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Webinar Description:
Join us for an exclusive webinar exploring how advice firms can unlock growth by adapting to the evolving needs of clients, without compromising on quality or profitability.
This webinar will discuss how IFAs and planning firms are navigating growth opportunities while juggling the cost to serve clients against the backdrop of consumer duty.
Hosted in partnership with Professional Adviser, this panel discussion will feature key voices from Lifetime, including Andy Wealthall (COO) and Ian Dickinson (CEO), alongside Daniele Boswell from Vanguard. Together, they’ll explore how a more scalable, enhanced proposition can help firms reduce the cost to serve, support client retention, and drive long-term value.
Expect fresh insight, practical strategies and real-world examples from the industry, plus a chance to put your questions directly to the panel. Don’t miss this session designed for ambitious advice firms ready to scale with confidence.
Presenters
Hardeep Tawakley
Head of content, Incisive Works
Hardeep Tawakley is head of content at Incisive Works, the content marketing arm of Incisive Media. She was a business journalist for over a decade, holding roles at a range of magazines in the B2B sectors.
Andy Wealthall
COO, Lifetime Financial Management
As COO, Andy spearheads the Lifetime ethos, which is for all people to have access to financial services, from education, coaching, wellbeing, planning to advice. Andy’s career has seen him spend over 25 years working with some of the leading consumer brands such as TUI, Ladbrokes, STA, Coral and Thomas Cook, understanding many aspects of consumer behaviour.
Andy is an avid champion about the impact of financial wellbeing on people and believes that closing the advice gap is a collective responsibility of the industry. He is also a keen user of new and emerging technologies, applying these to new and innovative ways of service delivery at Lifetime Financial Management.
Andy is a proud Yorkshireman who brings humour, passion and a down-to-earth relatable persona to business, connecting with audiences from all walks of life.
Andy’s LinkedIn: www.linkedin.com/in/andy-wealthall-0b71a435/
Ian Dickinson
Chief Executive Officer, Lifetime Financial Management
As Chief Executive Officer, Ian leads Lifetime’s mission to make financial planning and advice accessible to more people, not just a privileged few. With more than 20 years’ experience in financial services, Ian has guided Lifetime from a traditional advice firm into a modern, technology-enabled organisation built around long-term client outcomes.
Since founding Lifetime in 2002, Ian has been a strong advocate for transparent, fee-based advice and an early adopter of platform technology, low-cost passive investment strategies and robust financial modelling. His approach has consistently focused on improving how advice is delivered, using innovation to simplify complex decisions and improve client understanding.
Ian believes that good financial planning should combine regulated advice with education, coaching and digital support. Under his leadership, Lifetime has expanded to include nationwide financial wellbeing services, digital tools and propositions designed to support individuals, employers and financial professionals alike.
Driven by a commitment to innovation, quality and customer outcomes, Ian continues to shape Lifetime’s direction with a clear focus on closing the advice gap and improving financial confidence across the UK. Ian’s LinkedIn: www.linkedin.com/in/ian-dickinson-2b0a9645/
Daniele Boswell
Senior Business Development Manager, Vanguard Asset Management
Dan Boswell is a senior Business Development Manager at Vanguard Asset Management, supporting financial advisers across the South East of England.
Dan spent four years at the University of Nottingham gaining a master’s degree, before moving into the asset management industry. He has over ten years of experience in asset management, including seven at Vanguard, he specialises in multi-asset investing, model portfolio services, and streamlining adviser business models. He is known for his consultative approach and regularly leads training sessions on practice management, multi asset investing and asset allocation.