What sets Joe apart?

Joe is the Head of Audit and Assurance for Bishop Fleming and so is responsible for the compliance of our own audit function which includes 15 of our partners. He sits on our Management Board and is involved in our own strategy which adds to the empathy that he has with his clients.

Joe has a wealth of experience having advised a wide range of owner managed businesses and charity and education clients for over 25 years. He has a varied portfolio which covers a number of high profile organisations, often with complex issues that require proactive advice.

He spends most of his time with organisation leaders, understanding issues, sharing best practice and providing value strategic advice. He is both professional and approachable, always keen to find practical solutions for any client problem.

Joe’s client base allows him the opportunity to be well recognised across 3 specialist sectors. Most of his clients are people based, so he regularly presents at seminars and conferences, and also organises confidential networking opportunities. He meets with government ministers, funding agency directors, regional schools commissioners and local government representatives throughout the year.

He also is heavily involved with the not for profit sector on a voluntary basis, being a trustee, a co-opted governor, a Treasurer and advising a social enterprise panel. 

Joe's service expertise

Audit and Assurance
  • Responsible for a client portfolio of over 100 organisations with incomes typically ranging from £5m to £50m
  • Advising business owners, managing partners and trustees on strategic matters and best practice as well as all compliance matters
  • Co-ordinating a team of advisers to equip clients for any issues that they face

Joe's sector expertise

Charities
  • Advising a wide range of charities over the audit threshold of £1m income
  • Clients include religious organisations, hospices and healthcare, and charities centred around art, science and sport
  • Many clients are high profile and have multiple income streams together with a large balance sheet including endowed and restricted funds
Education
  • Advising around 40 education clients including independent schools and academies. Most of these are complex organisations operating in a rapidly changing environment and my time is spent with senior leaders on strategic matters. Around 10 of these clients are Multi Academy Trusts with over 10 schools and growing quickly! 
Professional Services
  • 25 years spent advising professional practices including solicitors, architects, surveyors, engineers and medical practices
  • Dealing with owner managed businesses on practical matters including succession planning, business and personal tax matters, cash flow planning, benchmarking and other best practice

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