Heads of Financial Planning and Advice Forum

This forum meets to discuss challenges of building and running financial planning and advice within investment management firms and consists of Head of Financial Planning and Advice.

  • Andrew Denham-Davis
    Brooks Macdonald Asset Managment
  • David Goodfellow
    Canaccord Genuity Wealth Management
  • James Gladstone
    Cazenove Capital Management
  • Christopher Green
    City Asset Management
  • Ewan Pitcairn
    Close Brothers Asset Management
  • David Pallister
    Coutts
  • Christine Ross
    Handelsbanken Wealth Management
  • James Appleby
    HSBC
  • Chris Aitken
    Investec
  • Simon Allister
    LGT Vestra
  • Ian Gibbs
    Lloyds Private Banking Group
  • Ben Covey
    Santander
  • Angus Aston
    Wise Investment
  • Simon Thyer (PIMFA liaison)
    PIMFA
  • Liz Field
    PIMFA
  • Heidi Bryant (PIMFA Administrator)
    PIMFA