Her Future Bright Podcast

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.

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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.

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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.

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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.

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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/