Authors

Practitioners

Adam Carolan

Managing Director

Xentum

Lymm, Cheshire

xentum.co.uk

Adrian Quick

Director

HarperLees

Ingatestone, Essex

harperlees.co.uk

Alasdair Walker

Managing Director

Chartered Financial Planner

Handford, Aitkenhead and Walker Ltd

Rearsby, Leicestershire

ha-w.co.uk

Amyr Rocha-Lima

Chartered Financial Planner

Holland Hahn & Wills

hhw-uk.com

Anthony Villis

Managing Partner

APFS, CFPTM Chartered MCSI

First Wealth

London, W1

firstwealth.co.uk

Brendan O’Ciobhain

Managing Director

Chartered Financial Planner

Phoenix Wealth Management

London, EC2

phoenix-wm.co.uk

Charlotte Wood

Director

Chartered Financial Planner

Rosewood Financial Planning

South-East Essex

rosewoodfp.co.uk

Chris Bowmer

Director

Fortitude

Chris Budd

Chairman

Ovation Finance & The Eternal Business Consultancy

ovationfinance.co.uk

Damien Rylett

CEO

Chartered Financial Planner

Brunel Capital Partners

Bristol

brunelcapitalpartners.com

Dennis Hall

CEO

Yellowtail Financial Planning

London & Exeter

yellowtail.co.uk

Duncan Parkes

Director

FPFS, IMC, Chartered Financial Planner

Old Mill Financial Planning

Exeter

oldmillgroup.co.uk

Garry Hale

Managing Director

Dip PFS, Ch. MCSI , Chartered Wealth Manager, Certified Financial Planner

HK Wealth

Stirling

hkwm.co.uk

Gemma Siddle

Chartered Financial Planner FCSI, FPFS, CFPCM

Eldon Financial Planning

Newton Aycliff, County Durham

eldonfinancial.co.uk

Julie Lord

Chief Executive

Certified Financial Planner, Chartered Financial Planner & Chartered Wealth Manager

Magenta Financial Planning

Bridgend

magentafp.com

Kevin Deamer

Managing Director & Founder

Chartered Financial Planner

KMD Private Wealth Management

kmdpwm.co.uk

Matthew Smith

Managing Director

MSc CFP™ Chartered MCSI FPFS IMC Chartered Financial Planner, Chartered Wealth Manager, Certified Financial Planner™

Buckingham Gate Chartered Financial Planners

London

buckinghamgate.co.uk

Michael Freedman

Partner

BpH Wealth Management

Harpenden

bphwealth.co.uk

Natalie Wright

Director

Chartered Financial Planner

Mazars

Leeds

mazars.co.uk

Ricky Chan

Director

Chartered Financial Planner

IFS Wealth & Pensions

London, N22

ifswp.co.uk

Ruth Sturkey

Client Director – London

CFPTM Chartered MCSI, FPFS, Certified Financial Planner, Chartered Financial Planner

Paradigm Norton

London, EC1

paradigmnorton.co.uk

Scott Millar

Financial Planner

First Wealth

London

firstwealth.co.uk

Sharon Sutton

Managing Director

Chartered Financial Planner

Thornton Chartered Financial Planning

Douglas, Isle of Man

thorntonfs.com

Steph McDonald

Chartered Financial Planner

HarperLees

Ingatestone, Essex

harperlees.co.uk

Tamsin Caine

Director of Financial Planning

Chartered Financial Planner, MSc, FPFS

Smart Financial

Altrincham, Cheshire

smartfinancial.co.uk

Business Consultants

Carrie Bendall

Head of Content

Suffolk

inspiredc.co.uk

Dominika Sieradzka

Practice Management Consultant

RIE Solutions

rie.solutions

Faith Liversedge

Storyteller

Faith Liversedge

faithliversedge.co.uk

Jan Bowen-Nielsen

Coach and Trainer of Coaches

Quiver Management Limited

quivermanagement.com

Martin Bamford

CEO

FPFS

Bamford Media Ltd

Cranleigh, Surrey

bamfordmedia.co.uk

Natalie Holt

Content editor

Nucleus Financial Group

Edinburgh

nucleusfinancial.com

Rob Tedder

Client Cashflow Solutions Manager

i4C Cashflow Modelling Software

i4c.technology/

Steve Lewis

Business Partner & Executive Coach

The Retirement Practice Ltd

retirementpractice.co.uk