Helping professionals create, manage, and transfer wealth with clear advice. 20 years in investment banking. Regulated planner & published author.

Financial Advisor

Global Fintech Analyst and Founder of AdviserSoftware.com dedicated to identifying technology that can transform how advisers can work with clients.

EP

Financial Planner

Director / IFA

Mike Roberts

Financial planner

MD @WESSEX INVESTMENT MANAGEMENT

42 years as an adviser and counting...

Successful IFA and struggling actor, combining both worlds

I have been running for a couple of years, I've completed one very painful marathon at short notice and looking to improve

Passionate about 'proper' financial planning and the impact it has on people's lives. CFP & Chartered Wealth Manager.

biz owner

Managing Director at HHH Mortgages. Holiday Let specialists, also helping Residential, BTL, Protection and Later Life.

Expert in investor behaviour & retirement planning, I help clients focus on controllable factors using simple, relatable financial insights.

Retirement income Planner and author, podcast host and YouTube presenter of the Retirement Cafe

Hi, I am Ian.

Financial Adviser

Lifestyle Financial Planner - I help people get the life they want and not just settle for basic

Financial planner

Director of Newark Wealth LTD

Rebecca Penny

Starting new venture in un-retirement as a Generic Financial Planning Adviser / Life coach.

Chartered Financial Planner from Edinburgh

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Enthusiastic adviser in my 30s

1

Tim Geoghegan is a Successful IFA and Business Owner having established his own practice in 2003, with a background in Private Banking t.

I’m a financial advisor who is sharing knowledge with as many people as possible and help those who want to delegate the management of their finances