
Advice Group
The Advice Group is a consultative group. Its role is to consider issues from an adviser and financial planning perspective and provide relevant feedback in relation to these matters to the Regulatory Committee. The Advice Group meets up to 4 times a year to discuss regulatory issues and other topics and matters relating to the regulatory environment that may affect member firms. The Group discusses concerns and practical issues members may have experienced and ensures they are kept informed of any developments. The Group also provides a steer in relation to any relevant consultation response and direction in relation to lobbying activities with the FCA or the government.
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Participants
Laurence Kehoe
Evelyn Partners
Chairman
Elizabeth Haran
2 Plan Wealth Management Limited
James Cobb
Atomos Financial Planning Limited
Dean Wragg
BRI Wealth Management Plc
Chris Jordan
Brooks Macdonald Investment Management
Ian Beardow
Courtney Havers LLP
John Batth
Coutts & Co
Andrew Hodges
David Booler & Company t/a Boolers
Kiran Gibbons
Fidelity International
Leigh Middleton-Ross
Fiske Plc
Anna Hunt
Handelsbanken Wealth & Asset Management
Simon Bowyer
Killik & Co LLP
Mandy Rimmer
M&G Wealth Advice Limited
Hazel Jones
St James’s Place Wealth Management (SJP)
Duncan Crossley
Succession Wealth
Pete Lockyear
The Openwork Partnership
Daniel Swift
TrinityBridge
Yasmin Ataullah
Personal Investment Management & Financial Advice Association (PIMFA)
PIMFA
Heidi Bryant
Personal Investment Management & Financial Advice Association (PIMFA)
PIMFA
Maja Erceg
Personal Investment Management & Financial Advice Association (PIMFA)
PIMFA
Simon Harrington
Personal Investment Management & Financial Advice Association (PIMFA)
PIMFA
David Ostojitsch
Personal Investment Management & Financial Advice Association (PIMFA)
PIMFA
Alexandra Roberts
Personal Investment Management & Financial Advice Association (PIMFA)
PIMFA