff of the then Prime Minister, Tony Blair, first as a Policy Adviser in the No.10 Policy Unit, and then as a Private Secretary to the Prime Minister. He also served on secondment with Amnesty International as the Senior Director of Policy. Between 2005-2011 he served as Her Majesty’s Ambassador to the Holy See, from 2011-13 he served as Deputy High Commissioner in Pakistan. From 2013-2014 he was the Head of the Policy Unit in the FCO and Director of Innovation at UK Trade and Investment. In 2014 he was appointed as the Vice-Chancellor of St Mary’s University, Twickenham, London, where he is also Professor of International Relations.
Francis is a Member of the Advisory Panel of the Independent Anti-Slavery Commissioner, a governor of St Mary’s University, St Elizabeth’s School, Richmond and Carlow College, Ireland. He is a Trustee of St Joseph’s Hospice, Hackney and Forward Thinking a London based NGO and think-tank.
He is a regular contributor to Radio 4’s Thought for the Day and writes regularly for national publications.
Sanjay recently joined Quilter Cheviot but has over 20 years’ industry experience. Before Quilter Cheviot, Sanjay worked as either an investment manager or research analyst at Oakley Capital, Henderson Global Investors and Nomura Asset Management. Sanjay graduated from the University of Bristol with a bachelor’s degree in Economics & Mathematics. He is a Chartered Financial Analyst (CFA) Charterholder and is a qualified accountant being a member of the Institute of chartered accountants in England and Wales (ICAEW). His role is to analyse global companies to find the best stock ideas.
Tim Rutherford Head of Stone King’s Charity & Social Enterprise Sector Group. Tim specializes in advising on charity law, governance and related issues. Tim is also experienced in advising charities and organisations in relation to insolvency and risk management issues.
Tim has a national reputation for advising charities related to faith organisations (in particular Roman Catholic religious orders and Dioceses) and Almshouses. He was responsible for the first incorporation of a Roman Catholic religious order charity as a CIO and has since established more than 25 similar CIOs in the past few years. Tim is a regular speaker at sector events including providing trustee training to the members of the Conference of Religious, Association of Provincial Bursars, International Union of Superior Generals, presenting at the Catholic Charity Conference, presenting to the Almshouse Association and presenting to the Conference of Catholic Diocesan Financial Secretaries on charity and canon law issues. Tim was the editor of “Embracing Change”, a handbook prepared for Roman Catholic religious institutes to mark 2015 as the Year of Consecrated Life and also the editor of the follow up “Consecrated Journey”.
Tim is a member of the Executive Committee of the Charity Law Association (and has sat on several recent working parties), a member of the Executive Committee of the Conference of Solicitors for Catholic Charities and a member of the Parochial Church Council of Bath Abbey.
Vicki was called to the Bar in 2002, and began her career with HM Customs and Excise in the Tax and Excise Litigation department. From there, Vicki moved to the Charity Commission, and acted as legal adviser to the compliance team there, providing advice and support on all levels of compliance case, including advising the Commissioners on decision reviews, and building up expertise in Information Law.
Vicki joined Stone King in 2007, and began her career in the Charity and Social Enterprise team, advising clients on a wide range of charity law issues from start-up and registration through to winding up and closure. After completing a Masters in Information Law and Practice, Vicki began providing advice on data protection and Freedom of Information to clients across the firm. Vicki’s background in regulation and charity law means that she brings a practical and sensitive approach to advice for all clients, but particularly those in the third sector.
Vicki has extensive experience of advising on complex Subject Access Requests, particularly those involving employment or safeguarding issues, preparing policies and advising on Freedom of Information requests.
Outside of work, Vicki is a member of the Charity Law Association, as well as being an assistant Brownie Guider, and a governor at Sherborne School.