Financial Advisory

For this community we split it into two and invite the top 100 to; A Meeting of Minds Advisory Distributors, COO Briefings, CFO Briefings, Heads of Wealth/Financial Planning Briefings, HR Breakfast Briefings, A Meeting of Minds Gatekeepers, WealthTech Matters and Retirement Matters.

And the top 100 to 600 to; A Meeting of Minds Winning Advisers, Retirement Matters and Paraplanning Excellence.

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About this audience

Perhaps better known as the IFA World!

We break this community into two areas; Advisory Distributors and Winning Advisers.

Advisory Distributors - strategic and product heads from the top 100 UK Advisory Distributors i.e. the Nationals, Consolidators, Regionals, Networks, Rating Agencies, advice arms of Retail Banks and IFA.

Winning Advisers - business heads from the top 100-600 Independent Financial Advisory firms which typically have between £100M and £800M Assets Under Management and 3-20 advisers.

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