Chris believes that good financial planning should have one simple purpose.
To help people achieve their financial goals...so they can live the life they want.
For Chris's clients this involves building a plan which over the long term helps them get from where they are today to what they want to achieve tomorrow and beyond.
Chris is one of the director of Cervello Financial Planning and has responsibilities for the strategic direction of the business as well as continuing to look after a portfolio of Cervello's personal and corporate clients with the support of his team.
Chris feels he's learned a lot as a financial planner in his 20 years of working with clients however he also believes in a consistent focus on improvement (something he tries to teach his daughters Sophie and Charlotte).
However Chris also believes the true test of good financial planning is what clients say about the experience...
That's why he's really pleased when his clients tell him they "sleep better at night knowing that Chris and his team manage our wealth and support our financial goals."
Chris has been fortunate enough to be regularly featured in the press and to win a number of awards including 'Pension Adviser of the year', 'Group pension adviser of the year' and be highly commended for many more.
Chris is a published author, releasing "Three circles - a practical guide to automatic enrolment' in 2015 and is also regularly featured in both the financial and mainstream press.
Tom has been editor of Professional Adviser and Multi-Asset Review since August 2019. He started his career at PA in 2016 and held a number of positions at Incisive Media before this latest promotion.
Hannah is news editor of Professional Adviser and deputy editor at its sister title Retirement Planner, digital publications which provide financial advisers with the latest news, analysis and opinion from industry-leading experts and journalists.
Hannah joined Professional Adviser in 2016 as a graduate, initially reporting on pensions (at 23, not a subject she knew well)! She has since reported extensively on all thing’s retirement, including issues surrounding the British Steel Pension Scheme, defined benefit transfers and the self-invested personal pension market.
Hannah has an undergraduate degree in International Relations and a Masters degree in International Management.
Gillian has over 30 years’ experience in financial services and has recently joined Schroders as Intermediary Solutions Director.
Previously, Gillian had an extensive career at Standard Life followed by consultancy positions with a range of platform providers, asset managers, life companies and financial advisers. In 2016 she founded DISCUS, a business providing research, insight and educational content for financial advisers about the outsourced investment market and discretionary managers. Following an acquisition of the business by the Embark Group she continued to develop DISCUS, provided expert consultancy services for the launch of the Embark platform and was Head of Strategic Partnerships.
Kay has 36 years’ experience in financial services, including 26 years as a holistic financial planner.
As Director of Public Policy at LEBC Group, she is responsible for influencing government and regulatory policy on pensions and investments.
She writes regularly for the consumer and trade press, and speaks on pensions, investment and social policy issues, working with other stakeholders to achieve better consumer outcomes.
Sophie has been at Professional Adviser for just over a year. She has been a reporter since September 2018 and has reported on several events and conferences already, including PA's inaugural conference PA360. Prior to PA, Sophie completed a masters in Magazine Journalism at Cardiff University. She has since reported on all thing’s pensions, regulation and diversity and has recently taken over the platform beat from PA’s editor Tom.
Philip co-owns and manages Unique Financial Planning, a general advice business with 25 advisers operating predominately in the south of England. Prior to this, he was Marketing Director at Openwork for six years, with responsibility for product propositions, marketing, PR and leading its investment company, Omnis Investments.
Prior to that, Philip spent two years with F&C Investments with responsibility for the asset manager’s UK retail proposition and was Business Development Director at wrap provider Nucleus Financial Group, which he co-founded in 2006. He had previously been a founder-director of consultancy Abacus Financial Marketing, working with more than 65 life companies, asset managers, IFAs and industry bodies on a variety of strategic and proposition projects.
Kerry Nelson is Managing Director at Nexus Independent Financial Advisers.
More biography information to follow...
Justin is a fund manager within the Multi-Asset Funds team, leading on the management of the team's retail and risk-profiled multi-asset funds. Prior to joining LGIM in August 2013, Justin was a fund manager with Aviva Investors' multi-asset team combining both strategic and dynamic asset allocation with manager selection in the construction of multi-asset portfolios. He was lead fund manager on a range of risk-targeting multi-asset funds and co-lead fund manager on a number of unit-linked Life and Pension funds, as well as manager of manager offerings. Justin previously worked as a fund research analyst at Merrill Lynch and an investment consultant for Aon Consulting. Justin is a CFA Charterholder and holds a degree in economics from the University of Warwick and the Investment Management Certificate.
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.
Mark Polson is founder and principal of the lang cat, a specialist platforms, pensions and investment consultancy. From its Edinburgh base, the lang cat works with platforms, life companies, asset managers and large advisory firms helping them interpret regulation, develop new propositions, turn marketing strategy into action and articulate their services in such a way that people without a financial services degree have a hope of understanding them. Bit by bit it aims to leave the industry just a little better than it found it.
The lang cat is also a strategic communications agency, offering PR and communication services to clients across retail investment, protection and fintech. The comms guys have access to the techy guys, and the techy guys are helped by the comms guys to communicate with impact. It’s a good mix.
Mark is a prolific writer, contributor to the trade press and international public speaker, even when people ask him not to be. He doesn’t play guitar as much as he’d like and spends more time than is reasonable going to gigs aimed at people considerably younger and more tattooed than him.
A recognised leader within the financial services sector, Keith has over 30 years experience operating at executive level across both manufacturing and distribution. He has an established media profile and is a visible figurehead within the financial services sector, regularly called upon for comment both home and abroad by various organisations, including Trade and National press.
Keith established a strong media profile whilst representing one of the UK’s largest IFA Networks (Tenet Group) as Group Distribution and Development Director, prior to which he was Head of Retail for the largest mutual insurance company in the UK, Royal London Group. Actively engaged in the promotion of financial services within the UK and internationally, he has contributed to the boards of both AIFA (now APFA) and AMI. He sits on the board of the European Financial Planning Association (EFPA), a member of various government and regulatory working groups and is Chairman of TISA Exco for Adviser Protocol having also represented the intermediary advice sector over many years on a number of panels and strategic leadership forums.
Keith was appointed Chief Executive of the Personal Finance Society (PFS) in May 2013 and subsequently appointed as Managing Director of Engagement for the Chartered Insurance Institute (CII) on 1st August 2016. In addition to guiding the operational and strategic evolution of the PFS he has developed greater government and regulatory engagement for the FS and Insurance profession’s, brought about enhancements to membership benefits and its national CPD programmes. Keith has also introduced a number of key consumer and Professional Standards initiatives which include a consumer website, the largest accredited adviser director in the UK, a pro-bono programme in partnership with Citizens Advice as well as a national anti-scam, consumer confidence and United Profession Campaigns.
Lee Robertson is the managing director of Octo Members Group, a new app based venture primarily aimed at supporting wealth managers and financial planners. He was the founding director of Investment Quorum but stepped back from the business in August although continues to provide strategic insight to the Board.
Lee is a regulator commentator on issues as well a regular columnist in several publications. He is well known for his client centric views. He is a Fellow of the Chartered Institute of Securities and Investments and amongst other awards was recognised in the definitive Spear’s Wealth Management Awards as one of the top ten wealth managers in the UK and was named wealth manager of the year by the in 2015. Lee was also named UK Wealth Management CEO of the year last year in the Le Fonti International Business Awards.
He is a founding director of the Association of Independent Non-Executive Directors and a Visiting Lecturer at the University of Westminster DisLab on the Digital MA course.
Amyr Rocha Lima, MSc FPFS CFP® is a partner at Holland Hahn & Wills LLP - a financial planning and wealth management firm based in Kingston upon Thames. In 2019, Amyr was named one of the UK’s Top 35 NextGen Financial Planners. He specialises in retirement planning for successful business owners and senior professionals, serving clients in London and the South East of England.
30 years working in financial services with 15 years as CEO. A clear focus on strategy, operations and business development in regulated businesses, coupled with a track record of successful business restructuring, integration and transformation. To ensure the customer is at the heart of the business and to provide the platform for growth.
A leadership, style designed to inspire and motivate employees, coupled with an emphasis on team building, to support, encourage and challenge people to excel.
CEO of Sandringham Financial Partners since August 2015. Previous CEO roles include James Hay Partnership and IFG Financial Services.
Rohan Sivajoti is the co-founder of NextGen Planners, a 300+ strong community of the finest across financial services and co-creator of the award winning NextGen Planners Training Contract. He also owns financial planning practice Postcard Planning and when not working, can be found playing cricket or eating too much caramel shortbread.
Claire is Professional Adviser’s newest recruit, having joined the team in October 2019. Previously a reporter at The West Australian, Claire covers financial advice matters, multi-asset investing, pensions, retirement and financial regulation.