Venue
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 26 BST (over 1 year ago)
In your timezone (EST): Tue Apr 25 7:00pm - Tue Apr 25 7:00pm
Location The Brewery
THE BREWERY, 52 Chiswell St, London EC1Y 4SA, UK
Region EMEA
Details

This events is the largest management conference for financial advisers. During this one-day event, we'll put you, your business, and what you do for your client at the heart of this conference.

It is an in-person, multi-stream management conference and exhibition that offers you the opportunity to be actively involved in the biggest issues, learn practical solutions to your business challenges, make new connections, and meet the industry.

More than 40 industry thought leaders and experts will provide inspiring and thought-provoking views on the most important issues of the day. Expect insightful discussions and presentations on topics including Consumer Duty implementation, platforms, training and development, sustainable investment regulation, succession planning, intergenerational wealth, the challenging investment landscape and more. Together we will navigate a way forward to best prepare you and your business to thrive in the environment we find ourselves.

Speakers

2023 Speakers

Amyr Rocha Lima
Partner, Strategic Wealth Group

Andrew Harris
Head of Propositions and Technical, Aviva Financial Advice

Catherine Bell
Managing Director, Mearns & Company

Charlie Parker
Managing Director, Albemarle Street Partners

Dan Fairweather
Senior Business Development Consultant, Benchmark Capital

David Ferguson
CEO, Seccl

Emily Maitlis
Award-winning journalist and broadcaster

Gillian Hepburn
Head of UK Intermediary Solutions, Schroders

Heather Hopkins
Managing Director & Founder, NextWealth

Hope William-Smith
Editor, Professional Adviser

Jane Gow
Chartered Financial Planner and Founder, Clear Cut Financial Planning

Jock Glover
Strategic Relationships Director, Square Mile Investment Consulting and Research

John Lappin
Freelance editor, journalist and consultant

Justin Onueskwusi
Head of Retail Multi-Asset Funds, LGIM

Karl Dines
Head of Business Consultancy, SimplyBiz

Katrina Lloyd
Editor-in-chief, Investment Week, Professional Adviser and Cover

Kevin Carr
Managing Director, Carr Consulting & Communications, CEO, Protection Review

Laura King
Head of Mid Tier and Client Accounts, Iress

Lee Robertson
Managing Director, Octo Members Group

Martin Lines
Development and Events Director, Just

Michelle Hoskin
Founder and CEO, Standards International

Mike Morrow
CCO, Parmenion

Mike Farrell
Director of Protection Sales, LV

Nick Rosser
Head of Information Technology, Saunderson House

Nick Bird
Strategic Partnerships Manager, Octopus Investments

Rosanna Williams-Wood
Director, The Secret Coach

Rose St Louis
Protection Director, Lloyds Banking Group

Stephen Mitchell
Head of Propositions, FE fundinfo

Tony Wickendan
Managing Director, Technical Connection

Zoe King
Managing Director, Vision Independent Planning

Sponsors & Partners

2023 Sponsors

GOLD SPONSORS:
• Albemarle Street Partners
• HSBC Life
• JUST
• Octopus
• Schroders
• SimplyBiz
• Time Investments

SILVER SPONSORS:
• Aviva
• FEFundinfo
• Legal & General
• LV=
• Morningstar
• Parmenion
• Seccl