Advisory Board

To help curate the content for this year's programme Professional Adviser reached out to a number of well known industry figures and advisers to ask: What is a keeping you up at night? We had a meeting over Zoom and discussed the biggest themes in the advisory industry right now affecting your business, your clients and your profession. Meet our advisory board:

Financial Planner, Operations Director and Co-Founder
Berry & Oak
Co-Founder and Director
Grovewood Wealth Management
CII Chartered Financial Planner
Fiducia
Managing Director
Unique Financial Planning
Founder & Principal
the lang cat
Former CEO
Personal Finance Society
Managing Director
Octo Members Group
CEO
Sandringham Financial Partners