Who We Are...
Warner Wilde Limited is a charity and not-for-profit specialist accountancy practice based in Surrey.
Established in 2009 we have grown slowly but steadily to look after over 100 charities and other not for profit entities. Our clients have incoming resources from £15K to £4M and gross assets up to £30M.
Warner Wilde Limited works with organisations covering all charitable activities including National Charities, Education, Health and Welfare, Faith, Arts, Conservation, Humanitarian Aid, Membership organisations, Inclusion and Diversity and more. We are Statutory Auditors as well as Independent Examiners.
From October 2021 we are delighted to be including Charity Management Services under our umbrella and welcoming Mary as a consultant. Frances and Mary have known each other for a number of years, have a very similar ethos and we look forward to getting to know Charity Management Services clients as Mary looks forward to retirement. Mary brings additional skills to Warner Wilde including setting up new charities.
What makes us different...
At Warner Wilde Limited we bring together a specialised and experienced team, balancing a statutory and regulatory role when needed, with being approachable, supportive & transparent in how we work and how we charge.
We get to know our clients and understand the issues that charities and not for profit entities generally face. Our technically strong and approachable team work well with people at all different levels of experience and exposure to charity finance, making issues and concepts clear and helping clients to develop their own skills and confidence with charity finance.
Warner Wilde Limited was set up specifically for not for profit organisations. We build our structure, team and resources to meet those very specific and specialised needs. This includes detailed knowledge of the pros and cons of different structures, the tax environment and reporting requirements of each structure and a range of charity object specific extra services.
Services...
Our core service is preparing accounts and either independently examining or auditing financial statements.
We also provide the following (not exhaustive) range of services:
- Finance team support
- Management accounts
- Book keeping
- Support with accounting software and systems team oversight, budgeting and cashflow
- Payroll and work place pension administration
- Corporation tax returns
- VAT (including returns, assistance with partial exemption, registering or deregistering)
- PIIDs
- Gift aid claims and advice
- Project support
- Interim Finance Director
- Accounting Software training and implementation
- Other advice (use of restricted funds, minimising disclosure in sensitive areas, s124 reports for borrowing, bus service operators grant reviews, teachers pension scheme return reviews, Arts Council reports and more)
Team...
We are a small niche team including FCCA and FCA qualified accountants, trainee accountant (part AAT qualified), a qualified by experience bookkeeper, two qualified consultants and an administrator.
Our team is very stable and you will have consistency over who is looking after your affairs. It is a really important part of our ethos to be able to get to know our clients on an individual basis, this means that we build up a detailed knowledge of your activities over time.
We also have a very strong learning focus, the team have access to a range of technical resources including unlimited technical courses via our firm’s membership to Mercia Group Ltd; an industry leader in providing accountancy training.
Frances Wilde | FCCA | MBA (OPEN) | DChA
Director - frances@warnerwilde.co.uk
Frances completed her accountancy training with a top 25 practice in Guildford in the ‘90s and has spent her whole career in accountancy practice. She has worked for a range of sizes of firms with a focus on technical managerial roles culminating in being Technical Director for a large independent practice before establishing Warner Wilde.
As well as working with corporate clients including large multinational groups, Frances has spent a significant proportion of her time looking after the specialist needs of charities, pension schemes and housing associations. She was one of the first people in the UK to be awarded the Chartered Accountants’ Post Graduate Diploma in Charity Accounting and has also completed a Masters in Business Administration and Post Graduate Diploma in Civil Society Financial Management to add breadth and depth to her finance and not for profit knowledge.
She has a broad and deep, detailed knowledge of a really wide range of sizes, structures and objects of not for profit entities and is wholly committed to providing technically strong, accessible support to a wide range of not for profit organisations.
Frances has experience as a Governor, Trustee and member of a Risk and Audit Committee for a number of organisations which adds to the understanding of what Boards require from professional advisers.
Linda Dunford | FCCA | CTA
Manager - linda@warnerwilde.co.uk
After starting her financial career in banking and then the finance department of a Hampshire hospital, Linda has worked in accountancy and audit practice for nearly 30 years.
Her working experience ranges from very small to ‘top 50’ sized practices. She has worked for Warner Wilde since 2015.
Linda has always been involved with charities. She takes a close interest in all areas of service to ensure a consistently good quality of care. As well as charities Linda works with clubs and Industrial and Provident Societies. She provides voluntary accountancy support to a number of organisations with causes close to her heart.
Linda is a keen supporter of Portsmouth FC.
Salvatore Dilena | BA (Hons) | ACA
Consultant
Salvatore completed his qualification as a chartered accountant with a top ten firm and has over 10 years experience in the accountancy profession.
His audit and business advisory experience extends to a wide range of commercial entities and charitable organisations. As part of his audit and assurance role at Smith & Williamson he was a member of the Learning and Development team where he designed and presented internal technical training courses for audit and accountancy.
He now runs a Weybridge based practice providing audit, accountancy and business advisory services to a growing portfolio of clients. Salvatore is a regular supporter of the children’s charity READY.
In his ‘ever diminishing’ spare time he enjoys cycling, golf and skiing. He is also a qualified P.A.D.I. rescue diver and enjoys sailing.
Mary Wallbank | BA (Hons) | DChA | FCIE
Consultant
Mary trained and qualified as a chartered accountant with a national firm. She has over 30 years experience within the charity sector, and has helped and advised many different types of charities, large and small, over the years. This interest and experience has developed an excellent knowledge and understanding of the sector. In fact the Institute of Chartered Accountants awarded Mary one of the first Diplomas in Charity Accounting based on proven experience.
Mary’s clients have included regional fund-raising charities, medical research charities, an independent school, a large army training charity, a national catholic publications charity, a Citizens Advice Bureau and voluntary co-ordinating bodies. Mary has developed and presented charity seminars and workshops, both independently, and in conjunction with major firms such as the investment advisors, Rathbones.
Negotiating directly with the Charity Commission on behalf of charities, she has obtained their agreement to deal with problem issues in a pragmatic way.
Mary has now worked with well over 100 local and national charities to deliver cost effective services to the small charity sector.
She loves helping to set up new charities.
Software And Resources...
Our core software for accounts preparation is a widely trusted practice software suite “CCH” from Wolters Kluwer which has a specialist charity module and groups module. We also use their corporation tax return preparation software. Our audit and independent examination programs, as well as disclosure checklists, are provided by Mercia Group Ltd. We have subscriptions with Croner-i for various audit technical materials as well as charity, club & society technical online resources.
We use “Box” to exchange documents securely, all of our team are Xero certified, and we regularly use Sage, Quickbooks and more.
Security...
As a paperless firm, security of data is a top priority. Our IT support company (Purple Jelly) actively manage our server and computer systems offering high-level security, on-call maintenance and double-layer daily backups.
Everyone in the team has been trained in GDPR and has to sign a confidentiality agreement annually. We also have annual ‘fit and proper’ declarations to ensure nothing has occurred during the year that would make someone not suitable to be trusted with charity accounting records.
When remote working, all staff have a company password-protected computer that they only use for work purposes and a secure remote log-in to our server.
Contact Us...
For any questions or enquiries regarding our services, we encourage you to phone or e-mail us. If for some reason we cannot get to the phone, please leave a message and we'll get back to you as soon as possible:
Phone us on: 01483 488 767
E-mail us at: enquiries@warnerwilde.co.uk
Privacy Policy...
Warner Wilde Privacy Policy 2018
