Alan Davis

Alan is Chairman of Henderson Loggie, he is also Head of Tax for the Firm and leads our award winning VAT team. He covers all four offices providing specialist advice on technical VAT compliance and advisory, training and development.

Having spent 16 years with HM Revenue & Customs carrying out VAT assurance visits for a wide range of businesses – from small retailers to local authorities, Alan has gained considerable experience of HM Revenue & Customs inspections. He can help with planning opportunities for VAT efficiency, and can advise our clients on retrospective reclaim opportunities, securing significant VAT repayments.

Alan can also advise on other indirect taxes e.g. landfill tax, aggregates levy, climate change levy, and also offers in-house technical updates to the legal profession.

In addition to his tax specialism, Alan leads our Education Sector Group, ensuring that that team meets all the needs of the sector – from audit, to advisory and across all the services the firm provides.

Charles Edmond

Charles works closely with established, start-up, and fast growing businesses, providing accountancy, strategic business and tax planning advice. He works mainly in the manufacturing, oil & gas service, renewables, computer software, professional practices, property, trades and healthcare sectors, and is a business mentor via the Aberdeen & Grampian Chamber of Commerce. He also has extensive experience with clients with overseas interests particularly in Norway, Brazil and Australia.

Charles is a member of the Aberdeen & Grampian Chamber of Commerce Finance Steering Group. He is a founder member of Aberdeen Council of Voluntary Organisations (ACVO) Affiliates, facilitating interaction between charity and commercial businesses. Charles is also an active participant in the Norwegian British Chamber of Commerce.

Beyond his accountancy qualification, Charles has a computer consultancy qualification and can provide assistance with selecting appropriate computer systems for business.

David Smith

David Smith is the Managing Partner of Henderson Loggie. As the firm’s business leader, David works closely with his fellow Partners and staff, supporting their delivery of services to meet clients’ needs across a range of sectors.

Driving growth and facilitating the implementation of the firm’s development strategy is a key role as Managing Partner, but David has also established a reputation as a respected advisor in the Professional Practice and the Healthcare sectors, amongst others.

David helps clients develop their businesses through Business Improvement Services, specifically strategic planning, sustainable competitive advantage, family business issues, leadership development, personal development, and lean management.

David also specialises in Corporate Finance, specifically investor readiness, business planning, financial modelling, fundraising, assistance with grant claims, company valuation, buying and selling businesses.

In addition, David is a Non-Executive Director for J&D Wilkie Limited, a privately owned global textile manufacturing company, and Henderson Loggie Financial Services Limited.

Fiona Morgan

Fiona works with a variety of owner managed businesses and charities, both large and small, advising them on accounting, taxation and business improvement. Fiona is also responsible for the provision of the audit service within Aberdeen office.

Fiona’s clients operate in numerous sectors including food & drink, tourism, manufacturing, oil & gas service, professional services, retail, property development and recruitment. Working with them from inception through all the crucial phases in the development of a business, she has a personal approach which ensures that she can provide advice and re-assurance when it’s most needed.

Using her experience with Mindshop International, Fiona helps clients develop their businesses through business improvement services, specifically strategic planning, sustainable competitive advantage, family business issues, leadership development, personal development, and lean management..

Greig Rowand

Greig has specialised in corporate finance and forensic accounting for over 25 years with senior positions within a Big 4 firm and then a specialist niche practice prior to joining Henderson Loggie in 2003.

He leads the forensic accounting team working with litigation lawyers and Counsel on all aspects of civil litigation and fraud related criminal proceedings where expert accounting input is required. He has given expert witness evidence in the Sheriff Court, High Court and Court of Session on complex and disputed financial matters.

Greig is a member of the corporate finance team taking business transactions from initiation to completion and focuses upon advising owner managed businesses on mergers and acquisitions, disposals, valuations and fund raising as well as reporting to banks, equity providers and acquisitive clients on financial due diligence investigations.

Greig is also a member of the Firm’s Professional Practice and Energy Sector Groups.

Jim Wilson

Jim is Managing Director of MHA Henderson Loggie Financial Planning, responsible for the overall running of the financial services firm ensuring we offer our client’s pro–active advice in all areas of financial planning.

Jim acts as adviser to a portfolio of private clients and has a particular interest in assisting both companies and individuals with their pensions and personal investment planning both pre and post retirement. He also has a breadth of experience of the financial planning requirements across a broad range of corporate sectors advising on the constantly changing pension legislation and the impact this has on members of defined benefit pension schemes in particular.

Jim holds the Advanced Financial Planning Certificate and is the firms nominated compliance officer and pension transfer specialist.

Mark Hay

Mark is a Manager in the Accounting & Business Solutions department, working with small and medium sized owner managed businesses, operating in a number of sectors such as food & drink, oil & gas service industry, manufacturing, property development, professional services, and retail.

Mark oversees the provision of various services to our clients including the preparation of statutory and management accounts, VAT returns and corporation tax returns. He is also responsible for other assignments including; incorporations, business planning and the preparation of cash flow projections.

Mark has experience in a variety of different accounting software packages including SAGE, KashFlow and FreeAgent.

Ricky Clark

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.

Stephen Bain

Stephen specialises in Management Information Systems, supporting both the commercial and public sectors. He looks after a range of specialist MIS services, including; new system specification, selection, implementation and support, business process review, support for existing systems, design and documentation and management reporting improvements.

He leads Henderson Loggie’s Xero and Sage software teams and has a vast knowledge of accounting software especially focussing on reporting and data extraction. He has an advanced knowledge of Excel and uses this to streamline processes for clients, as well as offering advanced training sessions.

Stephen is also the firm’s IT partner.

Stephen also offers finance director level support to businesses. He has covered high level finance roles on a temporary basis for absence cover, and provides this service to a number of businesses on an ongoing, outsourced basis.

He leads the firm’s Energy Sector Group, co-ordinating our service provision and sector expertise across our four offices.

Stephen is a former Associate Director of Dundee United Football Club, where he oversaw the Finances for over 4 years.

Steve Cartwright

With 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 leads the firm’s Creative & Interactive Media Sector Group. 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 also leads 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 a one of the longest serving UK members of Mindshop International.