Changing Lives

The Financial Planning Annual Conference 2018

1-2 October at the Hilton Birmingham Metropole

With thanks to our gold sponsors

Find out more

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

Keynote speakers

Mark Headshot 2
Mark Horstman
CEO, Manager Tools

Alastair Humphreys
Adventurer and Author

Dr. Moira Somers
Founder of Money, Mind and Meaning


Rebecca Aston
Head of Professional Standards, CISI

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

Dominic Brittain
Managing Director, Cognitive Bias Solutions

David Burridge
Senior Financial Planner, Paradigm Norton
Sylivia Betham
Sylvia Bentham CFP™ Chartered FCSI
Managing Director, 1st Chartered Financial Planning and Lancashire and Cumbria branch president

Josh Butten CFPTM Chartered MCSI
Director & Certified Financial Planner, boosst financial

Keith Butten CFP™ Chartered MCSI
Director & Certified Financial Planner, boosst financial

Keri Carter CFP™
Managing Director, Broadway Financial Planning

Keith Churchouse CFP™ Chartered MCSI
Chapters Financial and Southern branch president
Andrew Clare
Professor Andrew Clare
Associate Dean | Chair in Asset Management, Cass Business School

Brett Davidson
Founder, FP Advanced

Andrew Elson CFPTM Chartered FCSI
Managing Director, Berry & Oak and CISI Accredited Firm forum Member, CISI Yorkshire Branch Financial Planning representative

Jamie Dow
University of Leeds

Michael Cole-Fontayn
Chairman Elect, CISI

Julian Gilbert CFP™ Chartered MCSI
Director, Wealth Matters

Paul Grimes, CEO
Financial Planning Standards Board Ireland

Philippa Hann
Partner Clarke Wilmott
Janet Hugo
Janet Hugo CFP™
Director Sterling Private Clients, Sterling Wealth South Africa

Cynthia J. Kett CFP™
Principal, Stewart & Kett Financial Advisors

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

Jacqueline Lockie
Head of Financial Planning, CISI

Julius Lipner MPhil (Oxon), CFA, DipPFS
Financial Planner, Consilia Wealth Management LLP
Susie Logan
Brand and Marketing Director, Standard Life

James Mallinson
Senior Manager, Partnership Development, St. James’s Place Wealth Management
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Bob Malloney
Business Coach, Malloney associates

Charles McCready
Strategic Policy Director, Tisa

Peter Merrick, CFPTM, FCSI
Income and Capital Enhancement Consultant, Speaker and Author

Dr. Philipp Meyer-Brauns
Senior Researcher Dimensional Fund Advisors

Tom Murray
Founder of Charityflow

Graeme Nuttall OBE
Partner - Tax and Structuring, FieldFisher
Stu Podmore
Stuart Podmore
Investment Propositions Director, Schroders

Marc van Poeteren
Chairman, FPSB Europe
CEO OAKK Solid Investment Solutions

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

David Salloum CFP™
Vice-President, Director, Portfolio Manager & Wealth Advisor
Salloum Wealth Management Group | RBC Wealth Management | RBC Dominion Securities

Warren Shute CFP™ Chartered FCSI
Director, Lexington Wealth Management

Elliot Smith
Reporter - New Model Advisor®
Citywire Holdings

Ronnie Taylor, Chief Distribution Officer

Stephen Thomas
Cass Business School

Tina Weeks
Financial Life Planner, Serenity

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

Booking closed

Day one pass (Monday)

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


Booking closed

Day two pass (Tuesday)

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


Booking closed

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.

Financial Planning Awards 2018

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.

Find out more

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.

There are no longer any sponsorship opportunities available for this year’s conference

Register your interest for 2019


Gold sponsors