Charity Help Advisory Team
Our CHAT Team is a large group of diverse specialists and experts in various fields of delivery.
We aim to help charities in need to connect with the right people, skills and experience needed to thrive, grow and excel in the current Third Sector climate.
Useful links for charities can be found by clicking here.
View the profiles of our CHAT Team below or click here to contact us regarding these services.
Andy has worked in the insurance and risk management sectors for 30 years. He is currently CEO of THB UK and Cardinus Risk Management, part of AmWins, a global insurance and risk operation.
He has operated at main board level of a FTSE 250 plc as well as an AIM listed entity and has founded and sold a number of companies in the insurance profession. He has written widely on insurance risk management issues and has specific expertise in speciality commercial insurance as well as compliance and governance risk. Andy is Deputy President of the IIRSM and IIRSM Council member as well as a Trustee of The Alchemy Charitable Trust and a Non-Executive Director of Risk Alliance Group.
Cardinus is a leading health, safety and risk management specialist offering online and on-site solutions for display screen equipment compliance (DSE), safety training and consultancy, risk management, insurance surveys and all elements of fleet risk management. Thousands of organisations across the globe use our services to reduce work-related discomfort, minimise accidents and injury, increase employee productivity and comply with legislation.
Caroline is a chartered member of the CIPD and has worked in human resources for over 15 years in both the private a not for profit sector. She currently works part-time as HR Manager for the International Institute for Environment Development, a charity based in London. She has a broad range of experience in all aspects HR.
Caroline has trained in both mediation and coaching and uses her skills to help line managers find solutions to challenging people issues. Most people don’t set out to manage/lead people but end up in the role after being promoted due to technical/professional expertise and can find it a dauting task. Many lack confidence in their abilities deal with the challenges they face. Caroline used different tools and techniques to help them navigate through the rocky waters and find their “future perfect”. There are many questions that managers ask that Caroline has enabled them to answer;
- How do I get my team to respect me?
- How do I give feedback without upsetting them?
- How do I get them to work together?
- How do I get them to see what I see as important?
40 years experience of working in local government throughout the UK and with councils of different political persuasions. 15 years as Chief Executive of Buckinghamshire County Council ( at the time of my retirement I was the longest serving Chief Executive in the country). Extensive experience of political and financial management including the re-shaping of public services in local government, health and the police. Have held a number of Director posts in business, community safety and environmental organisations . Am currently the Chairman of the Buckinghamshire and Milton Keynes Natural Environment Partnership. A natural networker with an extensive range of contacts in central and local government, the private sector and in the ceremonial life of Buckinghamshire.
Morgan Dell Management is the limited company through which I trade as a management consultant with particular specialisms in:
- Public/private/third sector partnership working
- Formation and development of new organisations and teams
- Culture development, assessment and growth
- Strategy development and organisation
- Organisational change and development
- Alternative delivery vehicles for public services
Christina has been working as an independent consultant since 2012 and has worked with a wide range of charities and cross-sector partnerships spanning sectors including children & youth, mental health, social care, the arts and drug & alcohol recovery. Her specialisms include grant fundraising and in addition to helping many charities achieve their fundraising goals, she has worked with companies including Experian and Heineken UK to design and implement effective charitable giving programmes.
Christina is particularly passionate about supporting small and new organisations to find effective ways of measuring and demonstrating impact and has led strategic review and self-evaluation projects for Addaction, DrugFAM, Key Changes and several London children’s charities. Christina is PRINCE2 qualified in Project Management and is a member of the Institute of Fundraising.
Claire has over 20 years experience of working in local government and the voluntary sector. Starting her career in community development she quickly gained a creativity and passion for supporting sustainable, healthy and resilient communities. Claire then ran a children’s charity advocating children’s voices are heard and rights respected. Believing whole heartedly on the importance play has on all aspects of children’s lives Claire also trained as play therapist – her MA research on therapeutic approaches to early intervention has recently been published in a book encouraging new perspectives on a much under-researched subject area.
Claire has led culture, early education, democratic services, policy and performance teams. Her broad range of experience consistently links back to the need for strategic awareness, creative approaches and an appreciation for genuine partnership with the third sector to shape public services. Claire is currently the Head of Policy and Partnerships at Buckinghamshire County Council.
Providing Interim Leadership, Strategic Insight and Mentoring to the leaders of SME’s and Charities.
D’Arcy Myers provides professional and flexible strategy and management support, tailored to the charities specific needs. This may be done by taking a fresh look at their strategic direction and developing a long-term approach to help them fulfil heir goals. D’Arcy help's charities to move from the development of a dynamic strategy to its practical day-to-day implementation.
D’Arcy is fully committed to delivering best practice whilst strengthening the charitable sector. Therefore he always aims to transfer his knowledge and expertise to help build others skills.
David has always loved leadership and driving growth & excellence. Between 2006 and 2012 he built a start-up with annual turnover of £11,000 to a fledgling multi-national with turnover of £4.2 million. Upon exit the operation spanned seven countries, across 4 continents and had raised over £12 million for charity in the process.
David is a qualified business psychologist, trained in the leadership and direction of teams/organisations by the Institute of Directors, Common Purpose & the Mountain Leader Training Board (a passionate rock climber and mountaineer!). One of David’s teams was recognised in 2012 for skills in innovation by The Observer in their article on Britain’s 50 ‘New Radicals’. David was recognised by Director magazine as the ‘Director of the Month’ in November 2011 and has received a number of other industry awards.
David loves helping people drive excellence by building the correct habits. He is a behavioural expert and helps his clients understand exactly what behaviours they need to adopt to reach their goals.
The Shirlaws Group helps business owners grow, fund and exit their businesses. Across the group, Shirlaws provides a diverse mix of expertise to SME’s in multiple sectors. Over the last 18 years and across 11 countries, Shirlaws have helped over 7,000 business owners build more profitable, more valuable and more enjoyable businesses.
I’ve worked at senior management and board level for 25 and 15 years respectively, including various CEO and chair roles. I’ve been a passionate volunteer for 40 years and, currently, am chair of a not-for-profit private company, support Teach First with their leadership coach training and am a strategic leadership facilitator for Windsor Leadership.
I have particular expertise in leadership, strategy, managing change, business planning, finance, income generation, HR and governance. I hold an MSc in Corporate Management, and professional qualifications in finance and accounting, and fundraising. I’m results focused, but aim to succeed through helping people to find their own solutions.
In 2016, I set up Alumna to provide consultancy and facilitation support for the charity sector. As a personal project, over the last year, I’ve primarily focused on building a cloud based platform that will enable charities to deliver performance gains quickly and at low cost.
Isabel set up her own consultancy practice in 1996, working across the public, voluntary and community sectors. Her experience covers the arts, disability, education, enterprise, environment, health, heritage, homelessness, housing, human rights, regeneration, social welfare, waste and recycling projects and organisations, throughout the UK, over 200 past clients (NDPBs, local authorities, major international charities and small grassroots community organisations), over 230 assignments. In that time, she has raised over £22m, from individuals, companies, trusts, the National Lottery, statutory and other sources. Isabel also advises clients on governance, strategic planning and ethical issues, offering a range of hands on services, training and mentoring. She regularly presents at conferences and seminars and writes occasional articles for leading voluntary sector publications. Isabel currently specialises in grant funding from statutory and charitable sources.
In 2016 Isabel set up 111 Collectiff with her partners James Hodgson and Emma Drury O’Rourke, who bring a broader portfolio of skills, embracing theatre, event and facilities management, social media, design, PR and marketing skills, so that the Collectiff can provide a truly comprehensive service to smaller clients across the arts and community sector. Our broad range of experience includes running several festivals, facilities management, strategy development for a local authority and hands on fundraising for several small charities.
Jan Matthews had a long career as an Account Manager for a Swiss Bank in the City. Following redundancy in 1992, and drawing on her own experiences of negative workplace issues and pressures, she re-trained in her long held interest in Psychology.
In 1995 Jan became a counsellor and consultant in the specialist subject of stress and its’ prevention, intervention and management, and has over 22 years of experience - supporting both SMEs and the NFP sector.
She is an Associate of ISMA UK, the leading professional body and authority for stress awareness and management here in the UK.
The focus of Jan’s work is The Human Condition, and is not sector specific. People are people and Jan is passionate in believing happy staff groups are the most prized asset of any organisation.
Jan has been involved with The Clare Foundation for over 12 months.
Her main interest in the Charity Sector lies in supporting the increasing and multi-demands of CEOs in the soft skills of people management. Whilst transitioning into a more business-based approach towards its’ successful existence and service delivery, the sector expectations of being an effective leader now require them to be more multi-talented in a broad range of management skills than ever before.
The demand for Jan’s work sits in harnessing leadership skills around improving EQ (not IQ) around managing relationships up and down, managing emotional responses to pressure, being more assertive, addressing silo mentality and addressing/resolving negative attitudes in staff. It is clear the need for softer skills is now very present and becoming paramount.
But the outcome of this?
A cohesive, productive organisation functioning at all levels towards its’ common goal.
Using her understanding and experience of the human psyche, Jan coaches leaders, managers and teams in managing and resolving the many negative reactions and behaviours arising from stress or particularly, resistance to organisational change. Together with what she believes to be the 4 corner stones of an effective workplace - positivity, job ownership, open communication and personal responsibility - she also has a keen interest in, and approach to, tackling the toxicity of blame culture thinking.
Her techniques are fully grounded in the theory of both organisational and individual psychology, but Jan doesn’t use jargon or psycho-babble, nor does she offer a specific training ‘product’.
Instead, she offers truly bespoke input in the form of workshops (on or off-site) and 1-2-1 sessions that are informal, interactive and practical whilst always, results driven.
- Leadership Coaching: Managing self and staff responses during change; effectively managing resistance to change; improving open up/down management; ensuring comprehensive input on appropriate use of performance markers & appraisals, improving personal and staff resilience, dealing with difficult people.
- Stress Prevention/Management: Helping leaders recognise the causes, symptoms and impact of negative stress, and to learn how to resolve issues positively.
- Positive Change Management: Helping leaders understand up to 80% of staff will be at risk from an ambivalent or negative reaction to change (often absenteeism, presenteeism, unexpected staff turnover, blocking behaviours and reduced output) how to address these ‘human factors’ of Change Management, managing and reducing the behaviours and emotions present in resistance to change.
- Difficult Conversations, Toxic People: Experience suggests that a large part of organisational ineffectiveness can stem from an inability to have assertive conversations, ability to say ‘no’ or inability to tackle the power of toxic people whose influences can become greater than the team – or even organisation – they are in. Jan approaches training with highlighting the power of negativity, addressing resistance and gossip, and improving assertiveness skills
- Teams that Talk: Honest and open communication within a team is the key to good performance. This training module gets to the heart of team communication and gives attendees the practical tools to work more effectively together.
- 1-2-1 Support : Receiving impartial guidance on a 1-2-1 basis from an ‘outsider’ is often the key to harnessing effective leadership, managing resistance to change or overcoming early symptoms of stress
Before my present role as Founder of my property investment and development company (InvestDevelop), I was a board director in media and advertising in London. I ran key accounts and developed business for multinational companies such as Young and Rubicam and Fox Television, acquiring the sophisticated communication and people skills that were a pre-requisite to success in such roles. After this I became MD of a successful international design company (FuturebrandE&P) quadrupling its profits in two short years. As a result it was sold to US communications group Interpublic, giving me a payout which enabled me to take some time off and raise my three young girls. While bringing them up I engaged my entrepreneurial passion to start a local group tuition company for children which continues - with the help of my team - to this day. But it was always my ambition to pursue my passion for property professionally, so in 2012 I invested in several training courses and mentorships, and began working professionally in property development. As well as advising investors on property development opportunities, I also work with developers to secure land deals, most recently the acquisition of a disused poultry farm in Chalfont St Giles, Bucks, which has planning submitted for 4 luxury houses.
InvestDevelop builds wealth for investors, creating exceptional returns from UK property development projects. We offer both develop to sell and develop to hold outcomes, depending on investor preference. We constantly assess our own and third party opportunities, selecting only the lowest risk and most profitable to offer our clients. As well as comprehensive due diligence, we also do the hard work of project monitoring and reporting, to help you achieve your investment goals. We currently have 7 projects we have secured investment for, with many more in the pipeline.
In a career committed to the not-for-profit sector, Jenifer has experience in national, regional and local charities in a variety of causes right across the UK. Success in fundraising and communications led to senior management roles in several organisations in the past 20 years including The Royal Institution, Action4Youth and St Joseph’s Hospice.
Experience has led Jenifer to believe that the ability to change is essential for charities to succeed. She says, “We operate in a fast moving environment so how we deal with change is crucial. Change may be forced upon us but ideally we lead and manage the process. Identifying and understanding the barriers to change are the crucial first steps in the process and often most easily achieved with external support. I’m happy to help with that external support”.
Sweet Charity provides marketing support to the not-for-profit sector that helps boost business and transform lives. Our creative experts, deliver cohesive communication solutions that will promote a charity’s mission and achievements in a compelling way By putting your charity in the spotlight, we can help deliver a reliable, sustainable level of fundraising revenue from events, donations and corporate partnerships. Our 'pick and mix' charity marketing solution will elevate your charity’s potential, put it centre stage and reveal the life changing work you do.
Jo Bayne’s marketing expertise is focussed around building strategic marketing plans and briefing and managing promotional campaigns. She bring a balance of creative thinking, strategic marketing planning and robust project management to any team. She is also a self confessed Twitter addict!
Joel is charity professional and volunteer with extensive experience as both chief executive and trustee for national physical and mental health charities. He specialises in helping smaller organisations grow and develop so that they can do their best for the people they care about.
Joel focuses on helping smaller charities to develop their strategy, deal with the practicalities of running a small organisation, present their case for support, grow their networks and deliver great services. Joel can also provide support and advice to charity Chief Executives and Trustees when things aren’t going to plan.
His experience and understanding of the sector means that can often say “don’t worry that’s happened to me, here’s what you can do about it”.
Kyle, is the Managing Director of Edit Websites who provide easy to edit websites for Charities, Churches, Businesses and Schools. He and the team run workshops around the UK on creating effective websites and have developed Charity Edit as a solution for charities.
Charity Edit is an easy to use content management software used for over 1,000 UK websites. It’s packed with features such as unlimited web pages, photo albums, calendar and offers a single or multiple editing system which makes it really easy for a charity to edit and maintain a website.
Our service includes unlimited help and support by phone or email which means that you can call the team if you require any help with your website. Because we are a specialist company working with Charities we can answer your technical questions quickly.
The company was established in 2002, but over the last 4 years due to natural growth of the business we have grown to a team of 10 and have recently moved into larger offices. We continue to grow with demand and are currently recruiting for 2 more to join our busy team.
Charity Edit pricing starts at just £25 per month or £250 per year (getting 2 months free if paying annually). Plus with a one off design cost - design packages starts from £325. This means your charity could have an easy to update website solution combined with a quality and professional design at an initial total of just £575 (Includes VAT) and includes hosting.
Mark Harris is an entrepreneur with experience of starting, building and selling a business. As a business owner, he has managed and motivated people, set and achieved strategic objectives, written and delivered business plans and marketing plans and managed the finances of a £1.5m turnover business. As an employed person, he has worked in the world of education and well as the private sector and the public sector. He has considerable experience in the voluntary sector, having been Chairman of a small local charity and having given considerable time on a voluntary basis to Thames Valley Police, The Prince's Trust, Bucks New University and others.
Enterprise Doctor has been running for over 7 years and helps SMEs, the education sector and the charity sector to do things better. There is no programme to follow, no 6 point plan, no rigid structure. Enterprise Doctor talk to enterprises about their objectives, their strategy and their plan. They look at what is going well, and what is not. They explore with those running the enterprise how they can better achieve their objectives, and (when requested) help them actually implement whatever is then agreed.
Martin Gallagher has been CEO of The Clare Foundation since February 2015. He has worked globally in High Performance Sport leading nations in their strategic direction for ver 15 years. Prior to this he lived in Swaziland, a small rural African Country sandwiched between SA and Mozambique. There he founded and ran his own business for 15 years (Electrical Engineering).
In 2010 he was the founding CEO of COMPASS, a Not For Profit organisation set up to develop resources, structure, business support, principles and education for private sport companies working in schools.
With The Clare Foundation he has established the current and new programmes such as CHAT, the recent annual conference, soiree, he has developed several corporate partnerships to provide both Pro Bono and Tailor Made Workshops and has enjoyed sponsors for the Networking and forum events.
Robin Walker is a seasoned and experienced business leader who is applying those skills in his charitable roles in a plural semi-retirement career. He was appointed Chairman of trustees of Connect : North Korea in June 2017 and joined the Trustee board of Action4Youth Inspiration scheme in September 2017.
He is an experienced business leader who worked in food sector in the UK and Internationally for 40+ years as a senior executive working at C-suite level in several large corporates and now has a portfolio of Charity and Non Executive Director roles to employ that wealth of experience for the benefit of others. He currently sits on the board of Berry Gardens Ltd as Deputy Chairman and on the boards of James Hutton Ltd, PizzaRossa Ltd and Shirlaws Group Ltd a consultancy and coaching business.
Amongst others the skills that are most transferrable from his commercial experience to the charity sector are :
I have recently retired from Rolls-Royce plc after almost 39 years’ service, having held a number of technical, business and management positions, most recently as global Head of Export Control Compliance, with both strategic and operational responsibilities for the world-wide organisation. Outside work, I have been involved in overseeing and supporting charitable activities, principally through churches in the Derby area.
My experience has given me a drive for operational effectiveness and efficiency, underpinned by developing individuals’ personal abilities as team-workers and leaders. Key to this are the ability to communicate clearly, encouragement of free-flow of ideas, timely and assertive decision-making and the implementation of practical objectives to deliver agreed goals. My objective is to encourage and support the development of these skills in the charity sector.
And of course I am happy to assist in addressing any export control issues that may arise.
"With many years experience as a commercial Finance
Director in both corporate companies and SME's I understand the challenges a business faces to be successful. I enjoy the energy, drive and ambition you find in SME organisations. I am delighted to be part of the YRH team who make a huge contribution to their clients success. "
Our aim at Your Right Hand is to help our clients be more successful by providing meaningful and intelligent management information and robust day to day financial management in their business. We provide high level finance talent on a part-time basis for the fraction of the cost of a full-time team and work with clients in partnership… we’re in it together and we’re here for the long haul. We believe in working right in the heart of the organisation as part of the team, providing real peace of mind and helping our clients and their business be more successful.
I am a highly skilled, freelance Marketing Consultant and founder of successful Marketing and PA Consultancy, Outsource PA Services. With almost 10 years’ experience in Marketing and PR, I specialise in developing and implementing stand-out, results-driven marketing strategies for SMEs.
With a strong background in marketing promotional strategy, my company, Outsource PA Services, focuses on creating and managing bespoke marketing campaigns to help drive business growth. Whether you need a high-impact product launch or an effective social media campaign to increase your brand presence, we can manage all elements of your marketing strategy, from ideas generation to results analysis.
We offer a full range of digital and offline marketing services, including, devising and managing marketing plans and strategy, creating and maintaining social media accounts and company blogs, e-marketing campaigns, SEO, company literature and brochure creation, print advertising, press releases and event management.
We also provide in-house training for CEOs, managers and teams on how to develop focused, effective digital and social media marketing campaigns.
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