Sarah Case, Partner, Baldwins Group
Sarah also leads Baldwins South Wales Charities specialism and acts for a considerable portfolio of their Charity and Not for Profit clients. She leads the team in Cardiff, Newport and Swansea in providing high level compliance with common sense solutions. Sarah was one of the first Chartered Accountants in Wales to hold the ICAEW Diploma in Charity Accounting (DChA) which recognises the highest level of expertise in charity finance and administration. Sarah’s experience and knowledge is evidenced by the achievement of the ICAEW’s DChA. Service and expertise by Sarah and her team is also evidenced by outstanding annual results in an external charity audit survey.

Paul Mathias, Investment Manager, Brewin Dolphin
Paul joined Brewin Dolphin in 2010 after graduating from the University of Bristol with a degree in Law. He has since progressed to the role of Investment Manager after attaining the Chartered Wealth Manager qualification. Paul specialises in providing investment solutions for charities and institutions.

Kate Walsh, Associate, Hugh James Solicitors
Kate trained at Capital Law in Cardiff and qualified in 2013. Following qualification, Kate spent several years at Clarkslegal LLP in Reading before returning to Cardiff in August 2019 to join Hugh James’ Employment team. Kate has built up extensive experience of advising on both contentious and non-contentious matters to both business and individual clients. She also enjoys delivering training sessions to clients on a range of employment law topics.
Kate also teaches employment law at Cardiff University and is the current module leader for the Human Resource Management programme at Cardiff Business School. Kate is a trustee of Cardiff Mind Limited.