The Festival of Finance marks the launch of a bold, new flagship event for the UK financial advice and wealth management profession. Designed as a high energy festival rather than a traditional conference, the event will bring together 500 senior advisers, planners and wealth managers for a day of unrivalled insights, CPD learning, strategic dialogue, peer-to peer collaboration and meaningful commercial engagement — all wrapped in an inspiring, modern, festival-style experience.
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Who the festival is for...
- Independent Financial Advisers (IFAs) - Firm owners, principals and senior advisers
- Wealth Managers & Investment Professionals - From boutique firms to larger discretionary and hybrid models
- Advice & Wealth Firm Leadership - CEOs, COOs, Heads of Advice, Investment, Operations, Compliance and Growth
- Platforms, Providers & Product Specialists - Investment, retirement, protection, platform and proposition leaders
- Technology & Innovation Partners - Advice tech, AI, data, CX and digital enablement
- Regulatory & Industry Voices - Contributing insight, perspectrive and market context
- Future Leaders & Rising Talent - Connecting today's decision-makers with tomorrow's leaders
Designated areas - you get to curate your own itinerary
Main Stage
→ Hear from high-end Keynote Speakers who will explore macro-economic outlooks, regulatory direction and the forces shaping the future of finance.
Strategy Studio
→ Strategic roundtables focused on technical competence, regulatory and professional excellence.
Innovation Zone
→ A fintech playground showcasing the latest tools, platforms and technologies.
Wealth Way
→ A social and commercial space combining exhibitions and networking.
Wellness Hub
→ A dedicated space for wellbeing, coaching and personal growth.
The Academy
→ A workshop hub for practical learning and interactive discussion.
Leaders' Lounge
→ A private lounge for senior meetings, peer benchmarking and one-to-one conversations.
Networking Nook
→ A matchmaking hub for peer introductions and networking.
Meeting Mezzanine
→ A space for speed networking, quick peer introductions and conversations.
2 Plan Wealth Management Limited
,Managing Director
Aisa Professional
,Director
Applewood Independent Limited A/R AFH
,Divisional Director
Attivo Group
,Chief Risk Officer
Aurora Financial IFA Limited
,Director
Blaxsell Financial Planning Ltd
,Director
Boolers
,Business Owner & Chartered Financial Planner
Cadence Financial Management
,CEO
Clear Solutions (Wealth and Tax Management) Ltd
,Managing Director
Dodd & Co Wealthcare
,Director
Fairstone Financial Management Ltd
,Principal/Financial Planner
Forvis Mazars Financial Planning Limited
,Proposition Associate Director
Global Advice Group Ltd
,Director
IBOSS Asset Management Limited (acquired by Kingswood)
,Chief Investment Officer
IFT Wealth Management Ltd
,Managing Director
Independent
,Was Head of Client Solutions Group @ Kleinwort Hambros
Independent Consultant
,Director & Independent Financial Planner
IronMarket Ltd
,Ntwrk CEO
Isio Wealth Planning
,Director
Jigsaw Tree Limited
,Founder and Director
Jigsaw Tree Limited
,Operations Director
King Financial Planning - AR of Tavistock
,Managing Partner
Markland Hill Wealth
,Chief Executive Officer
Midsummer Wealth A/R Best Practice IFA Group
,Managing Director
Pensionhelp Limited
,Managing Director
Pi Financial Ltd
,Business and Development Director
Platforum
,Head of Editorial Strategy
Portfoliometrix Asset Management Ltd
,Managing Director
Prosperity Wealth Ltd A/R Fairstone
,Financial Adviser
Purposeful Group (formerly Finitor Wealth)
,Chairman
R C Brown Investment Management Plc
,Sales & Marketing Director
Rockhold Asset Management
,Investment Director
Tavistock Investments Plc
,Corporate Development Director
The Private Office
,Snr Partner & Financial Planner
Twigden Asset Management Limited
,Director
Twigden Asset Management Limited
,Paraplanner
Twigden Asset Management Limited
,Office Manager
WKM Wealth Ltd
,Chartered Financial Planner and Director
WKM Wealth Ltd
,Director
Walker Crips Wealth Management Limited
,Director - Investment Management
Westminster Wealth Management LLP
,Compliance Officer
Whitebeam Independent Financial Advice Ltd
,Independent Financial Adviser
Mint Blue Consulting Ltd
,Owner and Director
Financial Conduct Authority
,Head of Department (Advisers, Wealth and Pensions)
SBR Consulting
,Management Consultant
Headline Sponsors
Sponsors
Supported by:
This is not just another conference, it is a festival of insights, fresh perspectives, and hands-on learning.
James Goad, Managing Director , Owen James Events
Clare Frost
Conference and Delegate Relationship Manager
