THE
FINANCIAL
WELLBEING
CONFERENCE
proudly supported by 
Our Keynote
Miles Hilton-Barber, The Blind Adventurer
Blind adventurer Miles Hilton-Barber has, since the age of 50, set numerous world records undertaking extreme events across all seven continents of our world in the fields of mountaineering, desert and polar ultra-marathons, power-boat racing, scuba-diving, motor-racing and long distance, aerobatic and supersonic flying amongst other achievements.He has had the privilege of speaking at over 1,400 corporate events in 74 countries around the world to date.
He is here to remind us that we too can live our dreams, because “the only limits in our lives are those we accept ourselves”.
Read more about Miles' story at: www.mileshilton-barber.com/about-miles
Our speakers
Neil Bage, Be-IQ
Neil is the Co-Founder and Head of Behavioural Research at Be-IQ, a multi award-winning behavioural insight's platform that is transforming how client-focused Financial Services companies deliver financial wellbeing.
An engaging and dynamic public speaker, Neil is a specialist on the sub-conscious behaviours that drive our decisions and bridging complex theory with real-world application.
He works closely with some of the most influential financial brands in the world, and regularly features as a keynote speaker, focussing on the sub-conscious behaviours that impact our financial decisions.
Nick Elston, Forging People
Nick Elston is an International Inspirational Speaker on Anxiety, Mental Health & Resilience & Founder of People Development business Forging People.
Nick shares his own experiences of Anxiety - not what Anxiety is - but what Anxiety does. How it affects the choices you make, the financial decisions you take, the relationship you choose - and choose to stay in - and limits your success in Life & Business.
Described as a “BIG man, BIG story, BIG heart & BRUTAL honesty” - you will come away with insight, tools & techniques to use immediately when dealing with Anxiety.
Lauren Janus, Thoughtful Philanthropy
Lauren is a native of the charitable giving sector with a passion for helping donors get the most joy out of their giving. She's spent more than 15 years wearing all manner of hats in the charitable sector, both in the US and in the UK. A few years ago, she jumped to the for-profit side and got MBA to better understand the business side of social change.
As the Director of Thoughtful Philanthropy, Lauren combines her deep understanding of the third sector with her knowledge of business principles to give donors the information they need to become empowered philanthropic givers. Lauren specializes in working with financial and legal advisers who want to offer bespoke philanthropic advisory services to valuable clients with an interest in charitable giving or legacy planning. Follow Lauren on Twitter @laurenjanus and visit www.ThoughtfulPhilanthropy.com for more information.
Sarah Lyons, Parmenion
Sarah has worked in long term savings for over twenty years, holding a wide variety of leadership roles in strategy, proposition and marketing across a number of financial services businesses.
She is currently Parmenion’s Chief Marketing Officer and is passionate about the difference good leadership can make in developing a positive culture and high performance.
Sarah believes that wellbeing in the workplace is critical to business success and has seen how this works in practice, and the impact it has when it doesn’t. She will share her career experiences and her lessons learned – giving practical insights and ideas to develop real wellbeing in the workplace.
Catherine Morgan, The Money Panel
Catherine Morgan is a qualified financial planner, financial coach and Speaker. She is on a mission to change the financial services industry from one of complicated financial products to one that helps educate in simple language with no financial jargon. She is a firm believer that "more women need to take back financial control and be financially resilient." She encourages women to address those taboo subjects around money and explore the emotional and practical sides of money.
She was nominated as a Finalist for 3 Awards in the Women in Financial Services Awards 2018 and her UK radio show ‘The Money Mindset Show’ was nominated as a finalist for UK Money Blogger SHOMO award for Best UK Money Podcast. This is now an official iTunes Podcast called ‘In Her Financial Shoes’ She is also a best-selling Author with her book collaboration ‘The Women I’m becoming.”
Tom Morris, Ovation Finance
Tom is a Chartered Financial Planner at Ovation Finance, based in Bristol. He is also the Producer of the Financial Wellbeing Podcast and the infamous #tightasstommo.
Over the past few years Tom has been researching the principles of financial wellbeing and how they can be used to improve a client's wellbeing and financial planning. He has also been delivering these principles, on behalf of employers, across the country via Workplace Financial Wellbeing Workshops, as well as to the listeners of the Financial Wellbeing Podcast.
Listen to the Financial Wellbeing Podcast here:
www.financialwell-being.co.uk/podcasts
Liz Zeidler, Happy City
Liz Zeidler is co-founder and Chief Executive of Happy City, a UK charity and social enterprise working to ‘make what matters count’. Their vision is to change the compass of decision making from consumption and growth toward wellbeing for people, place and planet. They’ve been bringing this vision to life since 2010, delivering evidence-based measurement tools, strategic consulting, and training across all sectors. They have a growing global reputation in providing practical pathways to measure, understand and improve wellbeing for organisations large and small.
Liz also founded modoto, a sustainability and change consultancy for leaders in public, private and voluntary sectors. She has worked at all levels, in every sector, on 4 continents, ranging from individual entrepreneurs to global businesses, and from small teams in NGOs to the UN. She will share her decades of experience in aligning lives and livelihoods to meaningful goals and supporting individuals and leaders to measure progress towards them.
Dr. Catherine Zollman, Penny Brohn UK
Dr. Catherine Zollman is Medical Director at Penny Brohn UK, a charity specialising in providing Integrative Support and Self-Management Education for people affected by cancer. She is also an NHS GP and an Honorary Lecturer at the University of Bristol.
Dr Zollman co-authored a series of articles entitled “An ABC of Complementary Medicine” in the British Medical Journal. She has a longstanding interest in medical education and in promoting and disseminating good quality research into integrative medical approaches. She believes that all medical encounters are an opportunity to help people understand how building their own resilience can play a key part of managing their symptoms and improving their health. In 2016 she was shortlisted for Outstanding Achievement in the Bristol Post Heath and Care Awards. www.pennybrohn.org.uk
Joe Hoare, Laughter Yoga with Joe
Joe Hoare is a laughter yoga specialist and has been energising human potential for 25 years. Personal wellbeing is the cornerstone of his work, using innovative ways to be ‘present’, authentic, resilient and connected – joyfully. His pioneering approach to wellbeing featured in Professor Alice Roberts’ BBC2 series ‘Don’t Die Young’, the Cheltenham Science Festival, and also on the Jeremy Vine show. His session will take us on a journey, using all our senses - embodiment, breath, mind, spirit - to experience this for ourselves.
He is organising the Joy Conference in Bristol www.joehoare.co.uk/joy-conference.html
Your host for the day
David Lloyd, Writer, Actor & Broadcaster
David Lloyd is a writer, actor and broadcaster. His long career has seen him appear in many well-known TV shows such as ‘Allo ‘Allo, The Young Ones, The Bill, Brookside and Waking the Dead. He’s probably best known for starring as Graeme in Tony Robinson’s award-winning kids TV show ‘Maid Marian and Her Merry Men’.
He’s currently collaborating with Sir Tony on a musical version of the show for the West End stage. He’s written 70 episodes of the BBC day time drama series ‘Doctors’, as well as episodes of EastEnders and Casualty – in which he’s also appeared. And a load of other stuff. He’s a regular contributor to BBC Radio Bristol, a Fellow of the Royal Literary Fund, an umpire in the West of England Premier Cricket League and by dint of still playing and still being alive, a county cricketer, thanks to his regular appearances for the Somerset Over 60s team.
Left to his own devices, he’s not very good with money, which is why he’s delighted to be a client of Ovation Finance and to co-host the Financial Wellbeing podcast with Chris and Tommo.
About the organiser
Chris Budd, The Eternal Business Consultancy & Ovation Finance
Chris Budd began providing financial planning advice in 1998. From the beginning, he built his practice, Ovation Finance on the principle of helping clients answer the question ‘How much is enough?’. His book, The Financial Wellbeing Book, was published by LID in 2016.
In 2018 Chris sold a controlling interest in Ovation to an Employee Ownership Trust. Through his book, consultancy business and online programme (all using the brand The Eternal Business) he advises business owners on succession planning, and helps businesses transition to employee ownership.
He continues to write and speak on the subject of money and happiness. He is particularly keen to help financial advisers to help their clients become happier, not just wealthier.
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