Her Future Bright Podcast

On this weeks epsiode of Her Future Bright is Dr Emma Black.  Emma is Co-Founder & CEO of Cascade Cash Management. Emma is an expert in the savings market and was named Cash Management Woman of the Year in 2020 and 2021, and Start-Up Entrepreneur of the Year at the 2020 Great British Entrepreneur Awards. She is also co-founder of the new bank start-up GB Bank, which obtained its banking license in...

This week we speak to Phoebe Stone. Partner & Head of Sustainable Investing at LGT. Having joined LGT from Coutts in 2014, Phoebe launched and leads LGT Wealth Management's Sustainable Investing proposition and now sits as Head of Sustainable Investing and Head of LGT's Intermediary Investment Services. Phoebe sits on a number of committees including LGT Wealth Management's Investment Committee an...

We are opening up the new season with Gina Miller. A Businesswoman, Transparency Campaigner & Political Activist. Gina is a dynamic businesswoman, activist and now, UK political party leader. She co-founded SCM Direct in 2009 as a democratising, modern wealth management company with values rooted in honesty, fairness, and transparency to counter issues in the sector that contributed to poor consum...

In a career spanning Toronto, Boston, Tokyo and London, Heather Hopkins is a data and research expert specialising in the UK financial adviser and retail wealth management markets. Heather is the Managing Director and Founder of NextWealth. She is also on the board of the Mercantile Investment Trust and Orbis Investments UK. If you enjoyed the episode make sure you hit subscribe, if you haven't al...

Katherine Magee ,  Executive Director , is an Investment Specialist in J.P. Morgan's Asset Management Solutions business. Based in London, Katherine works with client advisors to position the firm's factor-based and thematic investment strategies with clients across EMEA and Asia. Katherine previously supported the CEO of Asset Management, EMEA across regulatory, strategy, and day-to-day business...

Yasmina Siadatan  is Sales and Marketing Director at Dynamic Planner, and part of the Executive Management Team and the Board. She is an integral contributor to decision making in the business, working in tandem with the senior team at Dynamic Planner to lead and deliver on its marketing-led growth strategy and further build the Dynamic Planner brand.  She and her team are responsible for Dynamic...

Steph Willcox  is Head of Actuarial Implementation at  Dynamic Planner.   Steph leads the actuarial responsibilities of Investment Services. She is responsible for ensuring the software represents future events accurately and in line with mathematical and actuarial principles and the Asset Risk Model.  Steph reports to Chris Jones, Proposition Director at Dynamic Planner, working alongside other k...

Ruth co-founded and led The Red House, a boutique financial planning firm, which she successfully merged with Paradigm Norton.  As an NED, Ruth continues to help grow Paradigm Norton, an employee owned and accredited BCorporation, to be the leading purpose driven financial planning firm in the UK.   Ruth believes that money is just a means to an end.  Her role as Vice Chair of the Initiative for F...

Mary Agbesanwa is passionate about how technology is transforming and democratising the financial services industry and supporting millennials to achieve their full potential. She spent several years working as a strategy and operations Management Consultant at PwC working predominantly with banks and fintechs looking to scale or adapt their business models and running their B2B Fintech accelerato...

Gillian has over 30 years' experience in financial services and is Head of UK Intermediary Solutions at Schroders. Prior to joining Schroders, she had an extensive career at Standard Life followed by consultancy positions with a range of platform providers, asset managers and financial advisers.  At Schroders, Gillian is responsible for investment solutions for the UK Intermediary channel which in...

Welcome to Her Future Bright podcast. A podcast where I, Chanelle Pattinson, will be interviewing inspiring women in finance. We will be talking about their careers, their achievements and how they are bringing our profession forward. We have absolutely amazing guests lined up for the first series and I cannot wait for you to hear their stories. They are inspiring, motivational and incredibly insi...

Apiramy joined Aviva Investors in January 2020 as the Head of UK Wholesale. She is responsible for driving the sales strategy across the wealth, savings and retirement market for domestic and cross boarder relationships in the UK Apiramy is passionate about driving diversity of thought and ensuring our businesses will better reflect both society at large and the clients who trust us with their mon...

Sarika Dhanjal joined Progeny as the Head of Training and Competence in July 2021, with responsibility for driving clear, strategic learning and development pathways and supporting the next generation of professionals within the Progeny Academy, as well as holding responsibility for the delivery of Progeny's training and competence scheme.  Having previously worked at adviser support group, Tenet,...

Davinia is the award-winning founder of rainchq, a business she set up to help women take control of their financial futures. She has over 15 years experience across the investment management and professional services industries including roles at Fidelity Investments and PwC. Davinia has a First Class Honours degree from Aston University, an Executive MBA from Cass Business School and holds the I...

With more than twenty years' experience working in financial advice and fintech, Tess joined moneyinfo in 2010 and took over as Managing Director in 2016. She loves tech and is passionate about delivering well-designed solutions to advice firms big and small. Her belief that our people and our clients must be at the very heart of what we do informs her approach to software delivery and supporting...

After spending years dreading Monday mornings and mumbling a standard 'yeah, it's ok thanks' to anyone who asked about work, Kate decided enough was enough and did finally something about it. That it, was a complete career change into the world of Financial Planning. As an aspiring Financial Planner you'll find her currently honing her attention to detail and ability to focus as a Paraplanner at L...

Sonia Rach is Senior Reporter at FTAdviser and is currently sitting exams towards the CII's Diploma in Regulated Financial Planning. Since joining the world of financial journalism in 2017, Sonia has worked at trade press titles Portfolio Adviser and Money Marketing. Prior to this, she spent three years in HR journalism where her interest in finance first sparked after she began writing about pens...

Samantha Bickford is Managing Director of The Equity Release Lady and The Mortgage Girl with substantial experience in the area. Sami, as a young female in the industry became increasingly surprised by the lack of women breaking through into the industry to start a career in financial services. Sami felt there was a big gap in the market for a modern mortgage and equity release company with a poin...

Prerna Khemlani ACA is a qualified chartered accountant, a Finance Manager at Coca-Cola Europacific Partners and a One Young World Ambassador.  She is also the Founder of This Girl Invests which has been featured on Glamour UK and Cosmopolitan UK. This Girl Invests' mission is to help reduce the gender investment gap by using education as a tool to empower women to invest and to feel #financiallyc...

Eleanor is a portfolio manager at a UK bank, looking after clients investment portfolios. She has a passion for educating others on investments and is determined to close the many gender financial gaps that exist here in the UK today. This led her to start up @sqhermile which is an Instagram page dedicated to making money management simple. Having worked in finance for the last eight years, she ha...

This week I am joined by Sarah Tucker, who is the founder of The Mortgage Mum, which she launched during her stint on The Voice UK. She wanted to use her platform to make change in the financial services industry by giving women the opportunity to train and qualify as mortgage brokers; and then provide them with a space to work flexibly around their families.   Sarah qualified as a mortgage broker...

This week I am joined by Catherine Morgan, who is a multi-award winning qualified financial planner and award-winning financial coach, on a mission to reduce financial anxiety and increase financial empowerment & resilience for 1 million women around the world. Featured as One of the top 32 female entrepreneurs to look out for in Business Leader. She is host to the top 1% global podcast 'In Her Fi...

This week I am joined by Jo Little, who is the CEO of Emery Little, a family-owned financial planning firm of twenty, based in Hertfordshire. After graduating in 2010, Jo joined Emery Little as a junior paraplanner, working through her qualifications to become a Chartered Financial Planner, Fellow of the PFS and a Registered Life Planner. A couple of years ago, Jo stepped into the role of CEO at E...

This week I am joined by Laura Ann More, who is a Money and Mindset Coach, personal finance speaker and educator. She is on a mission to educate people about money in a fun, jargon free, and judgement free, way. She helps women feel inspired to take control of their finances, and to learn how to build wealth.   After making a very last minute to decision to go travelling in 2015, with the money sh...

This week I am joined by Jennifer Ellis, who is  the Founder and Director at Wellington Wealth, and is also the Curator of Innovation and Fun at the Financial Planning Studio.     After gaining a BSc (Hons) in Topographic Science from the University of Glasgow, Jennifer Ellis decided to pursue a career as a hydrographic surveyor on survey vessels working in the oil industry within the North Sea an...