SPEAKERS

Roddy has over 30 years’ experience of supporting financial advice businesses with technical financial planning. Roddy is head of proposition specialists at Quilter, having previously been head of pension sales. As head of proposition specialists, he leads a 17-strong team supporting advisers in complex areas of retirement, investment, taxation, and trust planning. The role of the team is to stand in the adviser’s corner and help them demystify complex or unusual details and ensure good results for clients and their families.