The Personal Investment Management & Financial Advice Association (PIMFA)

Dictionary

Login Home
Filter by Topics

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.

Member of the Committee? 

Login now to view your papers.

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