Having worked within the financial services industry since 2006, Ricky has gained valuable career experience within different roles in financial services companies.
At MHA Henderson Loggie Financial Planning Ricky specialises in pensions within the corporate sector, providing advice and project planning services on the new government regulations set out on workplace pension schemes, also known as auto enrolment. He also looks after the needs of a portfolio of personal clients assisting them with pre and post retirement financial planning requirements.
With an extensive experience of working with owner-managed businesses, Steve’s main priority is working with clients to assist them in achieving their full potential in terms of growth and profitability and maximising the value of their business. This includes strategic and business planning and business improvement, as well as risk and lean management, helping clients reduce costs and inefficiencies.
Steve has been working with independent video games developers in Scotland since the late 1980s and is supported by a team with significant knowledge of the sector.
Steve is also involved in MHA Henderson Loggie’s Business Leaders Group. A group for Chief Executives and Managing Directors of owner managed businesses in Scotland. The group meets on a quarterly basis, giving members access to a wealth of business and continuous improvement tools and processes and networking opportunities both locally and globally, via our partnership with Mindshop International (a strategic leadership training organisation which operates globally).
As well as being a member of the Institute of Chartered Accountants of Scotland, Steve is currently the Vice Chairman of the Tayside branch of the Institute of Directors and is one of the longest serving UK members of Mindshop International.
Susan has worked in Financial Services for many years and is responsible for the day to day operational matters with MHA Henderson Loggie Financial Planning. Susan’s role requires her to have a thorough understanding of every type of advice the team provides, along with the systems and processes to deliver these services.
Susan specialises in pensions and has enjoyed the challenges and opportunities that the changes in legislation have provided over the years.
Susan has been instrumental in establishing the auto enrolment pension team within MHA Henderson Loggie, liaising with all departments and project planning for clients. She is a regular press contributor, commenting on pensions and wider financial services topics.
Suzanne is involved with a wide variety of client work such as accounts preparation, VAT returns and management accounts services for all business types such as sole traders, partnerships and limited companies including personal tax and corporate tax guidance. As well as being involved in commercial organisations, Suzanne has a large client base of charities and non-profit making organisations where she provides independent examinations. Suzanne also has a number of charity audit clients including non-incorporated charities and charitable companies.
She has experience of clients ranging from retailers, sole traders, off-shore workers, friendly societies, property managers, chartered surveyors, cancer supporting charities and many more.
Suzanne is extremely supportive to client needs and is ready to listen, discuss, advise and support clients to meet their requirements at any time. Suzanne joined MHA Henderson Loggie in 1996, she trained and qualified with the firm.
Gavin is an experienced auditor with strong technical skills. He also brings significant commercial experience, having worked with a wide range of international and UK groups and owner managed businesses.
Gavin spent over ten years working in Edinburgh, where he trained and qualified. Gavin’s specialisms include manufacturing and distribution, infrastructure, professional practices, retail businesses and student associations.
Originally from Forfar, Gavin is a graduate of Dundee University.
Rod is a respected figure in the Scottish financial services market with over twenty years corporate finance experience gained in both the professional services market and industry. He was previously a senior member of a big 4 firm and partner of a large independent firm where he established the firm’s corporate finance and Central Belt practice.
He has also held a number of senior executive positions in industry where he has executed a number of transactions on behalf of an investment syndicate and as principal in the UK and Australia.
Rod’s focus is on lead advisory assignments for clients, whether they are looking to grow by merger or acquisition, to secure additional bank or private equity funding or to realise an exit or succession plan. Rod also has extensive experience of working with companies going through a turnaround or restructuring phase and can advise on working capital and stakeholder management.
He has experience in a range of sectors including engineering services, manufacturing, energy, food & drink and life sciences and has an advanced diploma in Corporate Finance.
Blair trained and qualified as a Chartered Accountant with MHA Henderson Loggie and currently specialises in providing external audit services to a wide range of medium and large commercial clients across a variety of sectors including motor retail, manufacturing & engineering, healthcare, construction and transport.
Having spent time on secondment with a number of MHA Henderson Loggie’s clients in both the private and public sectors, Blair has practical experience of the commercial environment in which our clients operate.
In addition to his role in audit, he manages a range of accounting and management accounts assignments and is head of the firm’s Property & Construction sector group.