The Financial Planning Annual Conference 2017 | CISI | 25 September 2017 | Celtic Manor Resort, Coldra Woods, The Usk Valley, Caerleon, Newport NP18 1HQ, United Kingdom

Our leading conference is back again this year with dedicated streams for financial planners, paraplanners and wealth managers.

Sir Steve Webb
Former Minister of State for Pensions and Director of Policy and External Communication Royal London

Sophie Bera CFP®
Founder, Gen Y Planning

Dame Kelly Holmes DBE
Double Olympic Gold Medalist

Penny Haslam
Media Expert and Former BBC Journalist

Rebecca Aston
Ethics and Integrity Manager, Chartered Institute for Securities & Investment

Sophia Bera CFP
Founder, Gen Y Planning

Nick Britton
Head of Training, Association of Investment Companies

Marcus Brookes
Head of Multi-Manager, Schroders

Chris Budd ACSI
Managing Director, Ovation Financial Planning

Keri Carter, CFP™ Chartered MCSI
Managing Director, Broadway Financial Planning

Ankul Daga
Senior Investment Strategist, Vanguard

Campbell Edgar CFP™ Chartered FCSI
Head of Financial Planning, Chartered Institute for Securities & Investment

Paul Etheridge CFP™ Chartered FCSI (Hon)
Chairman, Prestwood Group
Intergenerational financial planning
Legal Advice Stream

Simonne Gnessen
Founder, Wise Monkey Financial Coaching

Mark Gochnour
Head of Advisor Services, Dimensional Fund Advisors

Bob Gordon
Pensions Consultancy Manager, Standard Life

Jonathan Gumpel ACSI
Co-Founder and Director, Brooks Macdonald

Alistair Haig
Research and Teaching Fellow, University of Edinburgh Business School

Philippa Hann
Partner, Clarke Willmott

Penny Haslam
Media Expert and Former BBC Journalist

John Hotowka
Motivational Speaker

Ian Howe CFP™ Chartered MCSI
Managing Director, Baigrie Davies

Stephen Jones
Chief Executive Officer, Cooper Parry Wealth

Robin Keyte CFP™ Chartered MCSI
Director, Keyte Chartered Financial Planners

Jacqueline Lockie CFP™ Chartered FCSI
Deputy Head of Financial Planning, Chartered Institute for Securities & Investment

Julie Lord CFP™ Chartered FCSI
Director, Prestwood

Mike Lynch
Former Commander of Indigenous Covert Operations Forces in Iraq and Afghanistan, 22 Special Air Service Regiment (SAS)

Josh Matthews
Managing Partner, MASECO Private Wealth

Ian Mckenna
Director, Finance & Technology Research Centre

Gerald Mwandiambira CFPTM
Acting CEO and Chief Strategist, South Africa Savings Institute (SASI)

Ian Painter CFP™ Chartered MCSI
Managing Director, Affinity Integrated Wealth Management

Michelle Pearce
Co-Founder and Chief Investment Officer, Wealthify

Sandy Robertson CFP™ Chartered FCSI
Managing Director, Acumen Financial Planning

David Scarlett
Owner, Soul Millionaire

Edward Smith
Asset Allocation Strategist, Rathbones

Heather Tracey
Report Writing Expert

Justin Urquhart-Stewart
Director & Co-Founder, Seven Investment Management

Natalie Wright
Financial Planner, Mazars

Nick Cann
Former CEO of the IFP and Stroke Survivor

Aegon
aic
Bankhall
defaqto
Dimensional
FE
Fidelity International
First Trust
FundsNetwork
i4C
Investec Wealth & Investment
JUST
New Model Adviser
NewScape Capital Group
ns&i
Pinvestment Management
prestwood Software
Rathbones
Rivers Capital Management
Royal London
Schroders
Seven Investment Management
Standard Life
Time Investments
the headshot guy
transact
T.RowePrice
Vanguard