Clive Waller held a variety of management positions in sales and marketing for some twenty-five years with
Scottish Amicable and Zurich. He became managing partner of the Training Design Studio in 1999, writing and delivering training programmes on taxation, pensions and investment. At the same time, he set up the specialised research-based consultancy, CWC Research with his wife, Monica.
Clive has an MBA from Wolsey Hall, Oxford and is an Associate of the Personal Finance Society.
He is a regular speaker at industry conferences and writes on a variety of issues around retail investment.
He also chairs The Investment Network and is managing director of the Aberdeen UK Platform Awards.
Peter Le Beau – Associate
Peter Le Beau has worked in the financial services industry for over 30 years and is one of the best known speakers and writers in the business. Peter’s career has been largely spent in reassurance and he has extensive experience in business to business marketing and helping clients to think in original ways about their marketing approach. Peter’s success in helping Swiss Re to develop its proposition in the UK has given him an enviable network of contacts throughout the marketplace. Peter believes that business should be fun without sacrificing professionalism and has a keen sense of humour which is very much in evidence in the advice he dispenses to clients.
Peter has worked or consulted in the US, South Africa, Asia and European life markets.
Peter has established the net-work, a highly successful standing conference in financial services which meets four times a year. Further details can be found at www.the-net-work.org.
In June 2009, Peter was awarded the MBE for services to Insurance and Charity in the Queen’s Birthday Honours.
Holly Mackay – Associate
Holly is the Founder and MD of the new Boring Money website. She has worked in the investment industry since 1998, clearly a natural career path for someone who read Medieval French at Oxford.
From 1998 – 2007, she worked in both Australia and the UK, for Big Global Investment Firms with Increasingly Important-Sounding Titles. In 2007 she founded The Platforum, now one of the UK’s most respected financial research firms, covering investments and platforms for the industry. She sold the business to Centaur Media in 2011 and left in 2014. Boring Money, a consumer content business, was launched in June 2015. Holly’s aim is to get through to people who think that savings and investments are boring, without them falling asleep on the journey. The site offers analysis, commentary, general tips and pointers and input from financial advisers.
Gillian Hepburn – Associate
Gillian has over 20 years’ experience within Financial Services and launched her own business in October 2011 to offer consultancy services to Financial Advisers, platform providers and asset managers.
Quality Platform Solutions offers a range of services including independent platform due diligence, implementation and integration with the client service proposition. Consultancy services are also offered to platform providers and asset managers in the development and marketing of their fund, or platform to advisers and customers.
Gillian spent a number of years working for Standard Life in a range of roles across servicing, sales and marketing. Her last role was as a Wrap Business Development Manager following a year working on the platform development and launch.
More recently she was Associate Director for an asset manager, responsible for distributing a new range of funds and DFM portfolios through a range of tax wrappers and platforms.
Gillian has an MA from Aberdeen University and an MBA from the Open Business School.