An IFA since 2001, Nick runs a practice offering full-fat financial planning to all clients, all of the time, with no exceptions.

Blending humour with pithy, eternal messages around people and their money, Nick was once a sought-after speaker at financial services events.

Often outspoken,  Nick tells the truth as he sees it. His mantra: "Honesty is the only policy." Because of this, he is no longer a sought-after speaker at financial services events.

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Alan is the founder and CEO of Capital Asset Management, the UK's leading firm of independent Chartered Financial Planners.

From their origins as a small, start-up IFA, Alan and team have grown the business into a modern, profitable, boutique firm, delivering lifestyle financial planning services and investment consulting to a growing client base of affluent families.

Capital has developed a reputation for innovation and leadership within the wealth management profession. Winners of countless awards and accolades, the firm's Directors are regularly quoted in national and trade press.

Capital are past winners of the UK’s top award for financial planning companies, Chartered Financial Planning Firm of the Year.

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Andy Hart is a financial adviser and prolific communicator on money and finance. As Founder of Maven Adviser, he guides people toward long-term wealth through independent, lifestyle-focused financial planning, evidence-based investing and behavioural-coaching frameworks.

Andy also works with finance professionals through his brand Humans Under Management (HUM). He brings advisers together to sharpen how they serve clients by focusing on behavioural bias, planning discipline and real-world trust. Additionally, he coaches advisers via his platform The Voyantist, helping professionals harness technology, language and mindset to deliver better outcomes.

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Carl is a driven and focused individual with decades of experience in financial services and wealth management. He is evangelical about financial planning and – when done correctly – its ability to transform lives.

What maxim best encapsulates Carl Widger? We could probably settle on “Carpe Diem”. Unsurprisingly, Carl is a person who actively pursues many passions outside of Financial Planning and has an unending bucket list.

Carl founded Metis Ireland with a firm belief that expert financial planning can empower individuals to get maximum return on life. As time goes on that conviction has gotten stronger and stronger; it is now backed by real-life testimonials from hundreds of clients who are living proof of the positive impact of the planning process.

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