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Event Date |
Wed Apr 27 BST (over 2 years ago)
In your timezone (EST): Tue Apr 26 7:00pm - Tue Apr 26 7:00pm |
Location |
The Brewery
THE BREWERY, 52 Chiswell St, London EC1Y 4SA, UK |
Region | EMEA |
It is time to take the experience of the past two years, learn from the challenges, and seize the opportunities that the future holds! This event is the UK’s largest management conference for financial advisers and, during this one-day event, we'll put you and your business at the heart of this conference.
This event is an in-person, multi-stream management conference and exhibition that offers you the opportunity to meet fellow delegates and sponsors and get actively involved. You can connect with those in the room and come away with practical solutions, inspired ideas, and the motivation to tackle the financial year ahead.
More than 40 industry experts will be speaking across the most important issues for you and your business. Expect insightful discussions and presentations on topics from technology, investment, regulation and compliance to business structures, succession planning, training and leadership. Together we will navigate a way to embrace the next chapter and grow in the new environment we find ourselves.
This event carries up to 6 hours of accredited CPD. So… to drive growth for you and your business, secure your place now!
Who should attend?
Professional Adviser welcomes delegates with the following job titles:
Independent Financial Advisers - Financial Advisers - Investment Advisers - Business Principals - Heads of Insurance - Heads of Investment - Heads of Mortgage - Business Resource Managers - Compliance Managers - Heads of Operations - Heads of IT - Heads of Financial Planning - Paraplanners - Financial Planners
2022 Speakers
Alex Sumner
Co-Manager Multi-Asset Portfolio Range, Blackfinch
Alexandra Millar
CREST Registered Penetration Tester, Mazar
Amyr Rocha Lima
Partner, Holland Hahn & Wills LLP
Andrew Storey
Proposition Director, EV
Andrew Harris
Head of Propositions and Technical, Aviva Financial Advice
Anna Sofat
CEO, Womens Wealth Advocate
Charlie Parker
Strategy Officer, Albemarle Street Partners
Chris Davies MSc
Founder and Director, Model Office
Daniel Harrison
Chief Executive Officer, True Potential
David Lee
MD, DD Hub
Gillian Hepburn
Intermediary Solutions Director, Schroders
Hattie Tales
National Account Manager, Pure Retirment
John Chew
Canada Life
Jonathan Clark
Interim CEO, CII
Justin Onuekwusi
Head of Retail Investments, EMEA, LGIM
Karl Dines
Head of Business Consultancy, SimplyBiz
Lawrence Cook
Head of UK Intermediary Distribution, Sanlam, Lord Sebastian Coe
Lucie Majstrova
Product Speacialist, Baillie Gifford
Mark Scanlon
Chief Executive Officer, Tenet
Mark Sanderson
Managing Director, Praemium UK & International
Martin Lines
Development and Events Director, Just
Matthew Lamb
CEO, Pacific Asset Management
Mayssa Al Midani
Senior Investment Manager, Thematic Equities Team, Pictet
Michele Golunska
Chief Executive Officer, Sesame Bankhall Group
Natalie Holt
Content Editor, Lang Cat
Neil Stevens
Joint CEO, Fintel
Nick Bird
Head of Strategic Growth, Octopus Investments
Nigel Hatt
Head of Pensions, Former Tilney
Phil Bray
Founder & Director, The Yardstick Agency
Poppy Achilles
COO, FTRC
Ray Adams
Chartered Financial Planner & Founder, CashCalc
Sarah Elson
Chartered Financial Planner, Operations Director and Co-Founder Berry & Oak, Berry & Oak
Shabbar Kassam
Founder, Lumos Financial
Tim Orton
Managing Director, Investment Solutions, AEGON
Tony Wickenden
Managing Director Technical Connection in conjunction with HSBC Life
Yasmin Ramada
Cyber Security Consultant, Mazars
2022 Sponsors
GOLD SPONSORS:
• Aegon
• HSBC Life
• Just
• LGIM
• Pacific Asset Management
• Pictet Asset Management
• Sanlam
• Schroders
• Simply Biz
SILVER SPONSORS:
• Aviva
• Blackfinch
• EV
• FE Fundinfo
• Parmenion
• Pure Retirement
• Seccl