M&G Wealth Platform Demo Sessions: March and April 2024
About the Events
Join one of our regular online sessions for an introduction to our M&G Wealth Platform. We'll cover how well positioned it is to fit in with your business, our offering of a wide range of investment funds and DFM’s alongside the full PruFund range plus a short demonstration of how our Platform works and some of the functionality it can offer. Register for a demo now - choose a date below that suits you:
Dates
Date
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Presenters
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Timings
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Tuesday 12 March
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Sarah Stephens / Laurel Campbell
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2.00pm start, (session is 45 mins)
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Thursday 28 March
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Luke McGill / Jake Best
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10.00am start, (session is 45 mins)
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Tuesday 9 April
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Luke McGill / Nicky Snow
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10.00am start, (session is 45 mins)
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Thursday 25 April
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Leigh Nixon / Dan Torbett
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2.00pm start, (session is 45 mins)
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Speakers
Sarah Stephens
Platform Adoption Consultant
With over 25 years in financial services, I have a vast experience of relationship management which has put me very much at the heart of gaining trust with the firms I work with.
Since I joined the business in Spring 2008 I’ve been working with adviser firms helping them achieve full Implementation to the platform, through delivering extensive training programmes and consultancy reviews. It’s so important to understand how each business operates and especially the requirements of the people within it so I can tailor the training and platform adoption to guarantee a good solid understanding to get the best out of the M&G Wealth Platform.
When I'm away from work you'll normally find me walking in the Eden Valley which is my home and the Cumbrian fells with my family. I love music and am thinking of learning to play the Sax and am also partial to a bit of Rum!
Luke McGill
Platform Adoption Consultant
I joined the business in 2014 in customer services where I built up my knowledge of the platform and proposition. I then moved into sales in 2018, where I was heavily involved in the platform migration before joining the Platform Adoption team at the start of 2020.
I have always had a passion for helping people, growing my knowledge and striving to deliver the best possible outcome for our customers.
Outside of work, I am a proud father of one (soon to be two) and have always been a keen traveller although I haven’t been able to do too much of that recently!
Leigh Nixon
Platform Adoption Consultant
I have worked in financial services for nearly 20 years, where I have built up experience in working for a SIPP provider as well as a number of financial adviser businesses. This has given me valuable experience as an Administrator, Key Account Handler, Paraplanner and Practice Manager. I feel that I have a keen understanding of the pressures faced by advice firms in an ever changing world.
Joining M&G Wealth has given me an opportunity to focus this understanding and passion for the industry on supporting advisers and their teams with their use of our platform in a way that enhances their business practices.
During the summer months I like to escape the pressures of life on the back of my partner’s motorbike, touring the UK and seeing as much of the country as the weather will allow. During the long Scottish winters I like to read and drink wine (sometimes at the same time).
M&G Wealth is a trademarked brand of the M&G plc group, which includes 3 business divisions as follows:
M&G Wealth Advice as provided by M&G Wealth Advice Limited, registered number: 5739054. Model Portfolio Services as provided by M&G Wealth Investments LLP, registered number: 0C305442.
M&G Wealth Platform as provided by Investment Funds Direct Limited, registered number: 11444019. Each legal entity is registered in England and Wales and has its registered address at 10 Fenchurch Avenue, London EC3M 5AG. Each legal entity is also a subsidiary of M&G plc and is authorised and regulated by the Financial Conduct Authority.
M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number: 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.
M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.