Simon_L

Simon_L

At a glance

Skills

  • Accountancy / Auditing
  • Financial management
  • Strategic development and planning
  • Change management
  • General / operations management
  • Project / programme management
  • Business advice / analysis
  • Data analysis
  • Advice / Advocacy

Where

Based in Highbury, London (North)
I would prefer to volunteer mainly at home, or will consider remote opportunities from across the UK.

Time

Mostly outside office hours

Up to 5 hours per week, predominantly weekday evenings, though with sufficient notice I would be available during the day or weekends

Causes

  • Animals / wildlife
  • Arts
  • Children / families
  • Counselling / advice
  • Education
  • Emergency Services / Armed Forces
  • Environment
  • Financial inclusion
  • Gardens and parks
  • Health and well being / research and care
  • Housing and homelessness
  • International development
  • Local / community
  • Men
  • Museums / heritage
  • Older people / later life
  • Physical disabilities
  • Poverty relief
  • Social care
  • Sports
  • Training / employment support
  • Voluntary sector support
  • Women
  • Young people

Type of role

Trustee/Governor

Work history

  • Download CV

About me

As a Chartered Financial Planner I am highly organised, numerate, and have an instinctively analytical and inquisitive mindset. I am a confident and clear communicator, enabling me to speak with, and listen to, people from all backgrounds and situations in an empathetic and inclusive manner.

My role also means that I am very comfortable creating, analysing and presenting budgets and financial statements. I have in-depth knowledge of pensions, investments, personal finances and general accounting practices.Furthermore, I also have a great deal of experience working directly with trustees and so am acutely aware of their responsibilities, duties of care and values.

I have a wealth of experience being part of, and leading, a team within large multi-national corporations as well as small business. I encourage thinking strategically, sharing responsibilities and challenging ideas, and drawing on the expertise of those around me to achieve a common goal.

I am a registered volunteer for National Planning Week and the PFS 'Forces MoneyPlan' schemes which, respectively, provide pro bono financial guidance to the general public and armed forces personnel and veterans. 

I am now looking to further apply my expertise and experience through charitable trustee roles. What I may lack in direct charity experience I most certainly make up for in transferable skills, knowledge, enthusiasm and commitment.

What am I looking for

As a financial planner I am used to changing people's lives for the better. I find huge satisfaction from doing so and am therefore looking to work with a charity where I can be part of a team that has a similar impact. Although my professional background is strongly financial, I am ideally looking for a charity that will benefit from my expertise and knowledge as a whole, whilst at the same time be willing to help me develop new skills so that I can make as big an impact as possible. Local causes (I live in Highbury, N5) are particularly appealing to me though I am open to national opportunities if remote working is used.