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

Andy Hart

Founder & Financial Adviser

Maven Adviser, Humans Under Management, Maven Money Podcast

London

mavenadviser.com

Anthony Villis

Managing Partner

APFS, CFPTM Chartered MCSI

First Wealth

London, W1

firstwealth.co.uk

Catherine Morgan

Founder

The Money Panel

Whitstable

themoneypanel.co.uk

Charlotte Wood

Director

Chartered Financial Planner

Rosewood Financial Planning

South-East Essex

rosewoodfp.co.uk

Chris Bowmer

Director

Fortitude

Towcester

fortitudefp.co.uk

Chris Simpson

Assistant Financial Planner

Mazars

Leeds

mazars.co.uk

Christopher Abel

Assistant Financial Planner

Mazars

Sutton

mazars.co.uk

Clémence Chatelin

Senior Financial Planner

Paradigm Norton Financial Planning Limited

Bristol

paradigmnorton.co.uk

Damien Rylett

CEO

Chartered Financial Planner

Brunel Capital Partners

Bristol

brunelcapitalpartners.com

Darren Pike

Financial Planner

DipPFS (MP&ER)

Clear Cut Financial Planning

Ledsham, Cheshire

clearcutfp.co.uk

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

Emily Macpherson

Founder

Find Peace of Mind

findpeaceofmind.co.uk

Emily Turgoose

Managing Director

Life Matters

lifemattersfp.com

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

Gretchen Betts

Managing Director & Financial Planner

Certified and Chartered Financial Planner

Magenta Financial Planning

South Wales

magentafp.com

Jane Gow

Chartered Financial Planner

Clear Cut Financial Planning

Cheshire, Manchester, Wirral

clearcutfp.co.uk

Jessica Geere

Trainee Financial Planner

Magenta Financial Planning

Bridgend

magentafp.com

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

Laura Ripley

Chartered Financial Planner

Investment Management Certificate

Handford Aitkenhead & Walker

Leicestershire

ha-w.co.uk

Matthew Aitchison

Managing Director

Clear Vision Financial Planning

Kempston, Bedfordshire

clearvisionfp.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

Partner

Chartered Financial Planner

Mazars

Leeds

mazars.co.uk

Neil Parker

CEO

Joslin Rhodes

Northallerton

joslinrhodes.co.uk

Nick Lincoln

Owner/Director

Values to Vision Financial Planning

Radlett

v2vfp.co.uk

Nicola Ellis

Director

Wellington Wealth

Glasgow

wellington-wealth.com

Olivia Parnell

Trainee IFA

Ascot Lloyd

King's Lynn

www.ascotlloyd.co.uk

Pete Matthew

Founder

Chartered Financial Planner

Meaningful Money

Cornwall

meaningfulmoney.tv

Pippa Oldfield

Senior Paraplanner & Assistant Manager

Mazars

Leeds

mazars.co.uk

Rebecca Timmins

Operations Director

DipPFS, Accredited Time to Think Coach

Emery Little

Hemel Hempstead

www.emerylittle.com

Ricky Chan

Director

Chartered Financial Planner

IFS Wealth & Pensions

London, N22

ifswp.co.uk

Rob Schwarz

Financial Planner

DipPFS EFP

First Wealth

London

firstwealth.co.uk

Robin Melley

Chartered Financial Planner

FPFS

Matrix Capital

Monkhopton, Shropshire

matrixcapital.co.uk

Ruth Sturkey

Non Executive Director

FPFS, CFPTM and Chartered Financial Planner

Paradigm Norton

London, EC1

paradigmnorton.co.uk

Sarah Elson

Director

Certified Financial Planner™ Professional

Berry & Oak

Boston Spa, West Yorkshire

berryandoak.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

Sian Davies Cole

Director

Chartered Paraplanner

Plan Works

plan-works.co.uk

Steph McDonald

Chartered Financial Planner

HarperLees

Ingatestone, Essex

harperlees.co.uk

Tamsin Caine

Director of Financial Planning

Chartered Financial Planner, MSc, FPFS

Smart Financial, Smart Divorce

Altrincham, Cheshire

smartfinancial.co.uk

Tom Orchard

Director

Annetts & Orchard

Salisbury

annettsandorchard.co.uk

Tommy Watson

Client Manager

Paradigm Norton Financial Planning Limited

London

paradigmnorton.co.uk

Business Consultants

Andrew Thorp

Speaker, Consultant, Trainer

andrewthorp.co.uk

Blair Anderson

Regional Director, Dimensional Global Client Group

London

eu.dimensional.com/en

Brett Davidson

Founder

FP Advance

fpadvance.com

Carrie Bendall

Head of Content

Based in Suffolk

inspiredc.co.uk

Chris Budd

Chairman

Ovation Finance & The Eternal Business Consultancy

theeternalbusiness.com

David Jones

Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors Ltd.

Dimensional

London

eu.dimensional.com

David Scarlett

The Soul Millionaire

soulmillionaire.com

David Swanwick

Head of Client Communications for EMEA, VP London

Dimensional

London

eu.dimensional.com/en

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

Kate Holmes

Founder & Chief Innovation Officer

Innovating Advice

Everywhere

innovatingadvice.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/

Sarah Challenor

Founder & Director

Adviser Outsourcing

Hinckley, Leicestershire

adviseroutsourcing.com

Steve Lewis

Business Partner & Executive Coach

The Retirement Practice Ltd

retirementpractice.co.uk