Information for Investors
Sam’s passion for helping small businesses access the loan funding and support needed to thrive was ignited whilst she was an adviser to Archbishop of Canterbury's Task Group for Responsible Credit and Savings. She is responsible for setting the strategic direction of AskIf and for ensuring it creates value for borrowers, responsible finance providers, investors and shareholders. Sam believes passionately in entrepreneurship and the opportunities that it creates and wants to give businesses the greatest chance of success by ensuring that they and the entrepreneurs standing behind them have the support and access to financial services that will help them make success a reality.
Prior to starting AskIf Sam worked for 20+ years in the financial services industry, largely at Barclays Investment Bank and then leading the lending business of Barclays Wealth and Investment Management. She has a proven record of leading business and change management programmes across a variety of departments within the bank.
Sam graduated from Oxford University with an MA (hons) in Mathematics
CEO and Founder
Jo is an exceptional commercial leader and brings a wealth of experience in project and product management rooted in putting the consumers’ needs at the heart of the solution, a skill she developed over 18+ years in FMCG (holding senior roles at both P&G and KraftHeinz). She has successfully led a broad range of businesses with strong experience in sales, marketing, finance and strategy.
Since joining AskIf she has built an indepth understanding of SME lending and the needs of borrowers and lending partners servicing this segment of the market. Her management philosophy is rooted in her belief in the power of people, and putting the customer at the heart of all decisions.
Jo graduated from Cambridge University with a degree in Languages (French & Italian)
Co-Founder and Chief Operating Officer
E: [email protected]
T: 020 3176 7633
©2016-2018 Ask Inclusive Finance Limited
Registered Address: Fryern House, 125 Winchester Road, Chandlers Ford, Hampshire SO53 2DR | Registered in England and Wales No. 10020883
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We are delighted that the leadership from our founding partners, also sit on our Advisory board, helping steer the direction of AskIf and ensure that we are meeting the needs of the sector.
Graeme Oram - Chief Executive - Five Lamps
Graeme Oram has been Chief Executive of Five Lamps since 2002, having previously worked in the public sector and as a consultant in community regeneration. He has led Five Lamps from a very localised community organisation into a multi award-winning social enterprise with a substantial geographic footprint. Five Lamps is perhaps unique in the Responsible Finance arena as it has a diverse service portfolio beyond its community lending activities. The company has been lending to new and early-life businesses in the North East since 2004, delivering across a variety of funding initiatives. Graeme is a nationally recognised social entrepreneur and business leader, a finalist in the 2013 EY Entrepreneur of the Year.
Katy Ford - CEO - Foundation East
Katy joined foundation East in 2004. Prior to that Katy lived and worked on the Island of Guernsey, initially in the hospitality industry running a small hotel and then in the finance industry as Treasury Manager for a large captive insurance company. Running the hotel taught her about all aspects of leading a small business: customer care, staff management, stock control, accounting and catering. Her role as Treasury Manager for Marsh required her to develop and maintain relationships with banks and investment houses on behalf of corporate clients, in addition to running a treasury team. At Foundation East, she leads the strong staff team to deliver the vision and mission of the organisation, to provide financial products and services to support job creation, job sustainability and to strengthen communities in the East of England.
John Peters - MD - Swig Finance
John Peters has been Managing Director of SWIG Finance since 2013, having “worked through the ranks” from the position of loan officer in 1998, when he was supporting the fishing communities of the south west… quite a contrast to his previous role as a community enterprise manager for Birmingham City Council. John has extensive knowledge of the SME business community in the far south west and the challenges it faces in accessing appropriate finance and support, which SWIG seeks to address. Since he joined the company, SWIG has established itself as the south west’s leading Responsible Finance Provider, providing business loans from offices in Cornwall and Bristol. To date, SWIG has supported in excess of 3,000 businesses with over £36 million in funding since 1996.
Arthur Foreman - Managing Director - Finance For Enterprise
Arthur helped relaunch Finance For Enterprise in 2009, in the role of Operations Director. He took over as Managing Director in 2012.He previously worked in the banking sector enjoying 23 years at RBS in various roles (and is ACIB qualified). He subsequently worked for 12 years in Business Links (Sheffield & South Yorkshire), initially in an advisory role and latterly in programme development.Arthur holds several external positions including Board representation at Sheffield Business Club and Sheffield Young Enterprise, Marketing Officer at Yorkshire & Humber Institute of Business Advisers and Secretary of Lincolnshire Chartered Institute of Bankers. Arthur has served on the Responsible Finance Board for the last 3 years, is a strong advocate for the sector and keen to support the ongoing infrastructure development to help enhance the sector’s service delivery.
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Andrew loves businesses and believes the best ones improve people's lives. He mentors and has invested in numerous entrepreneurs. He is also passionate about education, is a governor at School 21 in East London and sits on the board it's multi-academy trust.
Andrew co-founded Funding Circle with two friends and helped grow it from an idea into the largest and fastest growing small business direct lending platform in the world. Andrew built out and led the company’s operations before focusing on risk management. During his time he worked out of and led teams in the London, San Francisco and Berlin offices. At the end of 2015 he hired and handed over the reins to his successor.
Before founding Funding Circle, Andrew worked at financial services firms specialising in regulatory and risk management.
Andrew has a degree in Mathematics
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Simon has comprehensive finance industry experience in 30+ year career working in a range of senior roles in the investment banking, hedge fund and asset management sector. He has always had a strong interest in technology-driven innovation.
Simon was the COO and CFO of NYSE listed GLG Partners from 2000 until it was acquired by FTSE listed Man Group in 2010 when he became the group COO. He retired in 2014 to pursue a career as an entrepreneur in the Tech sector. Since 2014 he has been involved in several technologies focussed start-ups as a founder advisor, investor or board member.
Simon is currently the President of Axim Global an innovative Customer Experience business.
Keith is a senior executive that has extensive finance industry experience garnered from a career in the city spanning 19+ years. He is motivated by the creation of optimal solutions for clients, simplifying the complex, often leveraging technology as a means of doing so.
Prior to AskIf, Keith held senior management roles within Coutts (as a COO) and Barclays Wealth (as a Head of Product) one area of focus being the creation of new products and their efficient delivery to clients. Earlier in his career, Keith worked with Barclays Investment Bank delivering innovative structured lending solutions to international clients. Prior to working at Barclays, Keith worked in a structured solutions role at Citi and spent 5 years as a tax lawyer with Linklaters.
Keith is a qualified lawyer and holds a Law & Accounting degree from the Queen’s University of Belfast.
Nick has a 20+ year background in business lending and project management. He has leadership experience with both mainstream and alternative finance providers (formerly at the Bank of Cyprus and latterly at Newable), experience which is directly relevant to the model for responsible lending that AskIf is delivering to the business community. Passionate about small business whether start-up or established, he believes in addressing market failure through innovation, technology and and creativity.
Nick has two finance related degrees as well as professional qualifications in finance and project management; and has experience as an FCA approved person having established FCA licenses for 3 business lending entities. He has two young boys who keep him on his toes and he volunteers on two school committees in his spare time.
Head of Lending
David Gill is Managing Director of the St John’s Innovation Centre in Cambridge. He previously ran the Innovation & Technology Unit at HSBC Bank in London (1997-2004), then served as an executive director of a venture fund focused on early-stage, technology-based investments (2005-08).
Educated at Cambridge, he was called to the Bar by the Middle Temple before working in corporate finance for US and UK banks.
A Sloan Fellow at the Stanford Graduate School of Business in California (2004-05), he is the co-author of numerous publications on innovation, incubation and finance, and a non-executive director of Syndicate Room Ltd.