The Financial Planning Annual Conference 2018 | Chartered Institute for Securities & Investment (CISI) | 1 October 2018 | Hilton Birmingham Metropole, The NEC Birmingham, Pendigo Way, Marston Green, Birmingham B40 1PP, UK

Following the success of last year's conference, we listened to your feedback to ensure this year is even better. So we're now holding the conference over two days at a central location in Birmingham.

With the help of the CISI Financial Planning Forum Content Panel, we have created three streams and main plenary sessions with great content built by you the financial planners, for financial planners.

2018 Speakers

Mark Horstman
CEO, Manager Tools

Alastair Humphreys
Adventurer and Author

Dr. Moira Somers
Founder of Money, Mind and Meaning

Elizabeth Anderson
Editor, Money and Business

Rebecca Aston
Chartered MCSI, Head of Professional Standards, CISI

Dr Jim Baxter
University of Leeds

Gretchen Betts CFP™ Chartered FCSI
Managing Director, Magenta Financial Planning and Wales branch president

Dominic Brittain
Cognitive Bias Solutions

David Burridge
Head of Graduate Recruitment, Paradigm Norton

Sylvia Bentham CFP™ Chartered MCSI
Managing Director, 1st Chartered Financial Planning and Lancashire and Cumbria branch president

Josh Butten CFP™ Chartered MCSI
Financial Planner, Myers Davison Ginger

Keith Butten CFP™ Chartered MCSI
Financial Planner, Myers Davison Ginger

Keri Carter CFP™
Managing Director, Broadway Financial Planning

Keith Churchouse CFP™ Chartered MCSI
Chapters Financial and Southern branch president

Professor Andrew Clare
Associate Dean | Chair in Asset Management, Cass Business School

Brett Davidson
Founder, FP Advanced

Andrew Elson CFPTM Chartered MCSI
Managing Director, Berry & Oak and CISI Accredited Firm forum Member, CISI Yorkshire Branch Financial Planning representative

Michael Cole-Fontayn
Chairman Elect, CISI

Julian Gilbert CFP™ Chartered MCSI
Director, Wealth Matters

Paul Grimes
CEO, Financial Planning Standards Board Ireland

Philippa Han
Partner Clarke Wilmott

Janet Hugo CFP™
Director Sterling Private Clients, Sterling Wealth South Africa

Cynthia J. Kett CFP™
Principal, Stewart & Kett Financial Advisors

Robin Keyte CFP™ Chartered MCSI
Director, Chartered Financial Planners and member of the FCA Financial Advisory Panel

Jacqueline Lockie
Head of Financial Planning, CISI

Julius Lipner MPhil (Oxon), CFA, DipPFS
Financial Planner, Consilia Wealth Management LLP

Susie Logan
Head of UK Marketing, Standard Life Aberdeen

James Mallinson
Senior Manager, Partnership Development, St. James’s Place Wealth Management

Bob Malloney
Business Coach, Malloney associates

Charles McCready
Strategic Policy Director, Tisa

Peter Merrick, CFPTM, FCSI
Income and Capital Enhancement Consultant, Speaker and Author

Dr. Philipp Meyer-Brauns
Senior Researcher Dimensional Fund Advisors

Tom Murray
Founder of Charityflow

Graeme Nuttall OBE
Partner - Tax and Structuring, FieldFisher

Stuart Podmore
Investment Propositions Director, Schroders

Marc van Poeteren
Chairman, FPSB Europe

Martin Ruskin CFP™ Chartered MCSI
Head of Business Development, Paradigm Norton and Chairman of the Financial Planning Forum Committee

Warren Shute CFP™ Chartered FCSI
Director, Lexington Wealth Management

David Salloum CFP™
Vice-President, Director, Portfolio Manager & Wealth Advisor, Salloum Wealth Management Group | RBC Wealth Management | RBC Dominion Securities

Stephen Thomas
Cass Business School

Tina Weeks
Financial Life Planner, Serenity

2018 Sponsors and Exhibitors

GOLD:
• Aegon
• Standards Life

EXHIBITORS:
• P1
• Just
• Transact
• First Trust
• Schroders
• NS&I
• Royal London
• DCM
• FE
• Dimensional
• Vanguard
• i4c
• Raymond James
• Black Rock
• Tavistock
• T.owe Price
• Timeline
• Kare Plus
• Select a Pension
• Model Office
• Portfolio Metrix
• Winton