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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 |
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.
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
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