Financial planner

Mike Roberts

Financial Advisor

Recent career change - early FA

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

Rebecca Penny

Successful IFA and struggling actor, combining both worlds

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

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

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

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

Director / IFA

Financial Planner

UK Qualified Independent Financial Adviser @ Asset Management Financial Advisers

Multiple International Best Selling Author. Mind & Communication Expert.

42 years as an adviser and counting...

Director of Newark Wealth LTD

Financial Adviser

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

biz owner

EP

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

Hi, I am Ian.

Financial planner

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

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