Paraplanning Excellence 2024

1 London Wall Place, Barbican, London

25 November 2024

Paraplanning Excellence - 25 November 2024

Paraplanning Excellence - 25 November 2024

  • 25 Nov 2024

    Schroders Office

    1 London Wall Place, Barbican, London

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This packed day has been put together in association with Invesco Perpetual and Schroders, two of the most substantial asset managers in the country.

This year will be the 13th annual event bringing together circa 90 investment paraplanners from financial advisory firms across the UK.

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The benefits of participating:

  • Strategic engagement - Share best practice 
  • Meet your peers - Networking at the highest level
  • Hear new thinking and explore the latest trends
  • Inspiring insights from external keynote speakers
  • Bespoke and tailored - An opportunity to build your own itinerary enabling you to participate in roundtables focusing on those subjects which matter to you
  • CPD accredited

How does it work?

Paraplanning Excellence is a forum that runs from 8.45am - 5.00pm and made up of a blend of:

  • Keynote sessions geared to encouraging new thinking – typically from outside of the industry;
  • Roundtables – small facilitated groups addressing a carefully researched agenda. The whole day is Chatham House and therefore participants are able to speak openly and freely.
  • Plenty of networking opportunities.

Who will be participating?

  • This event will bring together the paraplanners, analysts, technical support etc who support advisers within the financial advisory industry.

What does it cost?

  • This event is free to attend.

For further details please email John Hall @ johnhall@owenjamesgroup.com.   

 CPD accredited event

cpd accreditation

 

 

 

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Sponsors & partners

Invesco

Schroders

For more information about sponsoring the event, please get in touch

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Speakers

  • Tom Cheesewright

    Tom Cheesewright

    author, speaker and applied futurist

    Leading futurist, currently sharing his perspective on the future as an Applied Futurist for Book of the Future. Analysing the trends, threats and opportunities that the future may hold, Tom has worked with a variety of industries to help them realise their visions for the future. Using his Intersections Methodology, Tom is now booked as a speaker and consultant for corporate events, covering topics such as future cities, future of work, future food and the future of business. With former clients including BMW, ITV, Barclays, Bacardi and HSBC, it is without a doubt that Tom is a seasoned speaker.

Location

Schroders Office, 1 London Wall Place, Barbican, London


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