our people.

Introducing our team and incredible mentors and sponsors; all of which are supporting our impact and on a mission to build the foundations of finance.

Abby Whitaker

Business Operations Support

Cathi Harrison

Founder & CEO

Emma Napier

Chair

Hollie Panther

New Talent Lead

Amanda Ford

The Financial Planning Club

Andy Reynolds

Purpose Financial Planning

Carl Rich

Goals Based Financial Planning

David Nelson

Own Your Future Financial Planning

Frazer Gilbert

Pallas Financial Planning

James King

King Financial Planning

James Wallis

Aristotle Financial Planning

John Chadwick

Planned Future Wellbeing

Lena Patel

ISJ Independent Financial Planning

Lewis Byford

The Financial Planning Club

Aspen

Education Sponsor

Redmill Advance

Exam Training Provider

Royal London

Lead Sponsor

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