Advisory Board

Ann-Marie Atkins
Managing Partner of North West
Tilney Financial Planning Ltd
Detail
Dan Russell
Managing Director, Distribution Solutions
Fintel
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Gillian Hepburn
Head of UK Intermediary Solutions
Schroders
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Heather Hopkins
Managing Director & Founder
NextWealth
Detail
Keith Churchouse
Director
Chapters Financial
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Natalie Holt
Content Editor
the lang cat
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Philip Martin
Managing Director
Unique Financial Planning
Detail
Rohan Sivajoti
Director & Head of Innovation
NextGen Planners
Detail
Sarah Elson
Chartered Financial Planner, Operations Director and Co-Founder Berry & Oak
Berry & Oak
Detail