Amira has almost 30 years’ experience to date across the retail financial services landscape, is a Chartered Financial Planner, PFS Fellow and recipient of the WIFA 2022 and 2023 Woman of Year – Platforms Award, and WIFA 2024 Outstanding Contribution to the Profession Award.
Russell Wardrop is co-founder and chief executive of KWC Global.
Russell Wardrop is co-founder and chief executive of KWC Global. His vision and drive are central to the development of the business. For over 20 years he has delivered training at the highest levels and he is now a leading business speaker.
In this new series, we speak with 3 different BDMs to discuss the issues facing those out on the road.
Jack brings a wealth of experience to Triple Point having spent the last seven years working at the financial product distribution company LGBR Capital where he was head of their Tax Efficient Investment Division, LightTower Partners, and as such was responsible for creating, organising and implementing the distribution strategy for the EIS, VCT and IHT products the firm represented. Prior to this he was a Sales and Marketing Executive at Matrix Group’s Asset Management Division.
Paul Hogarth is the Chief Executive Officer of Tatton Asset Management, as well as Senior Partner at Paradigm Partners Ltd, Chairman at Tatton Capital Group and Founder of Perspective Financial Group Limited.
As Chief Investment Officer of Avantis Investors®, Eduardo is responsible for directing the research, design and implementation of our investment strategies, providing oversight of the investment team and the firm's marketing initiatives, and interacting with clients.
Steve Hunter joined Momentum in 2021. He has over 30 years of experience in the insurance and investment sectors, with a proven track record in leadership and business development.
In this incredibly raw interview, we dive deep into Brian McLaughlin's illustrious career. From struggling with anxiety, to one of THE most effective sales leaders in the business, Brian opens up and isn't afraid to say it how he sees it.
Andy Bounds helps companies to sell more and communicate better. Awarded the title ‘UK’s Sales Trainer of the Year’, and described by AstraZeneca’s Global Communication Director as “a genius, whose advice can’t be ignored”, Andy’s worked all over the globe – helping some of the world’s most famous companies to be more successful.
Jon Prescott heads up the business development team at Praetura Ventures and has well over 20 years’ worth of financial services experience. 15 of those were spent at AJ Bell as business development manager, where he was responsible for forging links with advisers across the country.
With 25 years’ financial services experience, Justine is the Chief Commercial Officer at Tatton Investment Management and leads their distribution, marketing and proposition teams.