Many financial planners want to make retirement planning more accessible. But providing a comprehensive financial planning service to group scheme members and private legacy clients isn’t always cost-effective. That’s why we created AdviceBridge – to empower financial planning firms to provide personalised, efficient advice to a wider range of people. Our leading technology helps you future-proof your business by introducing group scheme members and legacy clients to the benefits of financial planning. We can help you open up advice opportunities and maximise the clients you already have.
Sheetal spent 15 years at Goldman Sachs, serving as a managing director in the securities division where he was head of the principal equities trading businesses across EMEA. He served on the securities division risk committee and firm-wide risk and regulatory working groups. Sheetal has a BA in Mathematics from St John’s College, Cambridge.
Tom is a data science team leader building predictive analytics-based products, specialising in preference learning, complex systems simulation and decision support under uncertainty using Bayesian and deep learning methods and probabilistic programming. He has a background as an experimental and computational neuroscientist. Tom obtained his BA in Natural Sciences from St John’s College, Cambridge; PhD in Neuroscience from University College London and worked as a Research Associate at Harvard Medical School. He left academia in 2012 to pursue data science and served as the Chief Data Scientist of a leading creative social agency where his team built models to predict the social engagement of images using deep learning.
Harjoat Bhamra is Associate Professor of Finance at Imperial College Business School, London. Previously, he was Associate Professor of Finance at the Sauder School of Business at the University of British Columbia, Vancouver, Canada. He is an Associate Editor for Management Science. He obtained his PhD in Finance from the London Business School and has an MMath and MA in Mathematics from St John’s College, Cambridge.
James has 20 years experience in the finance sector, principally in the areas of Investment and Risk Management. Most recently as Head of Investment Management at C. Hoare & Co.. Prior to joining C. Hoare & Co. in 2010, James worked in Prime Brokerage at Goldman Sachs where he headed up the Quantitative Strategies Group and was also head of the Market and Credit Risk team at Barclays Capital up to 2002. James is a member of both the Securities Institute and the Global Association of Risk Professionals. James also sits on the TMPI Practitioners Group. He studied Mechanical Engineering at the University of Nottingham and has a Masters in Finance from Imperial College, London.