Jason is a Fellow of both the Chartered Institute for Securities & Investment and the Personal Finance Society and a Certified Financial Planner. He is a visiting lecturer on financial planning and an honorary Fellow of Northampton University. After 25 years Jason recently sold his stake in multi-award winning adviser Bloomsbury Wealth Management, to focus entirely on speaking and writing about financial wellbeing. He is author of The Financial Times Guide to Wealth Management: How to plan, invest and protect your financial assets and provides expert comment on personal finance to The Financial Times, BBC and a range of other publications, media and websites. In 2012 he was recognised by Citywire as one of the UK’s top 100 financial advisers.
Keith Robertson is among the highest qualified practitioners in the country, awarded MSc with Merit in Finance and investment risk. He is Chartered Wealth Manager, Chartered Financial Planner, and Fellow of the three main professional bodies. He was inaugural Chartered Champion for PFS London, and is immediate past-chair of PFS London. He works to improve the standard of professional education, sitting on the CISI’s Qualifications Assessment Board, and on the examining panel for their suite of Masters exams (level 7). He is a committee member of two CISI Professional Interest Forums: Risk, and Private Wealth Management. He has served as a member of two government-sponsored working groups reviewing and revising the professional syllabus for pensions, financial planning and investment & risk. He was the technical and senior reviewer, and co-author, of RDR-compliant exam course-books for both the PFS-CII and CISI in 2010-11.He lectures and writes on risk and investment for technical journals and the trade press, and has written a number of client-orientated booklets on investment. Heis managing director of Armstrong Financial Ltd Chartered Financial Planners, having practised holistic financial planning and investment since 1994.
Damian has been a Paraplanner for 15 years, so even before it became fashionable! In that time, he has gone on to found the most established Paraplanning businesses in the country. As you can imagine, he lives, eats and breaths suitability so the rest of us don’t have to!
Anthony joined Complyport in 2014 having previously held senior management and regulatory positions in several significant retail investment firms.
Having originally qualified as a barrister Anthony spent several years in the technical and legal team within a major life assurance company. In this role he provided support internally to other colleagues and externally to financial intermediaries and other professional advisers.
During his career as a senior manager within major financial intermediary firms Anthony has had significant involvement in risk management, financial planning, as a Director of a trustee company, in dealing with both final salary and money purchase pension schemes, advising on complex taxation and technical arrangements and in product and service development.
In addition to his day to day conduct of business and senior management experience, Anthony has carried out functions as training and competence officer and as head of investment committee. Latterly he was very closely involved in the implementation of the FCA Treating Customers Fairly (TCF) initiative and the implementation of the FCA’s Retail Distribution Review (RDR).
Anthony is a Chartered Financial Planner, Fellow of the Personal Finance Society (PFS) and is qualified as a barrister.
Andrew is a member of PwC’s Venture Capital tax team with a focus on advising companies in navigating the complexities of the SEIS and EIS legislation to secure investment.Andrew’s experience includes providing structuring advice, transactional support and securing advance assurance for fast-growth companies and funds.
Roger has been advising alternative investment fund managers and fast-growing companies for over twenty years and is one of the top names in the Venture Capital Trust and Enterprise Investment Scheme industries with a reputation as a ‘can do’innovative corporate finance and tax lawyer. Roger was formerly the Senior Partner and Head of Corporate Finance of Martineau before establishing RW Blears LLP in 2009. He is a former non-executive director of Foresight Technology VCT plc and Foresight 2 VCT PLC, and currently a non-executive director of the Enterprise Investment Scheme Association and a member of the VCT Forum of the Association of Investment Companies. Roger is also a Trustee of the Wye & Usk Foundation.
Andrew has overall responsibility for Oxford Capital’s relationships with financial advisers and wealth managers. He is also a member of both the Infrastructure and Growth investment committees. Before joining Oxford Capital, Andrew worked with smaller companies at Cazenove, Goldman Sachs and latterly as a Managing Director at Dresdner Kleinwort where he was Head of Small-Cap Equities. Earlier in his career, Andrew qualified as a chartered accountant with PricewaterhouseCoopers, before moving into industry roles with Mars in Russia and Procter & Gamble in the UK.
Gillian’s focus is supporting firms that arrange early-stage and growth finance to companies. She heads up the Bovill Venture Finance team and manages their relationships with EIS and venture capital fund managers as well as crowdfunding platforms and corporate finance advisors. Gillian’s experience includes evaluating new products, reviewing financial promotions, delivering training and providing advice on everything from client money to financial crime requirements. She has led a number of complex authorisation applications to the FCA and assists firms to manage their compliance burden once regulated.
Frank has been advising EIS and VCT fund managers and entrepreneurs for the past four years. He has acted on numerous prospectus fundraisings including the largest crowd funding offer ever for a well-known craft brewery, VCT flotations, EIS fund launches, private equity investments, enhanced share buybacks, dividend reinvestment schemes and tender offers as well as the largest ever VCT merger. He has also carried out sizeable M&A transactions in the renewables sector, provided on-going regulatory advice to a leading crowdfunding platform and acted pro bono for a heritage charity.
Madeleine joined Calculus in 2013 and looks after Marketing and Investor Relations. Prior to joining Calculus Capital, she worked for S&P Capital IQ where she was responsible for investment management, investment banking, private equity and algorithmic trading marketing and communications for the EMEA markets. She has managed all elements of the marketing mix, both offline and online. Before joining the marketing team she was a private equity analyst at Capital IQ.
Madeleine graduated from the University of Newcastle upon Tyne with a BA (Hons) in Modern Languages, French with Spanish.
Matt is the Managing Partner of Rockpool Investments LLP, which he founded in 2011. With a mission to make investing in private companies as easy as the stock market, Rockpool has already brought together clients with investable wealth of over £1 billion. Matt has been investing in private companies for over 20 years. For more than half that time, he has focused on creating tax-efficient routes into this sector for individual investors. His early career was spent as a private equity investor at 3i, during its time as the dominant player in the UK.
Sarah has been Director General of the EIS Association for over two years during which time the membership has grown significantly and spread its reach to regions outside the south east. The Association has strengthened its links with the BVCA and other related trade bodies and seen the launch of the EIS Diploma. Previously Sarah worked for over ten years in the early stage company space and has helped several companies, mainly in software and technology, raise finance from Business Angels and EIS Funds. Before that she was a technology analyst and broker with Dominick and Dominick, a New York brokerage firm.
Joanna Bevan Joanna joined TIME as a Business Development Manager in March 2012, having previously worked as a financial adviser in the Midlands. An Economics graduate, Joanna has worked in the finance industry for 13 years and has a wealth of knowledge and experience. She started out as a Mortgage Broker for Park Row Associates, before becoming FPC qualified then moving into a Corporate Financial Planning role at Barclays. Joanna has recently completed the STEP qualification becoming a STEP affiliate, and is now working towards chartered status. Outside of work Joanna enjoys travel and culture as well as outdoor sports. Most weekends she can be found walking in the Peak District.
With a background in engineering, electronics, management and investment, Andrew has been investing in SMEs in Yorkshire since the late 1980s. For 15 years he managed a team running the Yorkshire Association of Business Angels. In 2004 he was one of the founders of the Viking Fund, which invested £5.0m alongside private EIS investors in 25 high-growth companies in Yorkshire.In 2009, Perth-based Braveheart Investment Group plc (AIM:BRH) acquired Andrew’s business and in 2012 added to its regional presence, by acquiring the mandate to manage Finance Yorkshire’s £45m Equity-Linked Fund. Andrew heads the Fund with a team of five venture capital specialists and a portfolio of 40+ investments in Yorkshire SMEs. He remains an angel investor and a champion for policies which support UK SMEs, especially EIS and SEIS.
Darren has worked in the Venture Capital sector since the mid-90s with experience of creating, launching and managing venture capital and seed funds in the North West, Wales and the South West. He hasoperated at Fund Manager/Investment Director and Principal level since 2002. With 20 years’ experience in the UK venture capital industry with focus on early stage SMEs, syndicated investments and ERDF structural funds. Darren is a member of the project teams behind the establishment of Objective One funds Finance Cornwall and Liverpool Seed Fund and Investment Director of both funds.He has also lead and managed 150+ individual transactions, investing over £50m and leveraging private sector investment in excess of a further £50m. Darren has experience of working alongside European structural funds, private investors, business angels, bank/debt providers and regional and national public sector funding agencies.
Adam is a corporate lawyer who advises fund managers, entrepreneurs and angel investors on a broad range of private and public corporate transactions and matters relating to the EIS, SEIS, VCTs and FCA rules. Notable experience includes acting for the Hazel Renewable Energy VCTs on their £66m bond refinancing and acquisition of various solar assets and the launch of several EIS, SEIS and IHT funds. Adam joined RW Blears on qualification in March 2012 having trained with Osborne Clarke which included a six month secondment to Motorola Solutions’EMEA legal team.
Qualifying initially as a Chartered Town Planner, David spent 10 years in the public sector in various strategic planning roles throughout the UK, before moving into Economic Development. This culminated in securing the multi million pound British Airways Jumbo Jet facility at Cardiff Wales Airport against strong international competition.
David then developed a career in business becoming Sales and Marketing Director of a number of companies in the UK garden and DIY industry, managing a subsidiary in Germany, and building world-wide distributor and licensing networks. He was also a Director of Gardenex representing UK exporters.
In 2006 David joined xenos the Wales business Angel Network as Regional Manager, subsequently becoming Head of xenos and doubling angel investment levels in Wales. He has also been a Director of the UK Business Angels Association.
David is a passionate field hockey player achieving over 30 caps at Masters Level for Wales.
Bob joined TIME in September 2014, having previously spent 12 years at Aviva. Bob is originally from Glasgow however on joining Aviva’s graduate programme he spent time in London and Cheltenham before settling in Manchester. At Aviva, Bob looked after a panel of key accounts, primarily in the Manchester area. At TIME Bob works closely with Kate providing support to advisers across the North West. Bob holds a BA Hons in Business Studies and Economics from the University of Stirling and has since achieved FPFS status and most recently the IMC qualification.
Jerry joined Blackfinch in 2013 to focus on strategic account management and has over 25 years’experience in the financial services industry which has ranged from direct sales, management training and managing an IFA network. Jerry is well known and highly respected for the depth of his knowledge and understanding of the challenges advisers face both at an individual and corporate level.
Gordon brings extensive experience working in the tax efficient investment sector. He started his career in the Enterprise Investment Scheme team at Close Brothers Investment where he was involved with a number of technology, pub and film EIS companies as well as VCTs and inheritance tax mitigating trading companies. He then joined Octopus distributing VCTs, IHT portfolios and EIS products. Subsequently, he helped to start up Stellar Asset Management and was involved with forestry, hotel, farming, EIS funds and their trading companies for IHT. He has also been involved with investment within the media sector since 2002, including numerous films for UK television. Gordon has the IMC and completed the first stage of the CFA.
Ian Robson Ian joined TIME as Senior Business Development Manager in March 2014, having previously been at Octopus Investments for six years, where he held the role of Senior Business Development Manager. At TIME Ian is responsible for building business relationships with advisers and their introducers across the Midlands and Central/North Wales region. Ian also manages the team of field based Business Development Managers that cover the North of the UK. Ian graduated from Lancaster University with a BA Honours Degree in Accounting & Finance and has over 25 years’ experience in financial services, having worked for NPI for 13 years, latterly as a Regional Sales Manager.
Simon works with private clients and their advisers to access Oxford Capital’s investment programmes. He brings considerable experience of investment structure, tax and wealth management strategies. With over 15 years experience of the wealth management sector, Simon started his career with Rothschild Asset Management in Guernsey and most recently work for St. James’s Place Wealth Management. Simon graduated from Bournemouth University with a BA (Hons) in Financial Services and is an Associate of the Personal Finance Society.
Dan Kiernan has been an Associate Director of Intelligent Partnership since 2010. Dan was previously a VicePresident at the Bank of New York Mellon working in Performance and Risk Analytics. Managing a multi-national team, his role was to work with large institutional clients to help them understand the performance of their investments.
At Intelligent Partnership Dan is the investment specialist and he recently passed the CII Level 4 Certificate in Discretionary Investment Management. As well as producing a lot of the content for IP’s articles, reports and videos, Dan also compiles and presents the accredited education programmes and training events. Dan is often invited to speak at industry events and regularly writes for the financial trade press.
In a former life Dan was a secondary school teacher – so he likes to think that he’s a good presenter and has already played to the toughest audiences out there!
Simon joined TIME as Sales and Marketing Director in October 2012, having previously been at Octopus Investments for almost seven years, where he held roles from Senior Business Development Manager to Head of Strategic Partnerships. At TIME Simon heads up a team of nine field based Business Development Managers, providing nationwide coverage, and an office based team of ten located in TIME’s head office in Central London. Simon is also one of the four partners at TIME, helping to determine the business’ overall strategy and direction.
Simon has over 20 years’ experience in financial services, having worked for a life company for 14 years, latterly as a Regional Sales Manager. Simon graduated from Portsmouth University with a BSc Degree in Computer Science.
Outside of work, Simon enjoys the diverse hobbies of gliding and dancing. He is a qualified gliding instructor and has represented the UK by competing at an international level. He claims that partner dancing helps keep him fit and regularly competes in both Modern Jive and West Coast Swing.
Andrew has a long career in financial services, business creation and business management. Andrew has worked in financial services for nearly 20 years, firstly as a private client advisor and latterly as a stockbroker with Prudential Bache, before making a successful career in inter-bank equity derivatives sales for over a decade. Latterly, Andrew co-founded and built the highly successful carbon and sustainability consulting practice, dcarbon8 Ltd, selling to Deloitte in 2010. During this time he also co-founded a sustainability certification business, Planet Positive, now trading as Planet First, after which he worked as a business consultant in a number of industry sectors before reverting to the financial services industry. He has since consulted on the creation and launch of the EIS platform, Kuber Ventures LLP and the marketing of EIS schemes to the advisory community. Andrew graduated with a first class honours degree in Structural & Civil Engineering from the University of Bath and has an MSc and post graduate diploma from the Imperial College London.
Warrick Shanly is the Business Development Manager at Rockpool Investments. Before joining Rockpool in early 2014, Warrick Spent 5 years as an Insurance Broker and Business Development Manager of a Financial Advisory in New Zealand. Warrick’s role is to look after IFA & Wealth Manager relationships in Yorkshire and most northern counties. Warrick is also a graduate of Victoria University of Wellington New Zealand and holds the EIS Diploma and Investment Management Certificate.
Alex joined Rockpool Investments in 2014 as a member of the Business Development team. With a mission to make investing in private companies as easy as the stock market, Rockpool has already brought together clients with investable wealth of over £1 billion. Alex works closely with advisers, keeping them updated on the range of tax-efficient investment opportunities that Rockpool offers. Since 2011 Rockpool has invested over £140m into 35 companies
Philip started his career as Programmes Director at the Adam Smith Institute, running the Institute’s events, student activities and researching and representing the Institute on education policy in the media. After three years with the Adam Smith Institute he moved into journalism, becoming Business Features Editor of City A.M., after which he was Editor across EMEA for one of world’s largest insurance brokers.
While at City A.M. Philip wrote a weekly column on entrepreneurship and interviewed some of Britain’s leading entrepreneurs. He now writes a regular column for Forbes on entrepreneurship and blogs at the Adam Smith Institute.
Chris Horsford is TIME Investments local point of contact and is based from home in Honiton. Chris joined TIME from Iveagh Limited – the Family Office for the Guinness family. Outside of work Chris is a keen surfer and sailor although most of his spare time is taken up by his three young children.
Henny joined TIME in January 2014 and is the Senior BDM for the London region. She has worked exclusively with financial advisers, wealth managers and private banks over the last 11 years helping add value to their client banks and their professional connections. Henny is a regular speaker at Industry Events.
Anna joined TIME in 2014 and works in the Business Development Team, where she is responsible for developing new and existing relationships with financial advisers across the region. Over her 5 years in the business she has acquired a considerable depth of knowledge around IHT and BR and works closely with advisers to continue to develop this market. Born and raised in Yorkshire , Anna studied English Literature at the University of London and has a Graduate Diploma in Law from the University of Law. After fifteen years in London she is now in the process of returning to Yorkshire and will be based in York from mid-September.
Bob joined time in 2014 and is the BDM for the North West region, having previously spent 12 years at Aviva where he looked after a panel of key accounts. Bob holds a BA Hons in Business Studies and Economics and has since achieved FPFS status and the IMC qualification.
Siobhan joined TIME as a Senior BDM in November 2017, with over 20 years’ experience in financial services, having previously worked as a Senior Investment Director at Ingenious and a Private Banker at Barclays Wealth. Siobhan is a regular presenter at industry and network events.
James is an Investment Specialist at Close Brothers Asset Management, providing regulated investment advice and support across the Close Brothers proposition. James has over 12 years industry experience and previously worked within the Discretionary Wealth Management team at HSBC Global Asset Management, overseeing multi-asset investment portfolios for private individuals, their pensions and trusts.
James holds the Investment Management Certificate and is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Tony has over 14 years’ experience across a range of roles in wealth management, investment banking and financial planning. At UBS in Jersey he was responsible for the Asset Backed Securities book, before working with high net worth individuals as a Client Adviser across discretionary, advisory and execution-only mandates, mainly for Jersey residents and non-domiciled UK residents. He currently provides specialist investment support to advisers, clients, trustees and business development teams across the entire Close Brothers Asset Management proposition.
Tony is a Chartered Fellow of the CISI, a qualified Broadcast Journalist and has a degree in French and Geography.
Outside of work, Tony spends most of his time keeping up with his two young boys and his wife, enjoying the beach and keeping fit by the sea.
Stephen joined Blankstone Sington in 2002 where an early grounding on the dealing desk paved the way for a fascination with markets, how the ‘invisible hand’ of supply and demand could move prices and how efficient dealing can add value.
With a background in art (good drawer/awful painter) and an interest in psychology Stephen believes that small-cap investment is more art than science. An avid student of the market, he has authored his own 12-page investment philosophy which was well received by professional and retail readers alike. When it comes to the stock market, Stephen says ‘when you find the key, they change the lock’ which drives a zeal for continual improvement.
With a fast-growing reputation as an independent thinker, his musings are regularly featured in the press, including What Investment, Professional Advisor and MoneyWeek. Investment is one of the purest and most rewarding endeavours in Stephen’s opinion and he is a firm believer in giving back to an industry he is so passionate about. With an irreverent style yet with deep thoughtfulness and humility he has delivered two keynote presentations at the Mello private investor events providing the tools on how to better invest.
Stephen is a CFA Charterholder, a devoted Warrington Rugby League fan and a wide-ranging reader.
Neil joined Blankstone Sington in June 1987 as a trainee dealer (although he had been coming into the office from the age of 6 with his Father and co-founder, Michael). Training was a true baptism of fire with “Black Monday”, October ‘87, being just around the corner!
Today, in addition to sitting on the Board (since 1999) and managing a sizeable discretionary book he also has oversight for Business Development and Marketing.
With a clear vision of making the AIM IHT service a core function of the wider Blankstone offering, he has helped craft the proposition and build a distribution infrastructure with a determination to deliver an IHT mitigation solution to as wide an audience as possible, particularly conscious of the concerns of the adviser.
A man of considerable passion, particularly for his home city of Liverpool, Neil, like many “Scousers” he has an energy, drive and determination underpinned by a “can do” attitude. Outside the office, a reasonably good golfer, he is also a lifelong Liverpool FC supporter with an addiction to Sky Sports News.
Richard graduated from St Andrews University in 1990 with an MA Hons degree in Management and International Politics. After working for the Scottish Executive and Scottish Chamber Orchestra he switched to a career in investment, focussing on private clients, trusts and charities. After four years with Murray Beith Murray he moved to Turcan Connell where he spent 14 years, becoming Head of Charity Investment in 2011. Richard brings wider charity experience having been an elected Council Member of the National Trust for Scotland, a member of the Scottish Episcopal Church investment committee and currently chair of an Edinburgh based arts charity and member of the Edinburgh Festival Society. Richard joined Psigma in January 2016 and is a Chartered Fellow of the CISI.
Jon gained extensive experience investing in UK Equities during his time working with the UK team at AXA Framlington, after joining them as a junior Private Client Portfolio Manager in 2008. He joined Psigma as an Investment Manager in October 2013 following the acquisition of the AXA Framlington private client team and currently manages around £35m in AIM IHT Portfolios on behalf of Private Clients and Trusts. Jon holds a BSc (Hons) in Mathematics, Accounting and Financial Management from Loughborough University. He is a CFA charter holder, has a Diploma in Professional Studies and holds the Investment Management Certificate. He is also an Associate of the CISI and was previously named in Citywire’s Top 30 under 30 wealth managers.