| 2019 Speaking Faculty |
| Nick Bird Senior Business Development Manager Octopus Investments Nick has worked for Octopus for 6 years and in financial services for over 20 years. He has always worked closely with advisers on both investments and planning. In recent years he has developed a particular specialism in IHT planning and is an affiliate member of the Society of Trust and Estate Planning (STEP). | |
| Matt Conradi Head of Advice Netwealth Matt has extensive experience in investment management as a portfolio manager, advising and investing on behalf of charities, corporates and high net worth clients. He started his career at Merrill Lynch, within the discretionary portfolio management team and became a CFA charter holder in 2011. In 2013 Matt joined Julius Baer where he was responsible for managing a wide range of multi asset mandates. As Head of Client Advisory, Matt leads Netwealth’s team of advisors who work directly with clients, as well as playing a key role in shaping the company’s overall client strategy | |
| Jessica Crane Executive Director and Head of Trusts London & Capital Jessica is Head of Trusts at London & Capital, working within the Private Investment Office, she provides investment management advice to clients and trusts and has overall responsibility relationships with trust companies. She travels to the Channel Islands, the Isle of Man and Switzerland, managing the firm’s existing and potential Trust relationships. Jessica came runner-up in the Woman of the Year for Leadership at the CityWealth Power Women Awards 2015, was shortlisted for the Rising Star in the 2015 European WealthBriefing and featured in Spears’ Top HNW Managers Index 2015. Recently, Jessica was listed in Citywealth’s 2018 Future Leaders list. | |
| Bill Dodwell Tax Director OTS Bill Dodwell was appointed as Tax Director of the Office of Tax Simplification in January 2019, after being a Senior Policy Adviser since July 2018. Prior, he was Head of Tax policy at Deloitte. He has law degrees from King’s College London and Queen’s College Cambridge and is a chartered accountant and tax adviser. Bill is a former president of the Chartered Institute of Taxation and has also chaired their technical committee. He is currently editor-in-chief of the CIOT’s Tax Adviser magazine and website and a member of the GAAR Advisory Panel. | |
| Rachael Griffin Tax and Financial Planning Expert Quilter Rachael provides tax and technical expertise for the development of financial planning solutions to UK tax residents, UK domiciles, expatriates and international investors. This incorporates a product and trust range which covers local and global markets. As a technical specialist with over 15 years experience in trusts and tax planning, including international pensions, Rachael is a frequent commentator in the trade press. She is a qualified Chartered Financial Planner, member of the Society of Trust and Estate Practitioners, Chairman of the Legal & Regulatory Committee and member of the Tax committee for the Association of International Life Offices. | |
| George Houston Technical Director Mattioli Woods plc George started his career at AXA Wealth before joining Mattioli Woods in May 2012. He is responsible for the Group’s client proposition, providing technical development and support to the consultancy team, ensuring that they are in the position to deliver excellent service. George is a member of the Association of Taxation Technicians, a Chartered Financial Planner, Associate of the Chartered Insurance Institute, a Fellow of the Personal Finance Society and holds the Professional Certificate in Management. He has a passion for self-development, as demonstrated by his many qualifications. | |
| Dan Jones Editor Money Management & Asset Allocator Dan is editor of Money Management and Asset Allocator and has been a financial journalist for over a decade. He was named the CFA Institute's UK Trade | |
| Neil Jones Market Development Manager, ican Canada Life Neil has over 25 years’ experience in financial services and has developed extensive knowledge and experience of onshore and international wealth management, covering estate planning, onshore and international investment bonds and international protection solutions for retail and institutional clients. This has been gained through a variety of roles with providers including marketing, technical support, training and development, product development and business development, and a number of years as an independent financial adviser specialising in pensions and estate planning. He presents at industry events and commentates on matters relating to financial services. | |
| Sue Moore Technical Manager - Private Clients, Tax Faculty ICAEW Sue has specialised in private client tax since the early 1980s. She trained and qualified as a chartered accountant at PWC and became an audit manager. She later converted to becoming a personal tax, trusts and estates manager. Sue then joined Grant Thornton and ran the Private Client Department which combined personal tax, trust and personal financial planning services. Whilst there, she became an early member of STEP and qualified as an associate of The Chartered Institute of Taxation. She has since worked at BDO and Baker Tilly. She has also worked for the Tax Faculty since October 2012. | |
| Sarah Phillips Inheritance Tax Expert Irwin Mitchell Private Wealth Sarah is a Regional Managing Partner for Irwin Mitchell, Newbury, where she also heads up the local private client team, helping individuals and their families with succession, tax and asset protection planning. This includes advice on wills, trusts, probate, powers of attorney and Court of Protection matters. Sarah guides clients through their options to maximise personal wealth and next generation wealth in relation to emotional issues. Her approach is concise, professional and leaves clients satisfied, contributing to building long term relationships. Sarah also works closely, advising other private client professionals, such as financial advisers, accountants and wealth managers. | |
| Dave Wilkinson Financial Adviser Foster Denovo David Wilkinson is an Equity Partner in the Foster Denovo Group, specialising in our Private Wealth division. Dave has more than 30 years’ experience working in financial services. He is passionate about the impact that good quality financial planning can have on peoples lives. Dave’s knowledge is extensive and he takes a collaborative approach with clients, building simple and straightforward strategies from the outset. His personable approach in helping individuals manage, preserve and grow their established wealth has helped him to build and maintain long standing relationships. | |
| Jason Witcombe Chartered Financial Planner Progeny Wealth Jason joined Progeny in July 2018, having previously been a founding Director of Evolve Financial Planning (acquired by Progeny Wealth). His role enables him to be a personal finance coach, helping clients make the most of their finances. Holding both the Chartered and Certified Financial Planning designations, he is a recognised industry figure but is acutely aware that the emotional aspects of money are learnt from experience, not from a textbook. He tries to simplify his clients’ financial lives and does his best to steer them through the jargon, bureaucracy and complexity of the UK financial services world. | |
