Since the changes at the beginning of the year led by Invest & Fund Chairman Robert Burgess, the company is on course to deliver a full year outturn well ahead of double prior years. In delivering this growth, Invest and Fund continues to have its exemplary credit rigour at the core of its DNA and maintains a 100% credit history.

Burgess is a veteran of big bank, fast growth and fintech FS businesses. To support this material acceleration in volume trajectory, he has announced a number of senior appointments, all with a similar depth of background & fast growth high quality FS experience:

Neil Smith - Chief Operating Officer

A qualified accountant (ACA) and member of the ICAEW with 13 years’ experience in financial services, including the last 10 years in a leading Private Equity business.

Matthew Thorbes - Finance Director

A Chartered Global Management Accountant (ACMA, CGMA) with 18 years of experience in the banking and finance industry.

Sarah Leech-White - Head of Risk and Compliance

A highly experienced compliance officer, having held senior positions at Close Brothers and RBS prior to joining Invest & Fund.

Anjalee Jilka - Director, Transaction Management

Anjalee has a wealth of property transactional experience across both big bank and fintech including Nationwide Building Society, Hampshire Trust Bank and RateSetter.

Neil Richardson - Business Development Manager

Prior to Invest & Fund, Neil had 25 years in banking working for RBS, Nat West and Santander, predominantly in the commercial and business sectors.

Dave Bibby - Business Development Manager

Dave has had 36 years of experience in banking, 21 of those specifically in corporate real estate and development funding.


"We have lent c. £150m, £50m of which has been delivered this year so far post the changes to leadership structure. Our strong base has enabled us to accelerate our growth phase with H1 volumes greater than any prior full year and H2 pipeline already easily the strongest to date" - Robert Burgess, Chairman.

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