Financial Planning Annual Conference 2021 | CISI | 5 October 2021 | Red Bull Racing, Bradbourne Dr, Tilbrook, Milton Keynes MK7 8BJ, UK
Venue
Red Bull Racing
Red Bull Racing, Bradbourne Dr, Tilbrook, Milton Keynes MK7 8BJ, UK
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| Event Date |
Tue Oct 5 BST - Wed Oct 6 BST (about 3 years ago)
In your timezone (EST): Tue Oct 5 7:30am - Wed Oct 6 12:30pm |
| Location |
Red Bull Racing
Bradbourne Dr, Tilbrook, Milton Keynes MK7 8BJ, UK |
| Region | EMEA |
Details
The event taking place for over two days, will feature fresh perspectives to the world of financial planning and we encourage you to discuss, debate, and deliberate topical matters with the best financial planners.
Speakers
2021 Speakers
Ben Ryan
Legendary Sportsman and Leadership Coach
Juliet Morris
Journalist, Broadcaster and Conference Facilitator
Rob Marshall
Chief Engineering Officer, Red Bull Racing
Anthony Scott, Chartered FCSI
Head of Business Development, Raymond James
Ruth Sturkey CFP™ Chartered MCSI
Non-Executive Director, Paradigm Norton
Michael Smith CFP™ Chartered FCSI
CEO, Chamberlyns
Asam Malik
Partner, Technology Consulting & Assurance, Mazars
Carmine Del Guercio
Cyber Security Specialist (Ethical Hacking), Mazars
Kaisie Rayner FRSA
Climate Change Lead, Royal London
Tim Harvey
CEO, NTree
Fiona Tait
Technical Director, Intelligent Pensions
Martin Lines
Development and Events Director, Just
Colin Dyer
Managing Director, 1825 Financial Planning
Jon Bell
Portfolio Manager, Newton Investment Management
Philippa Hann
Partner, Clarke Willmott
Kevin Moore, Chartered FCSI
Director Global Business Development, CISI
Lisa Johnstone
Managing Director, VWM Wealth
Gerry Young
Founder Director, RVE Corporate Finance
Tom Lethaby
Business Development Director, RVE
Lauryn Williams CFP®
Financial Planner, podcaster and four-times Olympian
Michael Kitces CFP®
Chief Financial Planning Nerd, Kitces.com
Amyr Rocha-Lima CFP™ Chartered MCSI
Partner, Holland, Hahn & Wills
David Hearne CFP™ Chartered FCSI
Partner, Financial Planning Partners
Joanna Redmond CFP™ Chartered MCSI
Director, Investment for Life
Amrita Bhogal
Professional Standards and Ethics Manager
Josh Butten CFP™ Chartered FCSI
Director, boosst
Mark Gould
Technical Specialist, Financial Conduct Authority
Sam Tatam
Global Head of Behavioural Science, Ogilvy Consulting
Brett Davidson
Founder, FP Advance Limited
Sponsors & Partners
2021 Sponsors
GOLD SPONSOR:
• Just
SILVER SPONSOR:
• Royal London
SPONSORS:
• AEgon
• BNY Mellon
• Canada Life
• NS&I
• Ntree
• Octopus Investments
• Time Investments
• Transact