Adviser Conference 2026

Gerry joined the True Potential Group in February 2025, having been the Chief Executive Officer of Tesco Bank for more than six years and a member of the Tesco Plc executive committee. He has also been CEO of Ulster Bank Ireland and Danske Bank UK and held leadership and advisory positions at McKinsey & Co and Bank of Ireland.

Jamie is Chief Client Officer at True Potential Group, having held various roles since joining in 2007. He was responsible for creating the True Potential Auto Enrolment proposition, now supporting over 100,000 employees across over 20,000 employers. A qualified Financial Adviser and Pension Transfer Specialist, Jamie oversees client servicing, ensuring a service that supports clients in reaching their financial goals.

Kevin joined True Potential Investments in 2022. His career began at JPMorgan Asset Management, before joining the Government Bond team at Standard Life Investments (SLI) in 2010. Whilst at SLI he was part of the team responsible for running absolute return government bond funds.

In 2012 Kevin joined Edinburgh-based fixed income boutique Cameron Hume as an Investment Director. He was appointed Head of Macro in 2019. Kevin is a Chartered Financial Analyst (CFA) and gained a PhD in Applied Mathematics from the University of Strathclyde in 2007.

FORBES called him ‘A Game Changer’. You might just call him the world’s most inspirational customer service speaker.

Geoff Ramm is the creator and author of Celebrity Service and Celebrity Service Superstars.

Like you, he knows that great customer service leads to lucrative, repeat business but a greater experience leads to global recognition.

So how can you design a customer experience that has you talked about for decades to come?

Results prove that Celebrity Service makes you craved by your customers, envied by your competitors and raved about in your industry.

In his interactive keynotes, you will not only discover out-of-this-world ideas but will transform your touchpoints to light up your business and excite your customers.

He’s challenged and inspired entrepreneurs, high performance teams and organisations across fifty four countries to create award winning ideas to outperform the competition.

Geoff is trusted by some of the world’s leading brands to create the gap in their service experience they never knew existed. Including Emirates, Warner Brothers, Specsavers & McDonalds.

Oh, and his on-stage and on-screen presence, as well as his infectious enthusiasm and humour, will have you on the edge of your seat.

Ben joined the lang cat as MD of Consulting & Insight in September 2023, despite owning only a dog. Prior to hopping into the basket, he worked as an industry consultant for almost a decade and has been involved in financial services for more than two of them.
His passion (if that’s the right word) has been platforms and technology since his time at M&G Wealth, née Ascentric, and Cofunds, where he worked to develop new and innovative products and solutions.

Ben is a regular contributor to the press, judges a few different awards (and can often be found at the associated ceremonies) and is always up for a coffee and a chat; however, his music choices are sometimes frowned upon and so he often finds himself banned from accessing the office Sonos.

Holly Mackay has worked in the investment industry for over 25 years, after finishing a degree in Modern Languages at Oxford University. She worked in various markets for Aviva, Merrill Lynch Investment Managers and Santander, before setting up her first business in 2008. She sold this to a media group and exited in 2014, then setting up Boring Money in 2015.

Boring Money is one of the most respected sources of consumer data and insights for the investment and pension industry, and its quantitative and qualitative research teams support leading blue-chip clients with product development, communications testing, and data to support Consumer Duty and other regulatory requirements. The firm has a proprietary investor research panel of more than 12,000 end investors and conducts focus groups, large quant projects and bespoke projects for clients.

The firm’s award-winning consumer website is now the largest investment-specific comparison website in the UK, providing real-time insights on consumer behaviours and preferences. Holly is a renowned consumer champion whose weekly blog, podcasts, webinars and content helps ‘normal people to make better choices’. Her work to tackle both the Gender Investment Gap and the Advice Gap won her Investment Week’s Investment Woman of the Year on two consecutive years.

Holly is a regular speaker at conferences and a popular media commentator, appearing on the BBC, ITV and Sky News, as well as writing columns for national newspapers and financial publications. She is one of the UK’s most trusted voices to help consumers make sense of investment markets and products, and to help investment Boards to understand their customers.

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.