intelliflo innovate 2025 speaker line up

Andrew Elson
Berry & Oak

Andrew Elson is a Chartered Financial Planner, Managing Director, and co-founder of Berry & Oak an award winning independent financial planning firm based in Yorkshire. With 36  years of experience in the financial service profession, Andrew is passionate about helping clients build clear, tailored financial roadmaps to secure their long-term financial well-being.

Renowned for his client-centric approach, Andrew specialises in working with individuals and families approaching and transitioning into retirement. His expertise spans pension strategies, tax-efficient investment strategies, and estate planning, ensuring his clients can enjoy financial security with confidence and clarity.

Alan Gurung
AdvisoryAI

As an adviser, Alan found himself drowning in paperwork instead of helping clients make life-improving decisions. After calculating that his team spent over 2,500 hours annually on administrative tasks, Alan realised this inefficiency wasn’t just frustrating—it was the primary reason only 8% of the UK population can access financial advice.

He left to co-found AdvisoryAI and today, AdvisoryAI has saved advisers 10,000+ hours of admin time, allowing them to spend higher quality time with more clients.

Ben Gutteridge
Invesco

Ben Gutteridge joined Invesco in January 2020 and is a Multi-Asset Strategist within Invesco Solutions.

Prior to joining Invesco, Ben was a Research Director at Brewin Dolphin, sitting on the Asset Allocation Committee as well as heading up the 3rd Party Fund Research team. Ben has extensive experience in helping to manage model portfolio services and delivering stimulating updates to clients.

Bob Kelly
Chase de Vere

Bob started in financial services in 1996, joining Thomson’s Financial Planning, who later became AWD
Moved into technology in 1999 – the greatest year on planet earth (as a Man Utd fan)
Worked through the ranks in the traditional IT space.
Became Head of IT for Chase de Vere in 2012 and latterly Director of IT in 2017.
Led the migration to Intelliflo in 2017 and now in charge of the business change and transformation programme.

Cathi Harrison
Verve

Cathi Harrison is the CEO of Verve, a national outsourced provider of support services to financial advice firms. She has successfully built a 50+ strong team of qualified and skilled paraplanners, regulation experts and trainers to deliver award-winning services that support advisers to grow and thrive whatever their business challenge.

In 2023, as passionate innovator and pioneer for positive disruption, Cathi and her team launched Dextera – a new business operations dashboard to support firms with the running of a business.

Charlotte Elgar
MHA Wealth

Charlotte focuses on providing bespoke financial advice to her clients, including individuals, businesses, charities and trusts.  This covers all aspects of advice, including retirement planning, investment planning, protection, pension analysis, estate planning and cashflow planning.

Charlotte is a Fellow of the Personal Finance Society, the highest designation awarded by the PFS.

Chirine Harb
Capital Asset Management

Chirine Harb is the Chief Operating Officer and Board Director at Capital Asset Management, a London-based financial services firm. With a background in architecture and advanced degrees including an MSc and MBA, she brings a unique perspective to operations and leadership. Chirine is recognised for her people-first, data-second approach, fostering high-performing teams and driving strategic change.

Chris Houlding
intelliflo

Chris Houlding has worked in user experience design (UX) for over 20 years, 10 of which have been focused on Financial Technology. Straddling both design consultancy and in-house teams for large financial organisations, he’s developed a passion for bringing the customer’s voice deeper into the product development lifecycle. Since joining intelliflo at the beginning of 2024, Chris has expanded intelliflo’s design capability to continue its commitment to put the customer at the heart of our product vision.

Chris Hudson
M&G

Chris has a strong track record of leading high performing teams, bringing new products to market, and delivering profitable distribution strategies – all of which are key to M&G’s plans to further unlock the growth potential in our business. He has always been a leading advocate of smoothed products, and is leading M&G’s drive to build smoothed funds as an asset class by taking PruFund to market at pace.

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 Duncan
intelliflo

David has been with intelliflo for 9 years, initially serving as a Customer Manager for the first 4 years. He currently holds the position of Manager of Customer Propositions. In this role, David focuses on engaging and liaising with customers, while supporting Product Managers in the design and implementation of new Intelliflo solutions and services.

Dr Greg Davies
Oxford Risk

A globally recognised expert in applied decision science, behavioural finance, impact investing, risk suitability, and financial wellbeing

How can behavioural science help clients to achieve better financial outcomes? How can you make better investment decisions? What really matters to investors? How do advisers keep clients invested for the long-term?

Greg Davies, Head of Behavioural Finance at Oxford Risk, combines academic rigour and real-life industry experience to answer these questions and provide valuable insights across a wide range of behavioural finance topics.

Garry Evans
Recordsure

Garry Evans has over 20 years of experience creating ground-breaking technologies that drive real financial and social impact. He specialises in tech-lead solutions for financial services firms and has helped to create the world’s first Conversational AI-enabled, Open Banking-driven B2C debt advice solution. Garry is focused on advancing products and services with cutting-edge technology to meet the evolving needs of Recordsure clients.

Gavin Bell
intelliflo

With nearly a decade of experience at intelliflo, Gavin has honed his expertise across all areas of functionality, assisting firms in maximizing intelliflo’s features to enhance efficiency and streamline processes. As AI becomes increasingly integrated into technology, he is eager to explore how these advancements can elevate customer experiences and drive greater success.

Gemma Wilde
intelliflo

Gemma Wilde is a user experience (UX) research lead at intelliflo. Gemma helps teams connect with users throughout the design process, to create intuitive, engaging digital products and services. She brings a background in psychology and over 20 years of experience in human-centered design. Before joining intelliflo, Gemma lead a UX team in the San Francisco Bay Area, working with a range of startups and established players in fintech, technology and gaming. You can often find Gemma sharing insights in a design workshop or out engaging with our customers.

George Cliff
Clever IM

As Director of Research and CIO at Clever Investment Management, I am primarily responsible for the development of our quantitative and academically driven investment strategies and our proprietary fund selection system ‘The CleverEngine’.  Day to day, I work with anyone from the Portfolio Managers within our Clever MPS to esteemed Professors Clare & Thomas and staff of Bayes Business School.  Joining Clever as an analyst from Business School over 10 years ago, I have continued to develop my skillset, earning my MBA in 2018 and now studying towards a PhD in Finance with Bayes Business School.

Faye Allen
intelliflo

Faye Allen began her journey with intelliflo office over a decade ago as a Mortgage & Protection Advisor, where she played a pivotal role in implementing the platform within a national independent mortgage brokerage. Eight years ago, she joined intelliflo and now leads the Learning Delivery team, focusing on the creation and delivery of digital learning content that empowers customers to adopt intelliflo office effectively and embrace best practices. Faye is a key stakeholder in the development and delivery of the wealthlink proposition. She is passionate about its evolution and the opportunities it presents to help customers “key less and do more.”

Helise Chao
Foster Denovo

Helise Chao is the Head of Business Architecture at Foster Denovo Group. With over 20 years of experience, she leads technology and innovation initiatives to supercharge productivity, create digital capabilities, embrace AI, and enhance the client experience.

Consulting with high-profile banks and wealth management firms across Australia and the UK, Helise has helped businesses digitise traditional services, transform advisory models, improve process efficiency, and empower advisers and support teams to deliver client-centric services.

Ian Plumpton
Attivo

Ian Plumpton has worked in Financial Services for over 30 years and joined Attivo in 2011. An MBA-qualified senior leader, Ian has a breadth and depth of experience within operational and compliance functions in financial services. He is responsible for developing and enhancing the technology within the group, ensuring that Attivo Group’s financial planning subsidiaries comply with their regulatory obligations and that business risks are managed effectively.

Jane Hodges
Money Honey Financial Planning

Jane Hodges has over 30 years of experience in the FS industry, as a financial planner/advisor, executive manager, project manager, compliance expert, and technologist. She runs her own IFA financial planning practice and is a Chartered Financial Planner, Fellow of the PFS, Associate of CII, and SOLLA accredited. Recently passed the STEP certificate for Financial Advisors to support estate planning needs.

Jane Howarth
intelliflo

Jane has worked at intelliflo for 12 years, following a career in financial services, and is passionate about delivering customer success with the superb team she works alongside. Building strong relationships with intelliflo’s customers is at the heart of what she does and provides dedicated exceptional support and service and take pride in ensuring intelliflo’s customers receive the best possible experience and love to share in their successes.

James Bartlett
intelliflo

James has worked in the financial technology industry for over 20 years, covering platforms, research and wealth management. Since joining intelliflo 2 years ago, he has worked across product and strategy and is currently Product Manager for Extensibility – covering wealthlink, integrations and data.

Jason Wintie
TCC

Jason Wintie is a compliance professional with 28 years of financial services experience, including 22 years as a Regulatory Consultant. He has worked with a wide range of regulated firms offering expertise in compliance. Known for his practical approach, Jason supports Compliance Directors/Officers in managing regulatory matters and addressing FCA requirements.

Joseph Twigg
Aveni

Joseph is CEO of Aveni, an award-winning Fintech company specialising in advanced AI solutions for the financial services industry.  Prior to founding the company Joseph spent 15 years working in the Investment Industry in Edinburgh and London, latterly as the Head of Strategy and Business Management for Aberdeen Standard Investments. Joseph holds post graduate qualifications from Stanford University in Strategy & Risk Management, an Executive MBA from the University of Edinburgh, a BSc in Biotechnology & Applied Genetics and several certifications in investment and finance.

Kate McManus
intelliflo

Joined intelliflo’s product team in 2023, after spending 2 years supporting our customers as a Customer Relationship Manager. With over 20 years experience working in Financial Advice firms, Kate relishes helping firms and individuals embrace technologies to improve efficiency and provide great service to their clients. It’s with this deep understanding of Intelliflo’s customers she continues to drive change and improvement to the intelliflo products.

Kirsty Whitehouse
intelliflo

Kirsty Whitehouse has almost 20 years of experience as an investment and mortgage advisor, specializing in later life mortgages and equity release. She has extensively used intelliflo throughout that time, recently managing its implementation at a national mortgage broker. Kirsty joined intelliflo in 2023 and enjoys helping advice firms maximize their use of its features to advance their business.

Laure Kiley
TFAS

Lauren Kiley is Wealth Director at TFAS Wealth, an independent financial advice firm committed to making quality advice accessible through technology-enabled, remote delivery. A Chartered-level senior professional, Lauren has built a reputation for technical excellence, commercial insight, and client-first leadership.

Starting her career in the not-for-profit sector, Lauren specialised in debt advice and financial guidance before moving into regulated financial services. Over the years, she has gained broad, hands-on experience across paraplanning, regulated advice, team leadership, and operational management – progressing from entry-level to board-level leadership.

As part of the senior management team at TFAS Wealth, Lauren plays a pivotal role in shaping the firm’s advice strategy, operational governance, and client outcomes. She leads on key projects focused on leveraging technology to improve advice process efficiency and enhance both client and adviser experience.

Lois Vallely
Money Marketing

Lois Vallely is Chief Reporter at Money Marketing, where she primarily covers adviser technology, behavioural finance and advice business deals. A graduate of Queen’s University Belfast, she previously wrote for The Grocer and Utility Week. She is known for her insightful and accessible journalism, bringing clarity to complex topics in financial advice. She is a regular panellist at industry events and has been shortlisted for Headlinemoney’s Journalist of the Year (B2B) Awards 2025.

Martin Lines
JUST Group

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.  He is a regular speaker at financial services events with subjects ranging from the technical issues to consumer vulnerability and behavioural bias.

Matt Jeffrey
Wavestone

Matt is an Associate Partner at Wavestone and Head of Wealth, Advice, and Platforms. His entire career has been in the Advice space and he now helps firms develop new strategies and propositions, improve operations and efficiency, and successfully navigate M&A.

Matt Merchant
East Anglian Financial Planning

Matt joined the industry in 2010 and earned his Diploma in Regulated Financial Advice in 2016. He co-founded East Anglian Financial Planning Ltd after working at two regional IFA firms for 12 years. Matt offers holistic financial advice to various clients, specializing in complex trust cases. He chairs the firm’s Investment Committee and was named one of the top 35 advisers under 35 by Citywire in 2023. Outside of work, he enjoys spending time with his Cocker Spaniel, Dexter, supports Ipswich Town Football Club, and has recently taken up golf.

Nick Eatock
intelliflo

Nick is a long-standing and passionate supporter of the value of financial advice. He has pioneered the role of technology solutions that fundamentally improve the efficiency and engagement experience for both clients and advisers. In turn, this has the potential to significantly widen access to financial advice.

Nick is responsible for ensuring that intelliflo delivers to its strategic vision by supporting, coaching and mentoring the great people who work for us.

Nick Sinclair-Wilson
BRI Wealth Management

Nick is a Charted Financial Planner and sits on the board as BRI’s Director of Client Services, overseeing the firm’s proposition and front-office operations.

Nicky Sevel
Woven Advice

Nicky is the Founder and CEO of Woven Advice. Woven work with financial advice firms to power better customer and practice outcomes by ensuring clean data and providing advanced analytics.

Oli Sussat
Harding Financial

As Chief Technology Officer at Harding Financial Ltd, I combine my technical and business skillsets for the advancement of the firm’s product and service delivery. I focus on all things data, systems and technology related, from the development and delivery of systems that support business process by way of workflow automation, through to the use of data and data visualisation within the organisation to create knowledge and wisdom for colleagues and clients. I also work to support the organisation’s marketing and communications approach, ensuring that both content and channels work well for our diverse client segments.

Paul Thomson-Clark
intelliflo

Paul Thomson-Clark (known as ‘T-C’) has over 30 years of experience in the UK Financial Services, primarily in Financial Advice. He has held various roles, including administrator, paraplanner, learning and development specialist, and business development leader.

T-C joined intelliflo over 10 years ago, starting as a Training Consultant, then becoming a Project Manager, and later a Senior Solutions Consultant. He is now the Director of Sales Solutions, leading a team of 5 Solutions Consultants in the UK, US, and Australia.

Richard To
Throgmorton

Richard is a certified financial planner and was recognised as a Top 35 Next Generation Advisor by Citywire in 2024 for his dedication and expertise in the financial planning industry. He holds a degree in Accounting and Finance from the University of Manchester and began his career in the City of London, where he assisted business owners and high-earning professionals with managing their personal finances. Following a period in London, he returned to Manchester to be closer to his family. Prior to joining Throgmorton in April 2023, Richard led the wealth management division at an accountancy practice.

Rob Hudson
JUST Group

Rob is leader of our Digital Wealth business, focussing on the urgent need to help more people understand, plan and get what they want from a modern retirement.

Following an early career at Hargreaves Lansdown and Egg PLC, he has a proven track record of launching and building successful retail investment platform businesses for major UK providers and brands, including Close Bros, Charles Stanley Direct and Virgin Money.

Rowan Whittington
Dynamic Planner

Rowan leads product vision and strategy at Dynamic Planner, driving innovation and long-term value for financial advice firms and their clients. Her work shapes how people access the financial guidance they need to fund the lives they want, with a strong focus on user experience, innovation, and impact.

A member of the Senior Leadership Team, EMT, and Board, Rowan brings valuable experience from senior roles at Confused.com as Product Director and Head of Personal Finance, and at Admiral Car Insurance, where she helped launch the product, Veygo.

Ruth Lippiatt
Berry & Oak

Ruth is an experienced Operations Manager with 25 years in financial services, spanning both small firms and large corporates She’s passionate about improving how teams work and making sure clients get great service every time.

Sahar Nazir
Professional Adviser

Sahar Nazir is a news editor covering financial services and has more than eight years’ experience in journalism. She explores key themes such as regulation, diversity, and technology. She previously reported on fashion and grocery retail at Retail Gazette and was featured on Netflix, sharing insights from her work on grocery giants Lidl and Waitrose. In her current role at Professional Adviser, Sahar has a particular interest in how artificial intelligence is reshaping adviser-client relationships and the future of advice delivery.

Steven Hoare
intelliflo

Steven Hoare has nearly 25 years experience across training, digital adoption and customer education within UK Financial Services organisations, the last 12 at intelliflo. He has worked with our customers throughout,  from delivering face to face training as part of onboarding, to running our first ever webinar programme and now managing some of the key teams that support intelliflo connect, intelliflo academy and interactive help. Steven is married with two teenage girls, enjoys tech, music and walking Holly, the family Cocker Spaniel who featured on a few of our earliest webinars!

Scott Millar
Finova Money

Scott is the founder of and chartered financial planner at Finova Money, driven by a passion to make a lasting difference in people’s lives through great financial advice. His mission is to empower clients to live free from financial stress and anxiety, helping them focus on what truly matters. Scott is equally committed to shaping the future of the profession—championing the next generation of advisers and paraplanners by giving them the tools, support, and inspiration to choose financial planning as a meaningful, rewarding career.

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
Melo

As the Managing Director of Melo, we specialise in working with financial planning firm owners, to build and exit better businesses. With experience in starting, scaling, and exiting our own planning firms, we offer unparalleled insight into the intricate processes of business growth and 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.