Jo Campbell is the director of Para-Sols and The Verve Group. This is a group of companies offering support services to IFAs around the country, to enhance their offering and support them in growing and maintaining their businesses.
With over 15 years experience in the sector, Jo has worked in all aspects of finance and brings a fresh view to the industry, with a vision of making finance more inclusive for everyone. This is highlighted through her podcast; That Mint Podcast whom she hosts with Cathi Harrison with the intention of showing the fun side of finance.
Sarah is the co-founder of Berry & Oak, an award winning Chartered and Accredited Financial Planning Firm based in Boston Spa, Yorkshire.
Sarah has worked in Financial Services for over 25 years holds both the Chartered and Certified Financial Planner status as well as being a Fellow of both the Chartered Insurance for Securities and Investment (CISI) and the Personal Finance Society.
Sarah is a volunteer member of the PFS Financial Planning Practitioner Panel helping to promote awareness of the “power” of financial planning and how we can make a positive difference to our client’s lives.
Sarah is also very passionate about making sure that all young people receive access to a financial education. She regularly delivers financial education workshops across schools in West and North Yorkshire.
Outside of the office, Sarah has a love of traveling the world and exploring new places. She loves photography and watching her 16-year-old son, Connor play Basketball. And I nearly forgot enjoying a nice G&T at the end of the week…
Kate Gannon is the founder of Themis Wealth Management where she is a Chartered financial planner and also a Trustee for Age UK Cornwall and the Isles of Scilly. She is multi-award winning and very passionate about putting the mental health and wellbeing of her team ahead of all else and has led the way by ensuring a four day working week for her practice.
Jenette is a communications professional providing strategic public relations and content support to a range of financial services companies. She has over 20 years’ experience in the sector, both in-house and within agencies, and joined the lang cat, an independent insight, PR and communications consultancy specialising in financial services, in 2014.
Jackie Lockie, CFP, is the founder and director of Lockie Consultants. She has worked in financial services since 1988 in both technical and client-facing roles as a paraplanner and planner and formerly headed up the CISI financial planning team.
Joint Managing Director, Partner and Executive Committee member at Lansons. A financial services communications consultant with more than 20 years’ experience advising clients from the public, private and not-for-profit sectors, working on a wide range of business issues, from complex corporate and change communications through to market-leading brand building and purpose-led campaigns.
Sally is a specialist financial and professional services communications consultant. With over 20 years of experience, she has worked with clients in asset and wealth management, hedge funds, investment services and regulatory and business consultancy. Sally holds the investment management certificate and in addition to agency experience with Four Communications she has worked in PR, marketing and advertising roles for M&G, Henderson Global Investors and GAM.
Having been a financial adviser for over 25 years, Jo joined Cockburn Lucas in 2015.
Shortly after joining she launched a new service; Cockburn Lucas for Women. This service is run as the sister company of Cockburn Lucas sharing the same principles and values but being specifically designed for women, by women.
Marlene is a CFPTM , Chartered FCSI & Chartered Wealth Manager, She has been a Financial Planner for nearly 30 years.
She is the founder & MD of UNIQ Family Wealth, a Financial Planning practice that helps families, & businesses cascade wealth seamlessly from one generation to another with their own personalised Financial Plan. Marlene is a past President of the IFP, is passionate about Financial Planning & has won a number of awards for Planning.
Author of “Boomers, Redefining Retirement” & “Cascading Your Wealth”
Julia Peake is a Technical Specialist at Canada Life and in her financial services career has held many roles working with providers, wealth planners and national advisory networks in the pension, tax, trust and estate planning markets. Julia’s focus is in the tax, trust and estate planning arena writing articles and assisting with technical queries, as well as delivering presentations on a range of estate planning subjects both locally and nationally.
BIOGRAPHY Sally Plant, CISI Head of Financial Planning
2020: Head of financial planning, Chartered Institute for Securities and Investment
2017-20: Paraplanner/business development, Robur Wealth Management
2004-16: Various roles at the CISI, including head of Middle East and North Africa, and head of education development
2003-04: Project officer, UCLH NHS Foundation Trust
2001-03: Various roles at Alliance Trade Finance and Alexander McQueen
Yasmina Siadatan is Sales and Marketing Director at Dynamic Planner, and part of the Executive Management Team and the Board. She is an integral contributor to decision making in the business, working in tandem with the senior team at Dynamic Planner to lead and deliver on its marketing-led growth strategy and further build the Dynamic Planner brand.
Previously, as Creative Director of Start Up Loans, Yasmina headed marketing and communications for the government’s flagship scheme which provided access to finance for small businesses. She worked for Lord Sugar in 2009 having won the fifth series of BBC One’s The Apprentice, heading up his flagship tech and digital media organisation and overseeing product marketing and advertising sales to blue chip organisations. Following that she was headhunted by James Caan of Dragons’ Den fame to help run his private equity organisation. She graduated in economic history from the London School of Economics.
Non-Executive Director, SME, Independent Industry Consultant for Government Affairs & Policy, Financial Services Regulatory Specialist, Strategy Adviser, Financial Services & Tech Emissary, FinTech Innovation Regulatory Futurist, Keynote Industry Speaker, Industry Commentator on Financial Services & FinTech Policy and Regulation. UK FinTech Ambassador.
Peter has nearly 50 years experience working within the Financial Services Industry, including a long history of working with independent financial advisers. His work experience covers working closely with UK & European Parliaments, Ministers & Regulators on a wide variety of regulatory & digital innovation issues. He has wide experience of policy, regulation & market strategy, together with insight on innovation. He currently has a portfolio career fitting with the modern financial services ‘gig’ economy with a number of roles with political groups, industry think-tanks and strategy groups.
He was a Non-Executive Director of Seneca Investment Managers and also acts as an Industry Consultant at FinTechReguLabs working on the convergence of UK Financial Services, emerging tech, policy & regulation. He has also sat on a number of UK Regulatory Steering Groups. He liaises with regulators and ministers on all new developments in financial services, fintech, regulation and policy.
Peter was Global Head of Industry Policy Liaison at TISA and is now UK FinTech Ambassador at TISAtech which is supporting the facilitation of collaborating the fusion of regulation with FinTech & Digital evolution across UK Financial Services & the FinTech ecosystem.
Lucie Thornton has worked in the financial services sector for more than 20 years and ran her own HR consultancy for six years before joining The Private Office as HR director.