Mark Whitcroft

CEO / Co-Founder

2024

The Financial Planner's AI Assistant - Save time. Serve more clients. Effortless meeting summaries - Say goodbye to the hassle of replaying recordings. PlannerPal automatically turns your client meetings into concise, actionable summaries Smart Document Drafting - Our AI generates draft file notes, follow up emails and more complex documents - saving you time and allowing you to respond faster to clients Supports meetings in person or over video call - Record in-person meetings with the PlannerPal app, or use our bot to record Microsoft Teams meetings Reclaim Your Time, Revolutionise Your Practice with Smart AI Integration Free Trial - Visit www.plannerpal.co.uk to learn more

CEO / Co-Founder

2022

Our assessment tool empowers older adults to work through the challenges and finances of moving in later life or ageing in place. Our product was born out of market research with The UK's National Innovation Centre for Ageing (NICA).

Board Director

2016 - 2023

Board Director

2017 - 2022

Founding Partner

2014 - 2022

Illuminate Financial is a fintech venture capital firm - Helped build & establish the firm from idea & vision stage to a global venture capital firm - Backed by major financial services firms like Barclays, JPMorgan, IHSMarkit, Deutsche Borse Group & others - Leadership and Investment Committee for Fund I ($50m) and Fund II ($100m) covering 30 investments into fintech & software companies globally - Board Director on eight portfolio companies and Illuminate - Fund I ranks number one by Cambridge Associates for European fund actual distributions for 2015 - Helped build out and empower a great team who continue doing stella things with Fund III Left to establish a new company targeting the senior adults demographic

Board Director

2021 - 2021

Board Director

2020 - 2021

IAEngine Advisory Panel Member

2018 - 2021

Board Director

2017 - 2021

Board Director

2016 - 2019