PIMFA Executive Briefing

Claire Limon
2 Plan Wealth Management

Andrew Salmon
Arbuthnot Latham & Co

David Driver
Abrdn

Jonathan Polin
Atomos

Neil Blankstone
Blankstone Sington Ltd

Jamie MacLeod
Bordier & Cie Ltd

Gary Bottriell
Bottriell Adams LLP

Andrew Shepherd
Brooks Macdonald

David Esfandi
Canaccord Genuity Wealth Management

Richard Flynn
Charles Schwab UK Ltd

Nick Coghill
City Asset Management Ltd

Eddy Reynolds
Close Brothers Asset Management

Camilla Stowell
Coutts

James Whittaker
Deutsche Bank Private Wealth Management

Richard Killingbeck
EFG Harris Allday

Andrew French
Equiniti Financial Services Ltd

Paul Geddes / Bindesh Savjani
Evelyn

Paul Harris
EFG Capital Markets

Manuel Pardavila-Gonzalez
Halifax Share Dealing Ltd

Matt Handley
Handlesbanken Wealth & Asset Management

Sarah Soar
Hawksmoor Investment Management Ltd

Rebecca Owers
HSBC

Richard Wilson
Interactive Investor

Andrew Steel
James Hambro & Partners LLP

Hugo Bedford
JM Finn

Paul Killik
Killik & Co.

David Lawrence
Kingswood Group

 

Ben Snee
LGT Vestra

Ross Liston
M&G Wealth Advice Limited

Stuart Cummins
NED Bank Private Wealth

Charlotte Ramsom
Netwealth Investments

Stuart Dodson / Richard Houghton
Openwork Ltd

Mike Morrow
Parmenion

Julie Hepworth
Perspective Financial Group

Andy McGlone
Quilter Cheviot

Paul Stockton
Rathbone Brothers Plc

Peter Moores
Raymond James Inv. Services Ltd

Nick Bettison / David Loudon
Redmayne Bentley

Robin Beer
RBC

Sandy Cross 
Rossie House & Co.

Helen Watson 
Rothschild & Co.

Bertie Dannatt / Lauren French
Ruffer LLP

Debbie Willis / Grant Parkinson
Standard Chartered

Mark Fitzpatrick / Liz Kelly
St James’s Place Wealth Management

Geoff Towers (PIMFA Board member)
Titan Wealth

Mark Rayward / Caroline Stokell
Veritas Inv. Partners Ltd

Sean Lam
Walker Crips

Michael Bishop
WH Ireland. Man. Ltd

Nick Tucker
Waverton Inv. Man. Ltd

Liz Field (PIMFA liaison)

David Ostojitsch

Alex Roberts

Simon Harrington

Michael Morley (PIMFA Board member)

Emma Clarke (PIMFA Administrator)