After a successful career in Finance, that led her to CFO positions on natural resources companies, Marianne Abib-Pech shifted her focus toward leveraging her expertise for the greater good. She launched an M&A practice in frontier markets and invested in deep-tech ventures aligned with the UN’s sustainable development goals. Marianne co-founded Transitions First, a fund supporting industrial startups focused on net-zero supply chains. Recognized for bridging deep-tech entrepreneurship and investment ecosystems, she emphasizes value creation through different thinking and communication. Author of the Financial Times Guide to Leadership, she received the Women's Business Initiative Ambition Award. Her motto: Challenge, Support, and Connect.

Paul is an investment expert who has worked in the industry for 44 years and for over 37 of those has specialised in the areas of investment, onshore and offshore tax planning and trusts. He is IMC qualified and a member of the Personal Finance Society. 

Having spent 20 years in financial services as an independent financial adviser, Jon is now head of financial planning at Sedulo, a national mid-tier accountancy practice. Jon leads the Sedulo Wealth team and expertly splits his time between this responsibility and advising his clients. He’s a passionate advocate for putting clients’ needs at the very heart of financial planning and wealth management.

John oversees ICAEW’s PFP Community and ICAEW’s Personal Financial Planning Advisory Group. His role involves liaising with the FCA and other regulators, working across different areas of ICAEW and with external stakeholders. He began his career as a private client stockbroker and investment manager before working as an independent financial adviser.

• ICAEW's PFP Community

Simon is an ICAEW Chartered Accountant, who qualified with KPMG in Nottingham. After many years of volunteering, including District Society President, Chair of the Business Committee and Council Member, he joined ICAEW as Head of Business in December 2021. His background is in the recruitment, careers, membership and inward investment sectors. Simon has started and run his own businesses and served as a Non-Executive Director.

As well as providing advice to his existing and new clients, Simon is responsible for the Colmore Partners proposition which includes the quality of advice that is given to clients and the research of and selection of solutions and providers that we work with. He also mentors and trains upcoming talent within the business. In previous roles Simon has built and managed advisory teams, chaired advice committees and managed large client books. 

Neville is a Chartered Financial Planner with over 21 years experience. Neville specialises in key person insurance and shareholder/partnership protection, helping businesses safeguard their most valuable assets and ensure continuity through risk management strategies. Neville works closely with business owners and stakeholders to develop tailored protection plans that address their unique needs, ensuring clients are well prepared through having a financial safety net should the unforeseen happen.

James is a Private Client Tax Partner at MHA. James advises on a broad range of taxation matters concerning individuals, trusts, partnerships, and family companies including those with UK and international aspects. His expertise covers principally income tax, capital gains tax and inheritance tax planning as well as the restructuring of private companies, including mergers and demergers, acquisitions and MBOs, exit and remuneration planning.

John specialises in risk reduction in the FINPRO practice at Marsh. John delivers risk management advice and consultancy for UK and global professional service firm clients and leads the Marsh offering in this space. John joined Marsh in 2012 from Travelers where he was UK and Europe Senior Product Manager for professional indemnity insurance.

Paul holds the highly regarded Chartered Wealth Manager title and is also a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) with over 20 years’ experience in the financial services industry, specifically within portfolio management. As a member of MHA Caves Wealth investment committee, Paul actively oversees the firm’s asset allocation and investment strategy.

With a career in legal technology spanning 20+ years and a previous chairman of Legal Software Suppliers Association, Craig Matthews has dedicated his professional life to assisting law firms embrace technology. Craig is the CEO of LEAP Estates, the specialist Wills and Probate Division of LEAP Legal Software, the largest, independent provider of software to law firms in the world.

Johnny is CEO of RQ. Through its collaboration with ICAEW, RQ helps accountancy firms really get to know their business owner clients and collaborate seamlessly with their network of professional connections - solicitors, financial advisers, insurance brokers, mortgage brokers and others - to the ultimate benefit of their clients and their practice. Prior to founding RQ, Johnny founded Data Science marketplace DataWrk. 

In 2021, Chris was appointed as Chief Branch Officer. Chris has worked at Handelsbanken since 2006, and has undertaken several roles within the Bank including that of Branch Manager, Area Manager, Chief Financial Officer, and Regional Head. Before moving to the banking sector, Chris started his working life in football. After that, he moved into industry and spent five years as Operations Director for an AIM-listed public company specialising in direct sales.

Dominic has extensive experience working with client’s on their individual planning needs, encompassing areas such as tax efficient investments, inheritance tax planning and retirement planning. He also works with UK companies, large and SME international businesses with UK subsidiaries, and Owner/Directors, as well as High Net Worth individuals with more complex needs.