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, 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
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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
AFH Wealth Management Nantwich
,Divisional Director
Aaron Tawny Mortgages Limited
,Managing Director & IFA
Advice Wise Ltd
,Director
Adviser Services Holdings Ltd
,Head of Policy
Adviser Services Holdings Ltd
,Group Compliance Director
Aisa Professional
,Director
Attivo Group
,Chief Risk Officer
Aurora Financial IFA Limited
,Director
Azets Wealth Management
,Chief Operating Officer
Baggette & Company Wealth Management Limited
,CEO
Baggette & Company Wealth Management Limited
,Managing Director
Balance: Wealth Planning Limited
,Operations Director
Becketts Fs Ltd
,Director
Beyond Advice Group (formerly Markland Hill Wealth)
,Chief Executive Officer
Binary Capital Investment Management
,Head of Sales
Binary Capital Investment Management
,Adviser Success
Blaxsell Financial Planning Ltd
,Director
Boolers
,Business Owner & Chartered Financial Planner
Bowmore Asset Management Limited
,Private Client Director
Bowmore Financial Planning Limited
,Head of Private Client
Brian Mellor Financial Services Limited
,Compliance Manager
Brilliance Financial Planning Ltd
,Wealth Manger
CBFP UK Ltd
,Executive Director
CBFP UK Ltd
,Financial Planner
Cadence Financial Management
,CEO
Celtic Financial Planning Ltd
,Managing Director
Chamberlain Wealth Management Limited
,Managing Director
Cheltenham Independent Financial Advisers Ltd
,Operations Manager
Cheltenham Independent Financial Advisers Ltd
,Client Relationship Manager
Clarity Wealth Management LLP
,Chartered Financial Planner
Clark Gillone A/R Finli Group
,Director
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
Coutts & Co
,Head of Customer Proposition
Crowe Financial Planning UK Limited
,Compliance Director
Culverhouse Financial Planning Ltd
,Director
DRB Associates Ltd
,Co-Owner & 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
Eason Rose Limited
,Managing Director
Evelyn Partners
,Head of Financial Planning Advice
Fairstone Financial Management Ltd
,Principal/Financial Planner
Fidelity International
,Head of Wealth & Guidance
Fidelius
,Commercial Director
Fidelius
,Growth Manager
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
Gemini Wealth Management
,Head of Advice
Global Advice Group Ltd
,Director
H.S.P. Financial Planning Limited
,Director & IFA
H.S.P. Financial Planning Limited
,Director
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
Harrogate Wealth Management Limited
,Director
Hay Hill Wealth Management
,Investment Director
Hazelton Mountford Jefferies Limited
,Independent Financial Adviser
Hazelton Mountford Jefferies Limited
,Independent Financial Adviser
Holyoakes Group Ltd
,Compliance Director
IBOSS Asset Management Limited (acquired by Kingswood)
,Chief Investment Officer
IFT Wealth Management Ltd
,Managing Director
Informed Financial Planning
,Managing Director
Integrity365
,Operations Director
IronMarket Ltd
,Ntwrk CEO
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
Julius Baer International Ltd
,Head of Digital Channels
Just
,Investment and Financial Planning Director
Killik & Co
,Project Manager
King Financial Planning - AR of Tavistock
,Managing Partner
Kirkpatrick Kennedy
,Principal
Leodis Wealth Management A/R Amber River
,Head of Financial Planning
Lightside Financial Planning
,Director
Lightside Financial Planning
,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
Macbeth Financial Services Ltd A/R 2plan
,Managing Director
Mallory Wealth Limited
,Executive 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
Midsummer Wealth A/R Best Practice IFA Group
,Managing Director
Miller James Financial Planning Limited A/R 2plan
,Director/Owner
Mindful Financial Planning
,Director
Moai Wealth
,Founder & CIO
Montfort International Limited
,Principal
Montfort International Limited
,Associate
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
PM+M Wealth Management Limited
,Director - Operations
PM+M Wealth Management Limited
,Compliance and T&C Manager
Paradigm
,Managing Director, Paradigm Mortgage Services
Paradigm
,Commercial Director
Paradigm
,Business Development Director
Paradigm
,Mortgage Helpdesk Manager
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
Pi Financial Ltd
,Managing Director
Pi Financial Ltd
,Chartered Financial Planner
Plain Savings Ltd
,Senior Paraplanner
Plain Savings Ltd
,Managing Director
Platforum
,Head of Editorial Strategy
Portcullis Financial Planning Limited
,Director
Portfoliometrix Asset Management Ltd
,Managing Director
Portfoliometrix Asset Management Ltd
,CEO
Prosperity Wealth Ltd A/R Fairstone
,Financial Adviser
Prosperity Wealth Ltd A/R Fairstone
,Head of Office
Purposeful Group (formerly Finitor Wealth)
,Chairman
QPI Ltd
,Business Development Director
QPI Ltd
,Director
Quanta Group
,Managing Director - Craven Street Wealth
R C Brown Investment Management Plc
,Sales & Marketing Director
RSQ Wealth Management
,Director and Co-Founder
RSQ Wealth Management
,Director and Co-Founder
Radcliffe & Co Life & Pensions Limited
,Head of Compliance
Real Wealth Partners
,Founding Director
Red Circle Financial Planning
,Chartered Financial Planner
Rockhold Asset Management
,Investment Director
Shackleton Advisers
,Group Compliance Director
Shard Capital
,Chief Operating Officer
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
Standard Chartered Bank
,Executive Director
Standard Life
,Senior Pensions Product Manager
Storeton Rose Financial Planning Ltd A/R 2plan
,Director & Chartered Financial Planner
Storeton Rose Financial Planning Ltd A/R 2plan
,Practice Manager
Sutton Oaks Wealth Management Limited
,Chartered Financial Planner
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 Choice IFA Network Ltd
,Director
The Premier Partnership Limited
,Director
The Private Office
,Snr Partner & Financial Planner
The Stonegate Wealth Group Ltd
,Independent Financial Adviser
The Stonegate Wealth Group Ltd
,Managing Director
The Superbia Group
,Head of Financial Planning
Thompson Little
,Principal
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
Twigden Asset Management Limited
,Director
Twigden Asset Management Limited
,Paraplanner
Twigden Asset Management Limited
,Office Manager
Twigden Asset Management Limited
,Financial Adviser
Utopia Wealth Planning Ltd
,TBC
Utopia Wealth Planning Ltd
,Director
Validpath Ltd
,Proposition Director
Venn Wealth Management
,Director
WDS Wealth Management Ltd
,Equity Partner & Director
WKM Wealth Ltd
,Chartered Financial Planner and Director
WKM Wealth Ltd
,Director
Walden Capital
,Director
Walker Crips Wealth Management Limited
,Director - Investment Management
Wensons Financial Ltd
,Financial Planner
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
threesixty services LLP
,Chief Executive Officer
Buckingham Research & Consultancy Ltd
,Investment Consultant
Independent Consultant
,Was Chief Executive Officer @ Hawksmoor
Jigsaw Tree Limited
,Founder and Director
Jigsaw Tree Limited
,Operations Director
Milliman UK
,Consultant
Mint Blue Consulting Ltd
,Owner and Director
Pivot Strategies Ltd
,Co-Founder
Pivot Strategies Ltd
,Managing Director
SBR Consulting
,Management Consultant
Financial Conduct Authority
,Head of Department (Advisers, Wealth and Pensions)
AlboC
,Chief Sales Officer
Independent Consultant
,Director & Independent Financial Planner
Independent Consultant
,Corporate Development Director
Independent Consultant
,Was Head of Client Solutions Group @ Kleinwort Hambros
Stewardship
,Growth & Relationships Manager
Headline Sponsors
Sponsors
Supported and in Partnership with:
Speakers
Alastair Cook
Former England Cricket Captain
Sara Woodroffe
Interim Head of Department for Market at the FCA
Justin King
Former Chief Executive Officer at Sainsbury's
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
