She practices in both onshore and international tax planning and trusts with particular experience in how this interrelates with financial planning and financial services.  Alison joined Speechly Bircham in 2005 having previously been a Divisional Director and Head of Tax and Trusts at St. James’s Place Wealth Management. 

Prior to that Alison was an Associate Director at Schroder & Co and a Financial Planning Manager at Sun Life Technical Services.  She originally qualified as a barrister and she has been the co-editor of Houseman 'The Law of Life Assurance', and a member of the ABI Product Tax Panel Committee.

Brian was Managing Director of Sun Life Technical Services Ltd from 1991 for 10 years having specialised in tax planning for individuals, trusts and companies since 1979. In all, he was employed by Sun Life (subsequently AXA) for 43 years. Brian now writes regularly in the trade press on trust and tax matters. He was a regular contributor to both Money Management and Money Marketing and now writes for Financial Adviser and New Model Adviser. Brian has two sons and two grandsons. His younger son works in the financial services profession. Brian lives in Exeter. Brian is a Semi-Pro. guitarist/vocalist, has written a children’s book and also enjoys sport, sadly now only as a spectator. 

Richard and his team believe passionately in independent in-depth research with a view to understanding what a manager is trying to achieve and whether a fund is likely to meet its objectives over the longer term.  He believes this can only be achieved through ongoing rigorous qualitative research.

Richard and his colleagues have developed and maintained a thorough knowledge of funds and the fund management industry.  They use this as their intellectual capital in helping advisers and distributors with guided architecture and investment committee advice for those wishing to offer robust investment propositions to investors.

Richard is regularly called upon to write articles and chair functions in an independent capacity as one of the industry’s foremost commentators.  

In early 2001, Justin co-founded Seven Investment Management, an investment management business that innovated the UK investment market with the introduction of the first Sterling Investment Wrap Account which now manages and administers in excess of £1.6 billion on behalf of professional financial wealth managers and intermediaries.

Justin has a keen interest in developing the investment market to break down as many of the traditional barriers as possible for both private investors and smaller companies. He writes regularly for national magazines and newspapers, and is a frequent commentator on television and radio, both in the UK and abroad

Seminars include a two-day Seven Stages of Money Maturity® seminars and a 5-day EVOKE™Training in Life Planning. George has published several books on the subject, including The Seven Stages of Money Maturity, Understanding the Spirit and Value of Money in Your Life and Lighting the Torch: The Kinder Method™ of Life Planning. In 2003 and again in 2005, Investment Advisor magazine named Mr. Kinder as “one of the 25 most influential people in financial services in America.”

In January 2005, based on a poll of their readership, Financial Planning magazine named Kinder one of the 6 “most influential” financial planners in America; the other 5 planners named had all studied with Mr. Kinder. Financial Planning magazine also named him to their 2005 “Hall of Fame” alongside the likes of Alan Greenspan and Charles Schwab.

Kinder has appeared on radio and television programs throughout the USA and has been profiled by TIME magazine, Business Week, The Wall Street Journal and the Financial Times. His investment strategies have been featured in The Wall Street Journal, The New York Times, Newsweek and Fortune Magazine, amongst others.

Following eight successful years with the protection intermediary LifeSearch as Head of Protection Strategy, Kevin is now Director of Protection Development at PruProtect, the joint venture between Prudential and Discovery, where his role includes public relations, sales and marketing.

Kevin has won awards in various categories over the years including protection advice, public relations and business strategy. In 2006/07 he was voted the protection review personality of the year, the headline money public relations officer of the year and was named the second most influential person in the UK protection industry.

A keen sports and music fan, Kevin supports Arsenal with a passion and plays keyboards in a band.

Following a successful sales career, Fiona was a founder member of Scottish Equitable’s Sales Training team and spent eight years training IFAs, including specialists in the areas of pension planning, investment, tax and compliance.

She joined Scottish Life as Pensions Development Manager in March 2004 in order to promote their pensions expertise to the IFA market place. This includes supporting Steve Bee during technical seminars and more recently the design and promotion of Scottish Life’s new income drawdown facility – Income Release.

During 2008 Fiona delivered over 60 seminars to IFAs and their professional introducers and she has now been appointed as one of Scottish Life’s two new Business Development Managers with the specific aim of identifying planning opportunities which arise from changes to legislation and regulation.

Fiona is qualified as a Fellow and is a former speaker for the Personal Finance Society, as well as an Associate of the Chartered Insurance Institute. She specialises in the areas of at retirement planning and pensions and divorce.

Based in Edinburgh, Fiona delivers training all over the UK and usually spends most of her time in the gym trying to counteract the effects of too many hotel meals. Any remaining spare time is spent chasing after her 4-year-old son so she really can’t understand why she isn’t two stones lighter!

Anthony presents thought-provoking, innovative ideas and tested concepts to jolt attendees from their comfort zones. Advisors have described his systems as having a lasting influence on their business DNA, suggesting he is always engaging and riveting in delivery.

He works with every level from new advisor to industry legend, and has a global perspective on current ‘best practice’ so is able to deliver an extraordinary message.

Jeremy joined the BBC as a news trainee. His first reporting assignments were on Radio 4's Today programme, covering issues as diverse as punishment beatings in Northern Ireland and sheep-racing in Dorset. He then took up the reins as a political correspondent, under John Sergeant.

One of Jeremy’s early reports was an award-winning expos of South African police brutality, which led to twenty four officers being suspended. In a lighter vein, he was famously challenged by Jeffrey Archer to a race on Brighton beach, after remarking that the Tories had become elderly. Archer pulled out, complaining of tiredness.

Jeremy has picked up a Sony Award for Speech Broadcaster of the Year. In his after dinner speech, he reveals how news really gets to our screens. He might also mention what happened when Mandelson screamed at him, or how an assassination attempt went completely unnoticed by a reporter at the scene.

Philip is the author of three books, including the acclaimed Successful Seminar Selling and Wake-Up Your Website.  He is a regular commentator in the financial services press, and is in demand as a speaker and trainer on marketing and Internet marketing for financial planners in the UK and overseas.  He has also appeared on BBC radio and breakfast television as a presentation skills expert.

Valuing Wall Street, co-written with Stephen Wright, published in 2000, and Japan’s Key Challenges for the 21st Century, co-written with David Asher, published in 1999. His latest book Wall Street Revalued - Imperfect Markets and Inept Central Bankers is due to be published by John Wiley & Sons, Ltd. in July, 2009.
As head of Smithers & Co., Andrew has helped pioneer the application of academic analysis of financial economics to investment management. Best known for its application of Tobin’s q to market valuation, Smithers & Co.’s work on valuing employee stock options led directly to changes in the way these are accounted, whilst its work on Japan has revolutionised the role of demographics in investment analysis.

www.smithers.co.uk

In 2000 Nick became a Board Director of SOFA and in 2001 was elected Vice Chairman. He was appointed as Chairman in 2002 and served in that position until SOFA merged with the Life Insurance Association (LIA) at the end of 2004 to form the PFS. He has subsequently served on the CII Examiners Committee and the Financial Services Skills Council Accreditation Committee.

Nick is a Chartered Financial Planner and in November 2006 graduated from Napier University with a BA Hons Degree in Financial Services.

He is often quoted in both the financial services and national press and has appeared on Radio and TV commenting on financial matters. Between 2004 and to date Nick has been reengineering the change of the business into one which looks robust in light of the Retail Distribution Implementation Programme. Fee charging, highly qualified advice and service orientation, backed up by a team of People, Systems and Processes, Brand values and building AUM

His typical week is spent running the business, spending time with his grandchildren and trying to watch as much football and rugby on Sky Sports as he can possibly get away with!!  

He has also owned a firm providing independent financial advice to individuals and small businesses over a period of many years.

Over many years Stephen has achieved professional qualifications and is now a CII Accredited Trainer at Advanced Technical Level in Financial Planning.

He now undertakes regular training for the CII designing and delivering core learning and revision courses. The course material and objectives range from Certificate in Financial Planning, (previously FPC) to Diploma and Advanced Diploma in Financial Planning, (previously AFPC). Stephen is active in developing training material for the CII and also operates on behalf of other training organisations in the industry.

Stephen has a keen interest in keeping fit and exercise – regularly swimming, and visiting his local gym. He has participated in London Marathons in recent years and also undertaken sponsored cycle rides.

Chris launched Association of Finance Brokers so adding secured loan brokers into the AIFA family of trade bodies. AIFA is the leading intermediary trade body, representing members across the investment, savings, mortgage, loans and protection markets.

Prior to joining AIFA, Chris spent the majority of his career in management consulting working at PwC and Mercer Management Consulting. He advised clients across the financial services spectrum and various government departments.

He also spent time in banking and insurance with Sun Bank and PPP Healthcare.

He advises the Treasury on financial services, has written two books on financial services regulation, and is a regular columnist, commentator, and speaker on all things financial and regulatory.

Tony is a Batchelor of Laws, a Chartered Tax Adviser, Trusts and Estates Practitioner, a Chartered Insurer and a season ticket holding Gooner.

Projects range from the development of Barrie & Hibbert's corporate bond portfolio modelling tools, to publishing research articles in industry journals. Recently, he has focused on applying Barrie & Hibbert’s models and expertise to support the design, governance and communication of retail products, including the integration of these models into a wide range of financial planning tools.

DAN was Managing Director of the Retail Business for Insight Investment and Director, Marketing and Products Morley (now Aviva Investors) before becoming the UK Chief Executive of Credit Suisse Asset Management.

He has recently established a number of new ventures in asset management scheduled for launch later this year.

After stints in Marketing and e-Commerce with NU, Peter joined Standard Life in 2000. He has held a variety of Key Account Management, Marketing Intelligence and Strategic roles before becoming Head of Distribution Policy with a particular interest in the Retail Distribution Review.

Peter joined the ABI in November 2009.

Peter lives in Norfolk, is married to Janine, has two teenager daughters and two large dogs.

Cazalet Consulting is also active in providing advice and services in relation to corporate pensions buyouts and risk management.

He was a member of the UK Financial Services Authority's With Profits Review Panel and has provided advice to the UK regulator on other matters relating to the financial supervision of life offices, regulatory reporting and distribution, and was previously retained by HM Treasury in connection with reviews of institutional investment and of the corporate governance of mutual life offices. He has also been an adviser to the House of Commons Treasury Committee as well as appearing before it as a witness on a number of occasions.

He is one of the original members of the income protection taskforce and is also now part of its executive committee. He regular attends industry events and round tables and is a passionate advocate of protection. He is one of a small band of IFAS that has attempted to bridge the gap between advisers, insurers and re-insurers in terms of a joint and unified attitude to researching and developing the protection landscape!

the past 14 years she has worked for Which? researching and writing consumer reports on all areas of personal finance and working on Which? campaigns such as endowment and payment protection mis-selling. Currently she is heading the Which? Money Helpline which provides generic financial advice to Which? and Which? Money subscribers.

Teresa represented Which? on the BSI/ISO Committee 22222 which drafted the ISO standard for Financial Planning. She has also contributed to the FSA Quality of Advice expert panel and the UNUM Customer Advisory Panel. She holds the Financial Planning Certificate and is currently studying for the Diploma in Financial Planning.

Andy has written over a dozen books and reports on the industry, writes in the trade press and is a regular speaker at industry conferences. As a consultant, Andy works with many of the leading names in financial services.

In 2007 he was chosen by his peers as one of the top 20 most influential people in protection insurance over the previous decade for Cover magazine.

Professionally, Andy is an FCII, a Chartered Insurance Practitioner and also holds the Certificate in Financial Planning.

He is managing director of Bank House Communications Limited and co-chairman of Protection Review Limited. Before setting up his own businesses in 1995, Andy’s career was primarily in product development, where he managed a number of market leading insurance and mortgage products and services.

Outside the industry, he is married with two daughters and his interests include archery, guitars and motorsport.

His website is www.andycouchman.com.

Prior to joining, he had 24 years experience with Friends Provident, with key roles including Head of Protection Marketing, Head of Investment Marketing and 15 years in intermediary sales (IFA and Appointed Representatives).