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Poppy Morgan - Head of Adviser Forum Development Poppy’s role focuses on the running and future development of Adviser Forum. Her responsibilities include managing existing client relationships, recruitment of new members, coordination and hosting monthly meetings.
Employment history: Poppy began her career in financial services in 1999 working for InterAlliance, initially as a paraplanner working directly for an IFA dealing mainly with protection and pensions advice. She then joined Head Office where she worked as a technical consultant to the business development director, specialising in working with professional introducers, developing and managing relationships between advisers and professional bodies.
Following an organisational restructure she moved to the operations team, taking control of the company’s property portfolio and was responsible for delivering large scale change management projects.
Poppy joined F&TRC in August 2004.
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