A Meeting of Minds Winning Advisers North 2022

Speakers

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  Martyn Laverick

  Divisional Director of Mergers & Acquisitions, Paul Harper Search and Selection

  Martyn has over 30 years of experience within the financial services industry, predominantly based within the advising sector. He has successfully set up and sold an IFA practice, Chartwell Investment Management, sat on the board of Chase de Vere Investments and was Managing Director of Jelf Financial Planning - a regional based IFA firm. During his years in the industry he has been responsible for the acquisition and selling of different sized businesses and brings a valuable insight from both the side of the vendor as well as the acquirer. Martyn's experience and knowledge of the IFA landscape will prove invaluable to Soprano’s clients.

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  Roderic Rennison

  Director, Rennison Consulting

  Roderic Rennison FCII, FPMI, FPFS, CFP Chartered MCSI, CDir FIoD is director of Rennison Consulting Ltd a company that he set up in 2008 to provide consultancy, interim and non-executive director services to intermediaries and providers in the retail financial services sector with a particular focus on strategy, transition, proposition, as well as intermediary acquisitions and sales. His whole career has been spent in financial services, encompassing a variety of roles ranging from sales, sales management, strategy, product development and proposition and latterly, the RDR and dealing with the practical aspects of transition and sales and acquisitions, together with fund raising. Roderic is a member of the CII’s Disciplinary Committee and has a particular interest in the future of financial advice and how intermediaries will deliver their services to clients in a fast changing market that is increasingly impacted by regulation and technology. Roderic works with intermediaries to help drive greater effectiveness in their businesses as a result of the RDR with a particular emphasis on enhancing their propositions and developing new markets, as well the effective management of outsourced relationships. He is also heavily involved in working with the boards of intermediary firms who are either considering acquisitions or a trade sale to help them formulate and then execute their chosen strategy with a specific emphasis on consequences for shareholders and employees.

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  Sam Shaw

  Freelance writer, editor and presenter

  Sam Shaw has been a financial journalist and presenter for 15 years, holding senior editorial positions across the B2B press, including editing Financial Times Business's flagship investment title.  She now works as a freelance writer, editor, content producer and presenter, across trade and consumer media.

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  Helena Territt

  Coach, Speaker, Leadership Development

  Helena Territt is an Executive Coach, ADHD Coach and an expert on workplace culture and authentic leadership. Her HR career spans start-ups, FTSE 100 companies and large Government departments, where she has supported teams through the Grenfell fire, the Windrush review and the start of the Covid pandemic. She also had a successful career in the private sector with STA Travel and British Airways where she led on HR transformation, Engagement, Wellbeing and Inclusion for 38,000 global employees. Helena loves coaching people who think differently, who like to challenge the status quo and who won’t stay in their lane; people who question the way things “should” be. The Link Between Disorder and Genius. Masking, code-switching, fitting in, gravitas. We all do it. But are you normal? How can we harness the potential of divergent thinking to stay ahead of disruptive innovation?

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  Ben Lyttleton

  British football journalist and author

  Ben Lyttleton is a football journalist and author who understands that we can learn the most important aspects of work and life from the world’s most popular sport. In his book Edge: Leadership Secrets of Football’s Top Thinkers, he interviewed some of football’s top coaches, including Thomas Tuchel, Didier Deschamps and Emma Hayes, to learn how they identify, develop and retain talent, focusing on resilience, empathy, and creativity. Ben has worked with leading football and NBA teams and their coaches to help them develop elite performance. His first book Twelve Yards: The Art and Psychology of the Perfect Penalty examined how elite athletes understand and manage their anxiety to perform at their best under pressure - making good decisions and executing tasks while keeping your composure can be trained! He has advised Premier League and national teams on their penalty strategy. Ben has developed a comprehensive picture of leadership, teamwork, talent improvement and performing under pressure and he uses football as the perfect lens through which to improve behaviours and results for leaders in any business. He is also the co-author of the best-selling children’s book series Football School, which uses football to open up the school curriculum and inspire a generation of children to develop a love of reading. Ben works with literacy charities, the Premier League and some of its biggest clubs by using football as a powerful educational force for good. Ben’s latest project is as co-owner of the Danish professional football club, Akademisk Boldklub, known as AB, where he is using his lessons from a career in football to gain an edge for his team.

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  John Chapman

  Consultant, Orion Consultancy Limited

  John is a chartered accountant having trained with EY. He worked in senior positions in a number of financial services businesses, including the Finance Director of a Japanese-owned private equity firm, prior to becoming Managing Director of Torquil Clark, the national IFA business, in 2003. John led the business through an organic and acquisition growth strategy resulting in the acquisition of four businesses in eighteen months and the ultimate sale of the business in 2008 to Skipton Building Society. The sale to Skipton resulted in a trebling of shareholder value in the five years he managed the business. Following the sale to Skipton, John remained with the organisation and guided the continued growth of the business. Following the international financial crisis, Skipton’s strategy changed and a decision was made to dispose of Torquil Clark. The stake was acquired by the national consolidator, Bellpenny. John stayed with the organisation until the end of 2015 when he left to set up the consulting business which would eventually become Orion Consulting Group. John’s background in running a diverse IFA group and buying and selling businesses within the sector gives him a unique insight into M&A strategy, integration and developing businesses of value.