Adviser Academy Insight Event

David has almost 30 years’ experience within financial services, and he regularly speaks at seminars promoting the value of financial planning and integrated investment advice to high-net-worth clients. David also works with accountants, solicitors, and other professional services to provide financial solutions for their clients. On a personal level David has a family who love the outdoors and sport. His personal time is mostly spent on the sidelines of running tracks supporting his children.

A Chartered Financial Planner himself, Duncan has extensive experience in growing academies and IFA teams across the UK. Duncan spent the past five years as Area Head of Academy at wealth management firm, St James’ Place.
Duncan has shown strong leadership by growing similar practices at other national and international firms including Prudential and Towry.

Mark has over 15 years’ experience of working in financial services and is one of our independent financial advisers for southern England.
He has a wide-ranging skill set covering most aspects of financial services, but he is most in his element when dealing with the complex aspects of his clients’ affairs. This often involves clients who are close to the pension lifetime allowance, pension transfers (e.g. defined benefit and pension sharing on divorce), or offshore investment vehicles. Being an associate for the Society for Trust and Estate Planning (STEP) means he is well-versed in the finer detail of trusts and taxation.

Jill has over 20 years' experience in financial services with much of that time at Skipton Building Society in various roles including Regional Manager.
Latterly Jill worked outside of f/s in Estates and Operational Management.
Jill is also a qualified coach to ILM 5 standard.

James has spent the last decade growing B2B conference businesses, focusing on bringing together both tech executives and vendors. In 2018 he was part of the team responsible for the Sunday Times 27th fastest growing UK private company. James graduated from Sheffield University with a bachelor's degree in Politics & International Relations, having been involved in bringing high profile speakers such as David Blunkett and Evan Davis to the Student's Union.