PATRICK CONNOLLY
Head of Communications
AWD Chase de Vere
Patrick Connolly is Head of Communications at AWD Chase de Vere. He has worked in the financial advice industry for 20 years, starting as a financial adviser before becoming a Director at Chartwell Investment Management. He established the Chartwell Direct execution-only business in 1995 and ran it until 2003. He subsequently headed up PR and Marketing at John Scott & Partners and then Towry Law, before joining AWD Chase de Vere in January 2010. Patrick is qualified as a Certified Financial Planner through the Institute of Financial Planning, regularly writes or contributes to financial articles in the national, trade and professional services press and has appeared a number of times on national television and radio.
MARTIN BAMFORD
Managing Director
Informed Choice
Martin Bamford is Managing Director of Informed Choice, the award-winning firm of Chartered Financial Planners. He is a Chartered Financial Planner and Certified Financial Planner (CFP) professional, responsible for marketing and investment research at Informed Choice. Martin is an established media IFA, frequently quoted in the national press and writing for various publications. He was named Best Individual IFA and Best Social Media IFA at the Media IFA of the Year Awards 2011. Martin is a published author, with two of his personal finance books – The Money Tree and Brilliant Investing – having been selected in the past as WHSmith Business Book of the Month.
JASKARN PAWAR
Chartered Financial Planner, Certified Financial Planner & Director
Investor Profile
Jaskarn Pawar is a Chartered Financial Planner, Certified Financial Planner and Director of Investor Profile. Having spent the past 11 years working for some of the most highly regarded financial planning firms in the industry he now provides financial planning and wealth management solutions to a wide variety of clients.
COLIN PHILIP JACKSON
Director
Baronworth (Investment Services)
Colin is a Director of Baronworth (Investment Services) Limited who are Authorised and Regulated by the Financial Services Authority.
He has worked in the financial sector for the last 25 years. Prior to that he was in the legal profession practicing mainly in the City of London. He is a Fellow of the Association of Law Costs Draftsmen.
Over recent years he has been heavily involved in the structured products market. His main roles involve product research and marketing to a substantial database exceeding 13,000 potential investors.
Colin enjoys a high profile in the financial sector particularly specializing in income producing investments. He is often called upon by the press and media (both television and radio) for his views.
IAN HUDSON
Owner
Hudson Green & Associates
Ian founded his practice in May 2007 and has over 12 years experience working in the Financial Services. Working within large insurance companies before setting up the practice, Ian has a wealth of experience in dealing with all types of clients, be it domestic, business or trustees. Ian is former President of Salisbury & District Chamber of Commerce & Industry and is currently a Governor of Wiltshire College. He is also Chair of a local educational charity.
Working closely with accountants, solicitors and other professionals, Ian really enjoys forging strong relationships with his clients.
Living in North Dorset with his wife, two daughters and chickens, Ian takes a keen interest in sailing and the sea. Alongside his other interests which include squash, shooting, fly and sea fishing, his motorbikes and the vegetable patch, Ian still manages to find the 12 hours in a day to go to work!
JOHN KENDALL
IFA
Lighthouse Financial Advice Limited
After a first in chemistry in Oxford, John Kendall gained a MSc in management science at Imperial College before joining first Unilever, then Thorn EMI. Later he formed his own company. From financial analysis of projects to multi-country financial consolidation systems he has worked in multinationals in seven countries, became a chartered engineer whilst being a director and sometime chairman of the family business in Portsmouth.
His lifetime interest in helping businesses & individuals via financial analysis was piqued when he saw how poorly pensions had performed in Kendall Bros. Seeking a new challenge when others would have considered taking it easy, he took the exams to become a self-employed Financial Adviser at Lighthouse. His main work interests are in pensions and investments, especially to SMES and their owners. He became a grandfather a year ago, and his interests besides family include BNI.
MIKE TRELOGAN
Assistant Director
Brewin Dolphin
Mike entered Financial Services in 1983 taking a post with Prudential. After 11 years with the company, where he became a Sales Manager for Carlisle and the Borders, he went to work for Halifax and then became a Kendal based Independent Financial Advisor in 1998, prior to being invited in 2008 to join Brewin Dolphin as an Assistant Director. Mike achieved Chartered Financial Planner status in 2007 and is a Fellow of the PFS.
NYREE STEWART
Deputy Features Editor
Investment Adviser
Nyree Stewart is a financial journalist and is currently deputy features editor at Investment Adviser magazine. After completing a BA(Hons) in Journalism and Sociology at City University, she spent two years as a croupier with London Clubs International before starting her journalism career in 2005 as a reporter for the online news vehicle IFAonline, covering mainly pensions and offshore. In 2007 she moved to Professional Pensions magazine as chief reporter, before going back to online as senior reporter at IPE.com (Investment & Pensions Europe). After almost three years covering institutional pensions and investment, in July 2010 she moved back into retail financial journalism as senior reporter at Investment Adviser, moving to the features team as deputy features editor in February 2011.
ROBERT CURWEN-REED
Owner
Rock Independent Financial Advice
I started in financial services as a sales consultant with Sun Alliance in April 1987, working from their Taunton office where I qualified as a fast starter and for their main overseas convention the following year. I left Sun Alliance in December 1992 to become an independent financial adviser as a Registered Individual with Berkeley Wodehouse Associates (now Lighthouse Advisory Services) in January 1993 and qualified in March.
In 1997 I started Rock Independent Financial Advice and my wife Belinda joined me to run the administration as Partner. In 2007 Belinda retired because of ill health and I now run the business on my own.
Over the last several years I have increasingly specialised in pensions and investments and have built a team of strategic partners who are also specialists in different areas and enable Rock IFA to provide expert advice in all areas of financial planning.
STEVE DOE
Independent Financial Advisor
Oval Financial Services Ltd
Financial Consultant at Oval Financial Services in Ipswich specialising in tax efficient financial planning and investment for high net worth individuals, small businesses and their owners.
4 years in the profession after 20 years in institutional equity research and sales in London, New York, Hong Kong and Jakarta.
Level 4 qualified (CII Diploma in Financial Planning) and studying towards Chartered status.