Strategic Advisory Group

The Strategic Advisory Group (SAG) identifies and leads on strategic issues for the PIMFA membership. The PIMFA Board appoints the SAG, which consists of senior representatives from the membership.

Please Contact Heidi Bryant for more information on any of our groups

Lord Deben (Chairperson)
PIMFA

Chris Smallwood
2plan Wealth Management Ltd

Sarah Deaves
Abrdn Plc

Gary Bottriell
Bottriell Adams LLP

Nicholas Coghill
City Asset Management Plc

James Whittaker
Deutsche Bank UK Ltd

Roopalee Dave
Ernst & Young

Tim Harvey 
H R Independent Financial Services Ltd

Rebecca Owers
HSBC Global Asset Management

Andy Steel
James Hambro & Partners LLP

Hugo Bedford 
JM Finn

Katie Mclaughlin
KPMG LLP

Ben Snee
LGT Vestra Management LLP

Tom Hegarty
M&G Wealth Advice Limited

Paul Stones
Pareto Financial Planning Limited

Albertha Charles
PWC

Andy McGlone
Quilter Cheviot

Huw Roberts
Roberts Boyt Limited

Bertie Dannatt
Ruffer LLP

James Heal
St. James’s Place Wealth Management

Eric Leenders
UK Finance

Kevin Bailey
Wessex Investment Management Ltd

Neil Liversidge
West Riding Personal Financial Solution Ltd

Liz Field / David Ostojitsch / Simon Harrington
PIMFA

Geoff Towers
PIMFA

Heidi Bryant (Administrator)
PIMFA