Julian Penniston-Hill
Chief Executive
Julian entered into the financial sector in the ‘90s and has had experience across the IFA, Discount Broking, Product Provider and Asset Management sectors. Prior to establishing Intelligent Money Julian was Investment Management Director at Willis Owen, responsible for generating and maintaining £1bn of client asset.
Julian has been quoted widely in the national press (Financial Times, Daily and Sunday Telegraph, Sunday Times, Mail on Sunday, Independent, Guardian and Observer), interviewed for various broadcast programs (BBC Moneybox, ITN News and Channel Four) and does regular interview and phone in sessions on saving and investing for the BBC. Julian has also been consulted in parliament by several members of the Treasury Select Committee, the Pension Minister and Shadow Pension Minister on the Governments proposed National Pension Saving Scheme.
Marcus Waldram
Director
Head of SIPPS
Marcus has vast experience as a senior SIPP portfolio manager running SIPP and SSAS books coving all HMRC asset classes. He specialises in bespoke SIPP and Group SIPP product development and is credited with creating our Pension Realisation in Bankruptcy (P-RiB) solution for insolvency practitioners. Prior to joining Intelligent Money Marcus worked for AWD Chase de Vere. He has full responsibility for all of Intelligent Money’s SIPP business.
Alan Reynolds
Director
Compliance and Regulation
Alan has 35 years of experience in the financial sector across all disciplines and specialises in all aspects of regulatory and compliance matters. Having originally been a compliance consultant to the firm, Alan joined Intelligent Money on a permanent basis in 2008 and was appointed Director at the beginning of 2009. Alan has full responsibility for all compliance and regulatory issues within the firm and also advises the board on strategic expansion in context with FSA developments.
Jeff Penniston
Director
Investment Broking
