The Financial Planning Conference 2019 | Chartered Institute for Securities & Investment (CISI) | 30 September 2019 | Hilton Birmingham Metropole, The NEC Birmingham, Pendigo Way, Marston Green, Birmingham B40 1PP, UK
Venue
Hilton Birmingham Metropole
Hilton Birmingham Metropole, The NEC Birmingham, Pendigo Way, Marston Green, Birmingham B40 1PP, UK
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date |
Mon Sep 30 BST - Tue Oct 1 BST (about 5 years ago)
In your timezone (EST): Mon Sep 30 2:00pm - Tue Oct 1 10:00am |
| Location |
Hilton Birmingham Metropole
The NEC Birmingham, Pendigo Way, Marston Green, Birmingham B40 1PP, UK |
| Region | EMEA |
Details
Two full days packed with CPD and inspiring speakers | Break-out streams, so you can tailor your experience
Drinks reception and black-tie awards dinner | The chance to network with hundreds of financial planners
Speakers
2019 Speakers
WORLD-CLASS SPEAKERS:
Roger Whitney CFP®
The Retirement Answerman
Brian Portnoy
Shaping Wealth
Deen Sanders
Partner, Governance, Regulation & Conduct Ethics, Professionalism, Deloitte-Australia
Henry Schniewind
Mr. Avalanche
SPEAKERS:
Rebecca Aston
Head of Professional Standards, CISI
Keith Butten CFP™ Chartered MCSI
Director, Boosst Financial
Michael Cole-Fontayn
Chairman, CISI
Tish Hanifan
Joint Chair, Society of Later Life Advisers (SOLLA)
Gareth Davies CFPTM
Specialist Business Development Manager, Individual Pensions | Pensions and Investments - Scottish Widows
Philippa Hann
Partner, Clarke Willmott
Chris Hargreaves, Chartered MCSI
Independent Financial Adviser, Arrow Financial Services UK
Philip Hesketh
Hesketh Talking
Laura Janes
Founder and MD, Uniquity
Andy Jervis CFP™ Chartered MCSI
Chairman, Chesterton House
Annabel Kaye
Your answer to GDPR
Ian King CFP™ Chartered MCSI
Ian King Financial Planning
Francis Klonowski CFP™ Chartered FCSI
Principle Klonowski & Co
Erin Linehan
Associate General Counsel, VP-Compliance, Head of Dispute Resolutions and Senior & At-Risk Investors, Raymond James
Jacqueline Lockie CFP™ Chartered FCSI
Head of Financial Planning, CISI
Clare Moffat
Head of Business Development, Royal London
Sapna Shapero
Paraplanner, Chesterton House
Rory Percival
Rory Percival Training and Consultancy
Dr Quintin Rayer, Chartered FCSI
Head of Research and Ethical Investing, P1 Investments
Amyr Rocha-Lima CFP™ MCSI
Partner, Holland Hahn & Wills
Martin Ruskin CFP™ Chartered MCSI
Head of Business Development, Paradigm Norton Financial Planning and Chair of the Financial Planning Forum Committee
Jamie Susskind
Expert on Digital Technology, (AI, Blockchain, Big Data)
David Swanick
Vice President, Dimensional Fund Advisors
Anja Turvey
System Developer, Chesterton House
Matthew Walne
Managing Director, Santorini Financial Planning
Nicola Watts CFP™ Chartered FCSI
Director, Jane Smith Financial Planning
Sponsors & Partners
2019 Sponsors and Exhibitors
GOLD SPONSORS:
• Just Rethink Retirement
• Schroders
EXHIBITORS:
• Advisor Stream
• Aegon
• Columbia Threadneedle
• Dimensional
• DD Hub
• FE
• First Trust
• Model Office
• ns&i
• Ntree
• Octopus Investments
• Orbis
• Raymond James
• Royal London
• Signature
• Standard life
• Transact Take Control
• T.Rowe Price
• Vanguard
• Vitality Life Insurance