Speakers

Rebecca Aldridge

Rebecca Aldridge

Managing Director

Balance: Wealth Planning

Richard Allum

Richard Allum

Founder

The Paraplanners & Paraplanners Powwow

Andrew Ashwood

Andrew Ashwood

Analyst

Platforum

Jason Betteridge

Jason Betteridge

Chartered Financial Planner and Managing Director

Sutherland Independent Ltd

Danby Bloch

Danby Bloch

Chairman

Helm Godfrey

Jeannie Boyle

Jeannie Boyle

Executive Director & Chartered Financial Planner

EQ Investors

Chris Budd

Chris Budd

The Eternal Business Consultancy

theeternalbusiness.com

Simon Bussy

Simon Bussy

Domain Director – Wealth

Altus Ltd

Bella Caridade-Ferreira

Bella Caridade-Ferreira

Chief Executive Officer

Fundscape

Justin Cash

Justin Cash

Editor

Money Marketing

Kevin Forbes

Kevin Forbes

Principal & Chartered Financial Planner

Strategic Solutions Financial Planning

Debbie Gupta

Co-Director, Life Insurance & Financial Advice

FCA

Dennis Hall

Dennis Hall

Managing Director

Yellowtail Financial Planning

Cathi Harrison

Cathi Harrison

Owner & Director

Para-Sols & Apricity Compliance

Gillian Hepburn

Gillian Hepburn

Head of Strategic Partnerships

Embark

Michelle Hoskin

Michelle Hoskin

Founder & Director

Standards International Ltd

Tom Kean

Tom Kean

Director

Thameside Financial Planning Ltd.

Malcolm Kerr

Malcolm Kerr

Independent Consultant

malcolmkerr.com

Michael Klimes

Michael Klimes

Senior Pensions Reporter

Money Marketing

Carl  Lamb

Carl Lamb

Founder

Almary Green Investments

Rebecca Lucas

Rebecca Lucas

Director

Lime Outsourced Paraplanning Ltd

Caroline Mitchell

Caroline Mitchell

Lead Ombudsman

FOS

Helena Morrissey DME

Helena Morrissey DME

Head of Personal Investing

Legal & General Investment Management

Jade Mountford

Jade Mountford

Chartered Paraplanner

Mazars Financial Planning LTD

Steven  Nelson

Steven Nelson

Consulting Director

The Lang Cat

Vicky Pearce

Vicky Pearce

Director

b-compliant Ltd.

Roderic Rennison

Roderic Rennison

Director

Rennison Consulting

Bev Shah

Bev Shah

Chief Executive & Founder

City Hive – A Network for Change

Anna Sofat

Anna Sofat

Founder and Managing Director

Addidi Wealth Management

Andy Sutherland

Andy Sutherland

Managing Director – Advisory Services

TCC

Fiona Tait

Fiona Tait

Technical Director

Intelligent Pensions

Henry Tapper

Henry Tapper

Business Development Director

First Actuarial LLP

Ian Thomas

Ian Thomas

Managing Director

Pilot Financial

Hope William-Smith

Hope William-Smith

Senior Reporter

Money Marketing

Phil Young

Phil Young

Managing Director

Zero Support LLP