Strategic Advisory Group

The Strategic Advisory Group (SAG) identifies and leads on strategic issues for the PIMFA membership. The PIMFA Board appoints the SAG, which consists of senior representatives from the membership.

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

Lord Deben (Chairperson)
PIMFA

Claire Limon
2 Plan Wealth Management Ltd

Nicholas Coghill
City Asset Management Plc

James Whittaker
Deutsche Bank UK Ltd

Roopalee Dave
Ernst & Young

Tim Harvey 
H R Independent Financial Services Ltd

Clare Hankey
HSBC Asset Management

Alexander Montgomery
James Hambro & Partners LLP

Hugo Bedford 
JM Finn

Jane Wilson
KPMG LLP

Ben Snee
LGT Vestra Management LLP

Tom Hegarty
M&G Wealth Advice Limited

 

Paul Stones
Pareto Financial Planning Limited

Sonia Styles
PWC

Huw Roberts
Roberts Boyt Limited

Bertie Dannatt
Ruffer LLP

James Heal
St. James’s Place Wealth Management

Eric Leenders
UK Finance

Kevin Bailey
Wessex Investment Management Ltd

Neil Liversidge
West Riding Personal Financial Solution Ltd

Liz Field / David Ostojitsch / Simon Harrington / Alex Roberts
PIMFA

Heidi Bryant (Administrator)
PIMFA