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Paul Banfield
Paul Banfield, director at IFA Best Advice, is a regular on live and recorded broadcasts and renowned for his no-nonsense, jargon-free approach to financial comment. Formally recognised by the Press Services as their IFA of the Year, Paul Banfield has become one of the UK’s most familiar and trusted financial presenters, appearing on a wide range of TV and radio broadcasts across all the major networks.
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Melanie Bien
Melanie Bien is a director and head of communications at independent mortgage broker, Private Finance. Melanie has worked as a communications director for a mortgage broker for the past six years and is a qualified mortgage adviser. Before that, she was a financial journalist for a decade, including five years as personal finance editor of the Independent on Sunday. She has also written a number of books on property and personal finance, including Renting Out Your Property for Dummies and Sorting Out Your Finances for Dummies.
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Ray Boulger
Nationally celebrated mortgage guru Ray Boulger joined John Charcol in 1989 as a consultant and has been technical manager, then senior technical manager for 10 years. Ray, now 63, has spent all his working life in financial services, initially with a firm of chartered accountants and then 18 years as a stockbroker. He was a founding member of the board of the Association of Mortgage Intermediaries (AMI) and remains on the board today.
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Anna Bowes
After studying Business Information Technology at Newcastle Polytechnic, Anna Bowes joined Chase de Vere in 1990 and did various roles within the company until she joined the PR team in September 2000. Her experience as an IFA, provided her with a solid knowledge to become one of the UK's most quoted personal finance spokespeople. She has had regular slots on Radio 4's Moneybox and BBC 2's Working Lunch. Anna is currently working as a freelance PR consultant.
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Kevin Carr
Kevin Carr, director of protection development at Pru Protect, is a qualified IFA and mortgage adviser. He is a renowned expert in the protection insurance arena and between 2000 and 2008 he worked at specialist IFA Lifeseach, where he was responsible for managing the firm’s sales relationship with each insurance provider. Kevin is regularly called on by the media to comment on all protection-related issues. The most recent of Kevin’s many accolades is being hailed "the second most influential person in the UK protection industry".
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Ashley Clark
Ashley Clarke, managing director of Need An Adviser, has worked in the financial services industry for over 20 years, and is one of the UK's leading independent financial advisers of the 'new model' era. As one of the highest qualified financial advisers in the UK, Ashley is authorised to transact the specialist activity of pensions transfers advice. He is also involved with the industry's professional examinations and has a wealth of experience in training other advisers. He appears frequently in the media and is a finance mentor for the BBC TV programme Pay Off Your Mortgage in Two years.
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Simon Conn
Simon Conn set up overseas mortgage specialists Conti Financial Services in 1994. He was managing director until October 2007 when the company merged with Anchor Mortgages. Simon has just stepped down as sales and marketing director of the merged group, but remains a consultant to the firm. Although Simon is a qualified IFA across all areas of finance, his real strength and experience lies in arranging finance on holiday homes and investment and retirement properties in more than 45 countries across the globe.
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David Hollingworth
Voted as spokesperson of the year at the prestigious 2008 Headlinemoney Awards, David Hollingworth, of broker London & Country, provides expert comment and technical data to the national and trade press on all aspects of the mortgage market and regularly appears on TV and radio. Well known and respected by property and personal finance journalists, David offers a 'whole of market' perspective on topical industry issues.
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Adrian Kidd
Adrian Kidd is an IFA working throughout London and an experienced media commentator. As well as being an active IFA, Adrian has run the New York marathon in 3 hrs 55 mins (raising £3,000 for Whizz Kidz in the process) and the Edinburgh marathon in 3hrs 37mins, raising £800 for Kids Company. He has walked across burning hot coals and done the highest bungee jump in the world in South Africa. His motto is: "The best way to predict your financial future is to invent it."
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David Marlow
David Marlow has a long background in ‘Life and Pensions’, gaining his grounding at Equity & Law (now AXA) in a variety of roles from 1984 to 1998. He was then Product Development Manager for National Mutual (LV=) before joining The Annuity Bureau in 2000. David joined Alexander Forbes in 2004 and was appointed to the board in 2005. David is a regular press commentator on retirement planning.
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Peter McGahan
With 20 years’ experience within the financial services arena, Peter McGahan is the managing director of Worldwide Financial Planning, a firm of specialist IFAs. He is a weekly columnist for Financial Adviser magazine and is quoted regularly in the Independent and Mail on Sunday. He also makes regular appearances on the Channel 4 Homes website, Working Lunch and the Today programme.
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Tom McPhail
Tom McPhail is one of the country’s most well-known commentators on all pensions and investment-related issues. With over 20 years’ experience in the financial services sector, Tom is now the head of pensions research at IFA Hargreaves Lansdown. His work involves research and analysis of pension products and investments, as well as broader pensions policy issues. Tom’s aim is "to get every adult in the UK engaged with their retirement planning".
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Dean Mirfin
Dean Mirfin was instrumental in setting up equity release IFA Key Retirement Solutions 10 years ago. As the firm's business development director, Dean is responsible for producing research into the sector, overseeing how the firm's advisers deal with their clients and developing their part withing the equity release sector. Dean regularly appears in the national press and on television and radio as a technical and sales specialist for the equity release industry.
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Andrew Montlake
After spending the first six years of his mortgage career at broker John Charcol, Andrew Montlake joined Cobalt Capital as a director in June 2000. Since leaving Cobalt in March 2009, Andrew has set up a new broking business with former colleagues from Cobalt, Coreco Group, Andrew – who is more commonly known as Monty – is now a partner at Cobalt and is the reigning Mortgage Personality of the Year, as declared by leading mortgage title Mortgage Strategy.
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Richard Morea
Richard has worked in the mortgage industry for over 20 years, the last 13 of those at mortgage broker London & Country, a no-fee broker offering telephone-based advice to customers from across the UK. He regularly provides expert whole of market comment, to both the national and trade press on all mortgage related topics. He also reviews new products and provides answers to readers mortgage questions for the national press.
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Katie Tucker
Katie Tucker is the Technical Manager for Mortgageforce, providing technical data on mortgage rates and economics to their national team of mortgage consultants, and commenting on all aspects of the mortgage market to the national press. Katie has been a mortgage adviser and technical manager for six years and her favourite bit of the job is answering consumer questions, giving advice on everything from the current interest rates or going interest only, to what to do if sharing a house or divorcing.
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Jason Witcombe
Jason Witcombe is a Director of Evolve Financial Planning and is a practising, fee-based, financial planner. He advises clients on all aspects of their personal finances, with a focus on a long-term relationship rather than one "one-off" advice. He is both a Chartered Financial Planner and Certified Financial Planner and believes strongly in the importance of financial planning qualifications. He is regularly asked to provide expert comment in the national and IFA-focused press.
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Philip Wort
Philip Wort is managing director of CDG Financial Services, independent financial advisers based in Basford, Nottingham. Phil has also worked for one of the UK’s largest life assurance companies as well as one of the country's best known mortgage brokers. He is passionate about financial education and helping people to make the best financial decisions for their needs.
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Financial Experts 
