The Financial Planning Conference 2022 | CISI | 5 October 2022 | Merseyside Maritime Museum, Royal Albert Dock, Liverpool L3 4AQ, UK

This year’s conference brings together 200 of the UK’s top financial planners, over 20 expert speakers and more than a dozen exhibitors to share best practice and blaze the trail for the profession for the coming year and beyond.

Our home for the day was at one point. The Museum’s exhibits tell the story of trade and wealth generation upon which our economy stands.

2022 Speakers

Ngunan Adamu
Journalist, Broadcaster and CEO, iWoman

LJ Rich
Musician and Technology broadcaster

Steven Martin CFP™ Chartered FCSI (Financial Planning)
Chief Executive, Smart Financial

Rebecca Aldridge CFP™ MCSI
Founder, Balance: Wealth Planning

Julian Gilbert CFP™ Chartered FCSI (Financial Planning)
CEO, Wealth Matters

Clare Moffat
Head of the Intermediary Development & Technical Team, Royal London

David Jones
Head of UK & Ireland Advisor Group and Vice President, Dimensional Fund Advisors

Roderic Rennison CFP™ Chartered FCSI (Financial Planning)
Director, Rennison Consulting

Les Cameron
Head of Technical, M&G Wealth

Makala Green
CEO, Green Wealth Planning

Abraham Okusanya CFP™ Chartered MCSI
CEO, Timeline

Ben Edwards CFA
Investment Analyst, Albion Strategic Consulting

Simon Jackson, Chartered FCSI
Commercial Director, Oxford Risk

George King IV, Chartered MCSI
Senior Wealth Manager MASECO Private Wealth

Emily Shepperd
Chief Operating Officer and Executive Director, Authorisations, FCA

Cemal Ezel
Founder, Change Please

Tim Harford OBE
Economist and broadcaster

2022 Sponsors

GOLD SPONSOR:
• ROYAL LONDON

SPONSORS:
• CASCADE
• haneft
• intelliflo
• M&G Investments
• M&G wealth
• NS&I
• PRO part of M&G plc
• tenet
• TIME INVESTMENTS
• timeline
• transact