Julian is editor of Professional Adviser, Incisive Media's news, opinion and
analysis website for UK financial advisers, as well as its sister publication
Multi-Asset Review. Prior to rejoining Incisive in March 2016, he was editorial
director of financial adviser resources Adviser-Hub and Events-Hub as well
as a regular contributor to a variety of financial magazines and co-author,
with Cherry Reynard, of Investing in Emerging Markets - the BRIC Economies
and Beyond. Before joining Adviser-Hub in 2008, he was editorial director
of Incisive Media's investment division, including Investment Week and
Professional Pensions. His career as an investment journalist, writer and
conference moderator spans more than two decades, including five years
as editor and then publisher of personal finance magazine Bloomberg
Money. He used to be a solicitor but that really was a very long time ago
Bella has 18 years' experience in the research and analysis of the UK, European and Asian asset management industries. She is the CEO of Fundscape which she set up in 2010. Fundscape is a leading research house and publisher of the widely respected Gatekeepers, Platform and Distribution Reports. Before starting Fundscape, she worked for Lipper FMI as Global Head of Research and Publications and was the author of numerous publications and reports. Early in her career she worked in investment banking and a London-based consulting firm where she specialised in market entry strategies for retail and institutional asset managers. She has a master's degree in International Business and is fluent in four languages.
Head of Communications
Chase de Vere
Patrick Connolly is Head of Communications at Chase de Vere, the Independent Financial Advisers. He has 26 years of experience in the financial advice industry and is qualified as a Chartered Financial Planner through the Personal Finance Society and a Certified Financial Planner and Chartered MSCI through the Chartered Institute for Securities & Investment. He was named as the Financial Adviser of the Year, Investment Adviser of the Year, At Retirement Adviser of the Year and Value of Advice Ambassador at the Unbiased Media Awards 2017.
Dennis is in his late fifties and has been advising clients for over thirty years. In 2006 he started his own practice, Yellowtail Financial Planning, and has offices in London and Exeter. He likes to enter awards (and occasionally wins) because it helps differentiate his small company from the rest. He has written a book called ‘Who Will it Hurt When I Die' dealing with the conversations couples should have - but invariably don't - about money. He is a Chartered Financial Planner.
A specialist in platforms, investment and in particular discretionary managed solutions, Gillian has over 30 years' experience in financial services. Following an extensive career at Standard Life covering product development, platform development and intermediary distribution she set up her own consultancy in 2011. Gillian worked for clients such as Pershing, FNZ, Friends Life, Defaqto, Legal & General and in 2016 co-founded DISCUS which was acquired by the Embark group in 2017.
Whilst continuing to develop the DISCUS business under the Embark ownership, Gillian provided expert consultancy services for the Embark platform launch and is now Head of Strategic Partnerships.
Heather Hopkins is founder and MD of NextWealth, a research business that helps financial institutions adapt to what's next in wealth.
Heather has worked in the field of market research, competitive intelligence and industry benchmarking for two decades in North America, Asia and Europe.
She has spent most of her career in financial services helping asset managers, platforms and financial advisers improve their propositions, customer communication and to benchmark success against competitors. She was Head of Platforum until December 2017 and has also worked in digital marketing at Hitwise and Econsultancy.
Richard is co-principal partner of venture capital fund management business Kin Capital. He has over 13 years experience raising money for and structuring tax efficient investment funds. Traveling the length and breadth of the UK talking about venture capital, he is a frequent commentator in the trade and national press. He is a member of the global CFA Institute and UK's Chartered Insurance Institute.
Brendan Llewellyn, Director and Co-Founder of Adviser Home - helping advisers run and develop their practices - has over 30 years' experience in management, leadership and marketing. He has worked as a consultant and coach with over 50 companies from leading multi nationals like GE Capital, Barclays and Aviva through to a range of SMEs, focussing on strategy, proposition development, communication advice and delivery. In delivering consultancy he draws on 20 years' experience in corporate management. His particular focus is the inter-relationship between strategy and communication. He has a regular thought piece commenting on the financial services sector with Incisive Media - "Armchair Critic"
Rory Percival Training & Consultancy
Rory Percival was ‘the face of the FCA' to advisory firms for many years. He worked at the regulator for 10 years and was involved with many high profile projects such as risk profiling, centralised investment propositions, the RDR, research and due diligence, and the assessing suitability review as well as speaking regularly at conferences. Prior to joining the regulator Rory worked in the advisory for sector for 20 years mainly in compliance and training roles. He has Chartered Financial Planner status. In November 2016 he launched his own firm - Rory Percival Training and Consultancy Ltd to help support professionalism in the advisory sector.
Roderic Rennison FCII, FPMI, FPFS, CFP Chartered MCSI, CDir FIoD is director of Rennison Consulting Ltd a company that he set up in 2008 to provide consultancy and non-executive director services to intermediaries and providers in the retail financial services sector. He focuses on strategy, transition, proposition, governance, risk and compliance, as well as intermediary acquisitions and sales. Roderic is a member of the CII's Disciplinary Committee and a trustee of Wembley High Multi-Academy Trust. He has a particular interest in the future of financial advice and how intermediaries deliver their services to clients and build value in a fast changing market that is increasingly impacted by regulation and technology.
Octo Members Group
Clive Waller held a variety of management positions in sales and marketing for some twenty-five years with Scottish Amicable and Zurich. He became managing partner of the Training Design Studio in 1999, writing and delivering training programmes on taxation, pensions and investment. At the same time, he set up the specialised research-based consultancy, CWC Research.
He chairs The Investment Network, is managing director of the Schroders UK Platform Awards and is a director of NextWealth, a consultancy that helps customers adapt to what's next in wealth.
Clive has an MBA from Wolsey Hall, Oxford and is an Associate of the Personal Finance Society. He is a regular speaker at industry conferences and writes on a variety of issues around retail investment.
Cathi is the Founder & Director of Para-Sols, an outsourced paraplanning firm and sister company, Apricity, a new compliance firm launched at the end of 2017. She has been in financial services since leaving university and holds both the Chartered and Certified Financial Planner status as well as being a Fellow of the Personal Finance Society.
Cathi splits her time across both companies - supporting her team and clients on a daily basis, managing the strategy and focussing the growth for both Para-Sols and Apricity as well as championing female leadership within, and external to, financial services. Outside of work, she loves nothing more than spending quality time with her young family and is a travel junkie.
Web: www.para-sols.co.uk and www.apricitycompliance.co.uk
Head of Financial Planning
Chartered Institute of Securities and Investment
Jacqueline is the Head of Financial Planning at the Chartered Institute of Securities and Investment (CISI).
She has worked in the financial services sector since 1988 in technical and training roles and also as a 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 and 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 planning skills and paraplanners to learn the methodology of financial planning.