Meet the Board

The Board of the Consumer Duty Alliance are responsible for setting strategic objectives and financial parameters. Its members are:


  • Caroline Bielanska

    Caroline Bielanska

    Independent consultant to law firms, winner of the Vulnerable Client Practice Award 2017 (STEP) and joint founder, former CEO and Chair of Solicitors for the Elderly.

  • Professor Keith Brown

    Professor Keith Brown

    Founding Director of the National Centre for Post-Qualifying Social Work and Professional Practice (NCPQSW) and Chair of the NHS England Safeguarding Adults National Network

  • Robin Melley*

    Robin Melley*

    Managing Director of Matrix Capital, Chartered Financial Planners.

    Robin was named PFS Chartered Financial Planner of the Year in 2013and 2020, his qualifications include Trust and Estate Practitioner and Full Member of The Society of Trust and Estate Practitioners (STEP).

    Matrix won Small advice firm of the year in the Money Marketing Awards 2022 and Financial Advisor Team of the Year in the STEP Private Client Awards 2020.

  • Tony Miles* – Secretariat

    Tony Miles* – Secretariat

    Director of financial services consultancy firm Miles Associates Ltd and Technical Director of independent care navigator My Care Consultant.

  • Keith Richards* – Chief Executive Officer

    Keith Richards* – Chief Executive Officer

    Chief Executive Officer, Consumer Duty Alliance and Chair of the Financial Vulnerability Taskforce.

    A recognised leader within the financial services sector, with over 35 years’ experience operating at executive level across manufacturing, distribution, financial planning and regulation. He previously led the successful evolution of the largest professional membership body for personal finance in the UK and internationally, the Personal Finance Society (PFS).

  • Laura Thursfield

    Laura Thursfield

    Leader of the Birmingham Financial Planning team at Mazars LLP, Laura has a strong business focus on financial deprivation, vulnerable communities, LGBT, BAME and later life issues. She was also Rising Star in the Women in Financial Advice Awards 2018 and Birmingham Young Professional of the Year 2018.

* These Board members also form an Operational sub-group responsible for delivering the strategic objectives of both the Alliance and the FVT. They work with specialists in activities such as: accountancy, business support, marketing support, website design, administrative support.

In addition to the Board members, Foundation Affiliates are invited to send a representative to each Board meeting.

The CDA will also be supported by an Affiliate Advisory Panel consisting of all Foundation Affiliates and invited Affiliates. This panel will provide input into the Strategic Direction of the CDA.

 

Financial Vulnerability Taskforce sub-Board

An FVT sub-Board will help to inform and provide vulnerability guidance to the CDA Board. The members are:

  • Jacqueline Berry

    Jacqueline Berry

    Founding Director of independent care navigator firm My Care Consultant.

  • Keith Richards* – Chair

    Keith Richards* – Chair

    Chief Executive Officer, Consumer Duty Alliance and Chair of the Financial Vulnerability Taskforce.

  • Jacqueline Wilkins

    Jacqueline Wilkins

    Director of Retail Business Development, Just.

     
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