Veni vidi vici..

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

Attorney by day and side hustler by night

DRB

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

MD @WESSEX INVESTMENT MANAGEMENT

Financial planner

Sustainable Wealth for Values-Led Business Owners | B Corp Certified Financial Adviser

I help Financial Service firms become "go-to" places for trustworthy (consumer-facing) Insights about money.

Financial planner and money coach

Financial adviser at 3D Financial Planning in Reigate. Passionate about helping clients plan their futures.

Independent Financial Planner - Devon

Admin