South Wales Regional Conference Q3 2019 | Personal Finance Society | 3 September 2019 | The Celtic Manor Resort, Coldra Woods, The Usk Valley, Caerleon, Newport NP18 1HQ, UK

Venue
The Celtic Manor Resort
The Celtic Manor Resort, Coldra Woods, The Usk Valley, Caerleon, Newport NP18 1HQ, UK

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Event Date Tue Sep 3 UTC (over 5 years ago)
In your timezone (EST): Tue Sep 3 4:45am - Tue Sep 3 11:45am
Location The Celtic Manor Resort
Coldra Woods, The Usk Valley, Caerleon, Newport NP18 1HQ, UK
Region EMEA
Details

Your quarter three regional CPD conference will see leading subject matter specialists deliver a broad and topical programme including:
• Pensions - the Good, the Bad and the Ugly
• RegTech - how it can benefit your business
• Map your future
• Five rules of contrarian investing
• Inheritance tax and potential pitfalls
• Protection, SMCR and IDD.

Speakers

2019 Speakers

Kelvyn Hatch
Chairperson, Acumen Investment Solutions Ltd

Kevan Ramanauckis
Canada Life

Kevin Holloway
Adviser Development Manager, Aviva

Andrew Holmes
M&G Investments

Ian McIver
Education Officer, Whitechurch Securities

Peter Harris
Membership Officer, Jacobs & Harris Ltd

Chris Davies
Model Office

Susan Rohe
BlackRock

Tony Thomas
Wealthmasters Financial Management

Neil Stevens
Operations Director, SimplyBiz

Andy Woollon
Zurich Financial Services

Sponsors & Partners

2019 Partners

• Canada Life
• Aviva
• M&G Investments
• Model Office
• BlackRock
• SimplyBiz Group
• Legal & General
• Financial Conduct Authority
• Zurich