Meet our trustees:
Andrew Levey (Chair)
Andrew brings substantial management experience in financial services, with a focus on business planning, operations support and delivering change. As well as chairing our Board, he is leading implementation of our people strategy, drawing on his in-depth knowledge of people management, learning and development.
Kay Goodchild (Treasurer)
Kay has worked in various aspects of Finance for the last 45 years, including treasury and accounting posts. She was born in Godalming and has lived and worked locally all her life.
Gerry brings a lifetime of experience in financial services, and brings his great insight and appreciation of the regulatory framework to his lead role with our Pension Wise service. Gerry also chairs our Health and Safety Committee.
Rev Malcolm Cummins
As a pastor of a local church, Malcolm’s commitment to the local community is underpinned by substantial leadership experience, both locally and nationally. Malcolm takes a lead role on Community issues and our Research and Campaigns work.
Marybeth brings a wealth of experience in the public sector to the organisation, including award winning skills in developing customer service. She takes a lead role on equality, diversity and customer service.
Calum is a Councillor with Rushmoor Borough Council. As well as his previous experience as a Citizens Advice volunteer, Calum has a legal background, specialising in family law. He currently works with our local MP on community engagement and outreach. Calum takes a lead role in relation to our partnership activities.
Jason is a proven leader, with over 25 years’ experience in financial services. He is a qualified accountant and chairs our Audit Committee, as well as taking on the role of Accounting Officer. Jason is also a volunteer youth mentor with a local charity.
Danielle brings over a decade of experience from the private sector to the organisation. She is a qualified management accountant and internal auditor. As well as being a member of our Audit Committee, Danielle takes a lead role in focusing on our services for vulnerable clients.
As a former volunteer and staff member at Citizens Advice Rushmoor, Joseph has detailed, practical experience of the Citizens Advice service, as well as a comprehensive knowledge of technology and IT and related developments. Joseph takes a lead role for the board on digital service developments as well as digital support for board members.