Head of Charities Financial Services Transformation



  • Charity finance and practice
  • Financial services including lending and investments
  • Private banking
  • Landed estates.


Neil has wide experience of the financial challenges and opportunities facing charities of all sizes.

A seasoned presenter with a strong background learning what drives charities and helping them achieve their goals, Neil is ideally placed to explore many of the issues facing the not-for-profit sector today.

Neil has been working in the financial and third sectors for more than 30 years, and has a background ranging from private banking, insurance, landed estates, business and charity clients.


Neil's engagements include:

  •   Joint webinar with Baptist Union of Great Britai, January 2020
  • Plenary Talk at CFG Midlands Conference on “The Charity Landscape”, February 2020
  • Regular speaker for the Kent Good Governance Forum (joint Forums with MHA MacIntyre Hudson and Brachers LLP)
  • Joint with RSM UK and Tilney for Charities, “Charity Reserves Seminar” April 2019 London
  • Joint with Brodies LLP and Kames Capital, The Gathering Glasgow 2018 “The investment market, on shifting sands”
  • Joint with Tozers Solicitors, Troy Asset Management  and  Ruffer LLP in Bristol 2017  “The investment market, breakfast briefing”

Neil introduces the CAF 12 Month Fixed Rate Saver

Find out more about the CAF Investment Account

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