About Us
Established in Newport in 1869 to help local people build homes, we now help people across Wales and England buy properties and save for their future.
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Although the Charitable Foundation is funded by the Society, it is run independently by a Board of Trustees. 

As well as being Chair of the Charitable Foundation, Keith has been involved in the third sector in various roles for over 45 years. Keith was former Chief Executive of St John Ambulance for 17 years and its first Secretary General, retiring in 2018.

As an advocate for public service, Keith was Chair of Governors for Clytha Primary School in Newport and Vice-Chair of Governors at the then Duffryn High School in Newport, chairing the school’s Finance and Staffing committees. Keith was also a Board Member of Newport Local Health Board, from its inception, representing the Third Sector and chaired the Board’s Audit and Risk and Remuneration Committees. Keith continues his voluntary work as a member of Monmouthshire County Council’s Schools Admission and Exclusion Appeals Panel, a Community Governor at Chepstow School and Shirenewton Primary School, an Associate Hospital Manager (Mental Health Act) for the Aneurin Bevan University Health Board, and a Councillor on Shirenewton Community Council.

In January 2017 Keith was appointed by the Japanese Minister for Foreign Affairs as the Honorary Consul for Japan in Wales, one of only two in the UK. In addition to this, he is President of the Consular Association in Wales working with other consuls who represent their respective countries.

Keith was made an Officer of the British Empire in the Queen’s New Year Honours list 2011 in recognition of the contribution paid to Health Care in Wales.

Keith is married to Sarah and has one daughter.

Alison is Deputy Chair of the Board and has been a Trustee since 2021. 

Alison works as Group Board Director and Managing Director of Thomas Carroll Group and Thomas Carroll Private Clients Limited. She has extensive experience working in the field of personal insurance and high value insurance, having previously worked for HSBC Group. 

Alison also has over 25 years experience in leadership and management.

Outside of work, Alison's interests include supporting charities, growing vegetables, yoga, cycling and golf. She is also passionate about her commitment to helping combat climate change.


Jon joined the Foundation in March 2021. Jon spent 34 years working for Atradius Credit Insurance and its predecessors before taking early retirement in September 2020. All of his career was spent in the IT department, delivering systems and solutions for the Atradius group globally, and he retired as the Deputy Director of IT Services.

Jon performed a number of roles during his career, mostly in management. These ranged from application development to database administration, from systems to network management and security to audit and compliance. As Deputy Director he was responsible for the financial control of the Group’s IT budget as well as sourcing, procurement and vendor management. While he was working, Jon was a Chartered Quality Professional (CQP, MCQI) and a full Member of the Chartered Institute of Procurement and Supply (MCIPS).


Dawn is Chief Operating Officer of Monmouthshire Building Society and joined the Charitable Foundation as a Trustee in 2021.

Before joining the Society, Dawn was most recently Head of Operational Strategic Design & Delivery at Sainsbury’s Bank and before that she held the role of Head of Mortgage Operations. She was contracted for 16 months with the Welsh Government on Executive Projects to create a culture of continuous improvement, drive change and deliver business efficiencies. Dawn also spent 11 years with the Principality Building Society in various roles including the Head of Direct Channels. She has worked in Legal & General and Bank of Wales Plc. 

Dawn contributes over 30 years’ experience within financial services and is skilled in the formulation of strategy and delivering change.

Stephen is People Director at Lightful, a tech firm providing digital marketing education and support to charities and non-profits all over the globe. Prior to Lightful, Stephen spent most of the last 20 years working in the finance sector in Bristol and Cardiff.

He has been a Chartered Member of the Chartered Institute of Personnel and Development since 2008 and has previously been a school governor of a primary school in the Vale of Glamorgan, where he lives with his young family.

Stephen has been involved in a variety of fundraising activities over the years and has run the London Marathon twice. These days he takes part in 100 mile plus non-stop ultra-marathon events for varying charities.

Stephen is also a Trustee at PRIME Cymru. When not running, he enjoys relaxing with his young family on camping trips on the Gower - weather permitting!

Stephen joined the Charitable Foundation as a Trustee in March 2023.

Kristy is currently the Society’s Head of Retail who joined the Charitable Foundation in March 2023 as the Monmouthshire Building Society college representative.

Before moving into her current role, Kristy worked in financial services  for over 23 years specialising in mortgage advice.

As the  Colleague in the Community project lead, Kristy is passionate about funding and volunteering work that supports and benefits the Society’s members, colleagues and communities in and around south Wales and the south west of England.

Outside of work, Kristy enjoys swimming and running. This frequently leads to her MBS colleagues signing up to charity runs without realising how this happened!

David has worked extensively across the public service within Wales with key roles in the Welsh Government, the National Assembly, and the Third Sector.

He has also chaired a lottery distribution panel in a voluntary capacity. Areas of keen interest include deprivation, social exclusion and domestic abuse services where David led the Government’s 10,000 Safer Lives program.

David has been the Trustee and Vice Chair of Llamau, a charity that supports homeless or at risk of homelessness.

Most recently, David has worked in resource efficiency for the Welsh Government exploring the multiple opportunities moving to a more circular economy and is currently leading some thinking on affordable housing.