Powered by Blue Peak in collaboration with The Green Room
Welcome to the RG9 BizFest
Listed below are the companies and people available for meetings throughout the event. Plan your day by booking onto the meetings and workshops you wish to attend below.
For each booking you will be redirected to a booking page - once done feel free to close the tab and return here to browse other sessions on offer! Please note that you should not book onto two or more events running concurrently
Finally, please indicate whether you would like to attend the drinks reception at the end of the day:
Catherine Bond - Tax
Catherine is a qualified tax professional and advises businesses on how to maximise tax efficiency, whilst remaining compliant! Having qualified and spent 12 years’ in a Big 4 firm, she has worked on, expatriate taxation, complex areas of personal and employment tax, share plans plus dealing with HMRC investigations. Catherine has dealt with a huge range of clients, from individuals and start-ups, through to multi-million-pound international companies. Now, as a Managing Partner of Blue Peak, Catherine focusses on helping smaller businesses to flourish and has a passion for supporting new businesses through their start-up and growth phases.
Mark Jones - Funding / Finance
Mark specialises in helping small companies grow. With over 30 years’ business and leadership experience based on a strong military foundation, he is able to guide entrepreneurial leadership teams through the challenges and excitement of the early years of their company’s growth. Mark immerses himself in the culture and vision of the business to become a trusted member of the team, whilst maintaining objective views on strategy, operations and people related aspects of the business. He also has several years of fund raising and connecting clients with sources of capital. Now as Co-Director of Blue Peak, Mark is revelling in driving the company’s growth strategy and business development and also helping clients with theirs.
Sam Elliott - Accounting
Sam has over a decade of experience working in accountancy practices where he has specialised in a variety of roles. His practical experience and expertise ranges from bookkeeping and payroll to building financial strategies and supporting clients with sales/acquisitions. Since joining Blue Peak, Sam has focused on the implementation of technological advancements designed to greatly enhance the services and service received by clients. Sam is passionate about clients receiving regular management reports that allow them to better understand their numbers and therefore their businesses. He is also a keen advocate of capitalising on the beneficial tax arrangements surrounding electric vehicles as a means to engage and retain members of our client’s staff.
Mitali Kelly - Funding / Finance
Mitali Kelly has over 20 years of senior commercial finance experience working with blue chip companies including Asda, Walmart, Ralph Lauren, Disney and Ceridian UK after qualifying with Pricewaterhousecoopers in 2000. Mitali currently works with a multitude of SME’s as a Portfolio Finance Director within Consumer, Tech and Professional services and joined the Blue Peak Family in 2023. Mitali currently lives in Berkshire and is married with two children and loves to travel. She has lived in Australia, the US and Switzerland and is always looking for new adventures. She also has several volunteer roles in the cricket club, a local community group and an International Charity.
Infinity Business Solutions
Matt has worked across many areas of IT over the years, has a strong technical background and works with both new and existing customers to establish a relationship whilst guiding them through the best IT solution for them and their business.
Stacey has a true passion for building and maintaining great relationships connecting with key business executives and stakeholders and enjoys networking with other like-minded businesses that may have a requirement for IT support / Cyber Security. Stacey also develops content for social media and other digital campaigns.
Rob has a true passion for computers and anything IT and does a fantastic job in managing our internal IT support desk as well as serving our customers to an incredibly high standard, he really enjoys the variation of support that our customers bring to us everyday and is always looking to better our business by looking at what sets us apart from other MSSP’s.
Former journalist, copywriter and award-winning blogger, Henry’s written for and marketed major brands through to startups. Having worked on countless campaigns for businesses of all different sizes, Henry loves the creative side of marketing but hates the fluff. That’s why Twenty One Twelve’s services are always designed to drive a strong ROI.
Beaufort Financial - Pathfinder
After graduating from Exeter University, Billy played professional rugby for 6 seasons, representing Bath, Bristol, London Welsh and Bedford Blues. Billy has been with Beaufort Financial Pathfinder for 5 years, holds the Diploma in Regulated Financial Planning and is working towards Chartered status.
Graeme co-founded Beaufort Financial Reading in 2010 and Beaufort Financial Pathfinder in 2022. A 25-year veteran of the industry, Fellow of the Personal Finance Society and a Step affiliate, Graeme has the highest level of qualifications possible ensuring that clients have access to the best strategies available to meet their financial goals.
SW6 Asset Management Limited
After a successful casino career where I honed my customer service skills, it was time for a change and I took the decision to enter in to the world of protection. Specialising in life, health, key-person and shareholder insurance, I take pride in providing financial resilience for businesses and individuals alike.
The Disruption House
Rupert has over 25 years of commercial experience within both large organisations (Reuters and Instinet) and start-ups. He co-founded, built, and sold Expand Research, the leading Capital Markets benchmarking and research business to The Boston Consulting Group (BCG) in 2011, before leaving to found The Disruption House in early 2015.
Blue Peak International Payments (FX)
Carolyn has worked in deliverable foreign exchange for almost 25 years, spending time at some of the largest businesses in this industry, gaining experience in Sales, Trading, Operations and finally Learning and Development. After increasingly more senior roles in the FX world she decided to set up her own business in 2016 and has been working from Henley since then. Carolyn has a sound and thorough knowledge of the FX Market and payment services honed over many years of working with large and small businesses. Blue Peak International Payments was established to provide foreign currency management services to the clients of Blue Peak Accountancy, she heads up the FX Management and Payments team at BPIP, delivering currency expertise and payment services to businesses and individual associated with Blue Peak’s accountancy practice.
Dave has developed hundreds of partnerships. From growing his own membership organisation to 2000 members almost entirely through referrals and strategic partnerships, to providing access to the SME market for global brands such as Regus & Volvo. He now helps other brands make the most of this proven and powerful channel.
Steve is a senior media executive, with a wealth of experience where traditional and new media opportunities connect to solve brand challenges. Having worked in corporate media world as well as running a media consultancy, for the last 6 years he has been working at Sky Media on the hottest property in media - Addressable TV. AdSmart from Sky leads the world in addressable TV, and now extends to a suite of addressable platforms. Delivering targeted marketing for all… and evidence in effective performance to help clients de-risk their marketing spend.
Beth has worked in media for 20 years and spent the last three years educating the local market on AdSmart and Sky's suite of addressable platforms, helping local businesses and agencies achieve the best from their marketing mix.