Poppy Achilles
Independent Consultant

A transformative leader with a strong track record of guiding organisations through complex change. She brings together strategic acuity and operational discipline, moving seamlessly from board-level strategy to hands-on delivery. A business transformation specialist and committed industry collaborator, she is known for leading and shaping industry debate and conversation.

Akeel Ahmed
intelliflo

Akeel Ahmed is Chief Technology Officer and Co-Founder at intelliflo, where he leads technology strategy and innovation across its market leading wealth management platform. With extensive experience in financial services technology, Akeel is responsible for driving scalable, secure and customer focused solutions. He is passionate about modern engineering practices, cloud transformation and building high performing teams that deliver meaningful outcomes for advisers and financial institutions.

Natalie Beer
intelliflo

Natalie Beer is Head of Sales at intelliflo, where she has spent nearly 13 years working hand-in-hand with advice firms across the UK. With a career rooted in financial planning and advice, spanning National Australia Bank, AXA Wealth, and now intelliflo, Natalie brings over 25 years of industry insight and a deep understanding of what makes advice firms tick. A true advocate for the profession, she believes passionately in the role technology can play in helping advice firms thrive.

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.

Ester Bizcarrondo
AWS

Ester leads Wealth and Asset Management initiatives across EMEA for AWS’s Financial Services Industry Development team, helping financial institutions realize the transformative value of technology and turn strategic ambition into real outcomes.

With 17 years of experience as an investment advisor, she understands the pressures wealth professionals face, and is driven by a deep belief that AI can change the game, empowering firms to elevate advice, deepen client relationships, and achieve what once felt out of reach.

Stephen Bottomley
Flagstone

Stephen supports wealth managers, IFAs and partners utilise the Flagstone platform.

Stephen has worked in the finance industry for over 20 years, with in-depth knowledge of the advisory business both in the UK and internationally. He has experience in payments, e-money, cash management, and has spent many years working as an international advisor based in South East Asia.

James Calvert-Jones
intelliflo

James Calvert-Jones is a Product Manager for Financial Planning & Advice at intelliflo, where he helps shape the next generation of planning and advice experiences.

James is passionate about building powerful planning tools, advice journeys, and AI enabled capabilities that help advisers deliver more engaging, efficient, and personalised advice at scale. He is inspired by the real-world impact these technologies have in enabling advisers to transform their clients’ financial outcomes and life decisions.

Wai-Jon Chan
intelliflo

Wai-Jon has been a dedicated professional in the Financial Services industry for over 16 years, with extensive experience in Wealth Management, Mergers & Acquisitions, and FinTech.

Since joining intelliflo in 2019, Wai-Jon has taken great pride in helping customers leverage intelliflo’s solutions to enhance efficiencies and achieve their business objectives.

Roxanne Corrieri
intelliflo

Roxanne Corrieri is Head of Customer Experience, UK, utilises her extensive experience in customer success, operations, and service excellence within intelliflo and financial services technology. She is passionate about creating high performing teams and delivering consistent, high quality experiences for clients.

Roxanne brings a people first, results driven leadership style, collaborating closely across the organisation to enable scalable growth, operational resilience, and trusted, long term partnerships, while supporting strategic change, continuous improvement, and client advocacy. Roxanne is also a Highly Commended Finalist for Women of the Year, Fintech, 2025, representing women within both intelliflo and the industry.

Aisling Costello
intelliflo

Joined intelliflo in 2021, initially working in the cashflow team supporting advisers to bring advice to life through cashflow planning. With eight years’ experience as a paraplanner across multiple IFA firms, Aishling brings strong understanding of adviser workflows and customer needs.

In 2025, she moved into the product team as Product Adoption Team Leader, focusing on driving adoption, improving efficiency, and acting as the voice of the customer to improve outcomes for advisers and clients.

Dr Philip Courtenay
Humans & Money

Dr Philip Courtenay is Founder of Humans & Money and a leading expert in financial consumer behaviour. With a PhD in financial decision-making and senior experience across wealth management and marketing strategy, he helps financial planners and fintech businesses apply behavioural science to improve client engagement, marketing and financial decision-making. He speaks internationally on financial behaviour.

Gillian Davies
Citywide Financial Partners

Gillian Davies, CFA is an operations director with deep experience at the intersection of finance, technology, and delivery. Her career began in capital markets at the Bank of Montreal, where she held senior trading and risk roles, before moving into hands-on operational leadership in data-driven, technology-enabled businesses.

Since 2023, Gillian has led operations at Citywide Financial Partners, primarily overseeing finance and technology development, with a particular interest in improving systems, data flows, and operational decision-making as the firm scales up.

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.

Alan Gurung
AdviseryAI

As an adviser, Alan saw his team lose 2,500 hours a year to admin instead of client conversations.

He left to co-found AdvisoryAI, which has since given advisers and paraplanners back over 10,000 hours,  time now spent helping more clients make better financial decisions.

Chirine Harb
Capital Partners

Chirine Harb is the Chief Operating Officer and Board Director at Capital Partners, 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.

Joe Harris
Alpha FMC

Joe is a Managing Consultant Partner at Alpha FMC within Insurance consulting, leading their Technology practice and propositions to support C-Suites across value proposition and operating model designs, transformation and technology strategy.

Joe specialises across the Wealth and Retail Investments markets, with expert knowledge of distribution and advice technologies, including how to best build an interconnected vertically integrated advice architecture.

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, to running our first ever webinar programme and managing some of the key teams that supported intelliflo connect, intelliflo academy and interactive help. Steven is now a Product Manager and led delivery of ‘Flo’, our first ever in-app Ai assistant.

Thomas Hogg
Timeline

Thomas Hogg is Chief Product Officer at Timeline, where he leads the vision and delivery of the firm’s adviser-centric product strategy. He is responsible for translating adviser and client needs into scalable, intuitive products that support better financial planning outcomes.

With a background in building and scaling fintech products, Thomas has spent his career at the intersection of technology, user experience and financial advice. Before joining Timeline, he worked across multiple startup environments, taking products from early concept through to mature, market-ready solutions.

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.

Natalie joined the lang cat from Nucleus where she managed its practice development site Illuminate, and before that she was editor of Money Marketing.

Johann Koch
intelliflo

Johann Koch (JK), Chief Sales Officer at intelliflo, brings extensive experience in financial technology, platform innovation, and advisor solutions. He focuses on delivering scalable, client centric technology that helps advice firms operate more efficiently and achieve better outcomes for their customers.

Known for his strategic mindset and collaborative leadership style, JK works closely with partners and teams to drive product evolution, operational excellence, and long term value across the wealth management ecosystem.

Amira Norris
Accenture

Amira is a Principal Director at Accenture and senior UK wealth leader with 30+ years’ experience spanning life, pensions and investment platforms. She advises boards on growth, distribution and innovation, bridging commercial strategy, regulatory change and customer outcomes, with deep expertise in platform transformation, guidance frameworks and future‑ready propositions development.

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.

Ian McKenna
FTRC

Ian McKenna has been “Mr AdviceTech” for over 30 years. He founded Financial Technology Research Centre in 1995 and leads the team that publishes AdviserSoftware.com, the ultimate website for adviser technology and the monthly digital magazine “Adviser AI & Tech – Everyone You Need to Know.” which is designed for advisers who want to understand all they need to know about using tech to run their businesses better. He has an encyclopaedic knowledge of advicetech, not just in the UK but globally.

David Moffat
Platforms Association

While sitting on various UK and European industry boards and committees, David acts as a freelance consultant in the wealth and asset management sectors.

Born in Zimbabwe and educated in Scotland, David spent 20 years in the asset management industry with Fidelity, Threadneedle and JPMorgan before joining IFDS SS&C from 2007 – 2025 in various business development, proposition and industry affairs roles.

Rich Mayor
the lang cat

Rich leads the lang cat’s research into the UK advice and platform markets, including State of the Advice Nation and State of the Platform Nation, working closely with advice firms and platforms on issues of technology, regulation and client behaviour.

Charlie Parker
Albemarle Street Partners

Charlie Parker is a respected and influential voice in the financial adviser community and investment markets. He leads strategy at Albemarle Street Partners and is known for bringing investment ideas to life, helping advisers explain complex concepts clearly, and enabling clients to make smarter long-term investment decisions.

Johnny Ridd
RQ

Johnny Ridd is Founder and CEO of RQ, the referral platform helping advisory firms manage, track and grow referral activity with clarity and control. Built in collaboration with ICAEW, RQ gives firms a structured, compliant and measurable way to manage introductions, improve visibility, close the feedback loop with introducers and turn referrals into a more reliable growth channel.

Jesse Robinson
intelliflo

Jesse Robinson is Director of Customer Success, UK at intelliflo, where he leads strategic programmes helping advice firms unlock the full potential of technology. With a focus on adoption, data-driven improvement and lasting partnerships, Jesse collaborates with advisers to drive efficiency, scalability and superior client outcomes. A recognised leader in fintech and customer transformation, Jesse is committed to championing practical innovation that delivers measurable impact across the advice sector. He is also a passionate advocate for diversity and representation in technology, believing that inclusive leadership is essential to building a stronger, more innovative tech industry. Jesse was recently recognised as part of the BTA Top 50, a definitive list of Black professionals driving meaningful change across UK tech.

Corinne Ruddick
intelliflo

Corinne has been with intelliflo for over eight years, gaining extensive experience across the Support, Customer Success and Onboarding teams. With prior experience in the financial services industry, she brings strong insight into adviser needs and challenges. As Product Adoption Manager, Corinne focuses on driving product adoption, helping customers get the most value from intelliflo’s solutions, and ensuring customer feedback helps shape future product improvements.

Nicky Sevel
Woven Advice

Nicky Sevel is the founder and CEO of Woven Advice, a UK fintech building data infrastructure and transfer automation for financial advisers. A former financial planner turned founder, she brings a rare combination of frontline advice experience and deep platform knowledge to the conversation.

Sam Shaw
Independent Journalist

Sam Shaw is director of her own strategic B2B content consultancy. A former industry trade journalist and editor, she has written, presented and advised on corporate content and communications across financial services and fintech for more than 20 years. An experienced producer and presenter, her career has spanned broadcast radio, TV and live events.

Leigh Smith
Fairey Associates

With 19 years of industry experience and nine years at Fairey Associates, I’ve built my career on delivering high-quality advice, strong client relationships, and consistent leadership.

Over the years, I’ve held a variety of roles within the firm, each contributing to my understanding of our clients, our people, and our long‑term vision. In 2025, I was appointed Director, a position that allows me to help shape the strategic direction of the business and support the continued growth of our team.

Derek Smith
Aberdeen

Derek is responsible for the execution of our Product and Technology strategy, driving innovation across product, service and experience. He is spearheading the scaling of our internal digital skills.  Derek joined from Morningstar where he was CTO of the Wealth division.

Derek’s role brings together our technology and proposition teams, and he is responsible for change roadmap delivery.

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.

Ed Waite
Flagstone

Ed supports advisers in developing effective cash management strategies and integrating these into broader financial planning conversations.

With over 15 years’ experience in the UK financial services sector and working on both the client advisory and product side, Ed understands the priorities and challenges faced by both clients and advisers.

Sarah Watts
Timothy James & Partners

Sarah joined TJP in May 2024 to head up our advice delivery team. She has over 20 years’ experience working within financial services – including 15 years in different IFA firms.

Having worked her way through the ranks to senior paraplanner and obtaining her Advanced Diploma in Financial Planning, she made the switch to operations to fulfil her goal of helping people and organisations be the best they can be.

Rich Wake
intelliflo

Rich Wake, intelliflo COO has deep experience in financial services technology, operations, and large scale transformation. He plays a key role in shaping strategy, driving execution, and enabling high performing teams across the business.

Rich is known for his pragmatic leadership approach, focus on delivery, and commitment to building trusted relationships that help clients and partners realise lasting value. He supports innovation, growth, and resilient platforms within the global wealth management community ecosystem.

Joseph Williams
ZeroKey

Joseph is the current CEO at ZeroKey and is focused on building innovative solutions which help integrate technology and eliminate data rekeying within the financial advice market.

Prior to this, Joseph was a founding member of CashCalc, leading both the marketing and general day-to-day operations from start-up through to its acquisition in 2021.