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