Meet the Charities and Lending Team 

David has worked within the Financial and Third Sectors for 27 years. Professionally qualified, he has managed and developed Charity and Individual customer relationships. This has included managing successful teams as well as working in the Charity sector as a volunteer.

With a focus on business development and client relationships, David draws on experience in Lending and Investments to build relationships with Charities and Intermediaries to assist charities and not-for-profit organisations to further their charitable objectives.

Stephanie has previously worked in cash management at Citigroup for more than 17 years. She's also worked as a self employed photographer and has spent a lot of time volunteering and fundraising for local charities.

Stephanie joined us in December 2019 and is excited to use her financial background and passion for charitable causes.

Ben has worked in the charity sector for over 12 years. Before joining CAF, he worked with a small national health charity. The strong growth he helped them achieve gave him a crucial insight to the challenges of maintaining sustainable funding streams

Find out more about Ben

Steve has over 30 years’ financial services experience across a broad mix of sectors developing long term, sustainable, relationships.

He helps charities and not for profit organisations, across north Wales, the Midlands and north west England, to source and secure the financial support needed to achieve their goals.

Charlotte joined CAF in 2005 and moved into the Charities team just over 6 years ago.

As a Client Relationship Executive, she supports and assists our Client Relationship Managers and Business Development Managers. Customer Service is at the heart of everything Charlotte does, and she feels proud to be helping charities with their needs.

Ben has worked as a Client Relationship Manager at CAF since October 2015, providing support to a wide range of charities and not-for-profit organisations. He has helped his clients maximise the return they receive on cash surpluses, increase their income by looking at different methods of fundraising and has provided organisations with the finance required to invest in capital projects.

Prior to joining CAF, Ben worked for a firm that designed and implemented the application and monitoring processes for grant-making organisations and has also previously worked in retail and commercial banking for 25 years (latterly working with local government and charities).

After graduating with a Geography degree and working in the private sector, Stuart joined the charitable sector in 2003. He enjoys building relationships with charities across Scotland and the north of England. And he’s especially interested in social housing, becoming a Trustee of his local Housing Association in 2017.

Find out more about Stuart

Neil has worked within the financial and third sectors for 30 years. He is highly experienced in managing the financial affairs and forging strong relationships with High Net Worth individuals, together with Business and Commercial entities.

With a primary focus on leading teams to develop business, Neil has taken his experience into the charitable sector and is currently Head of Charities. Building credible relationships is at the core of his working principles.

Find out more about Neil.