Management Team

Paul Wheeler

Chief Executive and Director

Paul is the Chief Executive of the Society and assumed this role in April 2020. He has been with the Society for a number of years having joined as Finance Director in 2011. Paul has extensive senior leadership experience having operated as Deputy CEO at the Society as well as previously holding senior roles at Next plc, Alliance & Leicester plc and East Midlands Development Agency. Paul is a Chartered Accountant and a strong believer in mutuality, considering it possible to offer quality products and competitive rates whilst giving both financial and physical support to their local community

Dan Jones

Finance Director

Dan is a Chartered Accountant with significant finance experience, having previously held senior management positions at Capital One and Experian plc. He joined the Society in 2019 and is passionate about the mutual model and the way it can serve its local community. He believes finance should be centred on improving people’s lives.

Richard Crisp

Commercial Development Executive

Richard joined the Society in July 2015 to lead the Society’s sales, marketing and customer engagement strategy. As well as over 20 years experience of working in retail financial services he has also delivered on customer centric marketing programmes both on and offline. Richard is a true customer champion and advocate of mutuality having previously spent over 13 years working for a top ten society.

David Newby

Risk Executive

Dave joined the Society in March 2017 and has a wealth of mortgage experience after working at a variety of regional building societies and high street banks. His lending experience is fully utilised as a key member of our Credit Committee.

Jill Watson

Governance Executive

Jill commenced her role as Governance Executive in September 2020, having joined the Society in December 2012 as Risk and Compliance Executive and Money Laundering Reporting Officer (MLRO), bringing with her over 20 years of experience of Internal Audit, Risk and Compliance related matters. The role of Governance Executive incorporates the responsibilities of MLRO and Company Secretary and is responsible for ensuring that the Society maintains a robust governance culture that helps protect the Society’s employees, customers and members.

Iain Lister

IT Executive

Iain joined the Society in March 2022 as our IT Executive to lead the Society’s technology and change strategy. Iain has over 20 years of technology experience working with heavily regulated financial services, having previously held senior management positions at London Stock Exchange, Fidelity International, PwC and HSBC. Iain is passionate about delivering sustainable change that brings continuous improvement and improves the overall experience our customers.

Mike Taylor

Head of Marketing, Products and Savings

Mike joined the Society in February 2009 having previously worked within Sales & Marketing roles for local building societies since 1990. Mike leads the Marketing, Product and Savings Teams, and he oversees the development of the Society’s savings and mortgage products and our Savings Operations.

Vickie Preston

Head of Human Resources

Vickie joined the Society in June 2014 as Human Resources Manager. Vickie is responsible for devising and implementing strategies and policies relating to the management of our employees to ensure we maintain a friendly, reliable and efficient service.

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