Adviser 3.0 Presents
Breaking Away & Striking Out
Kate Phillips, Timeline, Chair
Kate is Regional Director at Timeline for the City & East Region. She is APMP qualified Registered CII, CF1 & CISI. Kate is experienced in the Corporate Pensions and Investment markets, leading the bid process on highly complex, large-scale corporate pension tenders. Kate works with financial planners to help them build compelling, innovative and dynamic planning and investment solutions. Kate’s mission is to get consumers and financial advisers to think differently about the way people maximise their investments to ensure the money outlives the people.
Jake Bernardi, 57 North
Jake joined an Independent Financial Planning practice 7 years ago and having found an immediate interest in the art and practice of Financial Planning, progressed to being in a client facing role in late 2018. Since then, Jake has had some experience at a larger national advice firm, but always retained his keen focus on building long-lasting and trusted relationships with a variety of clients, helping them understand their purpose and pursuing their objectives. In 2023, he became a co-founder of 57 North Financial Planning, where Jake and the team take pride in firmly putting client service back at the heart of what they do.
Karen Ritchie
An economics graduate who decided that there had to be something more interesting than being a trainee in a big four audit department. Karen left Coopers & Lybrand to join financial services. 25 years on, trained along the way by Rory Percival, Karen first struck out on her own in 2005 having been told too many times ‘why aren’t you taking maximum commission, your fee model will never work’ setting up Financial Planning for Women based purely on fees. After baby number 3 came along, Karen sold her practice only to strike out on her own again 4 years later, setting up Karen Ritchie Financial Planning in 2022, specialising in helping women through life transitions.
Katherine, Co Founder, Six Degrees
Katherine has partnered with entrepreneurs, senior business leaders and their families throughout her time at HSBC and RBC Wealth Management. Over the last 5 years within her role of Head of New Business at RBC, she refined a repeatable strategy for others to ensure deeply personal relationships with clients providing them with the right plan and advice.. Having mentored and led a team of relationship managers she is no stranger to the importance of asking sometimes challenging questions. She is certainly not one who would ever be forgotten after a meeting.
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