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.
.png)
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, perspective 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.
Headline Sponsors
Sponsors
.png)
Supported and in Partnership with:
2 Plan Wealth Management Limited
,Managing Director
2 Plan Wealth Management Limited
,Independent Financial Adviser
2 Plan Wealth Management Limited
,Independent Financial Adviser
2 Plan Wealth Management Limited
,Technology Director
2 Plan Wealth Management Limited
,IFA
2 Plan Wealth Management Limited
,Chartered Financial Planner
AFH Wealth Management Nantwich
,Divisional Director
AHL Financial
,IFA
Aaron Tawny Mortgages Limited
,Managing Director & IFA
Abacus Associates Financial Services Ltd A/R Saltus
,IFA
Absolute Financial Management Ltd
,Managing Director
Acacia Wealth
,Wealth Adviser
Acornmain Ltd
,IFA
Advanta Wealth Ltd
,Group Head of M&A
Advice Wise Ltd
,Director
Advice Wise Ltd
,Director
Adviser Services Holdings Ltd
,Head of Policy
Adviser Services Holdings Ltd
,Group Compliance Director
Affinity Financial Management Limited
,Director
Aisa Professional
,Director
Alexander Green & Partners Ltd
,Director
Apogee Wealth Management Limited
,Head of Compliance & Risk
Apogee Wealth Management Limited
,Head of Client Services
Artorius Wealth Ltd
,Head of Wealth Planning
Artorius Wealth Ltd
,Chief Executive Officer
Ascot Lloyd
,Chartered Financial Planner
Asher Wealth Consultancy
,CEO
AspireLane Wealth Planning Ltd
,Director
Atomos
,Wealth Consultant
Attivo Group
,Chief Risk Officer
Atwal Wealth Management
,Managing Director
Aurora Financial IFA Limited
,Director
Austin Lakin Clark Ltd
,Independent Financial Adviser
Azets Wealth Management
,Chief Operating Officer
Azets Wealth Management
,Group M&A Director
Baggette & Company Wealth Management Limited
,CEO
Baggette & Company Wealth Management Limited
,Managing Director
Balance: Wealth Planning Limited
,Operations Director
Bamboo Invest
,Co-founder
Bamboo Invest
,CEO
Bank J. Safra Sarasin Ltd
,Relationship Manager
Barclays Bank Plc
,Team Leader
Barclays Wealth & Investment Management UK
,Wealth Planning Head of Distribution
Barclays Wealth & Investment Management UK
,Team Manager Planning and Advice
Beadvised Ltd
,Independent Financial Adviser
Beadvised Ltd
,Independent Financial Adviser
Becketts Fs Ltd
,Director
Beechgrove Financial Planning
,Financial Planner
Berry Wealth Management Ltd
,Managing Director
Beyond Advice Group (formerly Markland Hill Wealth)
,Chief Executive Officer
Beyond Advice Group (formerly Markland Hill Wealth)
,Head of Operations
Beyond Advice Group (formerly Markland Hill Wealth)
,Technical Support Consultant
Binary Capital Investment Management
,Head of Sales
Blackdown Financial Services Limited
,Operations Manager
Blackdown Financial Services Limited
,Director
Blackdown Financial Services Limited
,Financial Planner
Blackdown Financial Services Limited
,Managing Director
Blackstone Independent Financial Advisers (Midlands) Limited
,Managing Director
Blackstone Moregate Ltd
,Chief Executive Officer
Blaxsell Financial Planning Ltd
,Director
Boolers
,Business Owner & Chartered Financial Planner
Bowmore Financial Planning Limited
,Head of Private Client
Brian Mellor Financial Services Limited
,Compliance Manager
Brilliance Financial Planning Ltd
,Wealth Manger
Britannic Place Financial Management
,Chartered Financial Planner
Broom Consultants Ltd
,Chief Financial Officer
Broom Consultants Ltd
,HR Manager & Board Director
Broom Consultants Ltd
,Director
Buckley & Co Financial Services Ltd
,Managing Director
Burlington Associates Ltd
,Financial Adviser
C Hoare & Co
,Partner
CBFP UK Ltd
,Executive Director
CBFP UK Ltd
,Financial Planner
CRS Consultants Limited
,Director & Financial Adviser
CRS Consultants Limited
,Independent Financial Adviser
Cadence Financial Management
,CEO
Capelin Financial Management Ltd
,Managing Director
Celtic Financial Planning Ltd
,Managing Director
Chamberlain Wealth Management Limited
,Managing Director
Chancery Lane Income Planners Ltd
,Financial Planner
Charity Bank
,Head of Strategic Initiatives
Charlesworth Financial Planning
,Managing Director
Chase De Vere Wealth Management
,Independent Financial Adviser
Chase De Vere Wealth Management
,Head of Risk and Compliance
Chatfield Private Client Ltd
,Director
Cheltenham Independent Financial Advisers Ltd
,Operations Manager
Cheltenham Independent Financial Advisers Ltd
,Client Relationship Manager
Cheltenham Independent Financial Advisers Ltd
,Client Services Assistant
China Construction Bank (London) Limited
,Financial Crime Executive
Chris Leach & Associates Ltd
,Director & Chartered Financial Planner
Clarity Wealth Management LLP
,Chartered Financial Planner
Clark Gillone A/R Finli Group
,Director
Clayton Holmes Naisbitt Limited
,Chartered Financial Planner
Clear Financial Solutions (Midlands) Ltd
,Chartered Financial Planner
Clear Financial Solutions (Midlands) Ltd
,Financial Adviser
Clear Solutions (Wealth and Tax Management) Ltd
,Managing Director
Collingbourne Wealth Management Ltd
,Director
Colmore Partners
,Chartered Financial Planner
Colmore Partners
,Director
Colmore Partners
,Managing Director
Compliance & Training Solutions Ltd (CATS)
,Managing Director
Consequential Planning Limited
,Director
Continuum (Financial Services) LLP
,Managing Partner
Cooper Parry Wealth
,Client Relationship Director
Copia Capital Management
,Director of Sales
Copia Capital Management
,Business Development Manager
Coutts & Co
,Head of Customer Proposition
Coutts & Co
,Director Advice & Suitability
Coutts & Co
,Head of Advice Policy & Supervision
Covington's Financial Service Limited
,Managing Director
Craven Street Financial Planning Limited
,Head of Business Development and Marketing
Criterion
,Business Development Manager
Criterion
,Business Development Manager
Crowe Financial Planning UK Limited
,Compliance Director
Culverhouse Financial Planning Ltd
,Director
DC Pensions & Investments
,Director
DTB Investments Ltd
,Director
De Carteret Wealth
,Chief Executive Officer
Dodd & Co Wealthcare
,Director
Dodd & Co Wealthcare
,Director
Dodd & Co Wealthcare
,Director
Dodd & Co Wealthcare
,Director
Downing LLP
,Fund Manager
Downing LLP
,Fund Manager of MGTS Downing Fox Funds
EVA Capital Management Limited
,Director
Eason Rose Limited
,Managing Director
Eleven Eleven Financial
,Financial Adviser
Evelyn Partners
,Head of Financial Planning Advice
Evelyn Partners
,Head of Regulatory Developments
Evelyn Partners
,Regional Managing Partner
FPG Fiscal (UK) Limited
,Director
Fairstone Group
,Principal/Financial Planner
Fairstone Group
,Chief Financial Planning Officer
Fairstone Group
,Chief Product & Proposition Officer
Fairstone Group
,Business Development Executive
Fensham Howes Ltd
,Managing Director, Private Client
Fidelity International
,Head of Wealth & Guidance
Fidelius
,Commercial Director
Field Hamlin Independent Financial Advisers
,Managing Director
Finance 21 Ltd
,Financial Adviser
Fingerprint Financial Planning
,Financial Planner & Principal Partner
Finli Group
,Director - Finli Group
Fintel
,Chief Executive Officer, Fintel Services Division
Five Wealth Ltd A/R Sense Network
,Chartered Financial Planner
Forvis Mazars Financial Planning Limited
,Proposition Associate Director
Forvis Mazars Financial Planning Limited
,Traineeship Associate Manager
Forvis Mazars Financial Planning Limited
,Operational Change Lead
Forvis Mazars Financial Planning Limited
,Compliance Associate Director
Forvis Mazars Financial Planning Limited
,Partner, Head of Financial Planning
Foursquare Financial Management Ltd
,Chartered Financial Planner
Friar Gate Independent Financial Services Ltd
,Compliance Director
Furnley House Ltd
,Business Development Principal
Gavin Carr Financial Services Limited
,Financial Adviser
Gavin Carr Financial Services Limited
,Director
Gemini Wealth Management
,Head of Advice
Global Advice Group Ltd
,Director
Goalistic
,Managing Director
H.S.P. Financial Planning Limited
,Director & IFA
H.S.P. Financial Planning Limited
,Director
HC James Wealth Management Ltd
,Director
HCL Bank House Financial Services Limited
,Director
HCL Bank House Financial Services Limited
,Compliance & Training Manager
HCL Bank House Financial Services Limited
,Director
HSBC Bank Plc
,Managing Director
HSBC Bank Plc
,Financial Planning Process & Procedures Lead
HW Independent Financial Management
,Managing Director
Hamilton Financial (Scotland) Ltd
,Managing Director
Hanbury Wealth LLP
,Director
Hanbury Wealth LLP
,Client Account Manager
Hargreaves Lansdown Asset Management Limited
,Head of Advisory Operations
Hargreaves Lansdown Asset Management Limited
,Head of Financial Advice
Harrogate Wealth Management Limited
,Director
Hawsons Wealth Management Limited
,Head of Advisory
Hawsons Wealth Management Limited
,Head of Risk & Governance
Hazelton Mountford Jefferies Limited
,Independent Financial Adviser
Hazelton Mountford Jefferies Limited
,Independent Financial Adviser
Heligan Wealth Management
,Investment Director
Henry Davies Wealth Management Ltd
,Chartered Financial Adviser
Henry Spain Investment Services Limited (Postcode: LE16 7AF)
,COO
Holyoakes Group Ltd
,Compliance Director
Holyoakes Group Ltd
,Director of Financial Planning
Humboldt Financial Limited
,Head of Partnerships
Hybrid Advice
,Chief Executive Officer
Hybrid Advice
,Finance Director
Hymans Robertson Personal Wealth LLP
,Head of Operations & Risk
IBOSS Asset Management Limited (acquired by Kingswood)
,Chief Investment Officer
IFA Partners
,Growth Manager
IFAInsure
,Director
IFT Wealth Management Ltd
,Managing Director
IPS Capital LLP
,Senior Wealth Planner
IPS Capital LLP
,Wealth Planner
Idealistic Mortgage Services Ltd.
,Trainee Mortgage Adviser
Ifamax Limited
,Financial Planner
Impact Lens Financial Planning Limited
,Director
Independent Consultant
,was Private Client Director at Bowmore Asset Management
Independent Consultant
,Investment Manager
Independent Consultant
,former Head of Investment Management Compliance
Independent Consultant
,was Technology Manager at Forvis Mazars
Informed Financial Planning
,Managing Director
Integrity365
,Operations Director
Integrity365
,Independent Financial Adviser
Integrity365
,Chartered Financial Planner
Intelligent Financial Advisory Ltd
,Director
IronMarket Ltd
,Ntwrk CEO
IronMarket Ltd
,Head of Operation
Isio Wealth Planning
,Director
Isio Wealth Planning
,Head of Region
Isio Wealth Planning
,Head of Wealth
Jane Newman Financial Planning Ltd
,Director
Jane Newman Financial Planning Ltd
,CEO
Jeremy Kaye Portfolio Management Limited
,Director
Jeremy Kaye Portfolio Management Limited
,Director
Jigsaw Tree Limited
,Operations Director
Jim McArthur Independent Financial Services Limited
,Independent Financial Adviser
Julius Baer International Ltd
,Head of Digital Channels
Julius Baer International Ltd
,Executive Director, Head of Client Experience
Just
,Investment and Financial Planning Director
KLO Financial Services Ltd
,Director & IFA
Keightley Pattison Financial Management Ltd
,Director
Keightley Pattison Financial Management Ltd
,Director
Killik & Co
,Adviser Product Manager
King Financial Planning - AR of Tavistock
,Managing Partner
Kirkpatrick Kennedy
,Principal
Landmark IFA Ltd
,Trainee Paraplanner
Landmark IFA Ltd
,Director
Leodis Wealth Management A/R Amber River
,Head of Financial Planning
Liberate Wealth
,Managing Director
Lightside Financial Planning
,Director
Lightside Financial Planning
,Director
Live Smart Financial Planning Limited
,Director
Lloyds Financial Services
,Senior Advice Framework Manager
Lynas Vokes Investments Ltd
,Chartered Financial Planner
Lynas Vokes Investments Ltd
,Director
Lynas Vokes Investments Ltd
,Financial Planner
Lynas Vokes Investments Ltd
,Managing Director
M4 Financial Group Ltd
,Managing Director
MSBM Wealth Limited
,Financial Adviser
MWA Financial
,Partner Private Wealth
Macbeth Financial Services Ltd A/R 2plan
,Managing Director
Mallory Wealth Limited
,Executive Director
Malvern Financial Planning
,Director
Mattioli Woods Plc
,Wealth Management Consultant
Mattioli Woods Plc
,Wealth Management Consultant
McGarrie Vahey & Partners
,Director
McInroy & Wood Ltd
,Chief Executive Officer
Medhaven Financial Planning A/R 2plan
,Director & Independent Financial Planner
Medical and General Independent Financial Advisers Ltd
,Director
Meriden Financial Planning Limited
,Director
Midsummer Wealth A/R Best Practice IFA Group
,Managing Director
Miller James Financial Planning Limited A/R 2plan
,Director/Owner
Mindful Financial Planning
,Director
Mint Wealth Management
,MD & Founder
Mirabaud & Cie SA
,UK head of portfolio management
Moai Wealth
,Founder & CIO
Money Adviser LLP
,Independent Financial Adviser
Money and Pensions Service
,Policy and propositions manager
Montfort International Limited
,Principal
Montfort International Limited
,Associate
Morningstar Wealth Limited
,Business Development Manager
My Time Pension
,Co Founder and CEO
NFP Financial Planning Limited
,Financial Planning Business Operations Manager
NFP Financial Planning Limited
,Head of Retirement & Financial Planning
Need Financial Planning Ltd
,Financial Planner and Director
Nelsons Solicitors Limited
,Partner and Chartered Financial Planner
Newbold Wealth Management Limited
,Director and Chartered Financial Planner
Newcastle Financial Advisers Limited A/R Openwork Ltd
,Operations Team Leader
Newcastle Financial Advisers Limited A/R Openwork Ltd
,Divisional Manager
Newcastle Financial Advisers Limited A/R Openwork Ltd
,Performance & Development Partner
Newcastle Financial Advisers Limited A/R Openwork Ltd
,Managing Director - Newcastle Financial Advisers
Nicholls Stevens (Financial Services) Limited
,Managing Director
Northumbrian Financial Ltd
,Managing Director
Oakfield Financial Services Limited
,Paraplanner
Oakfield Financial Services Limited
,Managing Director
Obsidian Technologies Ltd
,Head of Compliance
Old Mill Financial Planning LLP
,Head of Wealth Management
One Financial Solutions Ltd A/R 2Plan
,Director
Orbit Financial Planning
,Director
Orchid Financial Services Ltd
,Mortgage and Protection Advisor
PM+M Wealth Management Limited
,Director - Operations
PM+M Wealth Management Limited
,Compliance and T&C Manager
PM+M Wealth Management Limited
,Chartered Financial Adviser
Paladin Group
,Director
Paradigm
,Business Development Director
Paradigm
,Mortgage Helpdesk Manager
Paradigm Consulting
,Managing Director, Paradigm Mortgage Services
Paradigm Consulting
,Commercial Director
Paradigm Consulting
,Mortgage Helpdesk Consultant
Parmenion Capital Partners LLP
,Chief Commercial Officer
Parmenion Capital Partners LLP
,Intermediary Distribution Director
Paul Murray Investments
,Director
Paul Russell Financial Services
,Director
Pensionhelp Limited
,Managing Director
Pensionhelp Limited
,Business Development Manager
Peregrine & Black Investment Management Ltd
,Managing Director
Perspective Financial Group Limited
,Group Acquisitions Director
Philanthropy Impact
,Director of Membership and Development
Phoenix Financial Advisers Limited
,Independent Financial Adviser
Pi Financial Ltd
,Managing Director
Pi Financial Ltd
,Chartered Financial Planner
Pi Financial Ltd
,Corporate Adviser
Plain Savings Ltd
,Senior Paraplanner
Plain Savings Ltd
,Managing Director
Platforum
,Head of Editorial Strategy
Pool House Group
,Co-Owner & Director
Portcullis Financial Planning Limited
,Director
Portfoliometrix Asset Management Ltd
,Managing Director
Portfoliometrix Asset Management Ltd
,CEO
Portfoliometrix Asset Management Ltd
,Partner Development Manager
Practical Action
,Philanthropy Executive
Prime Wealth Solutions
,Managing Director
Prosperity Wealth Ltd A/R Fairstone
,Financial Adviser
Prosperity Wealth Ltd A/R Fairstone
,Head of Office
Protocol Capital Management Limited
,Principal
Protocol Capital Management Limited
,Operations Manager
Purposeful Group (formerly Finitor Wealth)
,Chairman
QPI Ltd
,Business Development Director
Quanta Group
,Managing Director - Craven Street Wealth
Quanta Group
,Head of Transformation
Quartet Capital Partners LLP
,Managing Partner
Quilter Financial Planning
,Managing Director – Quilter Academy and adviser development.
Quilter Financial Planning
,Financial Planning Consultant
R C Brown Investment Management Plc
,Sales & Marketing Director
RBC Brewin Dolphin Limited
,Wealth Paraplanner
RBC Wealth Management (Royal Bank of Canada)
,Chief Operating Officer
RSQ Wealth Management
,Director and Co-Founder
RSQ Wealth Management
,Director and Co-Founder
Radcliffe & Co Life & Pensions Limited
,Head of Compliance
Raymond James (was Charles Stanley & Co Ltd)
,Financial Planner
Raymond James Wealth Management
,Managing Director, Central Financial Services & Chief Client Officer
Raymond James Wealth Management Limited
,Chief Commercial Officer
Readymoney Investments Limited
,Director
Real Wealth Partners
,Founding Director
Red Circle Financial Planning
,Chartered Financial Planner
Redmayne Bentley LLP
,Human Resources Director
Retirement Planning (UK) Ltd
,Director & Owner
Retirement Planning (UK) Ltd
,IFA
Richardsons Financial Services Limited
,Director
Richardsons Financial Services Limited
,Financial Adviser
Richstone Park Financial Planning Ltd
,Director
Richstone Park Financial Planning Ltd
,Director
Robert Nicholas Financial Advisers Ltd (Postcode: tf10 7ay)
,Director
Robert Nicholas Financial Advisers Ltd (Postcode: tf10 7ay)
,Chartered Financial Planner
Rockhold Asset Management
,Investment Director
Roebridge Financial Management Limited
,Managing Director
S&S Financial Solutions Limited
,Director
S&W
,Associate Director
SYB Consulting Limited
,Director
Salisbury House Limited A/R Openwork
,Operations Director
Sandringham Financial Partners Ltd A/R M&G plc
,Chartered Financial Planner
Sandringham Financial Partners Ltd A/R M&G plc
,Financial Planner
Select Wealth Management Limited
,Director
Select Wealth Management Limited
,IFA & Director
Sense Financial Solutions Limited
,Director
Shackleton Advisers
,Group Compliance Director
Shakespeare Martineau LLP
,Legal Director
Shakespeare Martineau LLP
,Associate
Shard Capital
,Chief Operating Officer
Sheavyn Associates Financial Management Limited
,Financial Adviser
Significant Financial Limited (Postcode: SY7 9QL)
,Financial Adviser
Significant Financial Limited (Postcode: SY7 9QL)
,Financial Adviser
Silver Wealth
,Head of Property Wealth
Soderberg & Partners
,Business Development Manager
Soderberg & Partners
,Managing Director
Soderberg & Partners
,Growth Manager
Soderberg & Partners
,Growth Manager
Soderberg & Partners
,Growth & Business Development Manager
Sovereign Financial Planners Limited
,Managing Director
Sovereign Financial Planners Limited
,Financial Adviser
Sovereign Financial Planners Limited
,Financial Adviser
Sovereign Financial Planners Limited
,Financial Adviser
Sovereign Financial Planners Limited
,Financial Adviser
Sovereign Financial Planners Limited
,Financial Adviser
Spentwell
,Managing Director
St James's Place
,Director - Advice Policy
St. James's Place Wealth Management Group
,Head of Advice Policy (non pensions)
St. James's Place Wealth Management Plc
,Director of Advice Support
Standard Chartered Bank
,Executive Director
Standard Life
,Senior Pensions Product Manager
Step By Step Financial Solutions Ltd
,Financial Adviser
Step-by-step Financial Planners Ltd
,Chief Compliance Officer
Stirling House Financial Services Ltd
,IFA
Storeton Rose Financial Planning Ltd A/R 2plan
,Director & Chartered Financial Planner
Storeton Rose Financial Planning Ltd A/R 2plan
,Practice Manager
Succession Wealth
,Area Manager
Succession Wealth
,Planner
Succession Wealth
,Director of Brand and Corporate Affairs
Succession Wealth
,Head of Marketing
Sutherland IFA Limited
,Director
Sutton Oaks Wealth Management Limited
,Chartered Financial Planner
Sylva Financial Planning
,Director
TK White & Co Limited
,Administration Manager
TK White & Co Limited
,Director
Tacit Investment Management
,Director
The Aspire Partnership LLP
,Partner & Financial Planner
The Aspire Partnership LLP
,Managing Partner
The Aspire Partnership LLP
,Partner
The Aspire Partnership LLP
,Partner
The Aspire Partnership LLP
,Partner
The Aspire Partnership LLP
,Partner
The Aspire Partnership LLP
,Financial Planner
The Aspire Partnership LLP
,Chartered Financial Planner
The Aspire Partnership LLP
,Chartered Financial Planner
The Choice IFA Network Ltd
,Director
The Family Elephant
,Founder/Director
The Openwork Partnership
,Head of Partnership Services
The Premier Partnership Limited
,Director
The Private Office
,Snr Partner & Financial Planner
The Private Office
,Head of Marketing
The Private Office
,Head of Quality Assurance
The Private Office
,DME
The Private Office
,Chief Marketing Officer
The Stonegate Wealth Group Ltd
,Independent Financial Adviser
The Stonegate Wealth Group Ltd
,Managing Director
The Superbia Group
,Head of Financial Planning
The Whitehall Partnership Limited
,Financial Advisor
The Whitehall Partnership Limited
,Independent Financial Adviser
Thompson Little
,Principal
Thomson Gray Wealth Management Ltd
,Director
Thomson Gray Wealth Management Ltd
,Director
Timeline
,Adviser Success
Timothy James and Partners Ltd
,Director
Timothy James and Partners Ltd
,Financial Adviser
Titan Wealth Planning
,Managing Director
Tony Walker Financial Planning Services Limited
,Director
True Potential Wealth Management LLP
,Wealth Management Partner
True Potential Wealth Management LLP
,Research Administrator
True Potential Wealth Management LLP
,CEO of True Potential Wealth Management
True Potential Wealth Management LLP
,Wealth Management Partner
True Potential Wealth Management LLP
,Wealth Management Partner
True Potential Wealth Management LLP
,Paraplanner
Twigden Asset Management Limited
,Director
Twigden Asset Management Limited
,Paraplanner
Twigden Asset Management Limited
,Office Manager
Twigden Asset Management Limited
,Financial Adviser
Unbiased
,Financial Adviser
Utopia Wealth Planning Ltd
,TBC
Utopia Wealth Planning Ltd
,Director
Validpath Ltd
,Proposition Director
Validpath Ltd
,Chief Operating Officer
Validpath Ltd
,Chief Commercial Officer
Velocity Financial Planning Ltd
,Client Experience Manager
Venn Wealth Management
,Director
Verso Wealth Management
,Group T&C Manager
Verum Financial Planning Limited
,Associate Planner
WDS Wealth Management Ltd
,Equity Partner & Director
WKM Wealth Ltd
,Chartered Financial Planner and Director
WKM Wealth Ltd
,Director
WTW Investments Wealth Solutions
,Senior Director, Investments
WTW Investments Wealth Solutions
,Director, Investments
Walden Capital
,Director
Walker Crips Wealth Management Limited
,Director - Investment Management
Warden Consulting
,Founder
Wealth Wizards
,Head of Proposition
Wealth Wizards
,Financial Planner
Wealth Wizards
,Chief Strategy Officer
Wealthcare Limited
,Managing Director
Wensons Financial Ltd
,Financial Planner
Western Financial Planning Ltd
,Director
Westminster Wealth Management LLP
,Compliance Officer
Whateley Wealth Management Limited
,Director
Whitebeam Independent Financial Advice Ltd
,Independent Financial Adviser
William Highbourne Wealth Management Limited
,CEO
Wingate Wealth Management Ltd
,Managing Director
Wise Investment
,Chief Client Officer
Wise Investment
,Financial Planner
Wise Investment
,Chief Executive Officer
Your Future Your Money Limited
,Managing Director
Zedra
,Business Development Manager
Zedra
,Senior Business Development Manager
Adeptli
,Co-Founder
AheadMG
,Wealth & Partnerships Director
Albert E Sharp LLP
,Investment Manager
AlboC
,Chief Sales Officer
Alpha FMC
,Director
Catalyst Partners
,Director
Focaldata
,Business Development Director
Jigsaw Tree Limited
,Founder and Director
Melo
,Chief Innovation Officer
Melo (Change Squared/Exit Partnership/Aspire Exec Merged)
,Chief Operating Officer
Mint Blue Consulting Ltd
,Owner and Director
Ocorian (UK) Limited
,Consulting Lead
Origo Services Limited
,Head Of Market Development
Philanthropy Impact
,Chief Executive Officer
Pillar Client Services
,Founder
Pivot Strategies Ltd
,Co-Founder
Pivot Strategies Ltd
,Managing Director
SOAP
,Founder & Principal Consultant
Wild Ochre Consulting
,Founder
evolve.
,Founder
Financial Conduct Authority
,Head of Department (Advisers, Wealth and Pensions)
Financial Conduct Authority
,Interim Head of Department for Market
Fundhouse
,Chief Investment Officer and Founder
Invesco
,Head of Market Insights
Keynote Speaker
,English commentator and a former cricketer
Keynote Speaker
,Former Chief Executive Officer at Sainsbury's
Owen James Events
,Managing Director
Alvarez & Marsal FS Europe Limited
,Senior Director
Balanced Hiring
,Founder & Director
Calculus Capital Limited
,Director
Chartered Institute for Securities & Investment
,Head of UK Client Relationships
Davies Group Limited (Sionic)
,Principal Consultant
Defaqto Ltd.
,Business Development Manager
Defaqto Ltd.
,Sales Support Executive
Estelle Health and Wealth
,CMO
Estelle Health and Wealth
,Co-founder
FS Legal
,Partner
Fintel
,Chief Marketing Offier
Fintel
,Director of Business Growth and Succession
Independent Consultant
,Director & Independent Financial Planner
Independent Consultant
,Corporate Development Director
Independent Consultant
,Was Head of Client Solutions Group @ Kleinwort Hambros
Independent Consultant
,PR Consultant
Just
,Integrated Distribution Director
Just
,Director of Retail Distribution
Just
,National Accounts Director
MODDEKO PTY. LTD. (5 ELK)
,Business Development Manager
MODDEKO PTY. LTD. (5 ELK)
,CEO & Founder
MODDEKO PTY. LTD. (5 ELK)
,Client Experience Manager
Origo Services Limited
,FinTech Adoption Specialist
Pillar Client Services
,Chief Commercial Officer
Prism the Gift Fund
,Business Development Executive
SBR Consulting
,Principal Consultant
SS&C Advent
,Lead Field Sales Executive
SimplyBiz Mortgages
,Head of Lender Relationships
Simplybiz Ltd
,Chief Executive Officer
Simplybiz Ltd
,Compliance Director
Solve Partners
,Principal Consultant
Solve Partners
,Director
Stewardship
,Growth & Relationships Manager
The London Foundation for Banking & Finance
,Chief Executive
Unbiased
,Senior Enterprise Account Manager
|Y|OUR STORY
,Founder
Headline Sponsors
Sponsors
Supported and in Partnership with:
Speakers
Alastair Cook
Former England Cricket Captain
Sara Woodroffe
Head of Department, Advisers, Wealth and Pensions at FCA
Justin King
Former Chief Executive Officer at Sainsbury's
Quote:
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
