Come together, right now: The CISI Financial Planning Conference 2022 Liverpool, 6th October ​

By Lora Benson | Aug 04, 2022


Liverpool, the home of success stories reaching through centuries, from steamships, through to Caverns, hard work, big dreams, global stardom and league titles will welcome the UK’s financial planning community for The CISI Financial Planning Conference 2022.

The CISI Financial Planning Conference 2022 takes place at Thursday 6th October, with main conference at the Grade-1 listed Merseyside Maritime Museum, Royal Albert Dock with over 20 expert presenters, across 17 sessions and three content streams. A full day’s CPD will take place between 9.30am and 5.30pm. Tickets are available here with the full Conference programme here.

Hosted by journalist, broadcaster and CEO of  iWoman Ngunan Adamu, the Conference will be followed by a black tie gala featuring The Financial Planning Awards 2022 and live music to dance the night away. The venue for this glittering evening event is Liverpool’s iconic neoclassical Grade-I listed marvel, St George’s Hall. At the heart of civic life in Liverpool since the mid-19th century, delegates can celebrate under the largest tunnel vaulted ceiling in all of Europe, and on the celebrated Minton floor, guaranteed to take your breath away.

Delegates will also get exclusive access to Conference session recordings, so they won’t have to miss a minute. New for this year is the tech hub with live demonstrations.

Speakers include:

  • Emily Shepperd, Chief Operating Officer and Executive Director, Authorisations FCA: The impact of transformation at the FCA for you, your clients and business.”


  • Makala Green, CEO, Green Wealth Planning: “Young, high earners: working with influencers, sports and entertainment professionals.”


  • Julian Gilbert CFPTM Chartered MCSI, CEO, Wealth Matters: “There’s not a lot out there: growing your team from within.”


  • George King IV, Senior Wealth Manager, MASECO: To B or not to B (Corp).”

Other key speakers include:

  • Abraham Okusanya CFPTM Chartered MCSI, MSC
  • Tim Harford OBE
  • LJ Rich
  • Rebecca Aldridge CFPTM MCSI

Gold sponsor for the Conference is Royal London. Other sponsors include betafolio, Cascade, intelliflo, M&G Investments, M&G Wealth, NS&I, Pru, Tenet, Time Investments and Transact.

Sally Plant, CISI Assistant Director Financial Planning and Education Development said: “Liverpool, one of the main UK centres for innovation and commercial acumen, is a fantastic city ready to welcome and inspire our financial planning community. Our agenda for this event is packed with opportunities for us to come together, reflect, learn and develop. We want to support you, so that you leave fired up and empowered to help consumers through some of the most difficult challenges ever experienced in our economy: the cost of living crisis, spiralling energy prices, UK government turmoil and its expected impact on tax, the affordability ratio of homes at the worst level since 1999 and climate heating. These important Conference takeaways will help shape client conversations and how families will be impacted for years to come.

“Now, more than ever, the power of financial planning can help to make a tangible difference to consumers and their money management strategies. Myself and the wider CISI team look forward to meeting you all on 6th October.”

The CISI Financial Planning Awards 2022 short list is due to be announced week commencing 8th August.