Contributors

Director & Chartered Financial Planner

FPFS

Cotswold Independent Financial Services

cotswoldifs.co.uk

Director & Chartered Financial Planner

CFP™ FPFS | Fellow of the PFS | Registered Life Planner

Expert Wealth Management

expertwealthmanagement.co.uk

Chartered Financial Planner

APFS

Expert Wealth Management

expertwealthmanagement.co.uk

Beyond Finance

Chalfont St Giles

beyondfinance.org.uk

Lexington Wealth Management

Swindon

lexingtonwealth.co.uk

Director and Independent Adviser

DipFP – Diploma in Financial Planning

Citygate

London

citygatefp.co.uk

Founder

Chartered Financial Planner

SENDA and PlanIt Future

planitfuture.co.uk

Chartered Financial Planner

Active Financial Planners

Teesside

activefinancialplanners.co.uk

Chartered Financial Planner

SOLLA accredited later life adviser, Chartered Financial Planner & Fellow of the Personal Finance Society

Lawrence Neil Wealth Management

North Yorkshire

lawrenceneilwealthmanagement.co.uk

Co-Founder, New World Financial Planning / Financial Mindset Coach / Author

www.samtate.co.uk

Managing Director and Independent Financial Planner

Tandem Financial Ltd

Bendish, Hitchin

tandemfinancial.co.uk

Chartered Financial Planner FCSI, FPFS, CFP^CM

Eldon Financial Planning

Newton Aycliff, County Durham

eldonfinancial.co.uk

Founder

True Financial Design Ltd

Wetherby and Harrogate

truefinancialdesign.co.uk

Founder and CEO Oakmere Wealth

Oakmere Wealth Management Ltd

Cheshire

oakmerewealth.co.uk

Chartered Financial Planner

APFS

Chase de Vere

West Midlands

chasedevere.co.uk

Financial Planner

DipPFS (MP&ER)

Clear Cut Financial Planning

Ledsham, Cheshire

clearcutfp.co.uk

Founder

Chartered Financial Planner

Meaningful Money

Cornwall

meaningfulmoney.tv

Managing Director

Clear Vision Financial Planning

Kempston, Bedfordshire

clearvisionfp.co.uk

Chartered Financial Planner

Investment Management Certificate

Handford Aitkenhead & Walker

Leicestershire

ha-w.co.uk

Managing Director

Life Matters

lifemattersfp.com

Founder & Financial Planner

DipPFS EFP

Finova Money

London

www.finovamoney.co.uk

Trainee IFA

Ascot Lloyd

King's Lynn

www.ascotlloyd.co.uk

CEO

Joslin Rhodes

Northallerton

joslinrhodes.co.uk

Founder & Financial Adviser

Maven Adviser, Humans Under Management, Maven Money Podcast

London

mavenadviser.com

Director

Chartered Financial Planner

Rosewood Financial Planning

South-East Essex

rosewoodfp.co.uk

Founder & Financial Planner

Chartered Financial Planner

Finova Money

London

www.finovamoney.co.uk

Managing Director & Founder

Chartered Financial Planner

KMD Private Wealth Management

kmdpwm.co.uk

Partner

BpH Wealth Management

Harpenden

bphwealth.co.uk

Chartered Financial Planner

Holland Hahn & Wills

hhw-uk.com

Chartered Financial Planner

HarperLees

Ingatestone, Essex

harperlees.co.uk

CEO

Yellowtail Financial Planning

London & Exeter

yellowtail.co.uk

Director

Certified Financial Planner™ Professional

Berry & Oak

Boston Spa, West Yorkshire

berryandoak.co.uk

Chartered Financial Planner

Clear Cut Financial Planning

Cheshire, Manchester, Wirral

clearcutfp.co.uk

Director

FPFS, IMC, Chartered Financial Planner

Old Mill Financial Planning

Exeter

oldmillgroup.co.uk

Director of Financial Planning

Chartered Financial Planner, MSc, FPFS, Resolution Accredited Divorce Specialist

Smart Financial, Smart Divorce

Altrincham, Cheshire

smartfinancial.co.uk

Managing Partner

APFS, CFP^TM Chartered MCSI

First Wealth

London, W1

firstwealth.co.uk

Partner

Chartered Financial Planner

Mazars

Leeds

mazars.co.uk

Managing Director

Chartered Financial Planner

Optimum Path

Rearsby, Leicestershire

optimumpath.co.uk

Director

Chartered Financial Planner, Fellow of the Personal Finance Society and a CISI Accredited Paraplanner, FPFS, APP, ACSI

Argonaut Paraplanning Consultants Ltd

Reading

argonautpp.com

Head of Learning and Development / Paraplanner

APFS

First Wealth

London

www.firstwealth.co.uk

Director

DipPP

Core Financial Paraplanning Limited

corefinancialuk.com

Paraplanner & Chartered Financial Planner

APFS MCSI PFE(PIP)®

Rathbones Financial Planning

rathbones.com

Head of Technical Paraplanning

FPFS

In Partnership Financial Advisers Limited

Horsham

inpartnership.net

Head of Technical Consulting

Fellow of the Personal Finance Society

EQ Investors

eqinvestors.co.uk/individuals

Senior Paraplanner & Assistant Manager

Mazars

Leeds

mazars.co.uk

Senior Paraplanner

Dip PFS, Certs CII (FS)

Oakmere Wealth

Cheshire

oakmerewealth.co.uk

Director

Chartered Paraplanner

Plan Works

plan-works.co.uk

Speaker, Consultant, Trainer

andrewthorp.co.uk

Regional Director

Dimensional

Vice President

Dimensional

Consultant, Coach, Trainer and Former Financial Planning Operations Director

DipPFS, Accredited Time to Think Coach

When We Think

www.whenwethink.me

Regional Director, Dimensional Global Client Group

London

dimensional.com

Founder

FP Advance

fpadvance.com

Head of Content

Aberystwyth

Founder

The Money Panel

Whitstable

themoneypanel.co.uk

Chairman

Ovation Finance & The Eternal Business Consultancy

theeternalbusiness.com

The Bitcoin IFA

thebitcoinifa.com

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

Dimensional

London

dimensional.com

The Soul Millionaire

soulmillionaire.com

Head of Client Communications for EMEA, VP London

Dimensional

London

dimensional.com

Practice Management Consultant

RIE Solutions

rie.solutions

Founder

Humans & Money

humansandmoney.com

Philanthropy Advisor

Emma Beeston Consultancy

Bristol

www.emmabeeston.co.uk

Storyteller

Faith Liversedge

faithliversedge.co.uk

Founder

Raise Your EI

raiseyourei.co.uk

Coach and Trainer of Coaches

Quiver Management Limited

quivermanagement.com

Financial Business Coach & Author

Client Centred Advisers

clientcentredadvisers.com

Founder & CEO

Absolute Engagement

Canada

absoluteengagement.com

Group Commercial Director

Plus Group

plusgroup.org

Communication Coach

International Coaching Federation Certificate, Master NLP Practitioner

Motem

motem.co.uk

Senior Manager, EMEA Marketing

Dimensional Fund Advisors

Consultant & Coach

Certified Financial Planner (CFP®) Professional, Qualified Coach and Counsellor

South Africa

Non-Executive Director, Podcaster & Business Coach

FPFS, Chartered Financial Planner, CFP^TM

Founder & Director

Adviser Outsourcing

Hinckley, Leicestershire

adviseroutsourcing.com

Business Partner & Executive Coach

The Retirement Practice Ltd

retirementpractice.co.uk

Founder

pH7 Performance

ph7performance.com