Meet the Board

Kim joined the Society in 2006 and was co-opted to the Board in September 2017 as Customer Services Director.

In May 2026 she became the Society's first female Chief Executive. Kim lives in Coppull Moor with her husband and three young children.

Steven joined the Society in 2017 and was co-opted to the Board in October 2023. Steven was part of the first cohort to graduate from the Building Society Association’s flagship MSc in Leadership & Management from Loughborough University in 2018. He has worked in financial services and the building society sector for almost 19 years and brings a wealth of experience in risk management, finance and treasury. Steven is Chair of the Conduct & Operational Risk Committee and lives in Bolton with his wife and two young children.

David joined the Society in 2016 as Head of Finance and was voted on to the Board in November 2022 as Finance Director. He is a Fellow of the Association of Chartered Certified Accountants and graduated from Loughborough University in 2020 with an MSc degree in Leadership and Management. David has over 15 years of experience within the Financial Services industry. He is Chair of the Assets & Liabilities Committee and the Product & Treasury Committee. David lives in the North-West with his wife and four young children.

Peter joined the Board in October 2022. He is Chair of the Board and Chair of the Nominations Committee. Before retiring at the end of 2025 he held several executive positions in a number of global businesses including BAT, Centrica, Heineken, SABMiller and Coca Cola Europacific Partners. Previously he has been a Non-Executive Director for 14 years at the Newbury Building Society, of which he served seven years as Chairman. Peter lives in the Cotswolds with his wife; and has 2 adult daughters. His hobbies are diverse – from classic cars, wine, brewing beer, music and walking with their dogs. Peter is also a Parish Councillor.

Joanna joined the Board in June 2019 and is Chair of the Remuneration Committee and a member of the Audit and Nominations Committees. She brings over 35 years of experience in financial services, having held Non-Executive Director roles across a range of organisations in the sector, and is passionate about helping companies deepen customer relationships, clearly articulate their value and simplify the way they do business. Originally from the North West, Joanna now lives in Kent with her husband and dog. She has two grown-up children.

Gail joined the board in October 2020 and is Chair of the Audit Committee and a member of the Risk Committee. She is a member of the Institute of Chartered Accountants England and Wales. She has held a number of senior roles across commercial and not for profit sectors. She is an experienced NED. She believes members are at the core of decision making. She was born in Yorkshire and lives there with her husband and dogs. In her spare time she likes to go walking and running.

Julia was co-opted to the Board in February 2022. She is qualified as a solicitor in England & Wales. She has had a career in legal and compliance in financial services and has been the Chief Risk Officer for Experian in the UK since 2016. Experian is a global data and analytics firm, well known in the UK for its credit reference agency 
activities. Julia was born and grew up in New Zealand before coming to the UK in 1996. She lives in Nottingham with her husband and son.

Lee joined the Board in November 2023 and is Chair of the Risk Committee and a member of the Audit Committee. He spent over 15 years at Newbury Building Society, initially as their Finance Director, before moving onto the role of Chief Risk Officer until he retired in May 2023. Previously he had worked as a Finance Director and Treasurer at BAE Systems. Lee lives in Hampshire with his wife and his interests include music, shooting, pickleball and bridge.

Jan joined the Board in July 2024 and is a member of the Risk and Remuneration Committees. She has over 35 years’ experience in Banking and Finance having previously worked for NatWest, holding several senior positions across UK & Ireland including Managing Director for NatWest Branch Network UK. She was Chair of the NW Midlands & East Regional Board where she championed female entrepreneurship and continues to support small business growth. Jan is a Board member at Bolton NHS Foundation Trust and the Vice Chair of a charity. She is passionate about customer service and is committed to making a difference for people across all communities. She was born in the North-West and currently lives in Greater Manchester with her husband and dog, has two grown up children and enjoys walking and travelling.

Tracey joined the Board in September 2025. She is an experienced financial services professional having held senior executive roles with Legal & General, Toronto Dominion Bank Group, Royal London Group and Scottish Provident. She has also held executive roles outside the sector in the global drinks industry, construction and the NHS. She is currently on the board of Scottish National Investment Bank and Chair of the Remuneration and Nominations Committee. Strongly committed to education, she is Chair of St George’s School in Edinburgh, and previously served as a member of the Court of Heriot Watt University. 
Tracey graduated in Psychology from the University of Leeds and is a Fellow of the Chartered Institute of Personnel & Development. Having grown up in Lancashire, where close family remain, she now lives in Scotland. Her interests include rugby, theatre and travel.