The Accredited Firms Conference 2019 | Chartered Institute for Securities & Investment (CISI) | 6 March 2019 | Dimensional Fund Advisors Ltd, 20 Triton St, London NW1 3BF, UK

We know that your clients expect a high level of service. You demonstrate excellence in everything you do and are recognised as one of the most trusted financial planning firms in the UK. You are a leader in your profession, demonstrating the highest order of professionalism.

That’s why this conference is exclusive to you, as an Accredited Financial Planning Firm™, and will focus on ‘Making a Difference’ to your clients and their lives. The programme is being developed in close coordination with the Accredited Financial Planning Firms™ Steering Group and will include up to five hours of CPD.

2019 Speakers

Keri Carter CFP™
Chartered FCSI, Chair of the Accredited Financial Planning Firms™ Steering Group, Broadway Financial Planning

Lee Glennan CFP™
Chartered FCSI, Chartered Wealth Manager, Glennan Wealth Management

Phillipa Hann
Partner, Clarke Wilmot

Dennis Harhalakis
Founder, Cambridge Money Coaching

James Hodges
Client Relationships Manager, The Outward Bound Trust

Barry Horner CFP™
Chartered FCSI, Chief Executive Office Paradigm Norton Financial Planning

Matthew Marais
Vertus Capital

Dr. Travis G. Parry
Coach, Author and Speaker, Family Financial Institute

Martin Ruskin CFP™
Chartered FCSI, Business Development Manager, Paradigm Norton Financial Planning, Chair of the Financial

Mike Stafford CFP™
Chartered MCSI, Chartered Wealth Manager, Stafford Wealth Management

David Swanwick
Vice President, Dimensional Fund Advisors

2019 Sponsors and Partners

• CHARTERED BODY ALLIANCE
• CISI
• Chartered Banker
• PARN
• PCI
• DSS COMPLIANT