SPEAKERS

Session: Bridging the AI adoption gap: Practical wins for advice firms
Time: 12:10 PM – 12:40 PM
Location: Victoria Rooms 1-6

Straight-talking Geordie dad making money simple. With 19 years of experience as a Financial Adviser, Ian specialises in helping business owners and families achieve clarity, confidence, and control over their finances. He cuts through the jargon to show clients how to keep more of what they earn and grow it smarter, from tax efficiency to long-term wealth planning. His approach is practical, plain English, and always focused on real-life goals and no fluff, just results. Ian is hugely passionate about technology and sees the huge potential of AI to bring efficiency into the advice process, freeing up more time to focus on what matters most: building the lives his clients truly want. 

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