Financial Advice and Planning Strategy Forum

The Financial Advice & Planning Strategy Forum is a strategic Committee that will lead the debate and act as a sounding board on key issues for financial planning and advice.  Those involved consist of adviser firms and heads of financial planning from wealth management firms.

  • Gary Bottriell (Chairman)
    Bottriel Adams
  • Chris Smallwood
    2plan Wealth Management
  • Adam Denham-Davis
    Brooks Macdonald Asset Management
  • David Goodfellow
    Canaccord Genuity Wealth Management
  • James Gladstone
    Cazenove Capital Management
  • Christopher Green
    City Asset Management
  • Ewan Pitcairn
    Close Brothers Asset Management
  • Ray Tuffield
    Courtney Havers
  • David Pallister
    Coutts
  • Tim Harvey
    HR Independent Financial Services
  • Christine Ross
    Handelsbanken Wealth
  • James Appleby
    HSBC
  • Adam Smith
    Intrinsicfs
  • Chris Aitken
    Investec
  • Simon Allister
    LGT Vestra
  • Ian Gibbs
    Lloyds Private Banking Group
  • Julie Hepworth
    PFGL
  • Graeme Carmichael
    Prudential
  • Paul Beasley
    Richard House Financial Services Ltd
  • Alex Morley / Duncan Lancashire / Katrina Usher
    Sanlam
  • Ben Covey
    Santander
  • M. Timms
    SimplyBiz
  • Martin Greenwood
    Tenet Group
  • Neil Liversidge
    West Riding Financial Solutions
  • Angus Aston
    Wise Investment
  • PIMFA
    Liz Field (PIMFA liaison)
    Heidi Bryant (Administrator)