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Event Date |
Wed Oct 4 BST (about 1 year ago)
In your timezone (EST): Tue Oct 3 7:00pm - Tue Oct 3 7:00pm |
Location |
The Park Royal Hotel & Spa
The Park Royal, Stretton, Warrington WA4 4NS, UK |
Region | EMEA |
Are you ready to hear from a diverse range of industry experts on best business practices? This event is back again – the specialist one-day management conference for financial advisers designed to help you with growing your firm sustainability and profitable.
This in-person, multi-stream management conference and exhibition that offers you the opportunity to meet with a range of delegates and sponsors. We want to help you by inspiring ideas that will turn into tangible solutions that drive fulfilled and successful client-based outcomes at your firm.
More than 25 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. We know you want the very best for your firm, so that’s what we are here to help you achieve.
The event carries up to five hours of accredited CPD. So… to drive growth for you and your business, secure your place now!
2023 Speakers
Andrew Gill
Fund Manager, TIME Investments
Cecilia Furner
Distribution Director, Retail Annuities, Legal & General
Charlie Parker
Managing Director, Albemarle Street Partners
Cherry Raynard
Journalist
Dan Fairweather
Senior Business Development Consultant, Benchmark Capital
Gillian Hepburn
Head of UK Intermediary Solutions, Schroders
Hope William-Smith
Editor, Professional Adviser
John Roe
Head of Multi-Asset Funds, Legal & General Investment Management
Julie Greenwood
Strategic Partnerships Manager, Octopus Investments
Karl Dines
Head of Business Consultancy, SimplyBiz
Luke Hyde-Smith
Co-Head of Multi-Asset Strategies, Waverton Investment Management
Matthew Lamb
Chief Executive Officer, Pacific Asset Management
Philip Martin
Managing Director, Unique Financial Planning
Ritu Vohora
Investment Specialist, Capital Markets, T. Rowe Price
Tony Wickenden
Managing Director, Technical Connection, In conjunction with HSBC Life
Tony Escreet
Regulatory Lead, Aviva Financial Advice
Yannis Katsis
Business Development Director, Just
2023 Sponsors
GOLD SPONSORS:
• Albemarle Street Partners
• Benchmark
• HSBC Life
• Just
• LGIM
• Octopus Investments
• Pacific Asset Management
• Schroders
• SimplyBiz
• T Rowe Price
• Waverton
SILVER SPONSORS:
• Aviva
• Legal & General
• Time Investments
EVENT PARTNER:
• Investment IQ