The Brewery
The Brewery, THE BREWERY, 52 Chiswell St, London EC1Y 4SA, UK

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Apr 27 BST (29 days ago)
In your timezone (EDT): 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

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

Sponsors & Partners

2022 Sponsors

• Aegon
• HSBC Life
• Just
• Pacific Asset Management
• Pictet Asset Management
• Sanlam
• Schroders
• Simply Biz

• Aviva
• Blackfinch
• EV
• FE Fundinfo
• Parmenion
• Pure Retirement
• Seccl