MelloMonday, 25th September 2023, 5pm - 8.30pm
5.00 pm Company presentation by The Property Franchise Group PLC (TPFG)
5.30 pm Fireside chat with Richard Crow
6.00 pm Company presentation by Fintel plc (FNTL)
6.30 pm Company presentation by Manx Financial Group (MFX)
7.10 pm BASH panel with Richard Crow (TEP (Telecom Plus)
Company Presentation – Manx Financial Group plc
Manx Financial Group PLC (MFG) is an AIM-listed company (LSE: MFX.L). It is the holding company of a diversified financial services group which offers retail and commercial customers, both in the Isle of Man and the UK. The sectors include banking services, payment solutions, foreign exchange, money saving solutions, wealth management, general insurance, and life insurance through its subsidiaries Conister Bank, Conister Finance & Leasing, Edgewater Associates, Manx Collections, MFX, Blue Star Business Solutions, The Business Lending Exchange, Payment Assist and Ninkasi Rentals & Finance.
MFG’s strategy is to combine organic growth with strategic acquisition to further augment the range of services it offers and to gain greater market share in its preferred markets.
Douglas Grant has over 30 years’ experience working in finance, initially with Scottish Power, before moving to the industrial sector to work with ICI and then Allenwest. Prior to joining Manx Financial Group PLC, he was finance director of various UK and Isle of Man private sector companies and has extensive capital markets experience. He is a professionally qualified banker with an executive MBA. Appointed to the Board on 14 January 2010 and appointed as Chief Executive Officer on 3 November 2021. He is the Managing Director of Conister Bank Limited
James Smeed, Group Finance Director
James has over 15 years financial services experience, having started his career with KPMG in audit and assisting in transaction services. He joined the Group in August 2012 as Group Head of Finance and was appointed to the Bank’s Board as Finance Director in 2017 and to the Group’s Board in 2021. He is both a Chartered Accountant and a Chartered Tax Adviser and Treasurer of the Isle of Man Bankers Association. Appointed to the Board on 3 November 2021.
Company Presentation – Fintel plc
Fintel is the UK’s leading fintech and support services business, combining the largest provider of intermediary business support, SimplyBiz, and the leading research, ratings, and Fintech business, Defaqto. Fintel provides technology, compliance and regulatory support to thousands of intermediary businesses, data and targeted distribution services to hundreds of product providers and empowers millions of consumers to make better informed financial decisions. We serve our customers through three core divisions:
The Intermediary Services division provides technology, compliance, and regulatory support to thousands of intermediary businesses through a comprehensive membership model. Members include directly authorised IFAs, Wealth Managers and Mortgage Brokers.
The Distribution Channels division delivers market Insight & analysis and targeted distribution strategies to financial institutions and product providers. Clients include major Life & Pension companies, Investment Houses, Banks and Building Societies
The Fintech and Research division (Defaqto) provides market leading software, financial information and product research to product providers and intermediaries. Defaqto also provides product ratings (Star Ratings) on thousands of financial products. Financial products are expertly reviewed by the Defaqto research team and are compared and rated based on their underlying features & benefits. Defaqto ratings help consumers compare and buy financial products with confidence.
For more information about Fintel, please visit the website: www.wearefintel.com
Matt has executive responsibility for Fintel’s Fintech and Research division (Defaqto) as well as the PLC’s Marketing strategy. Alongside Neil Stevens, he is responsible for the vision and strategy of the business. Matt joined SimplyBiz at inception in 2002 and was appointed joint CEO in 2010. Previous employment includes GE Capital, Misys and DBS Financial Management.
David is responsible for financial strategy of Fintel, overseeing all aspects of financial planning and reporting and management of financial risks.
David joined Fintel in April 2021 as CFO, bringing with him a broad range of commercial and management experience. David is a qualified chartered accountant and has held senior public practice and industry roles, gaining exposure to a variety of commercial and technical issues.
Most recently, he has been the CFO at AIM-listed Smart Metering Systems (SMS), after being promoted from group and divisional finance director in 2017. He has also held a number of senior finance positions at Energetics Utility Group, Johnston Carmichael and PwC.
Company Presentation – The Property Franchise Group PLC
The Property Franchise Group PLC (AIM: TPFG) is the largest property franchisor in the UK and manages the second largest estate agency network and portfolio of lettings properties in the UK. The Company was founded in 1986 and has since grown to a diverse portfolio of nine brands operating throughout the UK, comprising longstanding high-street focused brands and a hybrid, no sale no fee agency. The Property Franchise Group’s brands are Martin & Co, EweMove, Hunters, CJ Hole, Ellis & Co, Parkers, Whitegates, Mullucks & Country Properties. Headquartered in Bournemouth, UK, the Company was listed on AIM on the London Stock Exchange in 2013.
Gareth Samples, CEO
With 30 years’ industry experience, Gareth brings a wealth of Estate Agency, Financial Services and digital marketing knowledge to the Group.
In his 21 year career at LSL Gareth was appointed Managing Director of the Your Move brand, which was the largest single brand estate agency in the UK at the time. In this role he was responsible for Your Move’s franchise operation as well as having overall control of Financial Services and Lettings and the strategy of the brand.
Following his successful career at LSL, Gareth became Managing Director of Briefyourmarket.com where he gained significant digital marketing experience and knowledge and since 2014 he has served as Chairman of Legalforlandlords. Gareth formally joined the Group as CEO on 30 April 2020.
David Raggett, CFO
Since qualifying with PwC as a Charted Accountant David has spent his whole working life in franchising as franchisor and franchisee. Initially David held financial responsibility for several Ford franchises before, in the mid 90s, moving to Porsche’s UK headquarters. Here he held financial responsibility for its distribution, retails and financial services businesses at various times, as well as being their company secretary and, for several years, Head of Legal.
In 2007 David took up the role Finance Director for the Motability Scooter and Powered Wheelchair Scheme to restore its financial stability, to improve its offering and to expand its customer base. After successfully turning the scheme around and leading it into new ownership, David joined the Group in February 2013.
The Mello BASH (Buy, Avoid, Sell & Hold)
Graham Neary Private Investor and Analyst for Stockopedia
Richard Crow Private Investor
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