intelliflo innovate 2024 speaker line up

Alex Lannin
Wescott Chartered Financial Planners

Alex Lannin is an Operations Manager with Westcotts Chartered Financial Planners based in their Plymouth office.

He has worked in financial services for over 20 years and has held a variety of roles including Paraplanning, IT, Project Management and Technical Services. Alex was the winner of the ‘intelliflo Connect Community Champion’ award at the intelliflo conference last year.

Andrew Kelly
Parker Kelly Financial Services

Andrew joined Parker Kelly in 2016 to work alongside his Dad, Paul and brother John, after a 15-year career in banking and insurance.

Andrew is now Managing Director of the firm and specialises in Investment and Retirement planning. As a keen innovator Andrew is always looking at ways to develop the advice process making it more accessible.

Anja Turvey
Salisbury House Wealth

Anja is the Operations Director of Salisbury House Wealth and previous roles included Head of IT & Ops and Proposition Manager at various Advice Businesses.

Anja is a self-confessed “techie” and passionate about using technology solutions to make advice businesses more efficient and scalable.

Ash Weston
8AM Global

Having initially worked as a financial adviser, Ash made the jump to investment management in 2015.

Since then, he has overseen the construction, management, and distribution of a range of investment products including 70+ managed portfolios on over 22 adviser platforms.

Ash has a keen understanding of the operational, strategic, and regulatory requirements for firms using managed investment solutions.

Chris Baigent-Reed
Jigsaw Tree Limited

With nearly three decades of experience in Financial Services, initially within an advice firm before transitioning into fintech in 1997.

Chris has assisted numerous firms in implementing technology solutions, and identified a gap in the market to help firms embed more of their existing technology.

In February 2012, Chris established Jigsaw Tree Ltd, a company dedicated to offering fintech consulting services.

Chris Jones
Dynamic Planner

Chris Jones is Proposition Director at Dynamic Planner. He is responsible for Dynamic Planner’s investment process proposition and for clients ensuring investment suitability through Dynamic Planner’s investment process.

He leads Dynamic Planner’s 14-strong team of analysts and qualified investment professionals. He also chairs the Investment Committee.

Christopher Calvocoressi
SS&C

Christopher is part of the Wealth Management Sales and Business Development at SS&C having joined in October 2023 to focus on the wealthlink partnership with intelliflo and is passionate about adviser and client technology.

He has a range of experience in technology related roles in the industry having spent time at Kingswood and Schroders Personal Wealth.

Colette Noble
LIFT-Financial

Colette Noble is a highly accomplished financial services professional with a distinguished career spanning over a decade.

As the Director of Strategy at LIFT-Financial Group, Colette is a key member of the strategic leadership team and oversees the client proposition, discretionary investment business, marketing, finance and IT.

Damian Fantato
FT Adviser

Damian Fantato is deputy editor of FT Adviser and acting editor of Asset Allocator.

He has covered the financial advice and wealth management sectors for about a decade and during that time has won the Headlinemoney Award for Trade Journalist of the Year.

Before joining the FT Group, Damian was the political reporter at a regional daily newspaper.

David Aujla
Invesco

David is a fund manager in our Multi Asset Strategies (MAS) UK team. He is lead fund manager of our risk-targeted Summit Growth and Summit Responsible multi asset ranges and co-manager of our model portfolio service and managed funds.

His expertise spans asset allocation, fund selection, and portfolio construction. He is also a regular commentator on investment topics.

David ‘Digger’ Barnes
abrdn

Fellow of the PFS, Chartered Financial Advisor with a demonstrated history of working in the financial services industry.

Skilled in Banking, Asset Management, Pension Funds, Investment Strategies, and Retirement Planning. Currently a T&C development manager at abrdn.

Gary Connolly
Ascot Lloyd

Gary has almost 30 years’ experience within Data Warehousing, Business Intelligence and Analytics. Working in various technologies he has helped companies get real value from their data, ensuring all deliverables are linked to Business Strategy.

Gary joined Ascot Lloyd in October 2020 to help accelerate them through their data journey and deliver a cloud-based Data Environment that aligns to key business priorities. He also set up and chairs the Data Governance forum from within Ascot Lloyd.

Giles Hutson
Insignis Cash

Giles Hutson is CEO and co-founder of Insignis Cash, a company inspired by his 20-year career in investment banking. He previously served as European Corporate Head of Banking and Debt Capital Markets at Merrill Lynch, and Managing Director at Morgan Stanley.

He also held further banking roles at Goldman Sachs and Barclays, and was responsible for global financing, payment and risk management transactions across all asset classes.

Hope Coumbe
Professional Adviser

Hope Coumbe (formerly William-Smith) is editor at Professional Adviser. She first joined Incisive Media as news editor of Professional Pensions in 2019 before becoming deputy editor in 2022.

Hope is the 2023 WTW Retail/Wealth Investment Journalist of the Year and has picked up accolades at the Headlinemoney Awards, the Kames Capital Journalism Awards and the Aegon Asset Management Journalism Awards as well as nominations over the years at The NextGen Planners’ Basil Awards and the State Street Institutional Press Awards.

Jason McGuigan
Wren Sterling

Jason has been a financial planner since 1988 and over this time, he has gained the globally recognised Certified Financial Planner designation and achieved chartered status.

For most of his career, he has worked with the accountancy practice Critchleys LLP, in financial advisory, senior management, and partnership roles. He joined Wren Sterling following the acquisition of Critchley’s Financial Planning LLP by Wren Sterling in July 2022.

Jeff Lange
The Financial Advice Service

An experienced senior leader within financial services with a wide-ranging background, Jeff has an accomplished professional track record, having worked with several award-winning wealth management practices, including FTSE 100 businesses.

Joe Harris
Alpha FMC

Joe is a Director at Alpha FMC within Insurance consulting, leading their Technology practice and propositions to support COO’s and CTO’s across technology strategy, operating model designs, transformation and innovation.

Joe specialises across the life, pensions & retail investments markets, with expert knowledge of distribution and advice technologies, including how to best build an interconnected vertically integrated advice architecture.

Lee Robertson
Octo Members

Lee Robertson Chartered FCSI, is a financial planning veteran of over thirty years experience. After selling the practice he founded to his team he co-founded Octo Members Group, a community of over four thousand cross-industry financial services professionals.

Known for his uncompromising standards he is a regular speaker, writer and contributor to the sector speaking across his particular interests of financial planning, client experience, digital marketing and personal brand, as well as judging on many sector awards.

Martin Lines
Just

Martin heads up Just’s team of Retirement and Later Life Specialists, supporting adviser training events and conferences across the UK – and online!

He joined Partnership in 2009, ahead of the creation of Just, having worked alongside local and national adviser firms on pensions and retirement-related issues.

Matt Townley
Suttons IFA

Matt joined Suttons in November 2020, keen to embark on a new career in financial services. Matt’s experience prior to joining Suttons was in sales, operations and client management within the oil and petrochemical sector.

Moving into financial services has proved to be a steep learning curve, of which, Matt is enjoying immensely.

Natalie Holt
the lang cat

Natalie is content editor at the lang cat, Leith’s leading independent platform, pensions and investment consultancy, probably.

She is responsible for curating the lang cat’s content for advice professionals, and in particular for users of Analyser, the lang cat’s due diligence software. She also contributes to the adviser insight team.

Neil Gallagher
Amazon Web Services

Neil Gallagher is a Senior Solutions Architect at Amazon Web Services (AWS). This role encompasses working as a trusted adviser to some of the largest capital markets firms in the UK.

He is focused on using the power of AWS to help these firms adopt scalable, efficient and secure software solutions as part of their cloud journey.

Steve Oakley Astute Private Wealth Limited

Steve has worked in the Financial Services Industry for over 25 years.

He is Head of Change & Development at Astute Private Wealth and is responsible for implementing changes to business processes, systems and technology.

Thomas Hogg
Timeline

Thomas Hogg has been part of teams which have built multiple startups from the ground up, especially in the finance space. He has written a book on Product Management called “Gaining Traction”, which has been recommended by experts in the space like Nir Eyal.

He has been mentored by worldwide Product leader, Tim Herbig, and believes in keeping clients central to developing digital products.

Victoria Hicks
The Exit Partnership

As the Managing Director of The Exit Partnership, we specialise in guiding financial planning firm owners through strategic exit planning. With experience in starting, scaling, and exiting our own planning firms, we offer unparalleled insight into the intricate process of business succession.

Our approach ensures a thorough understanding of our clients, their businesses, and the often deep personal relationships that exist between them and their own clients.

William Marshall
Hymans Robertson Investment Services

William is a Partner and Chief Investment Officer at Hymans Robertson Investment Services. He is highly experienced having joined Hymans Robertson LLP in 2003.

In his role as CIO, he is responsible for designing and implementing model portfolios that meet our clients’ needs and ensuring our communications are both relevant and engaging.