Since 2016, we have been able to help clients across Ireland and Northern Ireland and this spotlight map shows how many we have worked with and the loan amounts that are working in your region.
meet our team
We’re a small team working throughout the island of Ireland, North and South. And we’re as passionate and committed as you.
Our expertise is in finance: it’s what we use to enable clients like you to bring about change.
We speak finance.
But we hear people.
Harry took up the role of Chief Executive in 2013, following a distinguished 40-year career in banking. He is the former Chairman of Heron Construction Ltd., is a non-executive director of Dennison Commercials Ltd. and he sits on the Investment Committee of the NI Growth Fund managed by Whiterock Ltd. Harry is also Chair of Tiny Life, an organisation dedicated to the provision of care to pre-term children and their families. Outside of work: Harry devotes his time to family, and especially his gaggle of grandchildren.
“We’re a learning business. That means listening and watching for when we might be able to offer opportunities. That’s what fosters lasting social change.”
Dónal holds a degree in Economics & Geography from UCD, Grad. Dip. in Business Studies and, an MBS in Co-operative and Social Enterprise from UCC. Oh, and is QFA accredited from the Institute of Banking too. Outside of work: Dónal is a sports fanatic and will always engage in some type of energetic activity with his young family at the weekends.
Phelim is a Chartered Banker and holds a Master’s degree in European Regional Development, Economics & Business Management. He joined Community Finance Ireland (formerly UCIT) in 2002, bringing with him nearly 20 years’ experience in the Social Finance sector and Portfolio Management. He has helped develop tailored loan products and bespoke loan funds in the local Sports, Childcare, Green Energy and Start-Up Social Enterprise sectors. Outside of work: Phelim is keen on most sport and loves to catch a live gig when he can.
Group Finance Director
Barry is a Chartered Accountant and previously worked with PWC and KPMG, and has spent over 15 years working in the private, public and third sectors. He is on the board of both Victim Support Northern Ireland and the Halifax Foundation for Northern Ireland. Outside of work: Barry loves to travel, read, work out and sing along at gigs, where no one can hear him.
Client Relationship Executive
With over 20 years in senior management positions in the financial services sector, Rose brings real added value to every project, and is rightly known for her outstanding level of personal commitment to her clients. Rose is QFA accredited from the Institute of Banking. Outside of work: Rose loves the outdoors, especially beach walks and camping trips with friends and family.
Client Relationship Executive
Prior to joining the team, Barry had a long career in corporate finance with the Ulster Bank Group, specialising in problem-solving for his clients and helping them to future-proof their businesses. He brings the same rigour to his work with our clients today. Outside of work: Barry is a foodie and wine buff, and ideally combines these two interests with good conversation.
Client Relationship Executive
Peter graduated in Economics from QUB and trained as an Accountant with Price Waterhouse. He then spent 28 years with Danske Bank, holding senior roles in various businesses and retail banking divisions. Peter is also a church trustee and treasurer. Outside of work: Peter is a serious football fan, supporting Leeds United and Glenavon. Where his loyalties would lie if they ever meet remains unclear.
Group Marketing Manager
Lita trained at the Dublin Institute of Technology and Irish Marketing Institute, Lita has held senior roles in advertising and marketing, working with brands such as Guinness, Super Valu, Aer Lingus, Bank of Ireland, Ulster Bank and RBS Group. Outside of work: Lita champions mental health awareness and loves beach walks with her labradoodle Lily.
Trudi manages our digital channels, sponsorship, events and partnership activity within Northern Ireland. She holds a degree in Business Studies and an MSc in Marketing. Trudi is happiest when shining a spotlight on the achievements and successes of our clients. Outside of work: you’ll find Trudi pottering around old buildings or on another road trip with her family in their touring caravan.
Terri is the backbone of all client support activity in our ROI office. Before joining the team, she spent ten years with Ulster Bank Group, where she honed her outstanding account management delivery and reconciliation skills. Outside of work: you’ll find Terri polishing her 1994 All-Ireland football medal for Co. Meath and coaching the Louth Girls' Western Gaels GAA team.
Sandra is our longest serving team member, having joined us in 1999. She deals with the day to day office administration across a broad range of activities. Outside of work: Sandra is keen on baking, gardening and swimming, though not necessarily at the same time.
Emma joined our Belfast office team in 2016. She supports the daily operations of the business. Previously she held a number of significant administrative roles, including with the Northern Ireland Assembly. She particularly enjoys seeing the positive impact of our work on local communities. Outside of work: Emma is passionate about animal welfare and enjoys photography. But don’t touch her chocolate, OK?
Administrative Assistant / P.A. to C.E.O.
Nicky graduated in English from Queen’s University Belfast and later gained an MA from QUB in Arts Management. Before joining us, he spent nine years working for arts organisations and within the tourism sector. Outside of work: Nicky is a devoted culture vulture, travel junkie and all-round Eurovision fanatic.
Damian has enjoyed a 40-year career with senior management and advisory roles in the private, public and third sectors. He has held directorships in the Waterside Trust, Inner City Trust, plus a number of other organisations. He has been deeply involved in a number of flagship economic and social regeneration projects.
"Every plan for social or community change starts with a dream of how something could be better. It’s idealism – and we welcome that. We share it. But the reality of transformation is what counts. And that is what we are here for: to see our clients get beyond the dream and deliver real, enduring social impact.”
Being the Vice-Chair of Community Finance Ireland, Michael has held various diverse roles throughout his career, including Secretary of Council for the West Financial Advisor with New Ireland Assurance, Director of Cashelard Community Development Association and he is the former National Chair of Irish Cot Death Association. Michael’s current position, in commercial activity, is Director of the property development company DMG Ltd.
Having a BSc in Economics and Statistics from Queen's University, Belfast, Anthony’s extensive 30-year business IT career includes senior roles at multinationals in the UK, Europe and the USA, up to and including Board level. He established his own business IT consultancy working with SMEs, corporate clients and government in UK and Ireland. He currently offers advice and support to individuals and organisations wishing to establish and expand co-operatives and social enterprises.
Kevin Helferty, formerly North West Area Manager for Invest Northern Ireland (and previously a Business Development Executive in IDB), is a member of the Board of UCIT (Irl). Kevin has been active in local, regional and national Credit Union circles for very many years. He retired as a Director of the ILCU League Board in April 2009, having been elected as Chairman of the NI Committee, the Insurance Committee, the Planning & Development Committee and the ILCU International Development Company in recent years. Now living in Buncrana, Co. Donegal, Kevin is currently serving as Honorary Treasurer of his local community Credit Union, which has assets in excess of €55m.
Erskine Holmes, OBE
Erskine is the co-founder of Community Finance Ireland, whilst being the former CEO of the Northern Ireland Federation of Housing Associations from 1975 to 2000. In addition to this, Erskine has held Board positions with Ulster Garden Villages (UGV), Lagan Navigation Trust, Somme Association & NI Co-op Forum.
Douglas spent most of his career in the Civil Service based in Belfast, with a three-year secondment to the European Commission. He served as Director General for Electricity and Gas, overseeing the introduction of natural gas and renewables into Northern Ireland and the creation of the all-Ireland energy market. Since retirement he has been active in a number of organisations in the voluntary sector with a bias towards co-operative projects.
Ian worked in manufacturing for 20 years as a Financial Director and Chief Executive. During his tenure the business expanded into Britain and Europe, seeing a £12.2M increase in turnover. He has also held senior/board positions with PlayBoard NI, Sport NI, Board Disability Sport NI and Community Change.
Gary is a fellow of the Chartered Institute of Management Accountants with a degree qualification in Corporate Leadership. His career has seen him work across a variety of SME and multinational organisations in both NI and GB over a 45-year period. Since retirement, he delivers business mentoring to numerous developing local businesses as well as working within the Third Sector - being the Chair of the NOW Group, a trustee with the Francina Foundation and Chair of Audit and Risk with UCIT/CFI.
Jim is a graduate of Trinity College Dublin, holding an undergraduate and MA degree in Agriculture. He also holds further qualifications in Rural Development Practice (UCG), Environmental Impact Assessment (UCD), Training and continuing Education (Maynooth). A former Chief Executive of a national farm management training organization. He worked as National Agri Business Consultant with a national accountancy firm. He spent five years working in Saudi Arabia with Masstock as their training and development manager. He has delivered EU supported training In Russia (TAC-IS), Albania and Romania (Phare). I Jim is a founding member of Ardee Community Development Company and served on Louth LEADER and Louth County Enterprise Board (Evaluation Committee). He is a Fulbright scholar and a member of the Fulbright alumnus.
Audrey Murray, MBE
Audrey worked in social enterprise and social finance for over 25 years, including spells as contract manager for the Social Entrepreneurship Programme and Northern Social Enterprise Hub. In 2014, Audrey was awarded an MBE in recognition of her work in the Social Economy sector. She currently serves on the boards of Blythswood Care Ireland, NICVA, Business LED and Ethical Development Trust North.
Bill has had an exceptionally diverse background in business, including senior roles in industrial R&D, community initiatives, enterprise development and leisure and social housing.
A founder part of Hazelwood Integrated School, Martin sat on the Board of Governors for 14 years and remains deeply involved in the integrated education sector. He is Chair of the Belfast Charitable Trust for Integrated Education (BELTIE), which helped establish Cranmore & Millennium Integrated primary schools. Martin is also an executive member of the NI Co-op Party.
Andrew is joint CEO Inishowen Development Partnership. Former director BIM (Irish Sea Fishery Board) Loughs agency and chair Foyle Fishermen's Co-op. He is also member of Donegal County Development Board.