Menu

Speakers

Julian Hince
Technical Development Director
Julian joined M&G in 2011 as Technical Development Director with a remit to create and bring to market a generic investment training service. He is a holder of the Diploma in Financial Planning, the Investment Management Certificate, Certificate in Discretionary Investment Management and is working towards Chartered Financial Planning status. Julian is also a CII accredited financial planning trainer and has worked in the investment management industry since 1992.
Catriona McInally
Business Development Manager – Investments
Cat returned to Prudential in 2008 as a Business Development Manager specialising in investments. Prior to this, Cat worked as an account manager within Prudential Distribution before taking a short break to join Paradigm where she worked with advisers to help implement their centralised investment proposition and platform integration. Cat currently works with her colleagues to promote Prudential’s investment proposition covering funds, tax wrappers, IHT and trusts. In her spare time, Cat is an avid fan of exams, recently passing the STEP certificate on Trusts and Estate Planning. She is CII chartered and holds the IMC. She is currently studying for the STEP diploma on Trusts and Estates.
Martin Green
Business Development Manager - Investments
Martin is a member of the Business Development team where he works with the sales teams to promote Prudential's sales and investment proposition to intermediaries. Martin has worked for a number of major Financial Services providers over the last 30 years, including Aviva and Axa. He has a wide range of experience in both the offshore and onshore investment markets and has been working with IFA based sales teams for over 20 years, focused on investment and tax planning solutions for IFA practices. Martin is a member of the Personal Finance Society.
Paul Fidell
Senior Business Development Manager – Investments
Paul has been at Prudential as a Business Development Manager for Investments since March 2008, having spent a year away working for Baring Asset Management. Prior to that he was an Offshore Specialist with Prudential. This is Paul's 39th year in the industry, and for nearly 30 of those he has specialised in the areas of investment, onshore and offshore tax planning and trusts. He now provides Business Development support for Intermediated Distribution covering onshore and offshore products as well as collectives. He has worked for a variety of companies including AXA, Scottish Life International and Scottish Equitable. Paul is DipPFS qualified and has passed the full Investment Management Certificate (IMC)