Charity Management Services


What Mary's clients say





The Equality Trust

Mary’s guidance and expertise was invaluable in preparing our first annual charity accounts. Her willingness and ability to communicate complex technical information in a clear and understandable way not only enabled the organisation to complete our reporting to the required standard, but also extended and developed my knowledge of charity accounting. Mary is great to work with and I would definitely recommend her to any charity.
— Jo Wittams: Finance and Operations Manager


Stratford Development Partnership for Regeneration

Mary has great empathy in the trials and tribulations of the running of a small charity with only voluntary trustees to fall back on and has been extremely helpful in advising us in ways in we can operate efficiently and effectively.
— Stephen Jacobs OBE: Trustee and Company Secretary


Isle of Wight Methodist Circuit

Three years ago we approached Mary to undertake the examination of our accounts. We have found her timely completion of the work very helpful, also her guidance has been invaluable to a small charity. The complexity of charity accounting can be daunting to those who are not familiar with the requirements and Mary has always explained things simply and with care.
— Rodney Betts: Treasurer


Wetwheels Foundation

Mary Wallbank has provided the Wetwheels Foundation with a completely professional, prompt and helpful service as the charity’s examiner. I highly value her useful guidance, not only in terms of the routine procedures of annual accounts and the trustee report, but also with regard to the ever changing landscape of charity law and reporting requirements. Highly recommended
— Kim Hollamby: Treasurer and Trustee


Winchester Poetry Festival

The trustees have valued the assurance given by Mary’s annual review of our accounts and, in particular, her procedural guidance which ensures that our governance and operation are both compliant and effective.
— Stephen Boyce: Chair

Alresford Community Choir

The Alresford Community Choir has worked closely with Mary Wallbank on the formulation of Charities Commission acceptable accounts for the last five years, and I would like to place on record how grateful we are not only for the timeliness and accuracy of this work, but also for the sage council you have given us on the way in which our financial affairs are handled.

We were a new Charity at the commencement of our relationship and without your help we would not have the appropriate controls we have today.
— Tony Stanton: Treasurer


Hampshire Art for Recreation and Therapy

Charity Management Services provided invaluable help when setting up our charity in October 2014 and handled all the details to ensure we were registered quickly and efficiently with the Charity Commission. Since then, they have been extremely supportive, and offered help and advice as we have grown. They continue to work with us and we are able to feel entirely confident that Charity Management Services will always provide excellent service. We will continue to use this friendly and extremely efficient firm in the future.
— Annie Jeffery: Chair of Trustees


Aylesbury Vale Community Church

Mary has provided an excellent service since starting to work with our charity a few years ago. Not only does Mary provide an excellent and thorough independent examination of the accounts, but she has also given some welcome guidance on governance and financial controls. At the beginning of our working relationship Mary took the time to visit us to find out more about our charity and more recently has provide excellent support to ensure a smooth transition to the new Charities SORP. I would highly recommend Mary’s services.
— Mark Hemming: Trustee, Director