Contributors

Managing Director

Xentum

Lymm, Cheshire

xentum.co.uk

Director

HarperLees

Ingatestone, Essex

harperlees.co.uk

Managing Director

Chartered Financial Planner

Handford, Aitkenhead and Walker Ltd

Rearsby, Leicestershire

ha-w.co.uk

Chartered Financial Planner

Holland Hahn & Wills

hhw-uk.com

Founder & Financial Adviser

Maven Adviser, Humans Under Management, Maven Money Podcast

London

mavenadviser.com

Managing Partner

APFS, CFP^TM Chartered MCSI

First Wealth

London, W1

firstwealth.co.uk

Founder

Financial Adviser Mentorship

Founder and Managing Director

Oakmere Wealth Management Ltd

Cuddington

oakmerewealth.co.uk

Founder

The Money Panel

Whitstable

themoneypanel.co.uk

Director

Chartered Financial Planner

Rosewood Financial Planning

South-East Essex

rosewoodfp.co.uk

Director

Fortitude

Towcester

fortitudefp.co.uk

Assistant Financial Planner

Mazars

Leeds

mazars.co.uk

Assistant Financial Planner

Mazars

Sutton

mazars.co.uk

Senior Financial Planner

Paradigm Norton Financial Planning Limited

Bristol

paradigmnorton.co.uk

CEO

Chartered Financial Planner

Brunel Capital Partners

Bristol

brunelcapitalpartners.com

Financial Planner

DipPFS (MP&ER)

Clear Cut Financial Planning

Ledsham, Cheshire

clearcutfp.co.uk

CEO

Yellowtail Financial Planning

London & Exeter

yellowtail.co.uk

Director

FPFS, IMC, Chartered Financial Planner

Old Mill Financial Planning

Exeter

oldmillgroup.co.uk

Founder

Find Peace of Mind

findpeaceofmind.co.uk

Managing Director

Life Matters

lifemattersfp.com

Managing Director

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

HK Wealth

Stirling

financialadviserstirling.co.uk

Chartered Financial Planner FCSI, FPFS, CFP^CM

Eldon Financial Planning

Newton Aycliff, County Durham

eldonfinancial.co.uk

Managing Director & Financial Planner

Certified and Chartered Financial Planner

Magenta Financial Planning

South Wales

magentafp.com

Chartered Financial Planner

Clear Cut Financial Planning

Cheshire, Manchester, Wirral

clearcutfp.co.uk

Trainee Financial Planner

Magenta Financial Planning

Bridgend

magentafp.com

Chief Executive

Certified Financial Planner, Chartered Financial Planner & Chartered Wealth Manager

Magenta Financial Planning

Bridgend

magentafp.com

Managing Director & Founder

Chartered Financial Planner

KMD Private Wealth Management

kmdpwm.co.uk

Chartered Financial Planner

Investment Management Certificate

Handford Aitkenhead & Walker

Leicestershire

ha-w.co.uk

Founder

True Financial Design Ltd

Wetherby and Harrogate

truefinancialdesign.co.uk

Managing Director

Clear Vision Financial Planning

Kempston, Bedfordshire

clearvisionfp.co.uk

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

Partner

BpH Wealth Management

Harpenden

bphwealth.co.uk

Partner

Chartered Financial Planner

Mazars

Leeds

mazars.co.uk

CEO

Joslin Rhodes

Northallerton

joslinrhodes.co.uk

Owner/Director

Values to Vision Financial Planning

Radlett

v2vfp.co.uk

Director

Wellington Wealth

Glasgow

wellington-wealth.com

Trainee IFA

Ascot Lloyd

King's Lynn

www.ascotlloyd.co.uk

Managing Director and Independent Financial Planner

Tandem Financial Ltd

Bendish, Hitchin

tandemfinancial.co.uk

Founder

Chartered Financial Planner

Meaningful Money

Cornwall

meaningfulmoney.tv

Operations Director

DipPFS, Accredited Time to Think Coach

Emery Little

Hemel Hempstead

www.emerylittle.com

Director

Chartered Financial Planner

IFS Wealth & Pensions

London, N22

ifswp.co.uk

Financial Planner

DipPFS EFP

London

Chartered Financial Planner

FPFS

Matrix Capital

Monkhopton, Shropshire

matrixcapital.co.uk

Non-Executive Director, Podcaster & Business Coach

FPFS, Chartered Financial Planner, CFP^TM

Director

Certified Financial Planner™ Professional

Berry & Oak

Boston Spa, West Yorkshire

berryandoak.co.uk

Financial Planner

London

Managing Director

Chartered Financial Planner

Thornton Chartered Financial Planning

Douglas, Isle of Man

thorntonfs.com

Chartered Financial Planner

HarperLees

Ingatestone, Essex

harperlees.co.uk

Director of Financial Planning

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

Smart Financial, Smart Divorce

Altrincham, Cheshire

smartfinancial.co.uk

Director

Annetts & Orchard

Salisbury

annettsandorchard.co.uk

Client Manager

Paradigm Norton Financial Planning Limited

London

paradigmnorton.co.uk

Speaker, Consultant, Trainer

andrewthorp.co.uk

Regional Director

Dimensional

Vice President

Dimensional

Regional Director, Dimensional Global Client Group

London

eu.dimensional.com/en

Founder

FP Advance

fpadvance.com

Head of Content

Based in Suffolk

Chairman

Ovation Finance & The Eternal Business Consultancy

theeternalbusiness.com

Head of Community Experience & Marketing, NextGen Planners

Co-Founder & Head Honcho, docVinci

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

Dimensional

London

eu.dimensional.com

The Soul Millionaire

soulmillionaire.com

Head of Client Communications for EMEA, VP London

Dimensional

London

eu.dimensional.com/en

Practice Management Consultant

RIE Solutions

rie.solutions

Storyteller

Faith Liversedge

faithliversedge.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

Founder & Chief Innovation Officer

Innovating Advice

Everywhere

innovatingadvice.com

CEO

FPFS

Bamford Media Ltd

Cranleigh, Surrey

bamfordmedia.co.uk

Communication Coach

International Coaching Federation Certificate, Master NLP Practitioner

Motem

motem.co.uk

Managing Director

FPFS PFE (PIP)®

Practical Financial Exams

practicalfinancialexams.co.uk

Content editor

Nucleus Financial Group

Edinburgh

nucleusfinancial.com

Vice President EMEA Marketing

Dimensional

Client Cashflow Solutions Manager

i4C Cashflow Modelling Software

i4c.technology/

Founder & Director

Adviser Outsourcing

Hinckley, Leicestershire

adviseroutsourcing.com

Business Partner & Executive Coach

The Retirement Practice Ltd

retirementpractice.co.uk

Senior Paraplanner & Assistant Manager

Mazars

Leeds

mazars.co.uk

Director

Chartered Paraplanner

Plan Works

plan-works.co.uk