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ICAEW Chartered Accountants Southern

ICAEW Chartered Accountants Southern supports almost 5,000 ICAEW members and ACA students who live or work here in the South (Hampshire and the Isle of Wight, Dorset and the Salisbury district of Wiltshire).


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2019 Financial Statements


ICAEW Southern (Formerly Southern Society of Chartered Accountants) Financial Statements. For the year ended 31 December 2019

ICAEW Southern AGM 2020


We invite you to join other members of ICAEW Southern on 8th September 2020 at 12 noon for our AGM. Below is the agenda, which you should have received by email or post, and below is the link to the Societies accounts for 2019.

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Further information

About us

ICAEW Southern was set up to assist its members in both their personal and professional development by providing an active programme of events that includes a combination of practical skills and CPD courses, as well as social events and networking opportunities. ICAEW Southern also aims to promote the profession of accountancy as well as the ICAEW brand.


ICAEW Southern uses SESCA Enterprises as a CPD provider. Please visit their website www.sesca.co.uk/icaewsouthern for our courses or keep an eye on our events page. SESCA Enterprises offers a variety of courses at various locations across the Southern district. You can also use your ticket in the neighbouring districts, South Eastern and Thames Valley. They offer a flexi-ticket which is one of the best value-for-money CPD discount schemes.


ICAEW southern host a variety of events throughout the year. Bookable events will always be advertised through our events page you can search for these by selecting south west or south east. Occasional events are done via invite only. We gather this information from the preferences you sign up to. Please make sure your check your online preference center every year. www.icaew.com/preferences


ICAEW southern’s committee meets 4 times a year at various locations around the district. Some of these are at booked venues and others are at local businesses or practices. The committee is made up of office holders which include a President, Deputy President, Vice President and a Treasurer. The rest of the committee is made up of a mix of Business and Practice members. We also make sure that reps from the student committee, the younger members committee, the town group and the joint professions group sit on the committee.

Town Groups

To view the courses content in detail please follow the instructions below:

ALL BOOKINGS must be emailed to Jackie.

  • Visit www.mercia-group.co.uk
  • From the home page please then sign in using the username ‘sosca’ and the password ‘sosca’
  • This will then bring you to the SOSCA Control Panel. To obtain list of our courses please click on ‘event booking’ in ‘My Training’ box of the Control Panel. A list of courses will then appear. To obtain full course content please simply click on the relevant course name.

Chairman: Ian Carrington

Edwards and Keeping Chartered Accountants, Unity Chambers, 34 High East Street, Dorchester DT1 1HA
Tel: 01305 251333
Email: iancarrington@edwardsandkeeping.co.uk

Discussion Groups

Portsmouth Sole Practitioners’ Group

Our meetings act as a forum for sole practitioners to discuss practical issues affecting them.

We meet every 3rd Thursday of the month, except January, July and August.

Venue: ‘El Villa, 3 Ladybridge Road, Purbrook, Waterlooville, PO7 5RP

Time: 16.00–18.00

Chair & Contact: Sally Walker
T: 023 9225 3213
E: sally@sgl3.co.uk

Southampton Tax Discussion Group

The group is aimed at those who either specialise in tax or are general practitioners with a special interest in tax. Attendees help each other with practical tax tips they have gleaned and in return seek the advice of others on current client conundrums, all on a no-names and confidential basis.  Most (but not all) discussion tends to be about owner-managed businesses.


Tues 20 March    Fiander Tovell, Stag Gates House, 63/64 The Avenue, Southampton, SO17 1XS (via the back door) (kindly hosted by Andrew Quicke)
Tues 17 April  Here, i.e. 43 Bugle Street, Southampton, SO14 2AG [evening parking charges apply in Southampton city centre]
Tues 15 May  Underwood Barron, Monks Brook House, 13-17 Hursley Road, Chandler’s Ford, SO53 2FW (kindly hosted by Pamela Moreland)
Tues 12 June  HJS Solutions, 12-14 Carlton Place, Southampton, SO15 2EA (kindly hosted by Mike Rule) [evening parking charges apply in Southampton city centre]
Tues 10 July   Here, i.e. 43 Bugle Street, Southampton, SO14 2AG [evening parking charges apply in Southampton city centre]

Time: 18.00–19.30

Chair & Contact: Chris Ricketts

T: +44 (0)23 8033 9333
E: chris@rickettsandco.co.uk

Bournemouth Tax Discussion Group

The Bournemouth Tax Discussion Group was set up twenty years ago by a small group of sole practitioners to provide a means of sharing knowledge and information.

Discussion mainly but not exclusively revolves around tax (In June we had a discussion on the EU referendum) and occasionally we have an external speaker on a subject which is of interest to us as accountants but which may be peripheral to our work, for example we have had a speaker from a payroll agency and another on the subject of Auto Enrolment.

We also have a Google group which we use to communicate between meetings, if we want to tap the experience of the group.

Most of the members are sole practitioners working from home and between them they have extensive knowledge and experience. However, not everyone has the same knowledge and experience which is what makes the group so valuable.

We would welcome new members and you are invited to come to a meeting with no commitment to join, so that you can see what the group offers. 


  • Thursday 19th March
  • Thursday 16th April
  • Thursday 21st May
  • Thursday 18th June
  • Thursday 16th July
  • Thursday 17th September
  • Thursday 15th October
  • Thursday 19th November

Location: St Leonards Village Hall

Time: 6.15pm for refreshments, with the technical side of the evening starting at 6.45pm and finishing at 8.45pm.

Fee: The membership fee is £20 per annum to cover refreshments and there is no meeting charge.

Chair and contact: Marie-Anne Rose.

T: 01590 682092
E: marie-anne@dsl.pipex.com

Student society

SCASS is run by students for students; the committee is made up of a group of chartered students just like yourself, who meet up once a month to discuss any matters or issues that affect local chartered students. It also works hard to arrange a variety of events for members, a good few of which seem to revolve around alcohol!

How do I become a member of SCASS?

As a chartered accountant student, you are automatically a member SCASS and will receive regular communications and details of events from the Committee.

The primary aims of SCASS

SCASS has four key objectives: to provide support to students on all matters relating to their study and professional development, and on any other issues which affect them as provisional members and students of the ICAEW; to arrange professional, cultural, social and sporting events for students; to represent our students and to act as a channel of communication between SCASS members and ICAEW southern (our local district society), the ICAEW Student Council (ISC) and the ICAEW; to promote ACA training; membership and participation in the activities of ICAEW southern; the ICAEW and the accountancy profession generally.

To find out when and where the next SCASS Committee meeting is, more information on our events or to get involved please visit our Facebook page or our website.

Young Chartered Accountants’ Group (YCAG)

Young Chartered Accountants’ Group (YCAG) - for members up to +10 years post-qualification.

As part of the Institute’s commitment to maintaining excellent links with its members throughout their career, ICAEW southern created YCAG (Young Chartered Accountants Group) to look after the interests of its younger qualified chartered accountants (up to +10 years post-qualification) and to bridge the gap between the existing student and senior societies in the southern region.

How do I become a member of YCAG?

Any ACA member is automatically a member of this group for the first 10 years after qualification.

Primary aims of YCAG

The main aims of YCAG are:

  • To foster a business network for young chartered accountants working across both Public Practice and Commerce and Industry
  • To ensure that members are actively engaged with both ICAEW southern and the Institute, and understand the value and services it provides
  • To support members’ career development by providing practical skills courses and advice
  • To provide social opportunities for members to meet and support each other during their career endeavours


The YCAG committee works to put together a programme of events each year which includes a combination of social, networking and practical skills and careers events for members post-qualification.

For more information about events, or if you would like to get involved, contact your regional executive.

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