Advice Group

The Advice Group discusses regulatory and policy issues and other practical matters that specifically impact advice firms within the PIMFA membership. The group leads or inputs to consultation papers and is represented on the PIMFA Regulatory Committee.

Please Contact Heidi Bryant for more information on any of our groups

Laurence Kehoe (Chairperson)
Evelyn Partners

Elizabeth Haran
2 plan

James Cobb
Atomos

Andrew Hodges
Boolers

Dean Wragg
BRI Wealth Man. plc

Chris Jordan
Brooks MacDonald

Daniel Swift
Close Brothers AM

Ian Beardow
Courtney Havers

John Batth
Coutts

Claire Harlow
Fidelity International

Leigh Middleton-Ross
Fiske plc

Anna Hunt
Handelsbanken Wealth & Asset Management

Beverly Pickard
JM Finn

Simon Bowyer
Killik & Co.

Robert Cameron
Protection & Investment Ltd

Hazel Jones
St. James’s Place

Peter Lockyear
The Openwork Ltd

Alexandra Roberts / Yasmin Ataullah
PIMFA

Heidi Bryant 
(PIMFA Administrator)