SPEAKERS

Brian has worked in financial services for more than 40 years. He joined Clerical Medical in 1983 where he worked in the branch network until November 1992 when he joined Bedford and London based adviser firm R K Harrison (Financial Planning) Ltd where he gained a more extensive experience of both the individual and corporate financial planning sectors. He joined Transact in 1999, prior to the platform’s launch in 2000, and assisted in developing the various tax wrappers now available. He established the company’s technical support function, providing a ‘high touch’ service to advisers and the business.