Changing Lives

The Financial Planning Annual Conference 2018

1-2 October at the Hilton Birmingham Metropole

With thanks to our gold sponsors

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Key conference details

Two day conference

Central location

 10 hours of CPD

Following the success of last year's conference, we listened to your feedback to ensure this year is even better. So we're now holding the conference over two days at a central location in Birmingham.

With the help of the CISI Financial Planning Forum Content Panel, we have created three streams and plenary sessions with great content built by financial planners, for financial planners.

 

Day 1

Conference 8:00am - 5:30pm

Awards dinner and ceremony 7:00pm - Late

Stream 1 - Focus on your clients
Stream 2 - Spotlight on your business
Stream 3 - Get ahead technically

Day 2

Conference 8:30am - 4:30pm

 

Stream 1 - Focus on your clients
Stream 2 - Spotlight on your business
Stream 3 - Get ahead technically

Conference speakers

More speakers coming soon.



Rebecca Aston, Chartered MCSI
Head of Professional Standards, CISI

Gretchen Betts CFP™ Chartered FSCI
Managing Director, Magenta Financial Planning and Wales branch president

David Burridge
Head of Graduate Recruitment, Paradigm Norton

Keith Butten CFP™ Chartered MCSI
Financial Planner, Myers Davison Ginger Ltd

Sylvia Bentham CFP™ Chartered MCSI
Managing Director, 1st Chartered Financial Planning and Lancashire and Cumbria branch president

Keith Churchouse CFP™ Chartered MCSI
Chapters Financial and Southern branch president

Simon Culhane, Chartered FCSI
Chief Executive Officer, CISI

Andrew D Elson FPFS CFPTM Chartered FCSI
Managing Director, Berry & Oak

Julian Gilbert CFP™ Chartered MCSI
Director, Wealth Matters

Paul Grainger
Chief Executive Officer, Complyport

Robin Keyte CFPT™ Chartered MCSI
Director, Chartered Financial Planners and member of the FCA Financial Advisory Panel

Julius Lipner MPhil (Oxon), CFA, DipPFS
Financial Planner, Consilia Wealth Management LLP

Graeme Nuttall OBE
Partner - Tax and Structuring, FieldFisher

Martin Ruskin CFP™ Chartered MCSI
Head of Business Development, Paradigm Norton and Chairman of the Financial Planning Forum Committee

Warren Shute CFP™ Chartered MCSI
Director, Lexington Wealth Management

Dr. Philipp Meyer-Brauns
Senior Researcher Dimensional Fund Advisors

Philippa Hann
Partner Clarke Wilmott

Josh Butten CFPTM
Chartered MCSI

Myers Davison Ginger

Highlights from last year's conference

Not sure what to expect? Watch the highlights from last year.
Over 450 delegates, speakers, exhibitors and sponsors attended last year's conference.

 
 

Packages & Rates

There are three package options to choose from:

 

Full conference package

  • Access to day one of the conference (8:00am - 5:30pm)
  • Access to day two of the conference (8:30am - 4:30pm)
  • Attendance at the 2018 Financial Planning Awards dinner and ceremony (7:00pm - late)
  • Overnight single occupancy accommodation* on Monday 1 October at the Hilton Birmingham Metropole

£550.00

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* If you have any queries about shared occupancy rooms please email our conference manager lucy.trevor@cisi.org.
Rooms are allocated on a first come first serve basis. It may not always be possible to secure a double room, but we will try our best to accommodate your room requests.
 

Day one pass (Monday)

  • Access to day one of the conference (8:00am - 5:30pm) - excluding awards ceremony and accommodation

£250.00

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Day two pass (Tuesday)

  • Access to day two of the conference (8:30am - 4:30pm) - excluding accommodation

£250.00

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Group (3+) bookings

If you would like to book multiple delegates, please contact our conference support line: +44 20 7645 0777.

Do you need to book accommodation for the Sunday night?

We have secured a discount with the Hilton Birmingham Metropole which can be booked here

The venue - Hilton Birmingham Metropole

The Hilton Birmingham Metropole is situated next to the NEC, Birmingham International Train Station and Birmingham Airport. A full experience awaits you including comfortable rooms and an on-site LivingWell Health Club.

The Financial Planning Gala Awards

Our Financial Planning Gala Awards recognise the outstanding achievement of individuals and firms across the UK financial planning profession with a wide range of awards.

Each award is independently assessed by a judging panel or an independent assessor. The results are based on merit alone. Those who succeed can be duly proud of their achievement and fully deserve the respect and plaudits of our profession as well as the clients for whom they provide such a valuable service.

More awards information to be released soon

  • CISI CFPTM of the Year Award 2018
  • Accredited Financial Planning FirmTM of the Year Award 2018
  • David Norton Award 2018
  • Paraplanner of the Year Award 2018
  • Tony Sellon Good Egg Award 2018

Sponsors and Exhibitors

Put your brand in front of the profession's leading financial planners, paraplanners and wealth managers.
Find out more about the sponsorship and exhibition opportunities and without your support, this year's conference would not be possible.

Become a sponsor

 

Gold sponsors

 
 

 

Exhibitors