PIMFA
Meet the Forum
Team one
Unlocking financial futures: the advice benefit
Tom Baker
Portfolio Manager
Atomos
Mimi Corden-Lloyd
Associate Director, Financial Planning
Evelyn Partners
Louis Wood
Investment Manager Team Lead
Shackleton Advisers
Alex Sokhanvari
Associate Investment Manager
LGT Wealth Management
Natalie Cuomo
Sales Administration Manager
Rathbones
Tom Steele
Business Development Manager
Royal London
Leonor Pinto
Senior Investment Director
Rathbones
Emma Jackson
Solutions Manager
SEI
Team Two
Do you trust us?
Gemma Stewart
Financial Planner
Atomos
James Dawkins
Partner, Investment Management
Evelyn Partners
James Ayling
Investment Manager
JM Finn
Rose Masaka
Head of US portfolio management
W1M
Sophie Gorman
Head of Internal Communications
Quilter Cheviot
Jonathan Cornish-Varley
Succession Wealth
Aditi Kaistha
Customer Service Director
The Openwork Partnership
Graeme Smith
Sales Manager
Royal London
Team Three
AI: Evolution, Revolution or Devastation?
Lindsay Spencer
Director, Investment Management
Evelyn Partners
Alexander Cottrell
Portfolio Manager
W1M
Jenni Adams
Senior Risk Manager
The Openwork Partnership
Stephen Christie
Partnership & Business Development Manager
M&G Wealth Advice
Emily Vincett
Head of Data Protection, Compliance & Projects
The Chartered Institute for Securities & Investment
Rhona Neilson
Senior Manager, UK Wholesale Marketing
Fidelity International
Jack Cloutman
Head of Advice Proposition Development
St. James’s Place
Team Four
Company Culture - Who Even Cares?
Henry Elston
Director, Investment Management
Evelyn Partners
Anthony Flynn
Director, Financial Planning
Evelyn Partners
Caroline Lepley
Onboarding Manager
JM Finn
James Mulholland
Investment Director
Rathbones
James Morgan
Assistant Investment Manager
Gore Browne Investmenet Management
Beth Mepham
Area Manager
Succession Wealth
Peter Amor
Client Support Specialist
Rothschild