Founder & Director
Jigsaw Tree and Jigsaw Tree Outsourcing
Head of Global Distribution
Ian joined Liontrust in February 2017 as Head of Global Distribution, having previously been Sales and Marketing Director at Miton Group. From 2007 to 2013, Ian was Managing Director of PSigma Asset Management, a UK equity income boutique that he co-founded, and before that was Managing Director of Credit Suisse's UK Retail fund management business. Ian was also with Henderson for eight years and has an English degree from Leeds University.
Head of Communications
Chase de Vere
Patrick Connolly is Head of Communications at Chase de Vere, the Independent Financial Advisers. He has 26 years of experience in the financial advice industry and is qualified as a Chartered Financial Planner through the Personal Finance Society and a Certified Financial Planner and Chartered MSCI through the Chartered Institute for Securities & Investment. He was named as the Financial Adviser of the Year, Investment Adviser of the Year, At Retirement Adviser of the Year and Value of Advice Ambassador at the Unbiased Media Awards 2017.
Founder & Director
Cathi is the Founder & Director of Para-Sols, an outsourced paraplanning firm and sister company, Apricity, a new compliance firm launched at the end of 2017. She has been in financial services since leaving university and holds both the Chartered and Certified Financial Planner status as well as being a Fellow of the Personal Finance Society.
Cathi splits her time across both companies - supporting her team and clients on a daily basis, managing the strategy and focussing the growth for both Para-Sols and Apricity as well as championing female leadership within, and external to, financial services. Outside of work, she loves nothing more than spending quality time with her young family and is a travel junkie.
Intermediary Solutions Director
Gillian has over 30 years experience in financial services and has recently joined Schroders as Intermediary Solutions Director.
Previously, Gillian had an extensive career at Standard Life followed by consultancy positions with a range of platform providers, asset managers, life companies and financial advisers.
In 2016 she founded DISCUS, a business providing research, insight and educational content for financial advisers about the outsourced investment market and discretionary managers. Following an acquisition of the business by the Embark Group she continued to develop DISCUS, provided expert consultancy services for the launch of the Embark platform and was Head of Strategic Partnerships.
Heather Hopkins is founder and MD of NextWealth, a research business that helps financial institutions adapt to what's next in wealth.
Heather has worked in the field of market research, competitive intelligence and industry benchmarking for two decades in North America, Asia and Europe.
She has spent most of her career in financial services helping asset managers, platforms and financial advisers improve their propositions, customer communication and to benchmark success against competitors. She was Head of Platforum until December 2017 and has also worked in digital marketing at Hitwise and Econsultancy.
Sophie King is the latest recruit on Professional Adviser's team. She has been a reporter since September 2018 and has reported on several events and conferences already, including PA360 North last year. Prior to PA, Sophie completed a masters in Magazine Journalism at Cardiff University. Outside of being a journalist, Sophie loves running, reading and tragically binging reality TV shows.
Group Head of Digital Marketing and Director of DISCUS
Head of Financial Planning
Chartered Institute of Securities and Investment
Jacqueline is the Head of Financial Planning at the Chartered Institute of Securities and Investment (CISI).
She has worked in the financial services sector since 1988 in technical and training roles and also as a financial planner.
She is a Fellow of the CISI and holder of the internationally recognised Certified Financial Planner Licence, for which she was one of the first examiners in the UK.
Jacqueline was previously Head of Training at the Association of Investment Companies and Director of Training and Education for the Institute of Financial Planning, where she designed, wrote and delivered new courses for financial advisers wishing to enhance their investment and planning skills and paraplanners to learn the methodology of financial planning.
Julian Marr is editor of Professional Adviser, Incisive Media's news, opinion and analysis website for UK financial advisers, as well as its sister publication Multi-Asset Review. Prior to rejoining Incisive in March 2016, he was editorial director of financial adviser resources Adviser-Hub and Events-Hub as well as a regular contributor to a variety of financial magazines and co-author, with Cherry Reynard, of Investing in Emerging Markets - the BRIC economies and beyond, published by John Wiley & Sons. Before joining Adviser-Hub in 2008, he was editorial director of Incisive Media's Investment Division, including Investment Week and Professional Pensions. His career as an investment journalist, writer and conference moderator now spans more than two decades, including five as editor and then publisher of personal finance magazine Bloomberg Money. He used to be a solicitor but that really was a very long time ago.
Helen joined Royal London in May 2017 and creates content and comment across a range of personal finance topics. Before this she was a journalist for 18 years and specialised in retirement issues. She edited trade titles Professional Pensions and Retirement Planner. In 2016 she was voted Pensions Journalist of the Year by the Investment Association and Institutional Journalist of the Year in the Kames Capital Journalism Awards.
Founder and Managing Director
Nexus IFA Ltd
Kerry Nelson is founder and Managing Director of Nexus IFA, a business she set up a decade ago. She has previously worked as a Director of Communications for a large financial advice business and began her career in financial services at a High Street bank. Kerry firmly believes that small financial advice businesses - whether they aspire to become larger or not - have a crucial role to play in delivering financial planning to the UK public. Kerry feels strongly that advisers should lead the financial services sector by example, by setting the highest standards, though that means driving out poor practice as well. Finally, she believes that advisers should play a role in spreading good money habits, not just among clients, but the public at large.
Goldman Sachs Asset Management
Julia Rees is an Executive Director on GSAM's Strategic Advisory Solutions team. As a portfolio strategist, she advises financial institutions and intermediaries on investment policy and strategy.
Prior to joining the Portfolio Strategy team, Julia worked in quantitative investment strategies (QIS) product management with an emphasis on alternative investing. Prior to joining the firm, Julia worked at a mid-stage private biotechnology company bringing a medical device to market. There, she focused on the firm's expansion strategy and evaluated potential mergers and acquisitions.
Julia holds a B.S.E. in mechanical engineering with minors in computer science and robotics from Princeton University. She is a CFA charterholder.
Cherry Reynard is a freelance financial journalist. She has worked for a range of national, consumer and trade titles including the Financial Times, Telegraph, Independent, Money Observer, Moneywise, What Investment, Citywire and Money Marketing. She has co-authored a book on investing in emerging markets and is six-time winner of the Investment Management Association's freelance journalist of the year award and four-time winner of the AIC Freelance journalist of the year award. She began her career as a tax accountant for PriceWaterhouseCoopers, before moving to investment bank JP Morgan.
Chief Corporate Officer
Andrea has over 25 years' experience in financial services becoming a specialist in equity release over 10 years ago. As a high profile commentator and industry expert Andrea has contributed to both trade, National Press, TV and radio. Her career has included the position of Director General for the trade association SHIP now known as the Equity Release Council whereby she spent over 5 years as the industry spokesperson helping to educate and inform media, Government and the general public on the safeguards of equity release.
As a member of Bowers Board for the last 4 years Andreas experience across providers, solicitors, advisers and customers, along with a deep understanding of the industry has helped to shape and grow Bower.
Emma has nearly twenty years' experience in the Protection industry, and uses her expertise and influence to help grow and improve the protection market. Emma is LifeSearch's Life Office Relationship Director and Press Spokesperson. Both roles involve her lobbying for improved customer experiences and increased consumer awareness; she works closely with insurers to develop their propositions, helps journalists with Protection stories, together with speaking publicly and writing columns herself on issues and opportunities to help get more consumers protected. Through this work for LifeSearch, Emma founded and is Chair of the Women in Protection Network. The group's purpose is to highlight the need for more women to take out Protection insurance, and to help increase the number of women working within and influencing our industry. Emma is also chair of the Protection Distributors Group which aims to improve the industry for consumers.
Financial Resilience and Protection Specialist
Johnny Timpson is Scottish Widows' financial resilience and protection specialist. He has 40 years' experience working in a variety of technical roles and distribution models. He is a member of the ABI Protection Committee and was recently appointed by the DWP to be the disability champion for the insurance industry and profession. He is also a member of the Income Protection Task Force and sits on both its Welfare and Building Resilient Households working groups. In addition, he is a member of the CII's Insuring Women's Futures Programme Advisory Panel and was, until its close, a member of the Seven Families Project team and work stream lead. Until recently Johnny was chair of TISA's Consumer Protection Policy Council. Outside work, Johnny actively supports the Fawcett Society and campaigns for gender equality and a 50:50 Parliament.
Head of Pension Strategy
Claire, Head of Pension Strategy at Technical Connection, has worked in the pensions arena for the whole of her career. This has ranged from a pension transfer specialist to helping advisers deal with the complexities of SIPPs and SSAS in a post simplification environment. Her role with Technical Connection continues to build on her technical insight, thought leadership and ability to make complex issues simple to understand.
Pension Technical Manager
Jessica has been with the Curtis Banks Group for seven years, having joined Suffolk Life in 2011. She's worked in various roles, including the SIPP Support team helping customers with general queries and the Product Technical team working on projects to deliver legislative changes and delivering staff training. As the Group's Pension Technical Manager she now focuses on helping advisers, presenting on technical issues and writing for the press. She has been a regular contributor to Retirement Planner since 2016.