TAYLOR BEAVIS

GRANT CALLAGHAN

MATTHEW CAMERON

BERNIE DE SOUZA

JAMES DICKENS

NILS ELMARK

ANDREW FIRTH

JOHN GASKELL

EMILY GRIFFITHS-HAMILTON

TISH HANIFAN

HEATHER HOPKINS

KAY INGRAM

MIKE KANE

RICHARD LEY

KEN MCCRACKEN

DENESE MOLYNEUX

DAVID MOLONEY

JEFFREY MUSHENS

JACK PARSONS

MARK POLSON

ERIK PORTER

ROD SMITH

DR GABRIELLE WALKER

EMILY GRIFFITHS-HAMILTON

LORD DAVID WILLETTS

JAKE WOMBWELL-POVEY

SHELDON MILLS

FARIDA HASSANALI

NICK BIRD

NEIL BAGE

JAQUELINE LOCKIE

CATHERINE FOOT

RICKY CHAN

LIZ FIELD

ANDREA JONES

HOLLY NARDI

REBECCA ASTON

TONY WICKENDEN

BEN HANDLEY

ANTHONY VILLIS

STUART WILSON

GRAHAM SHAW

RICHARD BERTIN

LISA BEST

DAVID MACFARLANE

LANE PRENEVOST

NIKI PATEL

ERIC CLAPTON

JASON RUSE

DAVID MEAD

GREY KYLE-LANGLEY

TARA GILLESPIE

MICHAEL CULVER

MARK LAMBERT

MARK GREEN

MITESH SHETH

CHARLOTTE FAIRHURST

CHRISTINA BLACKLAWS

SAM JERMY

MARY WARING

DUNCAN MACINNES

JACK DOMINY

SARAH HENDY

JASON WILIAMS

KATE BIRCH-BARRY

GUY TOLHURST

ALAN SHEEHAN

NATALIE WRIGHT

KEITH RICHARDS

LILLY WHALE

MARK WALLEY

WHITNI THOMAS

AARON TOWNSEND

DAVE SEAGER

GILLIAN ROCHE-SAUNDERS

SARAH PORRETTA

JENNY PIERCE

MARLENE OUTRIM

PAUL MOUNCE

ANTHONY MORROW

IAN MCKENNA

MAIRI MICKELL

REBECCA MANDER

MONIQUE MALCOLM-HAY

SUSAN DALTON

PETER JAMES

MICHELLE HOSKIN

RUSSELL HAWORTH

DENNIS HARHALAKIS

BARBARA KOENEN

DEBORAH GILSHAN

ROBERT GARDNER

DR ELIZA FILBY

TIM FARMER

JULIA DREBLOW

RAY DHIRANI

DR. JONATHAN CRIBB

CHARLOTTE COYLE

ELISABETH BREMNER

CHRIS BUDD

IONA BAIN

ELIZABETH BAGGER

DAN ATKINSON

Behavioural Money Coach Cambridge Money Coaching

Founding Director Research in Finance

Founder OpenMoney

Founder and Chief Executive Officer Cheddr

Chief Executive Officer STEP

Financial Planner Paradigm Norton

Head of Distribution, Asset Management Blackfinch

Chief Executive PIMFA

Senior Tax and Trust Manager HSBC Life

Corporate Marketing Director more2life

Global Head of Discretionary Management HSBC Global Asset Management

Head of Financial Services Content Intelligent Partnership

Founder & CEO, Tether; and ICAEW Personal Financial Planning Advisory Group member

Director, Discretionary Wealth Management, HSBC Global Asset Management

Director, Clapton Consultants and former Vice Chair of ICAEW Personal Financial Planning Advisory Group

Tax & Trusts Specialist Technical Connection

Speaking Coach & Author Vision Learning

Business Development Director Key Group

Founder of Future Proof and Joint Head of Protection at St James's Place

Executive Director, Head of Banking & Wealth Management, Coutts

Managing Director First Wealth

Founder Best Intentions

Tax Partner

Partner, Bolt Burdon & Chairman, Solicitors for the Elderly

Joint MD Technical Connection

Head of Onshore Bond Distribution HSBC Life

Associate Investment Consultant Redington

Professional Standards Manager Chartered Insurance

Strategic Partnerships Manager Octopus Investments

CEO Redington

Private Wealth Partner Irwin Mitchell

Former President of the Law Society of England and Wales

Business Development Director TIME Investments

Director IFS Wealth & Pensions

Elite Financial Concierge Wealth for Women

Investment Director Ruffer

Director of Evidence Centre for Ageing Better

Senior Consultant Research in finance

Head of Financial Planning CISI

Strategic Partnerships Manager Blackfinch

Executive Business Development Manager Octopus Investments

Financial Behaviour Expert Be-IQ

Managing Director Intelligent Partnership

Business Development Lead Timeline

Interim Executive director of Strategy and Competition FCA

Director MICAP

Director Mazars

Founder Attis Ventures

Chief Executive Officer Personal Finance Society

President Resolution Foundation

Private client solicitor Goodman Derrick LLP

Director, Valence Solutions

Family Office Advisor Griffiths Hamilton Family Office Advisors

Head of Finance Habito & Next Gen Accountants

Senior Manager, Investor Relations & Crowdfunding Triodos Bank

Partner Royds Withy King & Co Chair, Law Society Wills and Equity Committee

Managing Director SIFA Professional

Partner Adempi Associates

Founder The Langcat

Strategy and Insights Director Money and Pensions Service

Partner Wards

Chief Executive Officer The Youth Group

Founder & Managing Director Uniqu Family Wealth

Technical Policy Director TISA

Partner Gosschalks

Chair STEP (England and Wales)

Director, Innovation & Transformation PwC

Family business member, Adviser and Founder Mairi Mickel’s Business Families

Founder and Director Financial Technology Research Centre

McCracken Family Business Consultants Family Business Consultant

Founder Guru You

Business Strategy Ambassador and PMO Lead PwC

Partner Turcan Connell

Technical Analyst Threesixty Services

Head of Regulatory Policy ICAEW

Public Policy Director LEBC

Founder and Director Standards International

Managing Director Next Wealth

Family Business Consultant The Family Business Partnership

Family Office Advisor Griffiths Hamilton Family Office Advisors

Founder and Joint Chair SOLLA

Indepedent Adviser, Investment Stewardship & ESG, Founder 100% Club

BD & Marketing Director Al Tamimi & Co

Head of Personal Financial Planning ICAEW

Director of Investments St James's Place

Speaker, Writer, Consultant

Founder TSF Consultants

Financial Adviser/Director/Editor Universe Financial Advice and Trusted Adviser Magazine

Partner CMS Law

Head of Paraplanning Para-Sols

Chairman Initiative for Financial Wellbeing

Family Law Solicitor Goodman Derrick LLP

Senior Research Economist Institute for Fiscal Studies

Executive Business Coach

Director and Chartered Financial Planner Grierson Dickens

Director SRI Services

Chief Executive Officer Wealth Wizards

Founder and Futurist Incepcion Ltd

Head of Sustainable Finance and Green Economy WWF

Global Managing Director LGBT Great

Director General Institute for Family Business

Founder Young Money

Head of Technical, Paradigm Norton & Chairman of the CISI Paraplanner Interest Group

Christina Blacklaws is an innovator in the legal field, having developed and managed one of the first ‘virtual’ law firms and set up the UK’s very first Alternative Business Structure with the Cooperative Group. She was also one of the first Directors of Innovation at a top UK firm. She now runs her own consultancy business providing strategic advice particularly in the areas of transformational change, technological developments and diversity and inclusion and holds three non-executive directorships in the legal field. Christina also chairs two UK Government bodies in lawtech- The LawTech UK Panel and Innovate UK’s Next Generation Services Advisory Group. Christina is the Women Lawyers Division representative on the Law Society Council and the UK representative on the International Bar Association Council.

Marylebone based First Wealth is a financial planning business Anthony co-founded with Robert Caplan in 2009. First Wealth is a proud Certified B Corp. There company why is that great financial planning can change your life. The First Wealth advice model combines lifestyle financial planning, evidence based investing and financial coaching. Their company objective is to build the most respected brand in financial planning within ten years. Anthony lives in Dorset with his partner Petra and daughter Lux and loves all things sport.

Michael has a wealth of experience in dealing with elderly client matters including making wills, advance decisions, tax planning, the administration of estates, lasting powers of attorney, statutory wills and other applications to the Court of Protection, care home funding and contentious probate and challenging lifetime gifts. He has been on the Court of Protection’s Panel for Professional Deputies for over 5 years now, enabling him to manage the financial affairs of those clients who are unable to manage matters for themselves or in cases where there is not a suitable relative to manage such matters for them. As well as being a Fully Accredited Member of SFE, Michael is a full member of the Society of Trust and Estate Practitioners (STEP) and Association of Contentious Trust and Probate Specialists (ACTAPS). Michael is also a Chartered Tax Advisor and a member of the Association of Tax Technicians.

Jacqueline has worked in the financial services sector since 1988 in technical and training roles and also as a paraplanner and financial planner. She is a Fellow of the CISI and holder of the internationally recognised Certified Financial Planner Licence, for which she was one of the first examiners in the UK. Jacqueline was previously Head of Training at the Association of Investment Companies where she designed and delivered technical training to wealth managers, investment managers and financial advisers. Prior to that she was the Director of Training and Education for the Institute of Financial Planning, where she designed, wrote and delivered new courses for financial advisers wishing to enhance their investment and financial planning skills and paraplanners to learn the methodology of financial planning.

Liz joined PIMFA (then known as the Wealth Management Association) as Chief Executive in 2014. She has 30 years financial services experience, 19 of which as a Chief Executive. She successfully transformed and advised several businesses through redefining strategy, re-branding, change management and inspirational leadership, creating profitable businesses. She has substantive experience of people and corporate culture risk, regulatory knowhow across the industry – banking, insurance and wealth management and providing good practice guidelines for the industry to adopt. She is an accredited coach and industry leader encouraging collaborative participation of diverse groups of industry experts to address sector challenges and to leverage industry resources for collective benefit. Liz holds a degree in Psychology and a Masters in Occupational Psychology from Birkbeck.

Bernie De Souza is a world-renowned keynote speaker, workshop specialist and business coach, specialising in the financial adviser market, helping advice professionals to get more clients more easily. He has been a keynote speaker at world events like the Million Dollar Round Table (MDRT), as well as being involved in national programmes for the Personal Finance Society (PFS) and the Chartered Insurance Institute (CII). He’s worked with most of the leading financial services companies in the UK, including St James’s Place, Openwork and Wealth at Work. Bernie delivers a series of client facing soft skills, and has spoken in over 50 countries delivering these skills. Also via Webinar.

Elisabeth is a Partner in the Financial Services Regulatory team at CMS. Her practice focuses on contentious matters dealing with all aspects of the investigation and enforcement process. She has more than 20 years’ experience representing clients, both firms and senior managers, in cases involving both UK and overseas regulators, including the FCA, SFO, JFSC, SEC and CFTC. She has significant experience in undertaking independent internal investigations involving insider dealing, market abuse and trader mis-marking in the investment banking and hedge fund sectors. Within the retail industry she has expertise in investigating fraud, sanctions breaches, mis-selling and complaints mishandling. She has also advised on conduct issues in the SME corporate banking sector. Increasingly, investigations which she has managed have involved allegations raised by whistleblowers. She has acted as a Skilled Person for the FCA on a significant appointment.

Richard has over 20 years’ experience within the financial services market. Having begun his career working in international media across the financial sections of some of the world’s leading newspapers. He then moved into the business to business arena joining MSM International where he was instrumental in the launch of Professional Adviser magazine. Post-acquisition of MSM by Incisive Media he went on to manage the commercial side of Investment Week, IFAonline and Investment Europe. After founding the business he quickly identified the rise of the paraplanning role in the industry and created the Professional Paraplanner brand which includes a monthly magazine, website and numerous in person and virtual events.

For the last four years, Charlotte has spearheaded Octopus’ professional connections initiatives, working closely with professional bodies such as ICAEW, STEP and The Law Society. She is also responsible for a number of Octopus’ key strategic partnerships with Financial Advisor Networks, Nationals and Service Providers. Charlotte holds a First-Class Honours degree from Leeds University and is currently studying for the Certificate in ESG Investing. Charlotte sits on a number of working groups at Octopus, including Diversity & Inclusion, Environment and the charitable foundation Octopus Giving. She also co-leads the Octopus Next-Gen Series – a platform for thought-leadership and networking for accountancy, legal and financial advisory professionals.

Rebecca Aston is Professional Standards Manager at the Chartered Insurance Institute (CII). She manages the delivery of the CII’s ethics initiatives to members and external stakeholders, with an aim to raise and uphold ethical standards in the insurance and financial advice professions. Her areas of particular interest include Speak Up (whistleblowing), diversity and inclusion, behaviour and culture. Previously, Rebecca worked at the Chartered Institute of Securities and Investment (CISI) as Head of Professional Standards (2014-2019) and Association. Rebecca is a graduate of the University of York (BA Hons, History, 2008) and the University of the Arts London (PG Dip, Conservation, 2010). Additionally, in 2016 she completed a Masters degree in Applied and Professional Ethics from the University of Leeds, and achieved a Pass with Merit. of Accounting Technicians (AAT) as Senior Conduct and Compliance Officer (2009-2014).

Holly is an Associate Investment Consultant at Redington, an independent consultancy on a mission to help make 100 million people financially secure. Alongside this, she founded Get Woke Not Broke, a blog aimed at helping young people get their financial s*!t together. Here, and across social media, she helps her readers get to grips with budgeting, saving, and investing – with a few puns thrown in for good measure.

Andrea Jones is a Partner at Irwin Mitchell and Head of the Tax, Trusts and Estates teams in the Leeds and Manchester offices. She is also Chair of STEP Yorkshire. Andrea advises individuals and their families on all aspects of succession, tax, and asset protection planning, which includes advice on Wills, Tax, Probate, Administration of Estates, Trusts, Powers of Attorney and capacity issues. Her personal focus is advising business families on succession issues. Andrea is named as a recommended lawyer in the Legal 500 and she is ranked in Chambers High Net Worth.

Graham is speaking coach and international conference presenter. He has helped thousands of people to make convincing presentations. Many directors and managers required to make important speeches and conference presentations have benefited from Graham’s coaching. His speciality is visual communication and he is best-known for his ability to convey business ideas with a quick sketch. His numerous conference audiences have been amazed to discover that they too can draw their ideas – a talent they never knew they had. Graham has appeared on BBC television and radio, including BBC World News ‘Talking Business’ and BBC World Service radio, as well as in numerous business and lifestyle publications.

Lisa worked for fifteen years with developers in structuring leisure products for sale to retail purchasers. Her role was in relation to the drafting of documentation, the practical aspects of the correct set up to allow for efficient operation and involvement in the legal restrictions that increasingly applied. For the last 11 years she has been working in investments including involvement in setting up a Luxembourg Specialised Investment Fund, a Netherlands based share offer, and a retail offering for US investors. In 2013 Lisa started working for Intelligent Partnership on a consultancy basis and eventually joined on an employed basis. She is now involved in producing and editing guides, reports, e-learning, updates and blogs on estate planning, tax-advantaged investments and alternative finance.

David Macfarlane is team head of the Discretionary Wealth Management Team at HSBC Global Asset Management in London and has been working in the financial services industry since 2002. At HSBC David has gained a wealth of experience looking after a broad range of clients including individuals, charities and pensions in discretionary multi asset portfolios as well as being instrumental in the development, and launch, the Global Managed Portfolio Service. Prior to joining HSBC in 2002, David worked in the advertising industry for nine years. He holds a degree in Business from Heriot Watt University and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

Richard Bertin is a Chartered Accountant, former chair of various committees and current ICAEW Personal Financial Planning Advisory Group member. He established and built up a successful fee-based wealth planning business, selling a stake in 2016 to Stonehage Fleming, the largest independent family office in EMEA. He continued to further build the group’s private client financial planning arm before leaving last year to establish Tether, which is launching personal financial planning software to the accounting profession, combining his previous accountancy and business development experience and knowledge.

An economics graduate of Warwick University, a Chartered Accountant also holding specialist financial services qualifications. Chairman of the Financial Planning Committee of the Institute of Chartered Accountants in England and Wales In 2015 Eric founded Clapton Consultants Limited as a chartered accountancy practice with Designated Professional Body status to provide specialist finance and planning advice.

Niki is a key member of Technical Connection’s Techlink editorial and technical consulting team providing invaluable insight on all aspects of tax, trusts and investments in the financial planning process. Her experience to date and with Technical Connection uniquely qualifies her for this. Prior to joining Technical Connection, Niki worked for Lloyds Banking Group for 11 years gaining an excellent knowledge of all aspects of tax and trusts. Her earlier roles include working within a large city law firm and as a trust administrator.

David has been involved in the protection industry for 20 years. In Oct 2011 he founded Future Proof, a fully advised, telephone based, protection specialist. The firm has gone on to win multiple industry awards and has forged many important strategic relationships. David is also a founding member of the Protection Distributers Group whose purpose is to help families find the protection they need by encouraging insurers and intermediaries to deliver better consumer outcomes.

Jason has worked in the Financial Services industry for 32 years in various roles at L&G and Aegon. He has significant experience of the distribution landscape having worked with major banks and distributers. His role at Key is to grow existing relationships and to attract new ones.

Stuart joined as the Corporate Marketing Director for Key Group in July 2014 and heads a team responsible for the marketing of a range of Group B2B brands including one of the later life lending market’s biggest lenders, more2life. He has over 30 years of experience in the Financial Services sector, having worked for a range of well-known brands including Friends Provident, Abbey Life, Just Retirement and LV=. He also ran his own marketing agency specialising in helping advisers working in the mortgage market.

Tara has worked in the investment industry since 2013 and in 2018 she co-founded Best Intentions, a financial wellbeing community. Best Intentions is on a mission to help young people take control of their money. Through events, workshops and blogs Best Intentions is all about breaking down taboos, keeping it simple, and having fun.

Greg is Head of Banking & Wealth Management at Coutts, and leads the Entrepreneurs Proposition. He works to build out the NatWest Group’s already-strong contribution to the ecosystem, bringing together the capital and connections held at Coutts, with the growth businesses in the 12 NatWest accelerators around the country. And through Coutts he works with entrepreneurs who have built substantial wealth, helping them navigate the issues that come with money, particularly around business, family and legacy.

Mitesh was appointed as CEO of Redington in April 2016. Redington provides long-term investment advice, fund research and software to investment institutions in the UK and increasingly around the world. Prior to joining Redington, Mitesh was Head of Fixed Income at Henderson until 2012. Before that, he worked at Watson Wyatt as an investment consultant. Mitesh's career began at Aon Consulting as an investment analyst. He qualified from LSE with a BSc (Hons) in Actuarial Science in 1999. After graduating, Mitesh spent a year in India studying at Tatvagnan Vidhyapeeth (School of Philosophy). He became a Fellow of the Institute of Actuaries (FIA) in 2004.

Ben is a tax partner within our Private Client Services team with a focus on Owner Managed Businesses. He is a mixed tax specialist who for over 20 years has advised individuals and their businesses on all tax aspects relevant to their personal and corporate interests against the backdrop of continual law change. Ben’s experience includes UK and cross border advice on a broad range of issues including succession, exits, residence, domicile, corporate structuring​, acquisitions, disposals and HMRC enquiries.

Tony is the founder and MD of Technical Connection. He has been in the business for over 45 years and has written the weekly Tax Planning column in Money Marketing for over thirty of them. He is a regular speaker at leading financial services sector events. Tony is a Bachelor of Laws, a chartered insurer, a trusts and estate practitioner and a fellow of the institute of taxation.

Mark’s career in financial services has spanned over 20 years and he currently holds the Chartered Wealth Manager designation from the Chartered Institute for Securities & Investment. His roles have encompassed the provision of Independent Financial Advice at American Express’s IFA business, National Wrap Platform Sales roles and the Distribution of Private Banking Solutions into the IFA marketplace with UBS. In 2017, Mark joined HSBC Life and is Head of the distribution team for their open architecture Onshore Investment Bond supporting Financial Advisers across the UK.

Mark has worked in the field of tax and trusts in excess of 30 years. During his career to date, he has worked for HMRC (formerly the Inland Revenue) and three product providers Clerical Medical, Aegon and Legal & General in increasingly senior technical roles as well as working for an IFA developing professional connections. He has designed and implemented many trust plans and associated products in the Investment Bond space. He has been a committee member of both the ABI (Association of British Insurers) and AILO (Association of International Life offices) and has worked closely with HMRC on industry issues.

Keith was appointed Chief Executive Officer of the PFS in May 2013 and has led the professional body to become the largest in Europe with a growing International presence from its office in Hon Kong. Keith is also Chief Membership Officer for the Chartered Insurance Institute and is responsible for its group membership strategy as well as the development of CII-Hong Kong and strategic relationships across Asia Pacific. Keith is regularly called upon for comment and contribution by various organisations, including government’s, regulator’s and media. His experience also includes working for Tenet Group as Group Distribution and Development Director, prior to which he was Head of Retail for Royal London Group. He sits on the board of the European Financial Planning Association (EFPA), Chairs the Pension Advice Taskforce.

Matt is an experienced talent management, diversity and organisational development leader with extensive experience within the investment and savings industry. A proven track record in inspiring others, developing effective strategy, programme execution, managing diverse teams and building effective partnerships.Matt takes a key role in the delivery of LGBT Great’s programmes and is responsible for the organisation’s strategic direction. His vision for the buyside is to achieve LGBT+ equality and inclusion maturity to deliver on the expectations of employees, clients and investors. His team advises a broad range of global investment and wealth management firms, pension trusts, hedge funds, asset owners and investment consultancies. You can follow Matt and LGBT Great on Twitter: @MattJCam @LGBTGreat and LinkedIn.

Ray Dhirani leads the sustainable finance team at WWF-UK, where he has spent the last eight years. WWF-UK is part of the wider WWF global network. Previously, he spent eight years working in the markets division at Merrill Lynch in New York within foreign exchange and fixed income sales and trading. His educational background includes a BSc. in Economics from the Wharton School [University of Pennsylvania] and a MSc. in Environment & Development from the London School of Economics. Ray’s team focus mainly on: sustainable investment and metrics, spatial finance, policy and regulatory work, as well as wider system change in the finance and economic system.

Julia is a passionate advocate of the need for the financial services community to play its part in addressing climate change and other ESG challenges. Since 2010 she has run her own business, SRI Services, which provides free, adviser focused but ‘open to all’ information to help facilitate the necessary ‘step up’. SRI’s whole of market ‘Fund EcoMarket’ website (and new App) enables users to match client preferences to fund options - and is supported by 16 fund partners. She also helps others to build their sustainability propositions through consultancy, media, conferences, policy work and the new ‘Dialshifter’ initiative. Julia is also a director of UKSIF, having helped them create Good Money Week in 2009.

Tim is a multi-award winning author and expert witness specialising in the assessment of mental capacity and financial vulnerability. He has over 25 years’ experience of working with adults and children with reduced mental capacity and has completed thousands of face-to-face and live video-link capacity assessments. Tim regularly trains legal, financial and health professionals around the practicalities of assessing mental capacity and financial vulnerability. He set up TSF Consultants to promote excellence and to innovate in the field of mental capacity and financial vulnerability and is proud that TSF continues to set the standard for others to follow.

Dr Eliza Filby is a writer, speaker and consultant who specialises in ‘Generational Intelligence’ helping companies and services understand generational shifts within politics, society and the workplace. Her research incorporates everyone from Baby Boomers right through to Generation Alpha (those born after 2010) Eliza helps businesses – whether it is recruiting new talent or engaging with new clients – prepare for the future. Eliza has taught the history of capitalism to Chinese millennials at the University of Renmin and the history of welfarism to British Millennials at King’s College London. She is currently writing her second book ‘Kidults: Why we are younger for longer and what it means for our future’ out in 2021.

John Gaskell is Head of Personal Financial Planning (PFP) at ICAEW. He oversees the PFP Community and ICAEW’s Personal Financial Planning Advisory Group. The role involves working across ICAEW and with external content partners to deliver content and initiatives in this increasingly important area. John began his career as a private client stockbroker & investment manager in the City of London before working as an independent financial adviser for a national IFA, financial planning adviser in a regional ICAEW firm, head of personal financial planning at a legal practice, senior manager at Deloitte Wealth Management Ltd, and product development manager at Aviva. He has also held business development, staff training and consultancy roles.

Deborah provides strategic advice on investment stewardship and the integration of environmental, social and governance (ESG) factors. She is an Ambassador for the 30% Club, the global market initiative to improve diversity, having been instrumental in leading the work of the 30% Club’s UK Investor Group. In October 2011, Deborah founded The 100% Club, a multi-sector alliance dedicated to gender equality. Previously, Deborah was an Investment Director in the ESG team at Aberdeen Standard Investments. Deborah started her governance career in December 2000 at the UK's Co-operative Insurance Society, a pioneer of ethical investing. Deborah chairs the International Corporate Governance Network's Ethics & Systemic Risk Committee and is a Fellow of ICSA: The Governance Institute.

Tish is a barrister and was called to the Bar at Grays Inn. She is the Founder and joint Chair of SOLLA which she developed from an initial concept to a national organisation with strong brand recognition in the later life sector. Tish is also a founder member of Solicitors for the Elderly and Vice Chair of the Kent branch of the Society of Trust and Estate Practitioners. Tish was a member of the vulnerability Working Group at the FCA and the ABI and continues to contribute to this area of advice. Tish is the author of ‘Equity Release made Easy’ and the joint editor of ‘The Later Life Handbook.

Russ is a UK based family business adviser and has been working with families in business for over 15 years. His passion for the work has seen him move from a career in financial planning and wealth management into his current role. He holds the Advanced Certificate in Family Business Advising, awarded by the Family Firms Institute and recognised globally as one of the leading qualifications for those providing advice to family owned businesses. He is also the host of The Family Business Podcast which has a global audience and is supported by The Institute for Family Business.

Michelle Hoskin has more than 20 years’ experience working alongside some of the world’s most successful financial services organizations. She is an internationally recognized author, speaker, coach and leading expert in the design and implementation of international framework-based best practice standards. Michelle is pioneering a drive towards increased professionalism and operational excellence through her continued work at Standards International - the UK’s premier certification body for British and international financial services standards. She also most recently led a sector committee whose objective is to develop and launch an exciting new international standard for professional paraplanners.

Peter James has been Head of Regulatory Policy at ICAEW since 2011, where he is responsible for the regulation of audit, insolvency, tax, financial services and legal services, as well as developing voluntary regulation of the accountancy profession. He was instrumental in ICAEW’s debut in 2014 as a new regulator of reserved legal services. Prior to joining ICAEW Peter was an accountant with PwC for 35 years providing client service across a range of disciplines before specialising in compliance and international reporting for audit independence. Outside accountancy he is a Trustee with the Plunkett Foundation advising rural social enterprises and acting as a LGBT diversity lead within the accounting profession.

Monique is an ICAEW Chartered Accountant and winner of the 2019 WeAreTheCity Rising Star in Professional Services award working as a Consultant at PwC. Additionally, Monique built a team of 6 and spearheaded the creation of New Gen Accountants, a growing social enterprise which provides career development advice and mentorship to a diverse group of millennial and gen z professionals to help them prepare for the future of work. Monique also advises companies on the business case for diversity.

Ken McCracken is one of Europe’s leading family business consultants and teachers. His work includes: • Succession planning for family businesses and family offices. • Creating effective governance for these enterprises. • Education and training for the different generations in an enterprising family and for their advisers. Ken is a fellow of the Family Firm Institute (FFI) and a former recipient of the FFI Award for Outstanding Interdisciplinary Achievement. He is the co-author and teacher of two education programmes for the Society of Trust and Estate Practitioners (STEP) and the author of Creating the Trusted Team of Advisers for a Family Business.

Mairi is an FFI Advanced qualified Family Business advisor with her own consultancy specialising in family dynamics, governance and communication. Previously a main board director, she continues to be an active 4th generation owner of her 95 year old Scottish construction family firm, Mactaggart & Mickel Group Ltd. She Educates and publishes in the UK & USA in business and higher education on the topics of: Family Business dynamics, leadership, next generation development, culture, communication and conflict, family philanthropy and ownership engagement. She’s a qualified leadership coach and also tutors on Family Business Governance with the IOD Scotland and Lancaster University’s School of Management. She is on Faculty for the Family Firm Institutes ‘Certificate of Family business advising’.

David helps companies benefit from innovation and disruptive technologies including artificial intelligence and blockchain. He helps start-ups and scale-ups to improve traction with corporate clients, by clarifying opportunities, improving market positioning, and mentoring founders and CEOs. He has worked in technology throughout his career, always matching technical capability to business need. Prior to being a disruptor he was a cyber research director, and before that, a forensic technologist. He has advanced training in structured innovation.

Paul Mounce is a partner and head of the Private Client department at Gosschalks solicitor with over 15 years of experience in Wills, tax and succession planning. Paul is also a member of the society of Trust and Estate Practitioners. In particular, Paul works with High net worth clients and business owners to help them plan the succession of their estates within their family and their businesses. Paul prides himself on his ability to work with other professionals including accountants and financial advisors to ensure his clients receive joined up, holistic advice.”

Marlene is a CFPTM, FCSI & Chartered Wealth Manager and has been running Financial Planning practices for over 25 years. She is currently the founder & Managing Director of UNIQ Family Wealth, a Financial Planning practice that helps families make the most of their assets, feel financially secure and cascade wealth seamlessly from one generation to another with their own Financial Plan. UNIQ is an Accredited Financial Planning Firm. Her first career was a Probation Officer and she has 13 years’ experience in personal and counselling skills. Marlene is a past President of the IFP & is passionate about Financial Planning. She is regularly in the media & has won a number of awards for planning & client engagement.

Jenny Pierce sits on the Board of Directors at Solicitors for the Elderly (SFE), a professional body committed to providing the highest-quality legal advice to older people. As well as representing the SFE in all matters relating to older client law, Jenny is Head of the Wills, Probate and Mental Capacity team at Wards Solicitors LLP, where she advises on tax planning, trust management, powers of attorney, mental capacity and asset protection, with particular expertise in advising elderly and vulnerable clients. In 2015 Jenny was appointed to the Office of the Public Guardian’s prestigious Panel of Professional Deputies and is frequently appointed as a Professional Deputy for Property and Affairs, for vulnerable clients who lack capacity. She also has a STEP Advanced Certificate in Advising Vulnerable clients.

Sarah brings a significant understanding of industry needs and requirements gained over 10 years in financial services. In January 2020 Sarah published the UK Strategy for Financial Wellbeing – the government-backed 10 year strategy with 5 national goals targeting improved financial education for children and young people, increased savings level, decreased use of credit for everyday living, better debt advice and increased level of confidence for people planning for and in later life. The strategy also has cross cutting lenses focusing on gender, mental health and the role of the workplace in promoting financial wellbeing. Sarah recently joined the Expert Panel for the Insuring Women’s Futures Programme and sits on the Advisory Board for the OECD’s International Network for Financial Education.

Co-founder of Adempi Associates and regulatory adviser to UK financial services businesses. Gillian Roche-Saunders has been expertly guiding firms through FCA regulation for 10 years. With a predominantly retail-facing client base, Gillian has a firm grasp on what the FCA expects of those firms providing products and services to consumers. Increasingly this involves staying close to the regulator’s thinking on vulnerability, consumer behaviours and intergenerational finance and she will be sharing her thoughts on this with us.

Rod qualified in 1998. He is the partner who heads the private client team in the London office of Royds Withy King LLP. He specialises in advising on the creation, running, restructuring and transfer of domestic and cross-border estates and trusts. Rod is also experienced in working through tax disclosure facilities and challenging decisions made by HMRC, particularly on issues of domicile. Rod is TEP qualified and has been a member of the Law Society’s Wills and Equity committee for 8 years; from September 2020 he will be its co-chair. He is also observer to the Law Society’s Capital Taxes sub-committee.

Lane Prenevost is the Global Head of Discretionary Management and Head of the UK Multi-asset team within HSBC Global Asset Management in London and has been working in the financial industry since 1996. Within the team Lane is responsible for the private client investment capabilities for both HSBC GPB and Wealth clients as well as managed solutions funds and mandates for internal and external distribution channels. Prior to joining HSBC Global Asset Management in 2020, Lane was the Global Head of Investments in HSBC Retail Banking and Wealth Management, where he was responsible for the global investment product capabilities including discretionary solutions, mutual funds, advisory platforms, and sustainable investment strategies for HSBC Wealth clients around the world. Before that he held senior roles in HSBC Global Asset Management leading the Multimanager investment teams in the Americas. Before joining HSBC he was a portfolio manager for multi-asset solutions at TD Asset Management based in Toronto, Canada. Lane holds a Bachelor's degree in Actuarial Science from the University of Toronto. He is a Chartered Financial Analyst (CFA) charter holder and has the Financial Risk Manager (FRM) certification.

Aaron is chartered accountant, speaker and writer with interests in business, finance and technology. Aaron was a Finance Manager at Albion Capital; an investment management firm where he qualified and went on to become FP&A manager at the Design Museum. He’s currently the Head of Finance at Habito, an online mortgage broker and lender. He’s one of the co-founders of NewGen Accountants which helps people from underrepresented backgrounds enter into accountancy and finance. He also runs a newsletter where he talks about business, finance and everything in between.

Emily Griffiths-Hamilton is a chartered accountant, a family enterprise advisor, and a conflict resolution coach who brings three generations of experience to the subject of wealth and family-business transition planning. Griffiths-Hamilton herself has been the co-owner of a National Hockey League team, the Vancouver Canucks; a National Basketball Association franchise, the Vancouver Grizzlies; and a state-of-the-art arena. Today, she advises individuals and families on the effective, responsible transition of wealth and family businesses over generations. Her books, Build Your Family Bank: A Winning Vision for Multigenerational Wealth and Your Business, Your Family, Their Future: How to Ensure Your Family Enterprise Thrives for Generations, are roadmaps for successful wealth and family business intergenerational transitions.

Lilly Whale is a specialist solicitor advising individuals and families in relation to inheritance tax, the formation of family trusts and estate planning. Lilly also has experience in the preparation of tax-efficient wills, sometimes with an international element, and in preparing Lasting Powers of Attorney. She also advises on general estate planning and the creation and administration of trusts, and matters concerning charities and charity law. Lilly brings a calm mind to matters involving complex individuals, large families and different generations. Lilly regularly contributes to the mainstream and specialist press, she is the co-author of the FT Adviser’s CPD guide to working with complex modern families.

Natalie has worked in financial services for 20 years and has progressed from Administrator, to Paraplanner and then Chartered Financial Planner in 2013. Natalie was a finalist in the Personal Finance Society’s flagship ‘Chartered Financial Planner of the Year Award’ in 2016 and 2017, and the winner in 2018. She has spoken widely on the importance and benefits of the profession. Natalie is a Director at Mazars, an International Accounting & Advisory Firm; where she heads up their Family Business offering nationally and is involved in the firm’s trainee programme to equip the next generation of financial planners with the skills they need to build long term careers.

Alan qualified as a Chartered Tax Adviser (Ireland) in 2013 and a Qualified Financial Adviser (Ireland) in 2008. Alan is a director of MICAP, the most widely-used resource for financial advisers and wealth managers looking at tax-advantaged investments. Alan previously worked for Ireland’s leading supplier of small self-administered pension schemes (ITC), where he was responsible for ensuring that all of its investments complied with the Irish pension regulations. Alan is also the Technical Manager for in:review, a research platform for investment professionals looking at alternative investments. in:review has reviewed over 600 non-standard investments such as OEICs, unlisted bonds, EPUTs, private equity and limited (liability) partnerships

Farida joined Paradigm Norton in 2019. Farida’s qualifications include being a Chartered and Certified Financial Planner as well as a Fellow of both the Personal Finance Society (PFS) and Chartered Institute for Securities and Investments (CISI). She has been working in Financial Planning since graduating from Loughborough University with a degree in Mathematics with Economics in 2007 and enjoys promoting the profession as a voluntary member of the CISI Financial Planning forum committee. Outside of work, Farida likes to keep active by trekking up mountains, competing in triathlons or volunteering with St John Ambulance.

Neil Bage is the co-founder of a multi award-winning behavioural insight’s company. He is a specialist on the sub-conscious behaviours that drive our decisions, and is renowned for bridging complex scientific theory with real-world understanding, especially in relation to decisions that involve money. An energetic, powerful, and highly engaging speaker, Neil’s talks are a mixture of human evolution, psychology, biology, and compelling storytelling, all of which combine to reveal how people make important decisions that will impact their financial health and wellbeing. Neil also features frequently as a podcast guest, conference panel member, and is seenas a go-to expert in relation to human behaviour by consumer publications.

Jack is a highly skilled researcher with more than five years’ experience of both quantitative and qualitative studies. He has extensive experience and knowledge of the investment industry, conducting research projects across the institutional, retail intermediary, consumer and insurance markets. Jack also has a keen interest and involvement in responsible investing, supporting several projects at RiF in this area, to understand barriers, challenges and opportunities in the industry. Before joining Research in Finance in 2019, Jack was a Senior Research Executive at GfK, where he worked on large-scale studies on behalf of banking and insurance clients.

Duncan joined Ruffer in 2012. He graduated from Glasgow University School of Law in 2007 and spent four years working at Barclays Wealth and Barclays Capital in Glasgow, London and Singapore. Duncan is a CFA charterholder. He is co–manager of Ruffer Investment Company.

Sam joined TIME in September 2014 covering the South East of England. Sam was awarded Chartered Financial Planner status in 2014 and also holds STEP and IMC accreditations. After graduating from the University of East Anglia with a first class degree in Economic Development, Sam has accumulated 18 years of experience working within investment and wealth management companies. His work has included the management of advisory business relationships in the UK, and further afield in the Far East and Middle East. Sam lives on the coast in Brighton and enjoys an outdoor life with his family.

Mary Waring, a multi-award winning financial adviser, is founder and CEO of Wealth for Women Limited, a boutique financial advisory firm specialising in women going through divorce. Mary is a Chartered Accountant, a Chartered Financial Planner with Specialist Accreditation from Resolution: the only adviser in the UK with these qualifications. Mary has also recently qualified as an Accredited Coach, since she recognises that often our concerns around money are tied up with limiting beliefs and what we learnt in earlier years. Mary is the author of the highly acclaimed “The Wealth Woman: A Man is Not a Financial Plan”

Ricky Chan is a Chartered Financial Planner, with over 10 years experience in providing financial advice, and he is also a Fellow of The Personal Finance Society (PFS), and a member of the PFS POWER Panel. He firmly believes that financial planning is the cornerstone of top quality financial advice, and specialises in investment & retirement advice with a keen interest in Ethical & ESG investments. He is the Founder & Director of IFS Wealth & Pensions, a Chartered Financial Planning practice based in Victoria, London. Ricky is a regular media figure, contributing to publications such as FT Adviser, CityWire, Professional Adviser, Telegraph, and The Which? Money podcast.

Catherine jointly leads Ageing Better’s work to build the evidence of what works to support people to enjoy later life. Catherine shares the position of Director of Evidence with Claire Turner. A researcher and policy analyst by background, her previous roles include Assistant Director of Policy at The King’s Fund and Head of Policy at Cancer Research UK. Catherine joined Ageing Better in 2015.

With over 30 years’ experience in the commercial & financial services sector, Sarah joined Blackfinch in 2014. She started her career in banking before joining the PR department at the UKs leading flight simulator company. After a period overseas, Sarah then spent 12 years working in London in property & media before focusing her career on business & relationship development. Sarah has completed the PRI Academy ‘Foundations in Responsible Investment’ course and holds a Tax & Estate Planning Accreditation which includes a Certificate of Knowledge & Understanding in BR, EIS & VCTs.

Jason has over 20 years’ experience in financial services and a strong track record of managing relationships with intermediaries and advisers. Prior to joining Blackfinch Investments, Jason spent 8 years as a Business Development Manager with Brewin Dolphin. He has also held consultancy roles with Eagle Start Trust, which became part of Zurich Financial Services.

Kate is the Business Development lead at Timeline and works alongside the financial planning industry to help them build compelling, innovative and dynamic pre and post retirement planning solutions. Kate’s mission is to get all of us – consumers, financial advisers and pension providers – thinking differently about the way people plan for and maximise their savings in retirement and to ensure the money outlives the people. With 15 years experience within the financial advice market both in the UK and overseas, Kate offers caring view points and is very much at the forefront of helping to grow Timeline and revolutionise how we fundamentally engage with planning for retirement.

Sheldon Mills is interim Executive Director of Strategy and Competition at the FCA. He is responsible for policy, strategy, competition and economic analysis. Previously, as Senior Director at the Competition and Markets Authority (CMA), Sheldon had overall leadership responsibility for the delivery of UK merger control across the entire economy and for the strategic design and implementation of the new UK State Aid regime. He is a qualified solicitor and prior to joining the CMA he practiced law at King & Wood Mallesons and Jones Day.

Jake, who founded leading European asset management platform Goji in 2015, is a Sustainability and Environmental Activist, Venture Builder and Investor. Jake also works with Venture Capital and Private Equity firms to incorporate the triple bottom line of "Planet, People, Profit" into their thinking so as to make the world a more clean, safe, just and sustainable place.

The Rt Hon. Lord Willetts FRS is the President of the Resolution Foundation. He served as the Member of Parliament for Havant (1992-2015), as Minister for Universities and Science (2010-2014) and previously worked at HM Treasury and the No. 10 Policy Unit. Lord Willetts is a visiting Professor at King’s College London, a Board member of UK Research and Innovation (UKRI), a Board member of Surrey Satellites and of the Biotech Growth Trust.

Mark joined STEP as Chief Executive in January 2019. Prior to joining STEP, Mark was Managing Director, EMEA at the Royal Institution of Chartered Surveyors (RICS) where he was responsible for ensuring growth in the EMEA region and led on the organisation's D&I work. During this time, he was a Director of ‘Professions for Good’. Representing 1.2 million practitioners, Professions for Good worked to uphold fair access, professional ethics & fact based policy amongst the UK professions. Mark started his career with Barclays, the latter part in Barclays Wealth’s International Personal and Premier Banking Division. He holds a BSc (Hons) in Banking and Finance and is a Fellow of the Institute of Directors.

Gabrielle Walker, Founder and Director of Valence Solutions, is an expert strategist, speaker and moderator focused on unleashing capitalism on climate change. She works with global companies at boardroom-level, analysing emerging trends, challenging conventional thinking and driving meaningful action. Gabrielle gives keynote addresses to corporate audiences around the world and is an accomplished moderator of high-level debates. She has presented many BBC TV and radio programmes, was Climate Change Editor at Nature and Features Editor at New Scientist, has written extensively for many international newspapers and magazines including the FT, the Wall Street Journal and the New York Times, and has authored four books. She has a PhD from Cambridge University and has taught at both Cambridge and Princeton.

Whitni helps charities, social enterprises and sustainable businesses raise investment to grow and increase their positive impact. She launched and now manages the Triodos crowdfunding platform and is responsible for raising capital from high net worth individuals, social investment funds, charitable trusts and foundations, institutional investors, as well as individuals. Whitni started her career at JP Morgan and has also worked in microfinance in Mexico and leads the access to finance work of the New Economics Foundation. Whitni is on the social investment board of the Joseph Rowntree Foundation and the advisory board of Big Society Capital, as well as a primary school governor.

Dave Seager is Managing Director of SIFA Professional, having been a Director of SIFA for 11 years. He has over 30 years in financial services, holding senior roles at Scottish Mutual and L&G, before specialising in the interaction between legal and financial in 2008. At SIFA Professional he leads a team offering support to high quality financial advisory firms keen to work effectively with solicitors for the benefit of mutual clients. Dave has close working relationships with both The Law Society, with whom SIFA Professional are strategic partners, and The SRA.

Erik is a Financial Coach and Founder of Cheddr, a social business offering workplace financial wellbeing solutions including workshops, coaching and consultancy. He was previously CEO of the Initiative for Financial Wellbeing and has spent time working with The Money Charity. He’s a member of the Financial Services Consumer Panel, providing a consumer voice to influence and challenge FCA policymakers. Prior to his consumer advocacy and financial wellbeing work, Erik spent over 20 years in financial services with firms such as Citi and Barclays. Erik is the Chair of Fair Money Advice, an East London debt advice charity.

Mark Polson is founder of the lang cat, a specialist financial services insight, research and communications consultancy. The lang cat works with IFAs and providers, helping them develop new propositions, turn marketing strategy into action and articulate their services in such a way that people without financial services degrees have a hope of understanding them. Bit by bit, it aims to make the industry just a little bit less corporate and stuffy and a little bit more human. Mark is a prolific writer, contributor to the trade press and public speaker, even when people ask him not to be.

Jack Parsons is an award-winning young entrepreneur, public speaker and subject expert on Youth and is publicly known as the UK’s Chief Youth Officer. Jack’s been honoured with numerous awards over the last 3 years including Young Digital Leader Of The Year, The 100 Faces of a Vibrant Economy, Most Connected Young Entrepreneur, 50 Top kindest leaders and Top 10 UK Young Entrepreneurs to Watch. Jack is currently the CEO of The Youth Group which is building the world’s largest most connected marketplace and community for young people with one aim: to help improve the odds for young people across the Commonwealth to achieve their full potential in work.

Jeffrey leads the Technical Policy team, helping firms where new regulations are being introduced or proposed. Having read History at Cambridge, Jeffrey qualified as a Chartered Accountant with Coopers & Lybrand (now PwC). He then spent seven years in banking including posts as chief accountant of two merchant banks (HongKongBank and Samuel Montagu). He has spent 25 years in the funds industry, including 15 years at M&G, where he held a number of operational roles including Chief Trusts Accountant, setting up M&G's call centre, launching closed and open ended funds, public affairs spokesman, responsibility for non-compliance relationships with regulators, HMRC and Government. He was a director of M&G and ran M&G's direct business.

Anthony is founder and CEO of OpenMoney an online financial advice business launched in 2017. The business was created to make financial advice accessible and affordable for everyone regardless of how much money they have and recognising that guidance is really a second-class solution for those people who would benefit from advice most. The business is based in Manchester and currently employs 70 people across technology, marketing and advisory services. Prior to founding OpenMoney, Anthony was a co-founder of Tatton Asset Management plc until it floated in 2017 and before then was a consultant at Deloitte and KPMG.

Denese has been involved in financial services for over 20 years. She established her own financial planning business in 2007. Her company is based in offices in Sidmouth and employs local staff. Denese specialises in providing strategic advice to individuals, private trusts, families and their businesses. Denese has represented STEP at a local and national level. She is currently Chair of STEP’s England and Wales committee and also sits on STEP Council. She is active in her local community and sits on the Chamber of Commerce committee in Sidmouth.

Ian McKenna founded FTRC in 1995 nearly two decades before ""FinTech"" became part of the industry lexicon. The firm focuses on how personal finance organisations can communicate more effectively with their customers and help them take better financial decisions. He has been the technology columnist for Money Marketing since 1997 and Corporate Adviser since 2007. Over the last 8 years (at least pre COVID) he has focused on the evolution of technology, understanding the advances being achieved in Digital Financial Advice around the world. FTRC produces a rolling analysis of the UK advice software market ‘Adviser Software Insights’, together with a sister website AdviserSoftware.com.

Rebecca Mander is an executive coach with a difference! Motivated by her experiences as MD of a large electronics firm through great personal hardship, she decided in 2014 to retrain at Warwick University. Rebecca, a Fellow of the Institute of Leadership and Management now coaches senior leaders and partners forward during personal setback - focusing on the business needs of their organisation as well as the individual’s needs. Rebecca’s clients include some of the Top 50 Law firms in the UK and she is highly valued for her straightforward and honest approach with compassion and understanding in a sector that brings great stress and challenge to it’s employees.

Susan Dalton is an Associate of the Chartered Insurance Institute and a Chartered Financial Planner with over 20 years’ experience of dealing with technical queries covering a wide range of subjects from pension planning, taxation and the use of trusts. In addition to dealing with client queries by phone and email, Sue regularly contributes to the threesixty website with technical updates and detailed guidance.

Mike leads the Entrepreneurs and Family Business team at Turcan Connell, Scotland’s leading private client firm with offices in Edinburgh, Glasgow and London and operating throughout the UK. The firm is renowned for acting for family businesses from first generation all the way through to the oldest family business in Scotland. Mike is a corporate lawyer and part of a large interdisciplinary team with tax and estate planning, family law, property and dispute resolution colleagues. Mike specialises in business succession planning covering planning for retirement and then implementing the strategy either through passing on to the next gen, a management buyout or a sale.

Kay Ingram is a writer, commentator, presenter and broadcaster on personal finance. A Chartered Financial Planner and Chartered Insurance Practitioner, she has previously advised companies and individuals on all aspects of personal finance and employee benefits. She is a passionate believer in the need for financial education and for financial services firms to design their services for all generations. “For financial advisers to remain relevant to the next generation, they must adopt technology combined with empathy, diplomacy and technical knowledge.”, says Ingram.

In a career spanning Toronto, Boston, Tokyo and London, Heather Hopkins is a data and research expert specialising in retail investment distribution. Heather is the Managing Director and Founder of NextWealth. She is also a Director of Clive Waller Consulting Ltd and serves as Vice-Chair of The Investment Network and the Schroders UK Platform Awards.

Dennis Harhalakis is a Behavioural Money Coach and founder of Cambridge Money Coaching. He works with individuals, couples and families to help them improve their relationship with money and develop frameworks for positive communication around money. He also helps financial organisations to become more connected with clients, as well as running workshops to support financial wellbeing for employees of all organisations. Prior to becoming a money coach, Dennis spent 30 years in Wealth Management, setting up and running product platforms in the UK, US and Asia and developing frameworks for understanding and building financial capability and wellbeing.

Emily Griffiths-Hamilton is a chartered accountant, a family enterprise advisor, and a conflict resolution coach who brings three generations of experience to the subject of wealth and family-business transition planning. Griffiths-Hamilton herself has been the co-owner of a National Hockey League team, the Vancouver Canucks; a National Basketball Association franchise, the Vancouver Grizzlies; and a state-of-the-art arena. Today, she advises individuals and families on the effective, responsible transition of wealth and family businesses over generations. Her books, Build Your Family Bank: A Winning Vision for Multigenerational Wealth and Your Business, Your Family, Their Future: How to Ensure Your Family Enterprise Thrives for Generations, are roadmaps for successful wealth and family business intergenerational transitions.

Barbara Koenen has over ten years of business development and marketing experience in the professional services industry. She is the BD & Marketing Director at Al Tamimi & Co, the largest law firm across the Middle East. Barbara was Global Head of BD & Marketing at Ince which is part of AIM listed company The Ince Group plc, a legal and professional services provider with over 900 employees globally, for the last three years. She is based in Dubai and has previously worked for magic circle firm Freshfields Bruckhaus Deringer in Dubai and for Deterink Attorneys and Notaries (now Taylor Wessing) in the Netherlands. Prior to moving to Dubai she has worked in Doha, Qatar and before starting her career she interned in New York and obtained her Master's Degree in business in Barcelona. Barbara is the author of the business book Beyond Billable Hours.

Rob is a father of two young girls and passionate about Financial Wellbeing in a World Worth Living In and believes financial education is the building block for financial wellbeing. He teaches the basic principles of money and co-founded RedStart a financial education charity which aims to plant the seed for the financial well-being of young people. Rob chairs the Children's Financial Education Policy Council in the UK. Rob is the Investment Director on the executive board for St. James's Place Wealth Management, co-founded Redington a leading investment and pensions consultancy and co-founded mallowstreet, an online community with the goal of delivering a better retirement for everyone. He is a Member of the World Economic Forum Retirement Council.

Andrew Firth has pioneered the development of automated financial advice in the UK. Wealth Wizards’ one fundamental aim is to make financial advice affordable and accessible to everyone. He has twenty years’ experience developing digital financial services, ten in the corporate world and ten as an entrepreneur. He founded Wealth Wizards in 2009 to develop an algorithm based robo-advice platform. Andrew was a member of the founding executive team of Egg plc in 1998 and part of the IPO team in 2000. At Egg he held a number of senior roles, including Group Strategy Director and Managing Director of Egg Investments. Andrew started his career at Arthur Andersen and Accenture.

Nils Elmark is futurist, founder and CEO of Incepcion Ltd. that helps businesses create new commercial visions, strategies and dreamscapes. His consultancy has specialised in new financial technologies and the opportunities fintech creates within banking, insurance, payments and supply chain management. As a consulting futurist Nils Elmark identifies new global trends and business models and designs haute couture future scenarios. He is an international keynote speaker and founder of Bankinglab.london, a virtual financial laboratory with close connections to the global fintech eco-system.

James Dickens is the Principal at Grierson Dickens Ltd. He is a Fellow of the Personal Finance Society and one of the most highly qualified financial advisers in the UK holding both Certified and Chartered Financial Planner status. James has worked closely with clients through a wide range of life experiences – business start up, growth and exit; bereavement, divorce, redundancy, employment and interfamily disputes; overseas assignment and repatriation, cashflow crises and more. James has a special interest in social impact investing and is also a voluntary Managing Trustee of a local retirement home for the independent elderly.

Jonathan Cribb is a Senior Research Economist at the Institute for Fiscal Studies, where he has worked for almost a decade. He completed his PhD in Economics from University College London. He leads research projects which seek to understand the determinants of economic inequalities, how they are affected by the labour and housing markets and the tax and benefit system. He also examines economic activity in later life, including the timing of retirement, savings for retirement and the standard of living in old age. He has published numerous articles in peer reviewed economics journals and undertaken almost 150 media interviews on his research.

Charlotte specialises in family law, advising on a full range of children and matrimonial issues including divorce, dissolution of civil partnerships, cohabitation, separation and pre & post nuptial agreements. She has a breadth of experience advising high net worth individuals often in relation to business assets, foreign property and complex pensions. Charlotte is committed to achieving the best outcome for all her clients recognising that each case is unique. A regular media figure, Charlotte has been a guest speaker on the popular In For A Penny podcast, she was interviewed for the FT’s How to Get Divorced Guide and she is co-author of the FT Adviser’s CPD guide to working with complex modern families.

Grant joined the Para-Sols team by taking part in one of their first graduate internships. After then embarking on the trainee paraplanner programme, he completed his Advanced Diploma in Financial Planning and has from there achieved his Chartered status. Not only that, but he is also an Associate of the Personal Finance Society and he made the front cover of Professional Paraplanner magazine. Often called upon from third parties to test new fintech software, consult on external projects and while keeping abreast of all things new in the industry, Grant has found a good balance of being very technical, while mentoring the newer members of the Para-Sols team.

Taylor Beavis is Editor & Founder at Trusted Adviser Magazine, an industry-wide publication to share knowledge within the financial advisory space. He is also Director & Financial Planner at Universe Financial Advice, a boutique wealth management practice. Taylor has a passion for the charitable sector and all things ethical, sustainable and forward-thinking. In his day job, Taylor helps clients understand the nuts and bolts of a successful financial plan and how to protect their family, invest their money and prepare for retirement. His work has been featured in national newspapers, along with various other publications, podcasts and magazines. In his spare time, he runs the very successful Trusted Adviser Magazine with a large audience, and insightful monthly topics.

Chris Budd founded financial planning company Ovation Finance Ltd in 2000. He sold a majority of Ovation to an Employee Ownership Trust in March 2018. He is the author of four books, The Financial Wellbeing Book about money and happiness, and The Eternal Business, and two novels. His consultancy, The Eternal Business, helps business owners work out if selling to an Employee Ownership Trust might be their own succession plan. Chris writes The Financial Wellbeing Podcast. He founded the Initiative for Financial Wellbeing (IFW), and is currently Chair. The IFW aims to help advisers to help their clients to be happier, not just wealthier.

Elizabeth is a passionate advocate and coach for family owned businesses (and the individuals within them) and the Director General of the Institute for Family Business (IFB); a membership organisation she’s been proud to serve for over a decade. Prior to joining the IFB, Elizabeth worked in international corporate governance and spent almost a decade working for her own family business where she now serves as an NED. She is a Veritage trained family business coach, holds a certificate in family business advising from the Family Firm Institute in Boston and is an accredited facilitator from the Oasis School of Human Relations in the UK .

Dan’s Music Technology degree helps him approach Financial Planning problems creatively. He is both a Chartered Financial Planner and a Fellow of the Personal Finance Society (PFS). Dan is an Accredited Paraplanner™ with CISI and is working towards the Certified Financial Planner™ certification. He is head of technical at Paradigm Norton and Chairman of the CISI Paraplanner Interest Group. Having won several awards in his field, Dan continues to work with CISI and other organisations to support others involved in this area of Financial Planning by writing articles, and hosting conferences and events.

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