Meet The Team

Ian McKenna

CEO and Founder

Ian founded Financial Technology Research Centre in 1995 nearly two decades before “FinTech” became part of the industry lexicon.

A boutique consultancy the firm focuses on how personal finance organisations can communicate more effectively with their customers and help them take better financial decisions. As part of this work the firm work with many of the U.K.’s leading long-term savings institutions, financial advisers and technology providers to identify emerging technologies that can transform customer relationships. More recently the firm has added its own InsureTech and RegTech ventures to help advisers ensure they help consumers find the life insurance and workplace pensions solutions that best meet the needs.

In addition to developing a UK view Ian travels extensively to identify similar trends around the world and the lessons that can be learned from other countries.

Jason Green

Chief Commercial Officer

Jason previously spent six years at a High Net Worth advisory firm as a paraplanner to the CEO. He has been with FTRC for over 13 years and worked on a broad range of consulting projects with providers, insurers and technology vendors. His skills have been applied to projects such as:

• Competitor analysis and insight
• Understanding adviser technology systems 
• Product and proposition reviews
• Working with providers to bring new developments to market 
• Helping providers understand and the ways in which advisers work
• AI and Hybrid advice

Jason is now Chief Commercial Officer for FTRC across all brands, as well as managing the consultancy business and ensuring that all projects are delivered on time and to a high standard.

When not in office Jason will be planning his next overseas adventure or exploring the London restaurant scene.

Jo Legg

Protection Specialist

Jo joined us from LV= in July 2023 and is passionate about protection products and providing the best outcomes for clients.  Her background has seen her working with advisers, mortgage brokers and wealth managers, giving her an extensive knowledge of the challenges facing these different groups when it comes to introducing protection insurance with their clients. As part of the Protection Guru team she will be primarily looking after relationships with insurers but also liaising with advisers who have signed up for the PGP service. 

In her spare time Jo loves to travel, exploring new cultures, cook, read and also has two miniature dachshund puppies who keep her busy.

Samantha Smith

Business & Events Manager

With over 30 years in Financial Services, Sam started work for a small Devon based IFA followed by nine years working for NFIFA/IFAA, a precursor to the Chartered Institute for Securities and Investment, in marketing and communication roles. She was involved many IFAA initiatives including the national promotion of Standardised Definitions for Critical Illness Insurance and the production of the “Value of…” range of booklets created by the Association to promote independent financial advice.

Sam joined FTRC in 2003 initially as Office Manager and has taken on a number of roles over the years. Her current remit sees her provide administrative support to ensure the smooth day-to-day operation of the company and also running various FTRC events including our highly successful Empowering Advice Through Technology Conference.

Outside of work Sam enjoys going to the theatre and gigs, supports Everton FC (when they’re winning) & is an ardent Formula 1 fan – even the 5am races!

Dee Adam

Operations Manager

Dee has worked in financial services for over 30 years, with her previous background including time with the Department for Work and Pensions and latterly, a number of financial advisory firms.  

She is experienced in organising and supervising administrative activities in busy commercial environments, with extensive knowledge of the Wealth Management and Employee Benefits’ financial planning processes. Her operational functions have included areas such as HR, compliance, technology, and marketing.

Dee has joined FTRC as an Operations Manager and works alongside the team to create, deliver, and manage all its services, ensuring the smooth day-to-day operation of the company. She never knows what is going to land on her desk and loves a challenge!

Outside of work, Dee loves exploring the great outdoors and is currently on a mission to conquer all the Wainwright fells. When she isn’t hiking, she enjoys travelling to new destinations and experiencing new cultures.

Martin McKenna

Senior Consultant

Martin has been in the financial services world for 30 years, working across many of the key disciplines. ​

​With time spent as an adviser, working in the product world for a life and investment company, as Head of eCommerce in an adviser support services distribution, Lead Business Consultant in adviser software production for a bespoke financial services software firm, and as Head of Business System Design for a large national advice firm.​

Martin was himself a member of FTRC’s Adviser Forum when working in distribution in the 2000’s and has a wide insight across the advice process and the business processes needed to support them.​

A long-suffering Manchester United season ticket holder, he enjoys spending time with his family, travelling as much as possible, skiing and the occasional game of golf.

Darren Madden

Research Consultant

Darren, a seasoned financial services professional, has been navigating the industry since 2006. His diverse experience encompasses Central Operations, Wealth Management Administration, Senior Employee Benefits, and Paraplanning. This multifaceted journey has allowed him to gain a comprehensive understanding of the financial services landscape. To solidify his expertise, Darren has earned a Diploma in Regulated Financial Advice and many additional CII accreditations, demonstrating a commitment to continuous learning and professional growth.

At FTRC, he plays a role in supporting technology firms and financial advisers. He maintains key resources like the Adviser Software Insights report and AdviserSoftware.com, ensuring they provide accurate and up-to-date information. Additionally, he contributes to the process for Benefits Guru Ratings.

Beyond his professional pursuits, Darren is a tech enthusiast who enjoys building custom computers and immersing himself in the world of virtual reality gaming. When he’s not engrossed in the digital realm, he spends quality time with family and friends.

Jess Prasannan

Business Analyst

Jess is an experienced business analyst with over 20 years of experience, including at Prudential, where she contributed to a range of Life & Pensions projects. With a deep understanding of financial services and product development Jess has supported delivering numerous impactful solutions.

After a nine-year gap, where she worked at Dynamic Planner, Jess returned to FTRC where she now collaborates closely with product and development teams to deliver high-quality software products. A blend of industry expertise and technical insight has made her a key player in bridging the gap between business needs and technical execution.

Outside of work, Jess enjoys spending quality time with family and friends, dining out, and travel whenever possible, making the most of her downtime.

Jessie Leworthy

Communications Coordinator

Jessie Leworthy first joined FTRC as an intern while working toward her BSc in Banking and Finance. After completing her degree, she moved into a full-time role and now serves as the Communications Coordinator, where she’s expanding her knowledge in the ever-evolving world of FinTech. Jessie plays a key role in shaping the company’s social media presence, crafting marketing strategies, and building strong relationships with FTRC’s audience. She’s passionate about honing her skills and making meaningful contributions to FTRC’s growth in the FinTech space.

In 2023, Jessie was proud to receive the ‘Trainee of the Year’ award at the Europe FinTech Awards, a milestone in her journey. She remains committed to her professional development and continues to contribute to the innovative work happening at FTRC.

From Devon, Jessie loves spending her free time by the coast. Whether she’s surfing or just relaxing on the beach, being by the sea helps her unwind and keep a healthy work-life balance, so she can return to her role with fresh energy and enthusiasm.