The Financial Planning Conference 2023 | CISI | 2 October 2023 | Wotton House, Guildford Rd, Wotton, Dorking RH5 6HS, UK
Venue
Wotton House
Wotton House, Guildford Rd, Wotton, Dorking RH5 6HS, UK
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| Event Date |
Tue Oct 3 BST - Wed Oct 4 BST (about 1 year ago)
In your timezone (EST): Mon Oct 2 7:00pm - Tue Oct 3 7:00pm |
| Location |
Wotton House
Guildford Rd, Wotton, Dorking RH5 6HS, UK |
| Region | EMEA |
Details
This immersive conference provides a unique opportunity to step back from the everyday, and to reconnect with fellow financial planners to learn, share and debate all things financial planning.
The programmed has been created by financial planners for financial planners, providing ideas and new perspectives that can be implemented to strengthen your business and client experience.
Speakers
2023 Speakers
Kusal Ariyawansa CFP™ Chartered FCSI (Financial Planning)
Branch Principal, Appleton Gerrard
Oliver J. Bourke
Managing Director, Mercury Wealth Management
Chris Budd
Founder, Institute for Financial Wellbeing
Josh Butten CFP™ Chartered FCSI (Financial Planning)
Director, boosst
Tamsin Caine
Director of Financial Planning, Smart Financial
Jon Doyle
Founder and Financial Planner, Juniper Wealth Management
Julia Dreblow
Founding Director, SRI Services
Brendan Frazier
Founder, Wired Planning
Nathan Fryer
Director, Plan Works
Matthew Griffin
Futurist and Founding CEO, 311 Institute
Fiona Hanrahan
Pensions Development and Technical Manager, Royal London
Farida Hassanali CFP™ APP Chartered FCSI (Financial Planning)
Senior Financial Planner, Paradigm Norton Financial Planning
Paul Hargreaves
CEO, Cotswold Fayre & Flourish, a certified B Corporation
Michelle Hoskin
Managing Director, Standards International
Matthew P. Jarvis CFP®
Co-Founder, The Perfect RIA and President, Jarvis Financial
Rebecca Kowalski
Director, Overstory Finance
Martin Lines
Development and Events Director, JUST
Ian McKenna
Founder & Director, Financial Technology Research Centre (FTRC)
Kameka McLean
Group Head of HR, Walker Crips
Kevin Moore, Chartered FCSI
Director Global Business Development, CISI
Professor Steve Peters
Consultant Psychiatrist, Bestselling Author & CEO Chimp Management
Warren Shute CFP™ Chartered FCSI
Chartered Wealth Manager, Lexington Wealth Management
Charlie Walker
Adventurer and extreme explorer
Sponsors & Partners
2023 Sponsors
GOLD:
• ROYAL LONDON
SPONSORS:
• betafolio
• BLACKFINCH GROUP
• Dimensional
• Fundment
• Intelliflo
• JUST
• tenet
• transact