Loading Events
  • This event has passed.
PIMFA is delighted to announce its inaugural Women’s Symposium!

The Women’s Symposium is PIMFA’s inaugural annual summit dedicated to the investment management, financial advice and wealth management communities. Taking place over two days, the summit will feature cutting edge though leadership, high profile speakers, and lively discussions on a range of topics, including personal development, the latest investment trends, and practice management. The event will create a collaborative space for professionals to network, learn and share best practice from across their professional world.

The symposium is FREE to attend for PIMFA members and associate members and solely funded by our wonderful sponsors, and we encourage individuals at all stages of their career, from Chief Executives to Interns, to join us for two days of motivational talks, regulatory updates, industry panels, personal development roundtables and thought-provoking content related to our industry, and to career development.

Registration is open.  There will be an initial limit of 10 tickets per firm, on a first-come, first-served basis.

If you’d like to find out more information on attending, speaking or sponsoring the event please contact events@pimfa.co.uk


Dates: 16 & 17 April 2024
Venue: Radisson RED Heathrow Hotel, London
FREE for PIMFA members to attend (limit of 10 tickets per firm). Non-members will also be invited to attend, however, a fee will apply. Registrations will open in January 2024.



Event Agenda
Category Filter

Arrival & Registration


08:00 - 09:00

Welcome Address


09:00 - 09:15

Regulatory Update


09:15 - 09:45

Leading Through Disruption


09:45 - 10:15

Women in Leadership


10:15 - 11:00

Coffee and Networking Break


11:00 - 11:15

Morning Stream Welcome - Personal Development

Stream 1 - Personal Development

11:15 - 11:20

Bystander training dealing with harassment

Stream 1 - Personal Development

11:20 - 11:50

Stream Welcome- Investment Topics

Stream 2 - Investment Topics

11:15 - 11:20

Sustainability: How Can Investment Professionals Make the Most of Green Finance Options?

Stream 2 - Investment Topics

11:20 - 11:50

Stream Welcome- Practice Management

Stream 3 - Practice Management

11:15 - 11:20

Trustee Roles for Development

Stream 3 - Practice Management

11:20 - 11:50

Board & Community Roles as a Business Development and Career Strategy

Stream 1 - Personal Development

11:55 - 12:25

Growing your Female Customer Base

Stream 2 - Investment Topics

11:55 - 12:25

Financial Education & Wellbeing

Stream 3 - Practice Management

11:55 - 12:25

Menopause in the Workplace

Stream 1 - Personal Development

12:30 - 13:00

Five Things You Need to KnowAbout Sustainable Investment & ESG

Stream 2 - Investment Topics

12:30 - 13:00

Later Life Planning & Longevity

Stream 3 - Practice Management

12:30 - 13:00

Networking Lunch


13:00 - 14:30

Lunch Panel: 50 Years in the City in Investment Management and How it has Changed


13:30 - 14:15

Afternoon Stream Welcome - Personal Development

Stream 1 - Personal Development

14:30 - 14:35

Burn Bright, Not Out

Stream 1 - Personal Development

14:35 - 15:05

Stream Welcome- Investment Topics

Stream 2 - Investment Topics

14:30 - 14:35

Risk Management - Long and Short Term Perspectives

Stream 2 - Investment Topics

14:35 - 15:05

Stream Welcome- Practice Management

Stream 3 - Practice Management

14:30 - 14:35

Updates on the FCA's Pension Agenda

Stream 3 - Practice Management

14:35 - 15:05

The Power of Teams: Recruiting, Retaining and Getting the Best Out of Your Team

Stream 1 - Personal Development

15:10 - 15:55

The Financial Implications of Life Events: What Women Need to Consider

Stream 2 - Investment Topics

15:10 - 15:55

Soft Skills and People Facing Roles

Stream 3 - Practice Management

15:10 - 15:55

DE&I & Wellbeing

Stream 1 - Personal Development

16:00 - 16:30

Choice not Compromise

Stream 2 - Investment Topics

16:00 - 16:30

How to Pass on Pension Wealth Tax-Efficiently

Stream 3 - Practice Management

16:00 - 16:30

Networking Coffee Break


16:30 - 16:50

Intergenerational Wealth Transfer


16:50 - 17:35

Closing Keynote - Demystifying Artificial Intelligence


17:35 - 18:05

Closing Remarks


18:00 - 18:10

Comfort break before dinner


18:10 - 19:00

Drinks Reception


19:00 - 19:45

Dinner & Dinner Keynote: Harnessing the Power of Human Emotion and Personal Purpose to Achieve our True Potential


19:45 - 22:00


Arrival & Registration

08:30 - 09:00

Interactive Breakfast Roundtable: Leading Through Disruption

08:00 - 08:45

Welcome Address


09:00 - 09:15

Thriving Through Imperfection: A Woman in Leadership


09:15 - 09:45

Election Year


09:45 - 10:15

Women in Investment


10:15 - 11:00

Networking Coffee Break


11:00 - 11:15

Day 2- Stream Welcome- Personal Development

Stream 1 - Personal Development

11:15 - 11:20

The Importance of Male Allyship

Stream 1 - Personal Development

11:20 - 11:50

Day 2-Stream Welcome- Investement Topics

Stream 2 - Investment Topics

11:15 - 11:20

Emerging Markets Growth Engines: Capitalizing on Change

Stream 2 - Investment Topics

11:20 - 11:50

Day 2 Stream Welcome- Practice Management

Stream 3 - Practice Management

11:15 - 11:20

Vulnerable Clients

Stream 3 - Practice Management

11:20 - 11:50

Fireside Chat: Incorporating Intentionality with Aspiration

Stream 1 - Personal Development

11:55 - 12:25

Emerging Markets: Focusing on the Passive Opportunity

Stream 2 - Investment Topics

11:55 - 12:25

Women's Financial Wellbeing

Stream 3 - Practice Management

11:55 - 12:25

Managing Imposter Syndrome

Stream 1 - Personal Development

12:30 - 13:00

Economic Outlook

Stream 2 - Investment Topics

12:30 - 13:00

The Health of the IFA sector

Stream 3 - Practice Management

12:30 - 13:00

Networking Lunch

13:15 - 15:15

Lunchtime Energizer- Building your Personal Brand


13:30 - 14:30

End of the Women's Symposium

15:15 - 15:15

Sheree Howard
Executive Director, Risk and Compliance Oversight
Financial Conduct Authority (FCA)

More about Sheree Howard

Sheree is currently Executive Director of R&CO having joined the FCA as a Senior Adviser in December 2017. Prior to joining the FCA, Sheree spent more than 25 years in financial services, both in the Insurance and Banking sectors. During this time, she held a range of senior roles and gained valuable experience of pricing, acquisitions, sales, divestment, risk and compliance alongside the more traditional actuarial roles. Sheree has been a Fellow of the Institute of Actuaries since 1994.

Sneha Shah
EVP & Head of New Business Ventures

More about Sneha Shah

Sneha is an Executive Vice President at SEI and Head of New Business Ventures, responsible for new business and platform identification and incubation; engaging clients, accelerators and the entrepreneurial community to invest and accelerate new ideas and solutions; and cultivating innovation that drives top-line growth.

With more than 25 years of experience in business leadership, strategy, and execution globally, Sneha most recently served as Managing Director and Group Head of the London Stock Exchange Group’s (LSEG) Business Accelerator, where she created and scaled new businesses at the intersection of data, artificial intelligence, and technology. Prior to LSEG, her roles as Managing Director, Global Head of Risk Managed Services at Refinitiv and Managing Director in Africa for Thomson Reuters included leveraging emerging technologies, innovation, and strategic partnerships to drive profitable growth. She has also held senior leadership roles across finance and risk, operations, sales, and client service.

A global citizen with a passion for purpose-led initiatives, Sneha currently serves as a Board Trustee for the African Leadership Foundation, the Education Development Center, and the Harambeans Alliance. She is also Board Chair for the Young Presidents Organization’s New York Polaris Chapter. Sneha was selected for Innovate Finance’s “Women in Fintech Power List” and was a two-time winner of the Gender Mainstreaming award by Business Engage.

She holds a Bachelor of Arts in politics with international studies from the University of Warwick in the U.K. and completed the Harvard Business School’s YPO Presidents’ Program.

Vicki Anstey
Stress & Resilience Coach

More about Vicki Anstey

After 20 years in a relationship that limited and stifled her, former advertising professional, turned fitness pioneer and award-winning entrepreneur, Vicki Anstey became (age 41) one of the first ever women to participate in Channel 4’s ‘SAS Who Dares Wins’, reaching the final stages after 11 days in extreme conditions at an altitude of 3,000ft in Chile.

In 2021, she and 2 other women, the Girls Who Dare, set a new World Record for rowing unaided across the Pacific Ocean, confronting her fear of deep, open water to do so. It took 60 days, 17 hours and 6 minutes.

Her latest endeavor was a 5 day race in one of the northernmost, remote parts of the world, The Arctic. Covering a distance of over 230km in temperatures of -35 degrees, carrying everything she needed to survive.

In 2023, she plans to participate in the World’s Toughest Bike Race, the Race Across America (RAAM), covering 3,000 miles

Breda McCague
Transformational Change Specialist & Motivational Speaker

More about Breda McCague

At the age of 17, Breda McCague became one of the first girls in Irish history to join the Irish Reserve Infantry Defence Forces. She subsequently served as her unit’s first Female Lieutenant for 20 years.  She has continued in positions of leadership ever since.

Breda also worked across Global Financial Institutions running Transformation programmes since 2000 and continues into hold a part time Director role with an International Financial Consultancy as a Director of Emotional Excellence. In 2016 Breda decided to co-found Lean In Ireland, a Global foundation that helps women achieve ambitious goals.

In 2017, Breda’s interest began to concentrate more in Emotional Intelligent Leadership. She became an Accredited Coach. She began to deliver talks across Corporates on Leadership, Decision Making, Unconscious Bias, Emotional Intelligence, Vision, Strategy and Growth. She has since been flown to many countries to deliver her lively keynotes. Out of curiosity, she studied some of the drivers behind why, in the corporate world, we do not have enough women involved in decision making Senior Boards and why gender pay gaps continue to prove so troublesome to close.

In 2022, Breda did a TED x talk which was promoted to the Global Professional TED.com channel. Breda’s material can be found on most of the popular social media channels. In her Director for Emotional Excellence role, she builds and delivers unique Senior Leadership Programmes laced with a mix of Emotional Intelligence and some outdoor rough terrain exercises. Breda also often runs hackathons, bootcamps and workshops for other large European & US Institutions.

Breda is a very driven energetic individual who enjoys educating, inspiring and entertaining others so that they can become the best emotionally regulated Leaders across their societies, communities and work environments. Breda was awarded the Women of the Year title in the Women in Finance Ireland Awards for 2021 and has chaired and hosted panels at many Global Finance & Inclusion Events. She has only recently been announced as a Finalist in the STEM Mentor of the Year Awards in Ireland.

Caroline Gorski
Chief Executive
Capital Enterprise

More about Caroline Gorski

Caroline Gorski is a technology leader of more than 25 years experience, with a background in strategy consulting, market development and commercial decision-making at FTSE 100 board-level.

From September 1, 2023, Caroline took up the position of CEO of Capital Enterprise – the UK’s leading start-up support network – with the mission to make the UK the best place to start and scale a business.
She is a Co-Founder of Cerestrial LLP, a philanthropic partnership focussed on equitable, inclusive and sustainable growth, supporting individuals, communities and corporations with ideas and innovations that have the potential to bring positive social change. In April 2020 she co-founded the Emergent Alliance (www.emergentalliance.org), a not-for-profit Global Data Collaboration initiative focussing on Economic Recovery analytics in response to COVID-19. In September 2021 she launched the R² Factory, an industrial machine learning and AI spin-out born from the experiences gained as
Group Director of R² Data Labs, the data innovation and artificial intelligence catalyst inside Rolls-Royce.

Previously, Caroline was Head of IoT and Digital Manufacturing at the Digital Catapult. The Digital Catapult works to accelerate UK competitiveness in the digital economy. As Head of Internet of Things (IoT) Caroline and her team developed and drove innovation in the IoT and sought to advance the UK’s global leadership in IoT and increase the adoption of high quality IoT technologies. Caroline was also Head of Business Development – Internet of Things for Telefonica UK and Managing Partner for Telefonica UK’s Retail and Leisure practice, following her career as a Strategy Consultant with clients in the Leisure, Financial Services, Media and FMCG sectors, helping them to develop products and strategies that embrace digital possibilities in new and existing markets.

Caroline has an MA from Oxford University, and lives in rural Yorkshire with her two children and two very noisy small dogs. She loves live music, heated debate, real ale and long walks, and is happiest sitting in the pub indulging in at least two of them.

Michele Golunska
Managing Director

More about Michele Golunska

Michele is the MD for Aviva’s Wealth and Advice businesses, supporting its adviser and workplace customers.

Together, these businesses help more than five million people manage their long-term savings. In addition, she has responsibility for Aviva’s subsidiary businesses of Succession Wealth and Sesame Bankhall Group, for whom she was CEO prior to re-joining Aviva in July 2022.

Michele has over 25 years’ experience in financial services having historically worked in Prudential, Paternoster, Jardine Lloyd Thompson (JLT) and Friends Life.

Sarah Soar
Hawksmoor Management

More about Sarah Soar

Sarah has 39 years’ experience in investment and wealth management having previously worked for Seymour Pierce Butterfield, Brewin Dolphin and JM Finn. She has held roles ranging from Investment Manager, Head of Office, Regional Managing Director, National Director, Business Development Director and Head of Investment Management.

She was the first woman to be appointed to the board of Brewin Dolphin Holdings PLC, a FTSE 250 company.  Sarah is now Chief Executive of Hawksmoor and she currently sits on the board of PIMFA, the trade body of the wealth management industry, and is Chair of its Nomination Committee.

Helen Watson
CEO UK Wealth Management
Rothschild & Co

More about Helen Watson

Helen is CEO of Rothschild Co’s UK Wealth Management business, a global partner and also sits on the Group’s Executive Committee and Supervisory Board. Helen has spent her entire career working with a wide variety of private clients including tech entrepreneurs, business owners, film makers, academic institutions, as well as families that made their wealth in previous generations. Her years spent as a portfolio manager and senior client adviser, have provided her with an unusually deep understanding of private clients’ investment needs.

Helen is passionate about improving gender and social diversity in the Wealth Management industry and leads a number of initiatives in this area, most notably as co-chair of Rothschild Co’s Diversity, Inclusion Balance Steering Committee. Rothschild Co won two of PIMFA’s Diversity Inclusion Awards in 2022.

Helen regularly comments in the media on the Wealth Management industry and has been featured in the Financial Times and on The Economist’s MoneyTalks podcast, as well as winning and being nominated for a large number of prestigious awards over the years.

Helen joined Rothschild Co in 2010 having worked for almost 20 years in Morgan Stanley’s UK Private Wealth Management business and was appointed CEO of Rothschild Co’s UK Wealth Management business in 2015. Outside of work, she sits on the Investment Committee of Winchester College.

Katherine Hutchings
Executive Coach

More about Katherine Hutchings

Kat coaches Executives and senior leaders at high stakes moments where the organisation or leader is navigating change like a merger, expanding role or new strategy. She works with them 1-1 or as a team and facilitates leadership offsites. Combined with her prior experience as a leader in Financial Services, Kat’s clients find her to be commercially minded, quick to understand context and positively challenging.

As well as her frontline banking experience, as a former Head of Coaching for the London & South East region of a FTSE 100 organisation, Kat is well versed in leadership development. She is an accredited Professional Executive Coach and a Master NLP Practitioner. Contact her via www.katthecoach.com or LinkedIn.

Leanne Sawers
Wealth Advice Business Manager
M&G Wealth

More about Leanne Sawers

Leanne joined M&G Wealth Advice in May 2023, and is responsible for strategic enablement and driving optimal efficiency and productivity across the business.  Key to this role is working closely with the Executive leadership team to collate insight, assimilate and compile reports and manage delivery.  She is also importantly responsible for linking the leadership team and the broader business through a programme of regular formal and informal communications

Most recently she spent two years as Executive Business Manager with Sesame Bankhall Group working directly with the Chief Executive Officer and Chairman.

Prior to this Leanne enjoyed a rewarding 18-year career with Standard Life Aberdeen where she held several key roles including Advice Paraplanner and National Platform Support Manager.  It was during this time that she attained her Regulated Diploma in Financial Planning.

Leanne is passionate about creating a sector that is fair and inclusive for all as well as attracting new talent into the world of advice.  She continues to work with PIMFA and other key industry bodies to champion our industry and the rewarding careers it has to offer.

Stacey Parsons
MD Capital Markets & Head of Fixed Income

More about Stacey Parsons

Stacey has spent 25+ years in UK financial services, exclusively supporting trading and liquidity in fixed income for Retail and Wealth Intermediaries. Her previous roles included Head of Fixed Income Trading and Strategy at Winterflood Securities before moving to PrimaryBid, as Managing Director of Fixed Income, in 2023.

Stacey is the founder and Chair of the influential industry working group Investor Access to Regulated Bonds (IARB) and played a significant role in delivering the celebrations to mark the 50th Anniversary of LSE Women Members, in 2023.

Kevin Gardiner
Global Investment Strategist
Rothschild & Co.

More about Kevin Gardiner

Kevin started his career as an economist at the Bank of England. He  worked at several investment banks and at Barclays Wealth Management (as Chief Investment Officer for Europe) before joining Rothschild & Co in 2014.

He is chair of the Cardiff Capital Region Economic Growth Board, and a member of the MS Amlin investment advisory panel.

Kevin studied at Glan Ely Comprehensive, UWC Atlantic College, the London School of Economics, and Cambridge University. For nine years he was a member of the UWC Atlantic College governing board, chairing its finance committee.

Kevin is an external speaker at Cambridge Business School’s MFin programme, and has been a retained speaker for the CFA Institute.

In 1994, at Morgan Stanley, he wrote the “Celtic Tiger” report on the Irish economy, still the fastest-growing – and most misunderstood – in Western Europe. His book “Making Sense of Markets” was published in 2015. He is a fellow of the Institute of Welsh Affairs, and a Trustee of the London Music Fund.


Laura Langton
Investment Manager
JM Finn

More about Laura Langton

Laura is an Investment Manager and a Chartered Member of the Chartered Institute for Securities & Investment (CISI). She graduated with a 2:1 in History from Lancaster University before joining JM Finn in 2017. She assists with the management of approximately £400 million of Private Client Wealth, building and managing portfolios to meet clients’ short, medium and long term financial goals. Laura sits on the Diversity & Inclusion Committee and is passionate about promoting the Finance sector as a career option for women, delivering talks to schools and universities and driving initiatives within the firm and sector for obtaining and retaining female talent. She is responsible for monitoring and maintaining the recommended buy list for US Collectives, sits on JM Finn’s Asset Allocation Committee and Stock Selection Committee and also runs an internal investment book club.


Outside of work, Laura recently rowed across the Atlantic ocean with three team mates, completing the World’s Toughest Row challenge to raise a significant amount of money for some fantastic charities: Macmillan Cancer, the Outward Bound Trust, the Charlie Waller Trust and Prostate Cymru. Alongside the charitable fundraising, Laura also used the challenge to promote normalising women taking a career “break” for something other than having children, demonstrating that the investment industry does support women pursuing challenges outside of their careers.


Laura is a mentor for GAIN (Girls Are Investors) and sits on the CISI Young Professional Network Committee and the NextGEN Editorial Board at CityWealth. Laura was also recognised in the Citywire Top 30 under 30 Wealth Professionals in 2023.

David Denton
Technical Specialist
Quilter Cheviot

More about David Denton

David’s primary role is to collate, simplify, regularly update and share technical knowledge, in a user friendly and practical way, within the Quilter group and with the adviser community.

This is to assist with maximising financial planning post-tax investment returns given the complexity and fast changing legislation impacting wealth management.

Henny Dovland
Business Development Director
TIME Investments

More about Henny Dovland

Henny joined TIME in January 2014 as the Business Development Director for London. Over the last nine years Henny has worked exclusively with financial advisers, wealth managers and private banks helping planners add value to their client bank and their professional connections.

She spent nearly six years at Octopus Investments before joining TIME and is a regular speaker at industry events. Henny works closely with Jonathan Wright-Premachandra and Harriet Warren and together they make up ‘Team London’.

Pippa Dale
Director, DCM Investment Banking Partnerships & Sparklive
London Stock Exchange Group

More about Pippa Dale

Pippa is responsible for partnerships with Investment Banks within the Debt Capital Markets. Her career in banking has meant she has been required to navigate her identity both in the work place and working overseas. This has lead her to drive forward the conversation of inclusion, ‘authentic self’ and is inspirational in sharing her experience to help individuals and organisations recognise diversity is a strength and how that can have meaningful impact on your colleagues, clients and ultimately building companies which are resilient and fit for the future. Pippa delivers these attributes through clear thinking and practical advice.  Her skills in speaking about leadership, team management and diversity is delivered with humour and intelligent common sense. Whilst a strong focus on the financial sector.

Rebecca Park
Managing Director
Global Counsel

More about Rebecca Park

Rebecca is a Managing Director at Global Counsel, and leads the financial services practice. Rebecca has worked in both law and public policy advising financial services firms on global politics, policy and regulation. She previously served as Managing Director of corporate affairs for UK Finance, and as a member of the Executive Committee for the European Banking Federation. Prior to this, Rebecca worked as a solicitor advising investors and asset managers.

Rebecca Owers
Director of Premier & Wealth Distribution UK

More about Rebecca Owers

Rebecca Owers has extensive UK-wide experience in wealth management and mortgages. She is a qualified financial adviser and stays close to her distribution roots in her current role as Head of Investments Wealth Solutions & Insurance (IWS&I) for HSBC UK where she sets the strategy owns the customer propositions and has P&L responsibility for the UK Wealth business.

Prior to her current role, Rebecca led the Specialist Services part of the business which included Wealth and Tax Technical Consultants, a Retirement Advice Centre of Excellence, and a SIPP/SSAS division. As part of the Wealth and Personal Banking ExCo she plays a key role in setting the UK strategy with her team of c230 FTE. Rebecca sits on the board of HSBC Trust Company managing £1.8bn AUM and oversees the Trust Services business as well as being director of several subsidiaries.

Growing up in a typical working-class family, Rebecca inherited a strong sense of fairness from her parents. Her life experiences have led to her being deeply involved in Diversity Equity & Inclusion resulting in numerous awards over recent years. Rebecca is the Executive Sponsor for the Pride Employee Resource Group and Menopause Group as well as an ambassador for several other Employee Resource Groups and charities. She created and chairs the Belonging in IWS&I Committee and launched the Step Forward Programme which has supported the careers of over 380 black and ethnically diverse colleagues. Passionate about supporting change across the industry, Rebecca sits on PIMFA’s DEI & Talent Committee and is a Judge for their D&I awards. An active mentor, Rebecca leads coaching circles and continues to support the individual careers of several colleagues across HSBC.

Rebecca is married to Tim, and mum to 9-year-old Emily. Working flexibly allows her to enjoy a successful career as well as being a present mum.


Allison Barnes
Scotland Manager
Money and Pensions Service

More about Allison Barnes

Allison Barnes, the Scotland Manager at the Money and Pensions Service, leading on the UK Strategy for Financial Wellbeing in Scotland, working closely with Scottish Government and key stakeholders. A passionate advocate for financial education for children and young people and convenes the Scottish Financial Education Forum.

One the nation’s leading experts on and proponents of financial capability Allison moved in 2006, from a successful career in the Financial Service industry, to the Financial Service Authority (FSA) as their financial capability lead. She has since continued this critical work with the Consumer Finance Education Body (CFEB), the Money Advice Service and now the Money and Pensions Service.

Allison is also a volunteer for the MCR Pathways Programme mentoring a young person in school, was previously a volunteer with Edinburgh Children’s Panel and a volunteer advisor at Haddington Citizens Advice Bureaux.

Hortense Bioy, CFA
Global Director of Sustainability Research

More about Hortense Bioy, CFA

Hortense Bioy, CFA, is global director of sustainability research for Morningstar UK Ltd, a wholly owned subsidiary of Morningstar, Inc. Based in London, Bioy leads Morningstar’s environmental, social, and governance research efforts globally, with the objective of educating investors and providing them with the tools they need to evaluate funds through an ESG lens. Prior to assuming this role in February 2021, she was responsible for Morningstar’s sustainability research in EMEA for three years.

Before transitioning to a dedicated ESG focus, Bioy was European director of passive strategies research. She led an award-winning team that provides research on exchange-traded funds and index funds. Bioy joined Morningstar as an ETF analyst in 2010 from Bloomberg, where she was a financial journalist. She began her career as a mergers and acquisitions analyst at Société Générale in Hong Kong.

Bioy holds a master’s degree in finance from Paris Dauphine University and a postgraduate degree in finance from Paris-Sorbonne University. She also holds the Chartered Financial Analyst® designation.

Alexandra Roberts
Head of Regulatory Policy and Compliance

More about Alexandra Roberts

Alex joined PIMFA in June 2017 as a Policy Adviser, where she works on a wide range of regulatory matters, engaging with policy makers and the regulator to promote members’ interests.

She previously worked for the Association of Professional Financial Advisers (APFA) in the same capacity. APFA merged with the Wealth Management Association (WMA) to form PIMFA.

Alex has a legal background, having studied law at Cambridge University and was called to the Bar in 1997. She was a tenant at Lamb Chambers, Temple where she specialised in personal injury claims, contractual disputes and professional negligence. Alex has experience of advisory, drafting and court work including appearances in the Court of Appeal, the High Court and county courts.

Kathryn Eastwood
Director of Income and Employer Partnerships
EY Foundation

More about Kathryn Eastwood

As Director of Income and Employer Partnerships, Kathryn sits on the Leadership Team at the EY Foundation, a social mobility charity committed to enhancing the employability and earnings potential of young people from low-income backgrounds.

Kathryn works with business leaders to design social impact partnerships that support young people, while also aligning with the longer term business objectives around talent, DEI and future skills. Kathryn hosts the EY Foundation’s podcast (Careers Unlocked), which brings industry experts and youth voice together to discuss a range of topics. She began her career in political consultancy, working across the transport, energy and infrastructure sectors.

After a brief stint living in Rio de Janeiro, she moved into education, firstly as a History teacher in a state school, and then leading on partnerships and fundraising for the innovative School 21 in Stratford. Outside of work you can find Kathryn boxing, enjoying live music or travelling at any opportunity!

David Ostojitsch
Director of Government Relations and Policy

More about David Ostojitsch

David joined PIMFA in November 2022 as Director of Government Relations and Policy. He is responsible for PIMFA’s relationships with governments and regulators and regulatory and supervisory policy.

Before joining PIMFA, David spent 16 years working across financial services change and policy, including four years as the Director of Technology and Operations at the Association of Financial Markets Europe (AFME). Earlier in his career, David worked at PwC in investment management and technology advisory.

Fiona Hathorn
Co-founder & CEO
Women on Boards

More about Fiona Hathorn

Fiona is the CEO of Women on Boards UK alongside advising a number of different boards and organisations. Currently she is an Advisory Panel Member for the FRC (Financial Reporting Council), advisor to Peel Hunt (mid-cap stockbroker) and Chair of Hanx‘s Nominations Committee (FMCG start-up). She is an expert in the areas of Governance, Regulation and Talent Management who has sat on both marketing and audit & finance committees.

Fiona was formerly a director for Hill Samuel Asset Management. She has advised the board of the Thai Euro Fund and is a Judge for the Non Executive Director Awards, sponsored by The Sunday Times. In 2020 Fiona joined King’s College London’s ‘Global Institute for Women’s Leadership‘ Advisory Board.

Sheena Gillett
Director of Communications & PR

More about Sheena Gillett

Sheena has worked within the financial services industry for over 15 years. She is knowledgeable in driving positive change through the creation and implementation of effective strategy and leadership, and is experienced in organisational re-branding and M&A activity.

She holds a combined honours BSc in Psychology and Sociology and an Executive MSc in International Marketing from King’s College, London which she studied for while working full time at PIMFA. She also recently achieved MCIM status at the Chartered Institute of Marketing (CIM).

Sheena joined PIMFA (formerly the Wealth Management Association) in November 2010.  Over the last 10 years her team has implemented major organisational restructuring – including three new websites, the introduction of content management and client relationship management tools, e-marketing capabilities, e-commerce and CPD event modules. Sheena oversaw all the communication elements related to the organisation’s re-brand in 2013 and the merger with APFA in 2017. She is currently responsible for PIMFA’s media relations, brand management, projects, content creation, social media, database and website management, marketing and publications.

Her last role was at the Chartered Institute for Securities & Investment (CISI) where she worked in marketing, communications and event management.  Prior to this she worked at Euroclear SA/NV UK & Ireland (EUI) and National Savings and Investments (NS&I) with roles in similar areas.

Deborah Garlick

More about Deborah Garlick

Deborah is the CEO of Henpicked: Menopause in the Workplace, founder of Henpicked.net and author of Menopause: the change for the better.  Her team have been working with UK-wide and international organisations for over 7 years to make it easier for them to introduce the right awareness, education and support of this critical area. In 2022 she launched Menopause Friendly Australia and established the first team in the US.

In 2021, she launched Menopause Friendly Membership and Accreditation. The membership is now supporting leading employers to achieve Menopause Friendly Accreditation. With hundreds of members, and over 100 who’ve achieved the award including Accenture, Boots, HSBC UK, BAE Systems and Leicestershire County Council.

In September 2023 the industry-recognised Menopause Friendly Employer Awards took place to highlight and celebrate best practice, and to recognise those employers who are leading the way in supporting their colleagues. Also raising vital funds for menopause charities and research.

Wendy Carey Macartney
People Partner & Coaching Psychologist
Nedbank Private Wealth International

More about Wendy Carey Macartney

Wendy is a burnout and sleep expert in the UK, as well as a Senior HR Professional and Coaching Psychologist in Nedbank Private Wealth International.

Wendy has had a successful HR career in large corporations like Accenture, Cisco, and Barclays before retraining as a psychologist to improve her HR and change management skills.

Wendy has been conducting research on sleep, nutrition, and anxiety (all key elements of burnout) for over 5 years and understands what causes it and how to prevent it.

Despite having high levels of grit and resilience, people have tried to bully or play psychological games with Wendy, and she has found a way to prevent this.  Wendy has sometimes played along with the psychological games that people play to learn every element of the game so she can show you how to stop burnout.

Simon Harrington
Head of Public Affairs

More about Simon Harrington

Simon joined PIMFA in November 2017 as a Senior Policy Adviser with a focus on public policy and long term savings. He has previously worked at the National Employment Savings Trust (NEST) and the Treasury in a variety of roles working on a number of issues including automatic enrolment, pension freedoms and the UK’s response to the financial crisis.

Simon has a strong interest in long term savings issues with a particular focus on overcoming behavioural barriers and the support structures that can be put in place in order to help and encourage a thriving savings culture in the UK.

Annie Stacey
Relationship Management, Raymond James & Co-Chair, Raymond James UK Women Wealth Manager Network
Raymond James Investment Services

More about Annie Stacey

Annie is the Co-Manager of Raymond James Investment Services’ Relationship Management team and has been with the Firm for 12 years.

Annie is privileged to Co-Chair RJIS’ Women Wealth Manager Network with Sam Pocock as well as representing or UK business on our Global Women’s Council.  She is passionate about Diversity, Equity & Inclusion work within our industry and our wider communities.

Faye Silver
Joint Branch Principal & Wealth Manager
Raymond James Investment Services

More about Faye Silver

Faye joined the Raymond James Hitchin office in the picturesque Hertfordshire town nearly two decades ago and has never looked back. Initially involved in a back-office position in 2004, while her children were young, she made the bold move to become an advisor in 2016. As she recounts, at 44, the thought of retraining felt like an impossible task – but soon wished she had made the move years earlier.

Fast forward seven busy, but fulfilling years to 2023, Faye now employing a team of nine, as co-owner of her renowned office in North Herts. Faye and her team help clients and business owners with their investment needs, and she especially enjoys helping female clients, who may have had limited exposure to investing, gain confidence and understanding of the investment process.

Faye jointly won the prestigious Best Business Women Award for Financial Services, 2019. Faye was recognised not only for the work she does with her clients, but within the local community through her work with fundraising and networking events. As a founding member of the Raymond James Women’s Wealth Management Networks advisory council Faye is passionate about the promotion of diversity into the wealth management industry. Faye also works with local schools promoting the industry at career fairs and has recently taken on the role as mentor to a group of female students through GAINs ‘Girls Are INvestors’ charity. Faye is also a long-term member of the Women in Business Network and hosts Hitchin Business Buzz.

Faye’s inspirations are her daughters’ Evie and Mia – and hopes their lives will be full of endless possibilities, thanks to all the amazing women and allies that are working so hard to change the world. She lives in Hitchin, with her partner Layth, her two daughters, Saroo the Cockapoo and Cosmo the cat. Faye is happiest when surrounded by her family and friends and is currently enjoying a new obsession with crochet.

Samantha Pocock
Relationship Manager/ Co-Chair, Raymond James Women Wealth Manager Network
Raymond James Investment Services

More about Samantha Pocock

Sam joined Raymond James in 2016 and works as a Relationship Manager supporting the Firm’s Wealth Managers across all business models.

She is also a Co-Chair of the RJIS Women Wealth Manager Network and has a keen focus on growing the Firm’s DE&I initiatives to encompass all diversity pillars.

Claire Limon
Managing Director
2Plan Wealth Management

More about Claire Limon

Claire is an accomplished sales and marketing director with a proven record of delivering outstanding results by both improving performance in established ventures and launching new initiatives.

She has extensive experience of people leadership on a large scale having consistently lead and developed high performance teams, and has a built a reputation for turning around performance in challenging conditions through a solid strategy and plan, focus, energy and experience.

Claire has an ingrained and infectious positive attitude and has consistently demonstrated resilience through work and personal successes.

Joanne Austin
Training Consultant
The Suzy Lampugh Trust

More about Joanne Austin

Joanne Austin is a Training Consultant for The Suzy Lamplugh Trust and is passionate about sharing the personal safety objectives of the organisation.

From her native North East, Joanne has travelled and worked around the UK and overseas through her career in the Health and Social Care sector.

A keen advocate of community participation, last year Joanne was recognised with a 5-year Service Award for Volunteering with the British Red Cross.

In her spare time, Joanne enjoys exploring the nature of her local Surrey countryside.

Charlie Fisher
Senior HR & Reward Manager
LGT Wealth Management

More about Charlie Fisher

Charlie is a Senior HR & Reward Manager at LGT Wealth Management and has worked within financial services for 10 years. Sitting on LGT’s #included (D&I) committee, many of Charlie’s key focuses is to enhance the Firm’s culture, specifically in relation to diversity and inclusion, employer brand and social impact. Charlie leads on the firms Gender workstream, expanding our diversity data reporting capabilities and driving strategic change from a cultural and inclusion position.

Kameka McLean
Group Head of HR
Walker Crips Group

More about Kameka McLean

Kameka is Head of Human Resources (“HR”) at Walker Crips Group and founder of Let’s Talk Diversity and Inclusion (“LTDI”). She has extensive HR experience, particularly in diversity, equity and inclusion (“DE&I”), recruitment, conflict resolution, change management, employee relations, learning development, and employer of choice initiatives. Kameka is commercially savvy and has experience of collaborating with senior management to conduct strategic HR planning to boost corporate goals and reaffirm HR best practices within DE&I initiatives.


Kameka has a proven track record of successfully implementing DE&I strategies, ensuring better representation from various groups within organisations. This achievement stems from addressing strategic plans for talent acquisition, retention, succession planning, as well as learning and development initiatives. Additionally, Kameka has led projects spanning organisational transformation and programme design to company acquisitions, from due diligence to ‘TUPE’ transfer. This showcases her exceptional communication skills, adept analysis and the ability to establish trust-based working relationships.


Outside of work, Kameka is actively involved and passionate about supporting youths and those suffering from mental health, through her role as a committee member of the YMCA. Kameka is involved in speaking at seminars to promote DE&I initiatives and to also empower women who are vulnerable within society. She mentors them in developing interview techniques and assists with CV writing to help gain employment.

Mark Freed
CEO, E2W & Co-Founder
Men for Inclusion

More about Mark Freed

Mark Freed has dedicated twenty years to his work at E2W, supporting women and helping them to flourish and succeed in their financial services careers.

Four years ago frustrated at the slow pace of change, Mark recognized the imperative to get more men to drive diversity and inclusion by helping them to fully understand the issues and the opportunities at hand and formed Men for Inclusion.

Today Mark works with a number of firms across the industry helping them to get more men involved in, and supportive of, inclusion initiatives.

Justine Randall
Chief Commercial Officer
Tatton Investment Management

More about Justine Randall

Justine has over 20 years’ financial services experience and before joining Tatton as Sales Director in 2018 she headed up Openwork’s IFA arm and led distribution and marketing for Retirement Advantage. Justine sits on the board of Tatton Investment Management and leads our business development, investment specialist, marketing and telephone teams – working closely with Tatton’s strategic partners and over 900 supporting IFA firms. A regular speaker at industry events and a chartered planner, Justine is passionate about championing the IFA and delivering consistent client outcomes.

Isabelle Clough
Head of Business Development

More about Isabelle Clough

Isabelle joined Titan Private Wealth in July 2023, after spending 4 years in the charity sector as Head of Philanthropy & Development. She has previously worked in Corporate Finance in CSFB, and was on the management team at UBS Private Wealth in London. Isabelle is passionate about establishing new relationships and strengthening current relationships.

Caroline Holt
Coach | Trainer | Facilitator | Speaker
Attitude Coach

More about Caroline Holt


Caroline is passionate about helping professional women achieve their career and personal aspirations. Through her company, Attitude Coach, they learn how to balance their personal and professional priorities, develop their resilience and personal authority and get support for their choices both at home and at work.

After a successful corporate career and co-founding a global innovation agency, Caroline now works with female executives to identify and transform the attitudinal and behavioural blocks limiting their progress through the leadership pipeline. Through her development programmes, women learn how to step up with confidence, find meaning and purpose in their professional and personal lives and inspire and influence others – so they can fully embrace and enjoy success.

Ife Obasa
Early Careers Guest

More about Ife Obasa

A powerful voice within her generation, Ife empowers individuals to take up space, fulfil their potential, and occupy influential positions. Ife is often referred to as inspiring, innovative, and forward-thinking. Notably, she served as an Inter-Religious Commonwealth Youth Ambassador for the Commonwealth Jewish Council and contributed as a Council Member for The British Youth Council. Ife was recently appointed to the EY Foundation’s Youth Advisory Board. Her commitment to empowering others stems from profound self-assurance developed early in life.

Ife is a sought-after speaker, education consultant, and authentic leader on a mission to redefine the future of the workplace and recharacterise the face of young decision-makers globally. Having delivered impactful talks at events such as YMS Conference LDN, The Institute of Student Employers Conference and The Labour Party Conference, her powerful and transformative keynotes leave audiences feeling inspired. Powerlist Magazine has also recognised Ife as a Top 150 UK Future Leader in 2022.

Ife is regularly approached to lend her influential voice to empower the next generation of leaders, cultivate authentic leadership across a range of age groups, promote intergenerational collaboration, provide strategies for business acceleration, and advocate for education reform. Her invaluable insights and expertise remain among her most treasured attributes.

In addition, Ife is a Fourth Year Law Student at the University of Southampton.

David Butler
Head of Distribution
Quilter Cheviot

More about David Butler

David’s role is to create and deliver the distribution strategy for our Regional Development Managers who work with our key introducers. David works alongside our Heads of Office in ensuring that our supporting advisers across the country receive the highest possible care and attention.

David joined Quilter Cheviot in 2012 as a Business Development Director and became the Head of Strategic Accounts in 2016, responsible for the Head Office Relationships with National, Networks and Platforms, until moving into his current role in April 2020.

Helen Morrissey
London Sales Director
Quilter Cheviot

More about Helen Morrissey

As an experienced business development manager, Helen’s role is to grow the footprint of Quilter Cheviot by interacting closely with professional intermediaries in the North London area. Helen aims to develop the relationships between the professional intermediaries and our investment managers by creating an awareness of the added value that Quilter Cheviot provide to both their business and clients.

Charlotte Crosswell
Centre for Finance, Innovation & Technology (CFIT)

More about Charlotte Crosswell

Charlotte has been involved in capital markets, fintech and technology throughout her career – as CEO, Chair, Board Advisor and Non-Executive Director.

Prior to CFIT, Charlotte was Chair and Trustee of Open Banking and was also CEO of the fintech industry body, Innovate Finance. In this role, she supported the work of Sir Ron Kalifa in delivering the strategic fintech review (“The Kalifa Review”). She works closely with entrepreneurs, financial services firms, academia, government and regulators on fintech advocacy and strategy.

Charlotte received an OBE for her contribution to financial services in the Queen’s Birthday Honours 2021. She believes firmly in a diversity and innovation-first approach.

Dr Rhian-Mari Thomas OBE
Green Finance Institute

More about Dr Rhian-Mari Thomas OBE

Rhian-Mari is Chief Executive of the Green Finance Institute, an independent, commercially focused organisation seed funded by the UK Government.

Rhian spent 20 years in investment banking and corporate finance and was the first person to be awarded an OBE for services to green banking. She is an emeritus member of TCFD and co-chaired the launch of the TNFD, to which she remains an advisor.

Rhian sits on numerous advisory groups across UK Government, as well as the World Economic Forum’s Clean Energy Financing steering committee and co-chairs the leadership council for Snowball Impact Investments. Rhian is also a Trustee of the World Wildlife Fund UK.

A fluent Welsh speaker, Rhian holds a PhD in Physics from Trinity College, Dublin, Ireland

Julia Dreblow
Founding Director
SRI Services

More about Julia Dreblow

Julia has specialised in sustainable and responsible investment (SRI) for nearly three decades.  She is a passionate advocate of the need for investors to pay far more attention to sustainability – believing that it is not only necessary, but financially sound and what many clients want.

Julia has run her own business, SRI Services, since 2010.  SRI Services is primarily focused on helping retail financial services professionals to build sustainable investment into their businesses. Their focus is the open to all, ‘whole of SRI market’, Fund EcoMarket database tool – which is free to use thanks to fund partner support.

Julia is on the FCA’s Disclosure and Labels Advisory Group (DLAG) – helping shape the SDR. She is also the technical author of the British Standards Institution’s Fund PAS (BSI PAS 7342) which is due to publish in late 2023.  Julia is also the lead author of the PIMFA ESG Academy.

Awarded ‘Best Sustainable & ESG Support Provider’ by Investment Week in 2021 their work is specialised but diverse, inducing working closely with B2B and D2C fund platforms and portfolio providers.  Julia is also a regular conference speaker, media commentator and award judge.

Julia previously ran the sustainable investment area in Friends Provident (1996-2008), having first become involved in sustainable investment at NPI in 1991 (now respectively part of Aviva and Janus Henderson). She has previously served three (non-consecutive) terms as a director at industry not-for-profit UKSIF.

Megan Brennan
Global Equity & Multi-Asset Portfolio Manager
Sarasin & Partners LLP

More about Megan Brennan

Megan is co-portfolio manager on the Sarasin Tomorrow’s World Multi-Asset Fund. She is also deputy fund manager of the Sarasin Responsible Global Equity Fund, Sarasin Thematic Global Equity Fund and Sarasin IE Global Equity Opportunities Fund.

Prior to joining Sarasin, Megan spent 4 years at Coutts & Co working as an Assistant Fund Manager for the Coutts Multi Asset Funds. Megan is a graduate of Trinity College Dublin with a degree in Business, Economics & Social Studies. Megan also holds the Private Client Investment Advice and Management certificate (PCIAM) as well as the Investment Advice Diploma (IAD) and is a CFA® charterholder.

Petronella West
Investment Quorum

More about Petronella West

Petronella West is the CEO and founder of Investment Quorum. She is a double-chartered, pension transfer specialist with an incredible 35 years’ experience in the financial services industry. At Investment Quorum, Petronella provides personalised financial planning and investment solutions, with a particular focus on retirement.

Her passion is in business financial planning, and she has a deep belief in cash flow modelling to help clients fulfil the life they want. Petronella says the fun starts when, based on the close relationship of trust, she can start solving what her client perceives as a problem. She was awarded Wealth Manager CEO of the Year at the City of London Wealth Manager Awards 2022.

Outside of IQ, Petronella is heavily involved in Charity work, specifically working with Sierra Leone-based charity, Street Child.

Liz Wright
Head of Sales EMEA, Indices

More about Liz Wright

Liz Wright is the Head of Sales, EMEA for Morningstar Indexes, based in London. Liz joined Morningstar in 2022.

Prior to joining Morningstar, Liz has extensive experience in the ETF and wealth management space, working for the likes of Amundi, Vanguard, ETF Securities now Wisdom Tree,  Barclays Wealth and UBS.

Carly Moorhouse
Fund Research Analyst
Quilter Cheviot

More about Carly Moorhouse

Carly works in the Fund Research team and is responsible for the selection and ongoing due diligence of Asian and emerging market equity funds. Her main responsibilities include identifying new investment opportunities and monitoring current investments, which includes analysing the risks associated with the portfolio, process and team.

Carly works with both the investment managers at Quilter Cheviot and portfolio managers in the Quilter Investors multi-asset team, providing best ideas within Asia and emerging markets.


Karen Gill MBE

More about Karen Gill MBE

Starting a career with InterContinental Hotels as part of the opening team of the InterContinental Sydney, Karen worked across the Asia/Pac and then EMEA territories for the Group as Sales & Marketing VP, returning to the UK head office as part of the executive team in the early 90’s.

During her tenure at IHG she managed large, diverse and multi-cultural teams.  This gave her early insight into understanding difference and inclusion.  Leaving the group in 1999 when she couldn’t find a way to balance new motherhood with an international corporate career, she recognised the need to change this. And with co-founder Maxine Benson, everywoman was born – to create a business community that could effect change in the workplace for women all over the world.

Today everywoman is a leading learning and development organisation that works with over 100+ corporate partners, on and offline platforms and networks, to create greater gender balance in the global business community.  Karen was awarded the MBE for services to women’s enterprise in 2009.

Tish Hanifan
Founder & Joint Chair
Society of Later Life Advisers

More about Tish Hanifan

Tish is a barrister and Founder and Joint Chairman of the Society of Later life Advisers.

She has worked extensively in the areas of policy development, financial, legal training and advice delivery in relation to older people, and is involved in the delivery of national standard setting and accreditation for financial and legal advisers in the older client sector.

Her areas of expertise encompass the retirement market and how policy impacts on retirement and care.

Tish has worked with government departments and a variety of third sector and private organisations in developing and supporting good practice in relation to older and vulnerable clients. She was particularly involved with the implementation and delivery of the Care Act 2014 and sat on two working parties at the Department of Health which contributed to drafting parts of the legislation.

She is Vice Chair of the Society of Trust and Estate Practitioners (STEP) in her home county of Kent and a Founder Member of Solicitors for the Elderly for which she is Head of Business Development.

Nike Trost
Head of Asset Management and Pensions Policy, Market Wholesale Policy, Strategy and Competition Division
Financial Conduct Authority (FCA)

More about Nike Trost

Nike Trost heads the Asset Management and Pensions policy department. As Head of Department Nike is responsible for delivering the FCA’s policy strategy in relation to the asset management sector and FCA regulated pensions.

Nike has 15 years regulatory experience gained from working across the FCA, including in asset management supervision, oversight of primary capital markets transactions and heading the FCA’s prospectus approval function.

Prior to holding this role Nike was the senior manager of the FCA’s Markets Policy department. In that capacity, she gained extensive policy making experience and oversaw several teams delivering a broad policy portfolio, including in relation to the UK’s primary markets and market abuse regimes, derivatives and securitisation regulations as well as wholesale market conduct, audit and accounting and sustainability/ESG policy.

Rachel Vahey
Head of Policy Development
AJ Bell

More about Rachel Vahey

Rachel is Head of Policy Development helping financial advisers and planners understand the changing pensions and savings environment, as well as how new legislation and regulation affects them and their clients. She’s well known within the pensions and savings industry, and regularly speaks at AJ Bell events, alongside writing content and articles for their website.

Philippa Ponniah
Financial Coach & Wealth Management Expert

More about Philippa Ponniah

Philippa Ponniah is a former investment manager now in Strategy and Consulting at Accenture. She specialises in digital strategy and improving client and advisor experience within Wealth Managers. She is passionate about closing the gender investing gap and improving women’s financial wellbeing, training as a financial coach during her second maternity leave. She has been featured in Stylist, FT Adviser, Marie Claire and multiple national media outlets.

Janet Stevens
Head of Strategic Marketing
Isle of Wight College

More about Janet Stevens

Janet started working on the London Stock Exchange floor in 1978, where she was one of only 6 women on the trading floor. She had joined one of the largest Stockjobbers, Wedd Durlacher Mordaunt and Co, as a trainee stockjobber/trader and went on to become the first female equity trader on the LSE in 1981.

Janet then moved into fixed income as a USD Bond Trader at UBS Securities in 1984 and became a director there in 1989.

In the mid 90’s Janet moved to the Isle of Wight where she has worked in Economic Development for many years and for the last 18 years has worked at the Isle of Wight College as Head of Strategic Marketing and International, working with employers, businesses and key strategic partners to provide opportunities and apprenticeships for young people, particularly those from under- represented groups.

Henrietta Walker
Head of Investment Specialist Team
Brooks Macdonald

More about Henrietta Walker

Henrietta leads the team responsible for communicating Brooks Macdonald’s macroeconomic views, investment strategy and portfolio management services to clients, intermediaries and prospects.

Prior to joining Brooks Macdonald, Henrietta spent six years as an Investment Director at M&G investments, with responsibility for both equity and property funds.  Before joining M&G, she was head of the International Fund Selection team at JPMorgan Private Bank. Henrietta joined Brooks Macdonald from Sarasin and Partners, where she was deputy manager of the Model Portfolio Service and Chair of the External Funds Committee.

Katja Oakley-Bell
Centralised Investment Proposition Lead

More about Katja Oakley-Bell

Katja Oakley-Bell is a multi-award winning financial services leader. She is a qualified financial adviser and investment analyst and now supports the running of the adviser proposition for Quilter.  She has been quoted several times in the press as a personal finance and investment expert and speaking out on neurodiversity awareness. She has held a number of trustee/committee roles over the years including currently sitting on the board of the Beeches Learning and Development Trust and 99th Reading Scout Group. Her main focuses are on improving financial literacy, especially in young people, and advocating for diversity and inclusion and the benefits this brings to individuals, society, and businesses.


David Mulholland
Business Development Manager
Brooks MacDonald

More about David Mulholland

David joined Brooks Macdonald in 2017 and supports and develops intermediary relationships throughout the UK. He is also a key member of our Vulnerable Client Working Group and is responsible for promoting the best routes to financial advice for vulnerable individuals.

Prior to joining Brooks Macdonald, David worked as an Investment Consultant, and at Aviva UK Life and Pensions as a Sales Consultant. He has over 25 years’ experience working in sales in the financial services industry.

Helen Howcroft
Private Client Director, Financial Planning
Atomos Financial Planning

More about Helen Howcroft

I started in the Insurance Industry in 1993 while funding my university degree. It was an easy choice of job as my grandparents used the services of a brilliant financial adviser and I was fascinated with what he did.

Having lost both parents by the age of 10, our financial adviser worked with our solicitor and helped my grandparents plan for the future and I shall be eternally grateful for all the brilliant financial advice that he gave. Having had a successful career working for several Life and Pension companies, I had grown tired of working in sales driven companies and established Equanimity IFA, a Chartered Financial Planning Firm, in 2004 with the aim of being a new style IFA. I am both a Chartered Financial Planner and Fellow of the Personal Finance Society.

In November 2023, Equanimity was acquired by atomos. I pride our business ethos of putting clients first and speaking in a language that they understand. Many people are scared of their money and have never given a second thought as to their financial goals. We help clients take control of their money by designing a financial plan based on their personal life and ambitions – do they want to fund children’s education, do they want to retire at 65, do they want to buy a yacht and sail around the world….the list is endless. I work with clients going through divorce which can vary from completion of the dreaded Form E, tax planning, and modelling financial settlements and implementing pension sharing orders. I regularly give talks to Family Lawyers on Pensions and Divorce.


Liz Field
Chief Executive

More about Liz Field

Liz joined PIMFA (then known as the Wealth Management Association) as Chief Executive in 2014.

She has 30 years financial services experience, 19 of which as a Chief Executive. She successfully transformed and advised several businesses through redefining strategy, re-branding, change management and inspirational leadership, creating profitable businesses.

She has substantive experience of people and corporate culture risk, regulatory knowhow across the industry – banking, insurance and wealth management and providing good practice guidelines for the industry to adopt.

She is an accredited coach and industry leader encouraging collaborative participation of diverse groups of industry experts to address sector challenges and to leverage industry resources for collective benefit.

Liz holds a degree in Psychology and a Masters in Occupational Psychology from Birkbeck.


Booking and Registration Information

If you are a PIMFA member please ensure you have logged in to register for this webinar, podcast or event and receive your discount. If you are unsure of your login details you can request a new password via our website or email us to reset it for you. If you are unsure whether you belong to a PIMFA member firm please register for an account or email us and we will confirm this for you. You can still register for our webinars, events and podcasts as a non-member (charges apply in some instances). Requests may take up to 48 hours to process.



16th April @ 09:00
17th April @ 14:00
Free - £495
Event Categories:


Email Address: