PIMFA Board Members – PIMFA – Building Personal Financial Futures

The Rt Hon. the Lord Deben

PIMFA Chair Personal Investment Management & Financial Advice Association (PIMFA)

Bio

The Rt. Hon John Gummer, Lord Deben, was a Minister in the governments of Margaret Thatcher and John Major for sixteen years, when he was Secretary of State for Agriculture and Secretary of State for the Environment.

Prior to becoming Chairman of PIMFA he was Chairman of the Association of Professional Financial Advisers (APFA). He is a member of the Board of the Castle Trust. He set up and now runs Sancroft, a Corporate Responsibility consultancy working with blue-chip companies around the world on environmental, social and ethical issues

Nick Bettison

Business and Branch Development Director Redmayne Bentley

Bio

Nick is a Partner at Redmayne Bentley with experience in Wealth Management & Stockbroking extending over three decades. His formative years were spent in dealing, stockbroking and investment management positions before joining Redmayne Bentley’s senior management team in 2008, leading a number of acquisitions and regional expansion. Based in London, Nick sits on a number of Redmayne Bentley’s key control committees and is a member of the Main and Executive Boards where he is central in Redmayne Bentley’s business strategy and development.

Gary Bottriell

Chief Executive TrinityBridge

Bio

Gary is a Chartered Financial Planner and the Managing Partner of a financial planning and investment management firm based in Dorset serving a small but geographically diverse clientele. Prior to the merger with the WMA Gary was Deputy Chair of APFA. Gary is a Member of the Chartered Insurance Institutes’ Professional Standards Board having previously been Deputy Chair of the Examiners Committee and a senior examiner in the business law, tax and pensions level six qualifications. Gary is a Lay Member of the Upper Tribunal Tax and Chancery Chamber where he makes determinations in references made by firms and individuals in respect of actions taken against them by the Financial Services regulators. From 2006 to 2012 Gary was a member of the FSA’s Regulatory Decisions Committee.

Stuart Cummins

CEO Nedbank Private Wealth Limited

Bio

Since joining Nedbank Private Wealth, the business has significantly invested in technology, digital client experience and data. It has also been recognised in the PAM Awards, winning the HNW Wealth Planning category for 2 years. The business is also listed in the Sunday Times 100 Best Places to work in the UK.

Based in the London office of Nedbank Private Wealth, he has overall responsibility for managing the company’s UK and international Wealth operations across all its office locations outside of South Africa.

During his career, Stuart has undertaken senior roles in Cazenove Capital, C. Hoare & Co. and Barclays Wealth. His focus has been on developing high-net-worth relationship and advice businesses across wealth management, private banking and corporate banking.

Stuart is a Chartered Wealth Manager, Fellow member of the Chartered Institute for Securities & Investment, and a Fellow member of London Institute of Banking and Finance.

Tracey Davidson

CEO Hampden and Co

Bio

Tracey was appointed CEO of Hampden & Co in October 2024. She started her career at Barclays where she worked across the UK latterly in a variety of senior positions within the corporate and wealth management divisions. Tracey joined Handelsbanken in 2003 and accelerated her career quickly becoming Senior Vice President and Head of Northern UK. During this time Tracey was entrusted to lead an acquisition team to identify and acquire an investment and wealth management business. After the successful acquisition of Heartwood (a wholly owned subsidiary of Handelsbanken Plc), Tracey was appointed CEO in 2014. During Tracey’s tenure as CEO, the firm received numerous awards for its global multi-asset funds, wealth management solutions, and as Best Private Bank. In 2019 Tracey took on the position of Deputy CEO of Handelsbanken Plc.

Tracey is also Chair of the Chartered Institute for Securities And Investment (CISI) Integrity & Ethics Committee. Tracey was regularly named one of PAM’s Top 50 Most Influential including 2023. She also received the ‘Initiatives in Diversity’ award at The City of London Wealth Management Awards 2019.

Charley Davies

Group General Counsel Evelyn Partners

Bio

Charley joined Evelyn Partners in September 2022 as Group General Counsel. She was also appointed as Group Company Secretary in April 2024.

She joined from Provident Financial Group PLC, the London Stock Exchange listed specialist bank, where she was Group General Counsel and Company Secretary. Prior to this she served as General Counsel and Company Secretary at Cabot Credit Management. She has also held the General Counsel and Company Secretary role at Lockton, the global insurance brokerage, and has held a number of non-executive positions..

She began her legal career at Clifford Chance, before moving to Norton Rose. She holds a degree from the University of Southampton and a post-graduate qualification from the College of Law, Guildford.

Stuart Dodson

Managing Director The Openwork Partnership

Bio

Stuart is a sales and distribution professional with 24 years’ experience working in the financial advice sector across directly authorised, introduced and appointed representative business models.

As Managing Director of The Openwork Partnership, Stuart is the Executive responsible for the commercial relationships with Openwork’s 730 appointed representative firms and its additional businesses 2plan and Owl Financial. He holds SMF responsibility for proposition, marketing, recruitment, and advice distribution, and is a board director of Openwork Limited and 2plan Wealth Management, the group’s two regulated distribution entities.

Stuart started his career as a financial adviser at Britannia Building Society and Legal and General before moving into senior management roles where he was responsible for key national distribution relationships. For the eight years prior to joining Openwork in February 2022, he was Managing Director of Newcastle Financial Advisers Ltd, one of The Openwork Partnership’s largest Partner advice businesses. Additionally, during 2020 and 2021 Stuart also chaired the Openwork LLP Shareholder Council, which represents the shareholder interests of LLP member-owners, and was a director of Openwork Holdings Ltd.

Richard Flynn

Managing Director Charles Schwab UK Limited

Bio

Richard Flynn is an experienced financial professional with over 20 years of experience in equity markets (specializing in US investing) and the delivery of financial advice. He has been with Charles Schwab for over 15 years and for the last seven years has served as Chief Executive of its UK retail business, Charles Schwab UK.

Prior to joining Schwab, Richard worked in several financial firms, delivering financial advice to investors and professionals across the UK and Ireland. A law graduate of University College Dublin, Richard also holds a Diploma in Private Client Investment Advice and Management and studied at the Wharton School at the University of Pennsylvania.

Andrew McGlone

CEO Quilter Cheviot

Bio

Andy was appointed Chief Executive of Quilter Cheviot in January 2019, and of Quilter Cheviot Financial Planning in January 2022, as these two businesses were brought together to provide, where relevant, a full-service wealth management offering. Previously, he was Head of Quilter Cheviot’s London office with overall responsibility for the front office functions based out of our Head Office, including the private client investment teams, and the research and dealing teams.

Over a twenty-year period, Andy worked his way up through the London private client department: starting as a trainee, qualifying as an investment manager, then leading one of the London investment teams before becoming head of department in late 2013. He then became Managing Director, London Investment Management in 2015 before taking over as Chief Executive in 2019. Each of these positions has left a strong mark on Andy, in terms of just how important the role we play is in clients’ lives.

Andy sits on the Quilter Cheviot Board, and chairs the firm’s Executive Committee. He also sits on the Boards of Quilter Cheviot International and Quilter Cheviot Europe, subsidiaries operating in Jersey and Dublin, managing our International and European based clients. As a member of Quilter plc’s Executive Committee, Andy is also the Executive Sponsor of Quilter’s approach to responsible investment and corporate sustainability which focuses on how we invest on behalf of our clients and the way Quilter acts as a company. He is also Executive Sponsor of the Inclusion & Diversity Committee, responsible for the successful delivery of the inclusion and diversity strategy for Quilter which aims to build an inclusive environment for all colleagues.

Having graduated the previous summer from Royal Holloway, University of London, Andy joined what was then Quilter Goodison in February 1994. He is a Chartered Fellow of the Chartered Institute for Securities and Investments.

Derek Miles

CEO Wealth Planning Titan Wealth Solutions

Sarah Soar

PIMFA Board Member Independent user without firm

Bio

Sarah has 35 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 currently sits on the board of PIMFA, the trade body of the wealth management industry, and is Chair of its Nomination Committee. Sarah is also on the Council of the Institute of Directors (IOD) where she also sits on the Nomination Committee.

In the past she has held external roles such as Chair of Governors of St Francis School, Pewsey and Chair of the Marie Curie Spring Arts Committee.

Married with two daughters, Sarah is a strong supporter of diversity and inclusion and is a mentor to a number of young women in the wealth management industry.

In her spare time she enjoys swimming, yoga, Pilates, reading, travel, theatre and walking her Great Dane.

Camilla Stowell

Chief Executive Officer Rathbones Group Plc

Bio

Camilla was appointed Chief Executive Officer of Rathbones Investment Management in June 2025, bringing over 30 years of experience in financial services and private banking. She has a proven track record of leading high-performing teams, driving strategic growth, and delivering exceptional outcomes for clients across the high net worth and ultra high net worth segments, both onshore and offshore. Camilla has held a series of senior leadership roles at Coutts & Co, including Head of International and Private Office, Head of Wealth and Investment Management, and most recently, Managing Director, Head of Private and Commercial Client Coverage. She led the Coutts coverage business through a period of significant growth and transformation, with a strong focus on client service excellence, technology-driven change, and cultural leadership.

She has deep expertise in wealth management, private client advice, regulatory compliance, and strategic transformation, built over her career with Coutts, Schroders and Lloyds private bank. Camilla is a Board member of PIMFA, the UK’s trade association for wealth management, investment services, and financial advice. She is a passionate advocate for purpose-led business and diversity, equality, and inclusion (DE&I).

Geoff Towers

PIMFA Board Member Personal Investment Management & Financial Advice Association (PIMFA)

Bio

Geoff brings over 35 years of wealth management and investment services experience including leadership roles at Citibank, Legal & General and Barclays International Funds Group. He was the first chief executive of Standard Life’s platform business. He has worked in financial services in some 20+ countries and has experience in a wide variety of regulatory and business environments.

He served as CEO of BNY Mellon’s Pershing Ltd for six years before deciding to step down in 2021 to focus on a number of non-executive roles – only to discover that running fast growth companies is too interesting to leave behind – so he joined GPP as their CEO in 2022.

Geoff has a particular interest in some of the more complex areas of diversity and inclusion and, in particular, in unconscious bias and how we can overcome its effects. Geoff served on the advisory board of the City of London Social Mobility Task Force.

Ray Tuffield

Founder & Managing Partner Courtney Havers LLP