Tim Boag

Evaluator
DISC Type : dsc

Chief Executive Officer at Momenta Finance

United Kingdom

Overview

Tim Boag is the CEO of Momenta Finance, a specialist lender for SMEs and property. With over 35 years in financial services, including senior roles at Aldermore Bank, RBS, and NatWest, he has deep expertise in commercial strategy and credit risk management. He also completed an executive leadership program at Harvard Business School.

Outside of finance, Tim is deeply involved in sports. He serves as a Board Trustee for the Geraint Thomas Cycling Trust, supporting young cyclists, and is a qualified rugby coach. Previously, he was a coach and Board Director for the amateur club at London Welsh RFC, focusing on youth player development.

Tim combines his financial acumen with a passion for sport, serving on the board of a charity founded by Tour de France winner Geraint Thomas.

Personality Overview

Hard To Convince

Fast But Analytical

Thorough Evaluator

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

SME Lending
As CEO of Momenta Finance, his core mission is to empower UK SMEs with the capital they need to thrive, a topic he has recently written about publicly.
Fintech Integration
He plans to deepen Momenta's use of technology and data-driven insights to expand its product offerings and better serve the SME market.
Property Finance
His current and past roles have focused on providing commercial mortgages, property development loans, and bridging finance to clients across the UK.

Media Appearances

Momenta Finance names Tim Boag as CEO - Finance Connect. Featured in Finance Connect

See Now

Tim Boag Joins Momenta Finance for Growth. Featured in Momenta Finance (official website)

See Now

Work History

9-2025
Chief Executive Officer at Momenta Finance
5-2025
Senior Independent Director at Moat Homes
12-2020 - 12-2023
Member of the Audit and Risk Committee at WRU
7-2020 - 7-2024
Board Director at Asset Finance Solutions (UK) Ltd
6-2019 - 12-2024
Group Managing Director, Business Finance at Aldermore Bank PLC

Education

2016 - 2016
Diploma In Lending Skills from The Chartered Banker Institute
2005 - 2012
Executive Leadership Programmes from Harvard Business School Executive Education

More Information

Social Presence :

Prographics :

Exp : 6 Location : United Kingdom Job Level : Leadership Designation : Chief Executive Officer at Momenta Finance
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Insights For Selling To Tim

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tim is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Tim

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Tim move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Tim take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Tim

Personality Compatibility


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