Heads of Financial Planning and Advice Forum

This group meets quarterly and is a less formal way to meet sector peers who also lead investment management and/or financial planning advice businesses.  The agenda is Member driven and touches on a range of relevant topics at the time which are a concern for the sector.

It’s a valuable opportunity for a full and free discussion in confidence between those who attend and sets out how issues can be approached in a collegiate way that respects that firms seek the best results for their own clients and business, but also that it is in the interests of all firms for the sector to work well and response to client needs.

Adrian Keane-Munday
Brooks Macdonald Asset Managment

David Goodfellow
Canaccord Genuity Wealth Management

Ryan Thysse
Cazenove Capital Management

Christopher Green
City Asset Management

John Edmeads / Ian Baird
Close Brothers Asset Management

David Pallister / James Sayer
Coutts

Christine Ross
Handelsbanken Wealth Management

James Appleby
HSBC

Chris Aitken
Investec

Simon Allister
LGT Vestra

Ben Covey
Santander

Angus Aston
Wise Investment

Desmond Fitzgerald
(PIMFA liaison)

Heidi Bryant
(PIMFA Administrator)