Lee Phillips

Background

About Lee Phillips

Bio Lee Phillips is a passionate financial wellbeing specialist, and has worked across the public, private and voluntary sectors in Wales. This has driven her career since she was a mature student, working part-time at a banking call centre. Lee lives in Cardiff and has led work on financial capability and wellbeing in Wales since joining the Financial Services Authority (FSA) in 2008, til now with the Money and Pensions Service (MaPS). Lee was awarded an MBE in the Kings Birthday Honours list in June 2024 for 'Services to Financial Capability and Education'. Working for MaPS and in partnership with the Welsh Government, Lee is responsible for the creation, coordination and delivery of the Financial Wellbeing Delivery Plan for Wales. Since its original pilot in Wales in 2015, Lee has been working on Talk, Learn, Do, a pioneering set of activities to help parents talk to their children about money, initially in person and now also as a self-serve digital tool available across the UK. Lee draws on her early youth work career, delivering youth information services in three local authority areas in Wales. As well as her personal experience of leaving school with one O’Level and joining the YTS Scheme with British Rail (bonus points for anyone who remembers these three!), being married at 17, and by 21 focusing on bringing up her two children and now as a grumpy menopausal Nana. Lee has previously been trustee and Chair of several voluntary and third sector organisations and is currently a member of the National Advice Network and other advisory and stakeholder groups and chairs the Wales Financial Education Forum. Key Skills Include: • Proven success in partnership and collaborative working, negotiation and influencing • Developing and delivering National Strategies e.g. Financial Wellbeing Delivery Plan for Wales • Excellent stakeholder manager able to build strong alliances and ongoing support • Confident and versatile public speaker • Motivator able to create a compelling vision of success • Manager of resources, projects, people and budgets. Knowledge & Experience: JNC Qualified Youth Worker and Associate Member of the Chartered Management Institute • Direct working knowledge of the public, voluntary and private sectors in Wales. • Sits on Ministerial groups and given written and oral evidence to Senedd Committees • Set up and delivered a Welsh Language Scheme with ongoing responsibility for delivery. • The public face and ambassador in Wales of a UK wide organisation