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.

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.

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.

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.

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.

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 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.

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.

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.

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.

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.

Charlie Parker
Albermarle

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.

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.

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.