Her Future Bright Podcast: Recent Episodes
Her Future Bright
There are many inspiring women in finance who are changing the profession for the better.
Her Future Bright is the podcast that allows them to share their stories and successes to inspire a future generation of women in finance.
It is a place where women in finance come together...
In every episode, Chanelle Pattinson interviews an inspiring woman in finance, on the Her Future Bright Podcast.
They discuss their experiences, achievements, how they are doing things differently and how they are bringing our profession forward.
In the final episode of this season of Her Future Bright we are joined by Alice Guy ACA, head of Pensions and Savings at Interactive Investors 🎙️✨
Alice's is a chartered accountant and pension expert. Her career journey began in the world of auditing at KPMG London, where she gained invaluable experience working with large companies across the UK. She then took her talents to EY in Cambridge before transitioning to Tesco Plc as a business analyst. However, life took an unexpected turn when she embarked on a 10-year career break due to family circumstances, becoming a dedicated carer. 💚
In 2022, Alice joined Interactive Investor as a Personal Finance Editor. Just nine months later, she ascended to her current role as Head of Pensions and Savings. 💼🌟
Join us in this episode as we delve into Alice Guy's extraordinary journey. 🎧✨
If you enjoyed the episode make sure you hit subscribe, if you haven’t already.
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This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
On this weeks episode of Her Future Bright we are joined by Ritu Vohora CFA, Vice President, Investment Specialist - Global Capital Markets at T. Rowe Price 🎙️✨
Ritu's career is nothing short of remarkable. As a vice president of T. Rowe Price International Limited and T. Rowe Price Group, she plays a pivotal role in representing the firm's views on Capital Markets. With an impressive 17 years of investment experience, Ritu joined T. Rowe Price in September 2020 after spending 15 years at M&G Investments, where she held the position of Investment Director and Head of Equities Investment Communications. 💭
Ritu is a seasoned market commentator, often quoted in the press, and a sought-after speaker on media outlets such as BBC, CNBC, Bloomberg, and CNN, where she shares her insights on various investment topics. 📝 👏
Throughout this episode, Ritu opens up about her extraordinary career journey and shares invaluable insights✨
If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
This weeks episode of Her Future Bright features the inspiring Kate Webber, Head of Product Strategy at Northern Trust Corporation! 🎙️✨
With over 25 years of experience in asset servicing, Kate brings a wealth of knowledge and expertise to the table. Having held senior product development and strategy positions with renowned companies like Calastone and BNY Mellon, Kate's industry insights are invaluable 💭
Her passion for empowering women in the financial services industry led her to establish Women in Asset Servicing, a groundbreaking network that strives for greater female representation in senior asset servicing positions 🌟
Tune in to this enlightening episode as Kate shares her insights, experiences, and the strategies she has employed to drive positive change. ✨
If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
Get ready for an incredible episode of Her Future Bright as we bring you the exceptional Dame Inga Beale! 🎙️✨
With her extensive experience in the financial services industry spanning over four decades, Dame Inga has established herself as a true trailblazer. From her remarkable tenure as the CEO of Lloyd's of London, the prestigious global insurance market, to her current role as Chair of Mediclinic International plc and independent board member of Crawford & Company, NN Group NV, and Willis Towers Watson plc, her leadership prowess knows no bounds. 💼🌟
Join us as Dame Inga shares her invaluable insights, reflecting on the challenges she faced, the lessons she learned, and the secrets to her remarkable success. Her expertise and wisdom make this episode a must-listen. 🎧✨
If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
Get ready for an incredible episode of Her Future Bright, featuring the amazing Victoria Scholar! 🎙️🌟
Victoria, Head of Investment at interactive investor (ii), the UK's leading flat-fee investment platform, has become a trusted voice in the world of finance. You may have seen her sharing her expert insights on renowned platforms such as BBC News, Sky News, LBC News, Times Radio, and many others. 📺🎙️
With her deep understanding of financial markets, Victoria brings a wealth of knowledge to the table, offering valuable perspectives on economics, finance, and business. She is also a passionate advocate for increasing women's participation in the financial services industry. 💼💪
If you enjoyed the episode make sure you hit subscribe, if you haven’t already.
If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
Episode 10 of Her Future Bright is here! ✨
For this episode I had the pleasure of talking to Lois Vallely, Chief Reporter at Money Marketing 📝
Lois has covered a wide range of topics including networks, nationals, IFAs and adviser tech, writing for various trade titles such as The Grocer and Utility Week. Before becoming a journalist, she studied English with Film Studies at Queen’s University, Belfast 💭
If you're intrigued by the world of finance journalism and want to learn what it's like to cover the biggest stories, you won't want to miss this episode. Tune in now by clicking the link in our bio! 🎧
If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
Join us for episode eight of Her Future Bright, where we delve into the world of workplace mental health. This week, we are joined by Ann Camargo, a mental health consultant at The Corporate Mind 🙌 Ann spent over 20 years in the Financial Services industry as a Technology COO at some of the world's largest investment banks in London, Hong Kong and New York. While pregnant with her daughter, she began to experience issues with work-related stress and anxiety, which is where her mental health journey began 🧠 Discovering Mental Health First Aid in 2018 and re-training as a MHFA England Instructor was a pivotal turning point, taking Ann's career in a new direction as a workplace mental health & wellbeing consultant. She now enjoys teaching a range of mental health courses and workshops, delivers talks on mental health in the workplace, and provides career mentorship and coaching across the corporate/finance industry 💭 If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
Tune in to episode eight of Her Future Bright, where I sit down with Natasha Percy-Baxter, founder of Percy-Baxter Wealth Management, for an insightful conversation about her journey through the St James Place Financial Adviser Academy and starting her own business 🎧 Most recently she has been shortlisted for Newcomer of the Year at the Professional Adviser Awards 2023. She is the top downloaded guest on The Financial Planner Life podcast and has featured in The Times Top Rated Financial Advisers Guide 2022 and 2023. She has run events focused on how to have a better relationship with your money with the private members’ club Home Grown, the Gender Inclusivity Network and Clyde & Co and is a regular contributor to the Financial Times ✨🌟
If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
Join us for a special bonus episode of Her Future Bright! ✨🙌 This week, we're thrilled to have the incredible Mary Mosope Adeyemi as our guest. Mary is an executive director at Goldman Sachs, founder of viSHEbility, and author of Visible Strengths - a powerhouse of passion and purpose ⚡ Mary's spent countless hours developing and executing talent recruitment and training programs, with a focus on early career professionals. Her unwavering dedication to personal development and equitable career growth led her to create viSHEbility - a social-first organization that empowers and inspires women to reach their full potential 💫 In 2022, Mary wrote Visible Strengths - a must-read book that guides career professionals on how to capitalize on their strengths, contribute value, and communicate results for ultimate success 📚👇
https://www.amazon.co.uk/dp/B0BFRJH1CK
If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
Join us for another exciting episode of Her Future Bright. This week, we have the incredible Samantha Gould, the Head of PR and Campaigns at NOW: Pensions 🙌 Did you know that every year, two million women in the UK are retiring into pensioner poverty? Samantha has been working tirelessly to bring attention to the gender pensions gap, appearing in over 350 media features since 2019 including TV interviews and a column in Glamour magazine’s #MoneyMatters 📝 In addition to this, Samantha has presented pension policy proposals to the Pensions Minster and HM Revenue. If introduced, we would see 3 million more people saving for their later life (2.2m women). Her work’s been cited in the House of Lords, gaining widespread media coverage with a total global audience reach of almost 2 billion people 👏
If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
This week we sit down with the dynamic Natalie Wright, a Chartered Financial Planner and Partner at Mazars, a top global accounting and advisory firm. With her expertise in working with business owners and their families, Natalie specializes in creating and implementing successful succession plans, managing over £1.6bn for private clients 💸 Natalie's passion and dedication to her work has earned her numerous accolades, including the prestigious 'Chartered Financial Planner of the Year' award from the Personal Finance Society and her recent promotion to Partner at Mazars. But her accomplishments don't stop there! Natalie is also a leading voice in the financial planning community, actively giving back through mentorship programs and being a member of the PFS practitioner panel 👏 Get ready to be inspired as Natalie shares her journey in the financial services sector, and discusses her latest venture, the 'Exploring Family Business' podcast. She is a true trailblazer, breaking barriers for women in the industry and sharing her expertise with the world ✨ If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
This week, we're joined by Jackie Leiper, CEO of Embark 🙌 Jackie has extensive technical experience in financial services industry, with strong pensions and investments expertise. She is purpose driven with a track record of delivering results and has established strong relationships with key stakeholders in the industry having held a number of senior customer and client facing positions. Within Lloyds Banking Group she leads the Embark, Scottish Widows, and Halifax Share Dealing businesses with a collective purpose of providing modern long-term savings & retirement solutions for the UK population. Jackie is also a lead media spokesperson for Scottish Widows, and is a leading campaigner of gender inequality championing women’s development into leadership roles and also leads for Scottish Widows on Gender Pensions and financial resilience. Jackie is a member of the Insurance, Pensions & Investment Exec Committee, an executive member of Embark Group Board and also the Chair of the Scottish Widows Master Trust Strategy Committee. If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
Join us for episode three of the Her Future Bright podcast! 🎧 This week, we're joined by Lisa Picardo, Chief Corporate Officer at PensionBee 🐝 Lisa leads the corporate development of PensionBee, which has included leading on the company’s IPO and subsequent transfer to the Premium List, and plays a broader management role across many aspects of the business 🏦 Lisa has a wealth of experience in finance, having spent 13 years at Morgan Stanley. She honed her skills in the European Mergers & Acquisitions department, working on complex UK public transactions and playing a role in firm management. After that, she joined the Morgan Stanley Private Equity Fund, investing in mid-market opportunities across sectors with a focus on consumer-facing businesses 📊 In 2015, Lisa added entrepreneurship to her resume, founding LITTLECIRCLE, an online platform for children's fashion. In addition, Lisa is a member of the Steering Committee of the Development Board of Breast Cancer Now 🙌 If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
Episode 2 has dropped! This time we’re speaking to Emma Napier, Head of Proposition at Bravura 🎙️ Emma has spent her whole career watching financial services evolve in the UK, it never ceases to amaze her how things have (and haven’t) changed over the years. Her working life has entered its 3rd decade, yet she remains excited about the future of advice, particularly, how that advice is delivered to an individual. She has a whole heap of experience in-the-thick of the advised/platform world - the last piece of the jigsaw for Emma is how technology plays its part in the future of intermediated advice. Bravura offered her the opportunity to start playing with that! f you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
Join us as we celebrate International Women's Day and kick off a new season of the Her Future Bright podcast ✨ Our first episode features an inspiring conversation with Nina Mohanty, Co-Founder & CEO of Bloom Money, an app that builds tools for diaspora communities to build generational wealth 💸 Despite the fact that only 2.4% of all venture capital was allocated to women-led startups in 2021, according to TechCrunch, Nina is among that small percentage and shares her experience 🙌 Before leaving too found Bloom Money, Nina worked at Klarna making payments smooth and reimagining a better way to pay. Prior to Klarna, Nina worked at London-based Open Banking start up, Bud. She has been a steadfast believer in delivering technology that can better customer’s financial lives and financial literacy since her days at Starling Bank and Mastercard 🏦 She is a recipient of the TechWomen 100 award and recently served as a judge for the Women in Finance UK Awards and the Great British Businesswoman Awards. She has been recognised for four years by Innovate Finance on the Women in FinTech Power List, most recently as a Standout in the Senior Leaders category. In her free time she volunteers her time with multiple charitable organisations and advises Talent Beyond Boundaries on their strategy for access to financial services for their refugee candidates 👏 If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
On this weeks epsiode of Her Future Bright is Holly Mackay. Holly has worked in finance since 1999. She is a financial expert, a commentator on investment markets, and the Founder and MD of independent consumer financial website, Boring Money. She likes translating financial gobbledygook into ‘real speak’ and trying to help people without PhDs in finance to make sensible decisions with minimum pain. Holly is a regular media commentator and has appeared on or contributed to the BBC, The Times, The Telegraph, and The Mail on Sunday.
If you enjoyed the episode make sure you hit subscribe, if you haven’t already.
If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
On this weeks epsiode of Her Future Bright is Katy Thorneycroft.
Katy, Managing Director, is Chief Investment Officer of Multi-Asset Solutions International. Katy manages Global Tactical Asset Allocation, balanced, flexible and total return portfolios, as well as funds of investment trusts. An employee since 1999, Katy was previously a portfolio manager in the convertible bonds team and a member of the Multi-Asset Solutions team in New York. Prior to this, Katy was a portfolio manager in the European Equity group in London focusing on small and mid-cap strategies. Katy obtained a M.Chem. from the University of Oxford and is a CFA charterholder.
If you enjoyed the episode make sure you hit subscribe, if you haven’t already.
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This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
On this weeks epsiode of Her Future Bright is Noelle Cazalis.
Noelle works with Bryn Jones, assisting in the management of the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund, she also manages the Rathbone High Quality Bond Fund.
Noelle joined Rathbones in August 2011 and was made assistant manager in January 2016, then fund manager in November 2018. Before this, she worked as a financial analyst for the Bank of France and spent five months in Cambodia, where she undertook due diligence on the banking sector for the French Embassy.
Noelle has achieved two master’s degrees in Economics & Finance with distinction in 2010, from the University of Bordeaux. Noelle is a CFA (Chartered Financial Analyst) charterholder and was recently named in the 2016 Citywire Top 30 Under 30 investment management awards and in the CFA UK Society’s 30 and under profiles.
If you enjoyed the episode make sure you hit subscribe, if you haven’t already.
If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
On this weeks epsiode of Her Future Bright is Laura Bampfylde.
Laura is a Wealth Director at Redington, a leading independent investment consultancy, where she works with a range of clients including wealth managers, financial advice firms and investment platforms on their investment and technology needs. Prior to joining Redington in August 2021, she spent ten years in the Wealth and Asset Management industry across J.P. Morgan Private Bank, HSBC Asset Management and Hargreaves Lansdown. Laura has an LLB in Law from the University of Exeter and holds the CISI Diploma. She was also named as a future leader by HERoes in their 2022 Global Role Model.
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If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
On this weeks epsiode of Her Future Bright is Alize Marchand.
Ali is an American who moved to Switzerland 6 years ago to start her career in finance. Starting at a wealth management company, Ali got her start on the portfolio management team and worked closely with client relationships as well. Being passionate about sustainability, Ali took an interest in ESG and studied Sustainable Finance at the University of Zurich. Throughout her time in wealth management, Ali realized there was opportunity in finding new and better ways to connect with current and potential investors. This drove her to start her own company which focused on digital communication strategies in the financial space. This new venture led to many opportunities such as working with a women-focused wealth management company and later even a crypto hedge fund. Ali has recently sold her company and joined forces with a new financial marketing company, Pitched, where she is Head of Strategy.
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This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
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 2021.
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If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
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 and Fund Selection Committee. Phoebe is also passionate about diversity and inclusion initiatives having launched LGT Wealth Management’s inclusion initiative in 2018, and a pan-industry diversity initiative which is now a Chapter of The Diversity Project.
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This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
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 consumer outcomes and the Global Financial Crisis 2007/8. n June 2021, Gina launched the female-focused sister-brand called MoneyShe dedicated to empowering women and educating them on topics such as investing and pensions, so they are better able to look after their financial health. But her career in Financial Services stretches back to 1996 when she started a specialist financial services marketing agency, SWAY.
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This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
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 already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
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 management topics, and prior to that, worked on the Institutional Advisory & Sales team at J.P. Morgan in New York. Katherine graduated from Northwestern University with a B.A. in Economics and is a CFA Charterholder.
If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
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 Planner’s marketing and sales strategy which includes understanding market requirements and successfully matching them to UK advice firms. Previously, as Creative Director of Start Up Loans, Yasmina headed marketing and communications for the government’s flagship scheme which provided access to finance for small businesses.
She worked for Lord Sugar in 2009 having won the fifth series of BBC One’s The Apprentice, heading up his flagship tech and digital media organisation and overseeing product marketing and advertising sales to blue chip organisations. Following that she was headhunted by James Caan of Dragons’ Den fame to help run his private equity organisation. She graduated in economic history from the London School of Economics.
If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
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 key team members including Abhi Chatterjee, Chief Investment Strategist, Jim Henning, Head of Investment Services and Jason Dewar, Head of Research.
Steph has spent her career working across pensions, tax and insurance and has focused on stochastic modelling for the past 10 years. In her prior role as Lead Actuary at EValue, she was responsible for the Actuarial function and calculation approach of the stochastic model. Steph is a fellow of the Institute and Faculty of Actuaries and part of an Actuarial Working Party which is focused on personal financial planning, bringing actuaries and advisers closer together, and helping to drive support of financial advice and retirement planning. Steph is a regular commentator in the industry's IFA financial media and a speaker at industry conferences.
If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
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 Financial Wellbeing (IFW) enables her to help financial planners and financial coaches understand how to make their clients happier not just wealthier.
A well-known and influential member of the financial planning profession, Ruth is regularly asked to comment and speak at industry and women’s events. She also coaches business owners.
She launched a podcast in 2021, ‘Money Espresso; no froth conversations exploring money and life’. Ruth speaks to guests from all walks of life and asks them to share their journey and the influence money has had along the way. Her aim is to get people talking about money and explore how money and business can be a force for good.
If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
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 accelerator. Now, she works at Seccl, the home of UK Wealth tech, the technology provider and custodian behind leading fintechs that want to build investment propositions. As their Fintech Growth Lead, she is focused on turbocharging the company's growth and expanding their portfolio of fintech clients.
Outside of work, she blogs on her Medium blog 'A Millennial's Diary' about careers and personal development for millennials and runs a female millennial self-development and entrepreneurial community called the Now You’re Talking Network which has over 800 members.
Mary is also a trustee for Girlguiding, the UK’s largest charity for women, and is the Lead Learning Facilitator for Imperial College Business School’s Fintech Programme.
Recent accolades: shortlisted for Black Tech Achievement Awards 'Fintech Professional of the Year 2022, MCA Young Consultant of the Year Finalist 2021, Innovate Finance Women in Fintech Powerlist 2020, McKinsey Next Generation Women Leader 2020 & No.1 Yahoo Finance’s Future Leader List 2020.
If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
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 includes Schroder Investment Solutions, a range of model portfolios and multi-asset funds. She is also a Non Executive Director at Benchmark Capital.
Gillian is also on the advisory board for Women in Asset Servicing and was named as ‘Woman of the Year – Investment’ at the Professional Adviser Women in Finance awards 2021.
If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
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 insightful.
If you are a women in finance, thinking about a career in finance or just enjoy listening to conversations with inspiring women, you are in the right place.
Subscribe now and get ready to listen as episodes are released, you won't want to miss it...
Want to be part of our community, follow us on instagram at @herfuturebright
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 money. Apiramy is involved with a number of initiatives including co-lead of the intersectionality workstream at the Diversity Project.
If you enjoyed the episode make sure you hit subscribe, if you haven’t already. If you want to join our community, follow us on instagram - @herfuturebright
This series of the Her Future Bright podcast is sponsored by J P Morgan Asset Management.
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, as the Head of Training and Mentoring, Sarika boasts a wealth of experience supporting new advisers through their induction and learning journey.
A computer science graduate, Sarika started her financial services career in the banking sector and is QCF Level 4 and CeMap qualified. In her spare time, she enjoys travelling, eating out and spending time with her two young children.
If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on instagram - @herfuturebright
Connect with Sarika at:
https://www.linkedin.com/in/sarika-dhanjal-b3421a9a/
Money Marketing:
https://www.moneymarketing.co.uk/financial-adviser-2b/
https://www.moneymarketing.co.uk/podcast/
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 Investment Management Certificate (IMC).
Outside rainchq, Davinia is a Trustee at Talawa Theatre company, established more than 30 years ago to improve diversity in the arts. She has two young daughters and splits her time between London and the Caribbean.
If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on instagram - @herfuturebright
Connect with Davinia at:
www.rainchq.cm
https://www.instagram.com/rainchq/
Money Marketing:
https://www.moneymarketing.co.uk/financial-adviser-2b/
https://www.moneymarketing.co.uk/podcast/
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 clients in the roll-out and adoption of moneyinfo. Tess has directed several large-scale programmes, delivering client facing and advicetech solutions for wealth managers, DFMs, and financial planners. She has extensive programme and project management experience and holds several CII Financial Planning qualifications.
But while she's not running the show here at moneyinfo, Tess can be found running around the hockey pitch, or running round the park with her German Shepherd, Keira. Always first to the karaoke to blast out some Whitney, Tess is a sucker for an 80s classic! An avid card player, Tess hopes she wins the 'Million Dollar Bill' and isn't left saying 'I have Nothing' at the end of the game!
If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on instagram - @herfuturebright
Connect with Tessa at:
https://www.linkedin.com/in/tessalee/
Money Marketing:
https://www.moneymarketing.co.uk/financial-adviser-2b/
https://www.moneymarketing.co.uk/podcast/
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 Lucent Financial Planning. 12 months in, if you ask her about work, you’ll see a sparkle in her eye before she launches into how much she’s loving what she does! If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on instagram - @herfuturebright Connect with Kate at:
www.linkedin.com/in/kate-evans-aspiringfinancialplanner
Money Marketing:
https://www.moneymarketing.co.uk/financial-adviser-2b/
https://www.moneymarketing.co.uk/podcast/
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 pensions and auto-enrolment. Sonia’s career in journalism commenced after she completed an undergraduate degree in English Literature with Journalism from the University of Hertfordshire and an exchange programme at Stony Brook University in Long Island, New York. If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on instagram - @herfuturebright
Connect with Sonia at:
https://www.linkedin.com/in/sonia-rach/?originalSubdomain=uk
https://www.instagram.com/makingfinancialcents/
Money Marketing:
https://www.moneymarketing.co.uk/financial-adviser-2b/
https://www.moneymarketing.co.uk/podcast/
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 point of difference. Sami is driven to make positive changes in the industry through the establishment of the two brands, whilst also providing an excellent, client-focused service through empowerment, education and support, our business ethos. If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on instagram - @herfuturebright Connect with Samantha at: https://www.linkedin.com/in/samantha-bickford-4a657b111/
https://themortgagegirl.co.uk
https://www.instagram.com/the.mortgagegirl/
Money Marketing:
https://www.moneymarketing.co.uk/financial-adviser-2b/
https://www.moneymarketing.co.uk/podcast/
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 #financiallyconfident. This is achieved by creating easy to understand (jargon free) personal finance & investment content, online courses and webinars.
Prerna also raises awareness by delivering corporate & university talks to a wide range of investors, a few client examples include multinational swiss pharmaceutical Roche, UC Santa Barbara & The Junior League of Charlotte.
If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on instagram - @herfuturebright
Connect with Prerna at: www.thisgirlinvests.co.uk https://www.instagram.com/thisgirlinvests/
Money Marketing:
https://www.moneymarketing.co.uk/financial-adviser-2b/
https://www.moneymarketing.co.uk/podcast/
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 has seen the world change from a heavily male dominated world, largely unaccepting of females to one where females are welcomed and encouraged to shine. It’s expected that 56% of the UK’s wealth is expected to be female by 2025… the industry serving these clients needs to be the same.
If you enjoyed the episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on instagram - @herfuturebright
Connect with Eleanor at:
https://www.instagram.com/sqhermile/
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 in 2015, after studying around her part time London career as a Legal PA; and her then 18 month old daughter Sienna. In 2016 she had her son Joshua and decided to make the leap to be a self-employed mortgage broker full time around her children. In 2018 she started calling herself “The Mortgage Mum” on social platforms, doing live videos to educate people on mortgages in a relaxed, informal way. This led to her gaining a following and a reputation, and eventually to her creating her own company. “It started as a nickname… Became an Instagram handle… Turned into a brand… Became a company… And now it is becoming a movement. The Mortgage Mum movement. I am so excited to see what the future holds for myself and these incredible women!”
If you enjoyed this episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on Instagram @herfuturebright
Find out more about Sarah at:
https://themortgagemum.co.uk
https://www.facebook.com/themortgagemum1/
https://www.youtube.com/channel/UCG899KReJ9NHLZfyK3CXrUw
https://www.linkedin.com/in/sarah-tucker-the-mortgage-mum-✨-669898185/
https://www.instagram.com/the_mortgage_mum/
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 Financial Shoes’ and founder of The Money Panel. “The meaning we attach to money becomes the lens that we think, feel and behave with money. Change the meaning and perception, change your life.”
Author of the Amazon best selling book ‘The women I am becoming’ and soon to be published book ‘It’s not about the money.”
If you enjoyed this episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on Instagram @herfuturebright
Connect with Catherine at:
https://www.linkedin.com/in/catherine-morgan/
https://twitter.com/themoneypanel
https://www.instagram.com/catherinemorganmoney/
https://www.facebook.com/themoneypanel/
https://podcasts.apple.com/gb/podcast/in-her-financial-shoes-podcast/id1449065629
https://open.spotify.com/show/4ROazdeiXDFnz8OFo1xdKf
https://www.youtube.com/catherinemorganmoney
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 Emery Little, and now relishes the opportunities and challenges that come with leading a business and team.
Alongside her responsibilities as CEO, Jo continues to advise clients and is also a Non-Executive Director of NextGen Planners
If you enjoyed this episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on Instagram @herfuturebright
Connect with Jo at:
https://www.linkedin.com/in/jo-little-fpfs-1aaa4a37/
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 she had saved ready for Drama school, it was then that she realised the freedom that money can give you. She wants to demystify money and help you all feel empowered by your finances. Talking about all aspects of saving, budgeting, clearing debt, investing (and many more).
If you enjoyed this episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on Instagram @herfuturebright
Connect with Laura at:
https://www.instagram.com/laura_ann_moore/
https://www.lauraannmoore.co.uk
https://www.linkedin.com/in/laura-moore-56650161/
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 and further afield. However she decided her feet were better on dry land rather than on the high seas and after 5 years in this industry returned to Glasgow School of Art Digital Design Studio to complete an M.Phil in Advanced 2D & 3D Motion Graphics & Virtual Prototyping.
For the last 17 years Jennifer has worked within the Financial Services sector with her father, Raymond, primarily focused on business technology, systems, processes and business continuity for a variety of life, pension & investment providers, government agencies, professional firms & charities in roles with Scott-Moncrieff, Close Brothers Asset Management & Sinclair Wood Asset Management.
If you enjoyed this episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on Instagram @herfuturebright
Connect with Jennifer at:
https://www.linkedin.com/in/wwljennifer/
This week I am joined by Fleur Iannazzo, who is a money coach who is on a mission to prove that there is nothing special about the people who are good with money. She admits to having her own financial crisis of confidence when -realising that her job was all about recommending big investments -she still could not apply the same analysis to her own budget. As a CFA Charter holder she is 'officially' good with numbers. Only when she came across the relatively new fields of Behavioural Economics and Behavioural Finance did she realise that she was not the only one unable to translate 'book learning' into real life. Recently, Fleur launched WTF Money -a specialist money coaching service for people in life transitions.
If you enjoyed this episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on Instagram @herfuturebright
Find out more about Fleur at:
www.wtf-money.com
www.fleur.coach
www.linkedin.com/in/fleur-iannazzo/
This week I am joined by Kristine Ramsbottom. Kristine has recently joined Coller Capital on their Investor Relations and Fundraising team in New York. Prior to Coller, Kristine worked at Lazard, where she sat on both the Industrials M&A and Private Capital Advisory teams, ultimately specializing in secondary market transactions. Kristine holds a Bachelor of Commerce from Queen’s University and a Masters of Applied Economics from Johns Hopkins University.
If you enjoyed this episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on Instagram @herfuturebright
Connect with Kristine:
https://www.instagram.com/themorningagenda/
Ruth Handcock is Chief Executive Officer at Octopus Investments with overall responsibility for retail products and fundraising. Prior to this she was a founding employee at Tandem, a new UK Challenger Bank, and was responsible for achieving their banking licence and overseeing proposition and company build. Ruth started her career with 8 years in strategic consultancy before joining Bacardi as Finance Director of their Martini & Cognac portfolios.
As part of her career, Ruth spent a year working in the Ministry of Trade in Sierra Leone to attract overseas investment and still oversees the running of a primary school in Freetown. Ruth is Governor and Founder at Bolingbroke Academy, a non-selective state secondary school and is also involved in the FTSE 100 Cross-Company Mentoring program helping increase female participation on Boards.
If you enjoyed this episode, please do share it and leave us a review. Make sure you subscribe to keep up to date with the latest episodes. If you want to join our community, follow us on Instagram @herfuturebright
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 insightful.
If you are a women in finance, thinking about a career in finance or just enjoy listening to conversations with inspiring women, you are in the right place.
Subscribe now and get ready to listen the the first episode as soon as its a released, you won't want to miss it...
Want to be part of our community, follow us on instagram at @herfuturebright