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.

Nicholas Lawes
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

Christine Ross
Handelsbanken Wealth Management

James Appleby

Chris Aitken

Simon Allister
LGT Vestra

Ben Covey

Angus Aston
Wise Investment

Desmond Fitzgerald
(PIMFA liaison)

Heidi Bryant
(PIMFA Administrator)