Since joining Talking Money as Chief Executive in January 2019, I have held overall responsibility for the strategic direction and ongoing development of the organisation. Working closely with relevant stakeholders, I represent the organisation externally, building effective partnerships with organisations, funding bodies and private individuals who support our work. I am delighted to be leading a well-established Bristol based charity providing essential support for local people experiencing financial difficulties.
Prior to my role with Talking Money, I spent 6 years working in corporate finance before taking a role with French NGO Entrepreneurs du Monde, wherein I established and developed social microfinance programs in Myanmar and Sierra Leone.
My role is Project Manager for the Money Advice West Partnership. As Talking Money is the Lead Agency, I work with all of the agencies in the partnership, supporting them to attain and maintain performance against contractual requirements as well as being the key contact with the Money & Pensions Service. The role is challenging and varied with the objective of meeting our indicators to maintain funding whilst never losing sight of the client’s needs for accurate, appropriate and legally correct advice, within limited time and resources.
Prior to starting this role in June 2019, I was the Advice Team Manager at North Bristol Advice Centre managing a team of staff and volunteers in Welfare Benefits and Debt issues. I have also previously worked in the legal sector in various roles at Morgans Solicitors in Cardiff as well as at Legal Practice Clerks.
I am a keen sportsman and count football, golf, rugby and cricket in my passions as well as other clubs and commitments outside of work.
Debt Advice Quality Manager
My role is Debt Advice Quality Manager for the Money Advice West Partnership. Talking Money is the Lead Partner so I work with all 7 of the agencies in the partnership, supporting them to attain and maintain the highest level of quality in provision of debt advice to our clients. The role is varied and challenging with the objective of meeting our client’s needs for accurate and appropriate, legally correct advice, within the constraints of a diverse partnership and, as is ever the case with any project, within limited time and resources. I haven’t always worked in this sector, my previous career was as a project manager in publishing, producing everything from Map and Atlases to books and kits on Feng Shui and everything in between – an entirely different and commercial environment but ask me to choose which I prefer and it’s a no-brainer! The valuable work that debt advisers do – alongside benefit case workers, administrators and volunteers – can never be underestimated; they change people’s lives for the better and I can’t think of another sector where people work harder to make those changes.
I became Talking Money’s Fundraising Manager in the Spring and as part of my role I manage our grant applications and relationships with funders. My current focus is on building unrestricted income, in line with Talking Money’s new fundraising strategy, and looking after Talking Money’s website and communications. I have worked in fundraising for a variety of charities over the last 7 years, including the NSPCC and Samaritans. My last role was Head of Events and Community Fundraising at The Big Issue Foundation and I worked in their corporate fundraising team before this. I love to engage people through events and took part in the South West Legal Walk with colleagues and trustees earlier this year. I am currently planning for our 30th birthday year celebrations, including a celebration event and special fundraising campaign.
I joined Talking Money as a volunteer Money Advice Caseworker back in 1998 and become a paid member of staff in 2001. In 2012 I was appointed to the role of Money Advice Manager responsible for the delivery of our money and benefits service, and following an organisational review moved into the position of Partnerships Manager in 2019. I enjoy connecting and working with other organisations who are passionate about supporting vulnerable people in our community so that we may maximise our help and effectiveness for those that need it most. I also continue to take a lead on the delivery of our advice services both face to face and group sessions and am proud of the commitment and passion the organisation has for supporting people in all areas of money problems.
I lead Talking Money’s improvement work, which is currently focused on systemic change to increase our effectiveness against purpose. We are interested in how our system and those around us could be better designed to meet client demand. I am committed to helping take the invaluable work this organisation has been doing for last three decades to the next level and extend our capability to help more people. Previous to leading on this work, I spent 5 years project managing Money Advice West, Talking Money’s multi-agency, multi-million pound debt advice partnership.
Prior to my 7 years at Talking Money, I worked for a range of third sector organisations across fields such as domestic violence intervention, youth work, child protection, supported housing and learning disability support. I have extensive experience of working directly with individuals in need as well as helping shape and design services. I have a BA degree in Youth and Community Work, and diplomas in Youth Work and Supported Housing.