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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 17:30:

Blue Peak
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

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

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 Dixey

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 Kiley

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.

2112 Marketing
Henry McIntosh

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
Billy Moss

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 Bone

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
Steve Green

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.

Blue Peak International Payments (FX)

Blue Peak International Payments work with individuals and corporate entities who are making or receiving overseas transactions. They bring together expertise from across the financial services sector, with experience gained at some of the largest payment institutions.

SkyAdSmart
Beth McKay

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.

Private Health Specialist

Our private medial insurance expert is regulated by the FCA and will be on hand to discuss and advice on:

  • New Individual and Company polices (Benefits available and Underwriting methods)

  • Reviewing current policies to ensure value for money

  • Cash and Dental plans (for both Corporate and Individuals) 

  • Get a quote (at no obligation)

Workshops and Other Sessions:
First Technology & BUI Workshop:

When AI is fit for purpose, it’s an incredibly powerful tool for change.

In this workshop we’ll cover AI for Business and Microsoft Copilot and look at how these tools can boost productivity, upskill employees, support creativity, and enhance decision making. Through supporting individuals, AI is a powerful transformative tool for businesses as a whole.

AI in the Workplace:

15:30 - 16:30

Blue Peak Team Drop-In:

Feel free to join these drop-in sessions anytime during the specified time slots to ask any questions regarding Xero's functionality and the overall benefits to you and your business.

Xero Accounting Software Drop-In Sessions:

Thanks for registering your interest!

Finally, please indicate whether you wish to stay for a drinks reception at 17:30 following the event below:

Please let us know how you heard about this event!

Thanks for submitting!

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