Meet the team

Our team brings together expertise across money advice, financial wellbeing, training, policy, communications, workforce wellbeing, fundraising, finance and operations.

Financial wellbeing

Friendly faces dedicated to helping people build confidence and financial stability.

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    Jenny Pittams

    Financial Wellbeing Manager

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    Rebecca Ketterer-Young

    Financial Wellbeing Manager

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    Claire Fergusson

    Financial Wellbeing Officer

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    Emily Goody

    Financial Wellbeing Officer

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    Alison McKenna

    Financial Wellbeing Officer

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    Rosanna Brown

    Financial Wellbeing Officer

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    Lisa Cope

    Financial Wellbeing Officer

MATRICS

Experts committed to empowering advisers through training, tools, and ongoing support.

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    Estelle Kerr

    Money Advice Consultant

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    Katie Kane

    Trainee Money Advice Consultant

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    Alison Davidson

    Training and Operations Officer

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    Ellen Shaw

    Training and Operations Administrator

Policy and communications

A communications crew shaping policy, evidence, and impact across the sector.

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    Emily Logue

    Policy Officer

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    Beverley Bell

    Communications Officer

Workforce wellbeing, finance, and fundraising

Focused people supporting adviser wellbeing, finance operations, and vital fundraising efforts.

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    Chris Earle

    Workforce Wellbeing Officer

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    Robert Grainger

    Finance Officer

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    Roxanne Rothafel

    Fundraising Officer

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