Natalie

Natalie

General Manager

Natalie took on the role of General Manager of BAA in September 2025 and brings over 15 years of experience in finance management to the role. Over the past four years, she has grown within the organisation, gaining a deep understanding of its operations and working closely with the team to support its development.
Inspired by founder Jo Beer’s passion and vision, Natalie is dedicated to continuing her legacy by ensuring BAA remains focused on supporting schools and helping children thrive. She combines her financial expertise with a compassionate, people-centred approach to leadership, helping the organisation move forward with strength and purpose.
Natalie lives in Oxfordshire and, outside of work, enjoys an even busier home life with her three young children, three cats, and two basset hounds, Winnie and Wanda.
Helen

Helen

Operations Manager

Helen’s priority is to ensure BAAs services are seamlessly delivered to families and schools, overseeing the overall capacity of the team and ensuring the highest level of quality.

Prior to joining us, Helen owned her own manufacturing business, a water-based paint company. She is a qualified Management Accountant and has recently completed and ILM in Coaching and Mentoring and a Level 7 Certificate in Sustainable Leadership.

Helen lives in North Wales with her active and sporty family. Outside work Helen loves walking Lexi, her Cockapoo, yoga and watching cricket. Helen has a passion for learning, particularly relating to coaching, mentoring and finance.

Kate

Kate

Senior Associate

Kate absolutely loves her role of Senior Associate. She feels privileged to be part of each family’s bursary journey and always sets her sights on securing the best possible educational environment for each child.

Prior to joining BAA, Kate worked for a firm of Chartered Accountants. She holds a degree in Accounting and Finance and has a strong financial background with almost 20 years’ experience working in various financial settings, including credit control, internal audit, accounts, and payroll.

Kate and her family live in Cheshire and outside of work, Kate’s energetic young daughter likes to keep her busy with her numerous after school clubs and hectic social life!

Therese

Therese

Senior Associate

Therese has over 20 years of experience in accountancy, internal audit and grant management and has worked across a diverse range of sectors including private practice, non-profits and charities.

She loves meeting with families and helping them through the bursary process, knowing that for many, this opportunity will lead to a generational shift and feels honoured to be part of that journey.

Alongside her role at BAA, Therese runs mental wellbeing and resilience courses for young people who are care experienced or at risk, helping them to uncover their innate resilience to overcome the unique obstacles and challenges they face in life.

Therese lives near Glasgow and loves music, dance and theatre.

 

Wendy

Wendy

Office Lead

Wendy is our mainstay in the office. Responsible for everything relating to the bursary application process, she is always happy to help both parents and schools, providing a seamless application process.

Having worked in banking and finance for over 30 years, her strength in building successful relationships and ensuring excellent customer service is at the heart of everything she does. Wendy is an expert at delivering practical solutions for every situation and making sure that every process is both accurate and efficient.

In her spare time she likes to travel and spend quality time with her grandchildren, having recently combined the two with an amazing family holiday to DisneyWorld, Florida. Wendy also enjoys reading and walking, enjoying the delights of the Cheshire countryside in all weathers!

Ceri

Ceri

Office Assistant

Ceri is Wendy’s right-hand woman in the office, processing all the bursary application forms and making sure that the correct information is included. She will always pick up the phone to anyone who is struggling with the process and point them in the right direction.

Ceri comes to work to escape her crazy three children, husband and guinea pigs that await her at home. She has a background of supporting families in the Youth Justice System and comes to us from working in the public sector for the past 20 years. Ceri is well versed in the challenges that can affect people in life and therefore is well placed to support any struggling families through the process. She also keeps the cups of tea flowing!

In her free time Ceri tries to keep fit and enjoys bike rides with the family and holidays in the UK and further afield. She also likes walking, fresh air and can be regularly found reorganising and decorating her house!

Claire

Claire

Associate

Claire has spent much of her career in accountancy practice, where latterly she was partner of a large practice advising clients in respect of their business and taxation affairs across a range of sectors. She has built a wealth of experience particularly in understanding and advising on clients’ personal finances.

Claire lives in Suffolk with her husband and three children who are at various stages of their university education, making her very familiar with completing student finance applications! Claire is also a huge animal lover particularly of dogs and horses. She has three crazy spaniels which she enjoys walking, in the countryside.

 

Chirag

Chirag

Senior Associate

Chirag is a Chartered Certified Accountant with over 20 years’ experience in finance and operational roles. He now finds great reward in helping families navigate the bursary process and supporting children to access opportunities they may not otherwise have had.

Chirag brings empathy, financial insight, and a strong sense of purpose to his role, helping ensure each family receives a fair and balanced assessment.

Based in North London, he is a lifelong Arsenal fan and enjoys watching matches with his son whenever possible. Outside of work, he volunteers at a local independent charity that raises funds to help individuals access high-quality mental health care — a cause he believes is vital in today’s world.

Selena

Selena

Associate

Selena is an experienced accounting professional from Bristol with 18 years in the industry. AAT qualified, she has built a solid reputation for her reliability, attention to detail, and commitment to helping businesses manage their finances effectively.

Outside of work, Selena is a proud mum of two and enjoys spending her spare time indulging in creative hobbies—especially crochet, where she finds both relaxation and inspiration.

Bansi

Bansi

Associate

Bansi’s background is in analytics and finance, having previously worked as a business analyst at a prominent global analytics company. Bansi finds great joy in connecting with families as part of their bursary journey. Knowing that her support and guidance contributes to their educational aspirations is deeply fulfilling to her.

Bansi exudes a cheerful and optimistic personality and she is committed to giving back to the community, evident through her volunteer work.

In her spare time she enjoys preparing authentic Indian cuisine, immersing herself in philosophical books and in addition, Bansi is an energetic Garba folk dancer!

Gemma

Gemma

Associate

Gemma has 20 years of finance experience, including running her own high street practice. In 2018 she was awarded as a finalist Licensed Member of the Year and highly commended by her professional body for her personable approach.  Gemma enjoys the variety involved in meeting all of our different families and hearing about their experiences.

In her spare time Gemma is a netball player, coach, and umpire.  When she’s not netballing or reading she enjoys spending time with her children, step-children, and two labradors.  Gemma is originally from the midlands but now lives in rural Devon amongst rolling countryside and close to our glorious beaches.

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Bursary Assessment Associates

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