Venue
The Brewery
The Brewery, 52 Chiswell St, London EC1Y 4SD, UK

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Event Date Tue Apr 24 BST (over 6 years ago)
In your timezone (EST): Tue Apr 24 12:00am - Tue Apr 24 12:00am
Location The Brewery
52 Chiswell St, London EC1Y 4SD, UK
Region EMEA
Details

Has there ever been a better time to be a financial adviser? It's a serious question. Yes, there's ever-increasing regulation, an uncertain economic and investment outlook and the challenges posed by robo-advice. But those are the very issues creating huge opportunities for advisers. The Retail Distribution Review has helped ‘professionalise' and improve the advisory sector, amid a significant rise in demand for advice - which in turn has been enhanced by uncertain markets. A demand which ‘robo advice', properly used, can clearly help advisers meet. And, until the banks formulate a response to this demand, advisers' only real competition is each other.

Speakers

2018 Speakers

KEYNOTES:

Graeme Codrington
Futurologist and Author, TomorrowToday

Lord Digby Jones
Businessman and former Minister of Trade & Investment, Digby Jones

SPEAKERS:

Ian Battersby
Business Development Director, Seneca Partners

Scott Black
Learning and Talent Development Partner, Janus Henderson Investors

Dan Brocklebank
UK Director, Orbis Investments

Philip Brown
Head of Policy, Lv

Kevin Carr
Chief Executive Officer, Protection Review

Nigel Chambers
Ctc Software, Chairman

Mike Clifford
Chief Commercial Officer, Intelliflo

Andy Coleman
Managing Director, Aegon UK

Graham Duffy
Care Specialist, Just

Mike Farrell
Protection and Equity Release Sales Director, Lv

David Ferguson
Chief Executive Officer, Nucleus Financial Group

Leigh Fisher
Business Development Manager, Investec Structured Products

Chris Flowers
Head of Distribution, Pure Retirement

Tish Hanifan
Founder and Joint Chair, Society of Later Life Advisers

Tom Hegarty
Managing Director, New Model Business Academy

Heather Hopkins
Managing Director, NextWealth

Jaqueline Lockie
Head of Financial Planning, Chartered Institute of Securities and Investment

Roy Mcloughlin
Associate Director, Wealth, Cavendish Ware

Alistair McQueen
Head of Savings and Retirement, Aviva

Kerry Nelson
Managing Director, Nexus Independent Financial Advisers

Justin Onuekwusi
Fund Manager, Legal & General Investment Management

Richard Parkin
Pensions & Retirement Consultant, Parkin Consulting

Rory Percival
Consultant & Former Fca Technical Specialist, Rory Percival Training & Consulting

Chris Pitt
Head of Market Analysis, Iress

Mark Polson
Founder and Principal, the lang cat

Keith Richards
Chief Executive, The Personal Finance Society

Paul Resnik
Co-Founder, FinaMetrica & Director of Marketing, PlanPlus Global

Daniel Rodwell
Managing Director, GrowthInvest

Jack Rose
Head of Tax-Efficient Investment, Lgbr Capital

Tim Sargisson
Chief Executive, Sandringham Financial Partners

Peter Smith
Global Head of Industry Policy Liaison, Tisa

Anna Sofat
Director, Valenta Bpo UK

Paul Speight
UK Sales Representative, Canada Life

Mark Stokes
Group Proposition and Marketing Director, Succession Group

Hugo Thorman
Chairman, P1 Investment Management

Davydd Wynne
Portfolio Director, Dfm & Head of Structured Products, Cazenove Capital

CHAIRS:

David Burrowes
Chairman, The Equity Release Council

Julian Marr
Editor, Professional Adviser

Philip Martin
Director, Unique Financial Planning

Ian McKenna
Finance & Technology Research Centre Ltd, Director

Kim North
Managing Director, Technology & Technical

Cherry Reynard
Financial Journalist, Independent

Clive Waller
Senior Partner, Cwc Research

Sponsors & Partners

2018 Sponsors

GOLD:
• Aviva
• Canada Life
• Cazenove Capital
• FinaMetrica
• Investec
• Janus Henderson
• Legal & General
• Lve
• Orbis
• Valenta Bpo

SILVER:
• Aegon
• Growth Invest
• Intelliflo
• Iress
• Just
• LightTower Partners
• Pure Retirement
• Seneca
• Unicorn Asset Management

NETWORKING PARTNERS:
• Clever Adviser
• Fe Analytics
• Thesis Assect Management
• Vision

SUPPLIER HUB PARTNERS:
• Apricity
• Compare the Platform
• Dcm
• Financial Adviser
• Money Alive
• P1
• Portfolio Metrix
• Stellar
• Underwrite
• Way Investment Services

MEDIA PARTNERS:
• Cover
• Investment
• Multi Asset Review
• Professional Pensions
• Retirement Planner
• Wsb