Key People

Ash Patel, Chief Executive Officer Ash started his own IFA practice in 1978 building his client base and creating a thriving business with an excellent reputation. From 1999-2005 he launched and managed the National Association of Fee Based Advisers. Since then, Ash has worked as a consultant, advising institutions on UK market entry strategies. He has also worked closely with a global wealth management platform to position its product to UK financial advisers. In 2011, Ash started working full-time on an online portal to support UK consumers and financial advisers through the RDR and into the future.

lan Hall, Chief Operating Officer Ian is a Warwick MBA with additional qualifications in banking and marketing. His entire career has been spent within the financial services industry, and recent senior appointments include spells as General Manager of HBOS’ European Life & Pensions business, Chief Operating Officer of Barclays’ Retail Direct Channels operation and Director of Banking at Wesleyan Assurance Society.