The Team

Jane

Project Manager

Jane is the founding director of Smart Savings CIC. Jane is responsible for co-designing and planning all project services and ensuring strong partnership working. Jane is also the Designated Safeguarding Lead (DSL).

Jane is an experienced project manager and has previously worked in the financial services sector, DWP and as a commissioning officer for Cornwall Council.

Qualifications:
BA Hons Business Studies, Class 2:1
Certificate for Financial Advisers (CeFA)
Certificate in Mortgage Advice and Practice (CeMAP)
Postgraduate Certificate in Management & Finance
Postgraduate Diploma (Level 7) in Career Development and Coaching
CIM Advanced Certificate in Marketing
Level 3 Award in First Aid
NCFE CACHE Level 2 Certificate in Understanding Mental Health First Aid
Level 3 Award in Forest School Leadership.
Citizens Advice Gateway Assessor & Generalist Adviser
Level 3 Multi-Agency Safeguarding & Child Protection
Diploma in Trauma and Mental Health Informed Schools (in progress)

Sam

Money Advice Caseworker & Financial Capability Trainer

Sam is a highly experienced Money and Debt Adviser and provides one-to-one advice to clients in face-to-face meetings or remotely via phone or online. Sam provides advice on income maximisation, budgeting, debt management and delivers financial capability training.

Sam has previously worked for Citizens Advice Cornwall as a Specialist Debt Advice Case Worker for over 12 years, is a fully qualified DRO Intermediary and has worked in the Wills and Probate department at Coodes Solicitors for four years.

Qualifications:
Money Advice Practice Certificate (MIMA)

CILEx Level 6 Professional Higher Diploma in Law and Practice

Completed various courses: Bailiffs, supporting vulnerable clients, CCA Training, UC, IVA’s, Parking Penalties and Charging Orders.

Paul

Money Advice Caseworker & Trainer

Paul has over twenty years of industry experience as a General Manager and Managing Director in high growth technology companies. For the last ten years he has been working as a NLP coach, mentor and trainer.

Paul also works as a part-time Money and Generalist Adviser for the Citizens Advice Cornwall and as a Trustee at Treverbyn Community Hall.

Qualifications:
Commercial Law – LLB (Hons)
MBA (speciality: Finance, Mergers & Acquisitions)
OCR in A1 assessor award
City and Guilds in Preparing to Teach in the Lifelong Learning
Sector (PTLLS)
Hogan Leadership
Benchmarks/Skillscope
Certified NLP Master Practitioner.

Shiraz

Finance Manager

Shiraz has a background in accounts, tax and benefits. Having worked for HMRC for a number of years, he gained a wealth of knowledge in both tax and benefits.

Shiraz works as a senior support analyst at Zoopla and as a Health and Safety Co-ordinator. He specialises in dealing with complex accounts, housing and health and safety issues.

Qualifications:
BA Hons Managerial Statistics
AAT Advanced Diploma In Accounting
AAT bookkeeping member (AATQB)
IOSH Managing Safely
DSE Assessor

Marianne

Money Advice Caseworker & Financial Capability Trainer

Marianne is a highly experienced Money Adviser who has worked as a Supervisor and Independent Financial Adviser for Bradford and Bingley and Nationwide.

Qualifications:
Level 3 Financial Planning Certificate
Money Advice Practice Certificate (MIMA)
LLB Law 2:1

Simon

Veteran Support Worker & Generalist Money Adviser

Simon joined the Royal Navy in 1974 as a Seaman Radar Operator and spent time at sea on HMS Juno during the Cod War in the mid 70’s. In 1977 after being injured, Simon changed branches to the Medical Branch sub-specialising as an operating theatre technician. Simon served during the Falklands Conflict in the Red and Green Life Machine, an operating theatre and field hospital. Post conflict, Simon was trained to counsel service personnel who were suffering from PTSD.

In 1991, Simon left the Navy and became a Clinical Supervisor and Senior Manager for the NHS and worked for Active Plus CIC. Simon supports veterans with our specialist money advisers to assist in their mental health and signpost and refer them to appropriate support services and charities. Simon is currently undertaking a level 3 course as a Life Coach.

Abigail

Veteran Support Worker

Abigail joined the Royal Air Force in 2009 , serving in Afghanistan on Herrick 16 in 2012 and a tour in the Falkland Islands between 2014/15. Abigail was medically discharged in 2018 with complex PTSD, as a result of incidents during my tour of Afghanistan. Abigail also works part-time as a Youth Officer for The Royal British Legion acting as liaison between the RBL and the Cadet Forces and schools/ colleges and is a qualified Girl Guide leader.

Louise

Counsellor and Psychotherapist

Louise currently provides counselling support to our clients and works part-time as a Counsellor and Psychotherapist at Outlook SW. Louise has previously worked as a Family Support Practitioner, Outpatient Substance Abuse Counsellor, and as a yoga instructor.

Qualifications:
BA (Hons) Psychology
Positive Parenting Practitioner
Post Qualifying Diploma in Child and Adolescent Counselling
Substance Abuse Counsellor Training – 83 hrs Regional Alcohol Drug Abuse Counsellor Training
Master Practitioner Neuro-Linguistic Programming and Hypnotherapy – Advanced Neuro-Dynamics.

Our team of teaching and training staff are highly skilled with extensive experience of working in schools and colleges. All staff are DBS checked and dedicated to helping every student reach their full potential.

Kathy King

Teacher and Outdoors Instructor

Kathy is an experienced teacher of 16 years and qualified outdoor education facilitator.  Kathy has delivered Forest School sessions since 2007 and is qualified to offer indoor wall climbing, cycling, kayaking, canoeing, trail running, sea swimming and Stand-up Paddleboarding (SUP).
 
Kathy is passionate about harnessing the power of being active in nature and using it as a tool to improve emotional literacy (self-awareness, motivation, self-regulation, empathy and social skills).
 
Qualifications:
Joint Honours BSc Degree (Biology/Psychology)
PGCE Science    
MA Professional Studies in Education
Level 3 Award in Forest School Leader