Hilton Birmingham Metropole

30 September - 1 October


This is the financial planning event of the year.

Two full-days packed with CPD, the most inspiring speakers from across the globe and hundreds of the leading financial planners in the profession.
All in one central location in Birmingham.

Be Inspired

Be inspired and amazed by our keynote speakers as they explore real topics that affect you. You'll be sure to leave the sessions with great practical advice.

A Tailored Experience

Tailor your conference experience with three dedicated content streams exploring key topics affecting your clients, your business or yourself.

Make Your Life Easier

Meet our sponsors and exhibitors and find out how they can add value to your firm and make your life easier.



Enjoy a black-tie awards dinner as we celebrate and applaud the winners of our Financial Planning Awards and laugh the evening away with our after-dinner entertainment.

Inspire, Imagine, Innovative

Continue the learning from the previous day with more break-out sessions, keynotes and networking. Did we mention there’s up to 10 hours CPD available across the two days?

Meet, Mingle, Refresh

Catch up with old friends, share best practice and make new friends with hundreds of the top financial planners and wealth managers in the profession.


Dozens of the most inspiring speakers from across the globe.

Rebecca Aston

Head of Professional Standards, CISI

Keith Butten CFP™ Chartered MCSI

Director, Boosst Financial

Michael Cole-Fontayn

Chairman, CISI

Tish Hanifan

Joint Chair, Society of Later Life Advisers (SOLLA)

Gareth Davies CFPTM

Specialist Business Development Manager, Individual Pensions | Pensions and Investments - Scottish Widows

Philippa Hann

Partner, Clarke Willmott

Chris Hargreaves, Chartered MCSI

Independent Financial Adviser, Arrow Financial Services UK

Philip Hesketh

Hesketh Talking

Laura Janes

Founder and MD, Uniquity

Andy Jervis CFP™ Chartered MCSI

Chairman, Chesterton House

Annabel Kaye

Your answer to GDPR

Ian King CFP™ Chartered MCSI

Ian King Financial Planning

Francis Klonowski CFP™ Chartered FCSI

Principle Klonowski & Co

Erin Linehan

Associate General Counsel, VP-Compliance, Head of Dispute Resolutions and Senior & At-Risk Investors, Raymond James

Jacqueline Lockie CFP™ Chartered FCSI

Head of Financial Planning, CISI

Clare Moffat

Head of Business Development, Royal London

Sapna Shapero

Paraplanner, Chesterton House

Rory Percival

Rory Percival Training and Consultancy

Dr Quintin Rayer, Chartered FCSI

Head of Research and Ethical Investing, P1 Investments

Amyr Rocha-Lima CFP™ MCSI

Partner, Holland Hahn & Wills

Martin Ruskin CFP™ Chartered MCSI

Head of Business Development, Paradigm Norton Financial Planning and Chair of the Financial Planning Forum Committee

Jamie Susskind

Expert on Digital Technology
(AI, Blockchain, Big Data)

David Swanick

Vice President, Dimensional Fund Advisors

Anja Turvey

System Developer, Chesterton House

Matthew Walne

Managing Director, Santorini Financial Planning

Nicola Watts CFP™ Chartered FCSI

Director, Jane Smith Financial Planning


Hear from those who are attending this year’s conference and see what we got up to last year.


Financial Planning Awards 2019

Our prestigious Financial Planning Awards recognise the outstanding achievements of individuals and firms across the UK financial planning profession. The winners will be announced at the Financial Planning Gala Dinner at the conference.

Entries are now closed - Winners will be announced at the conference

The venue - Hilton Birmingham Metropole

We’re back again this year at the Hilton Birmingham Metropole, a 4-star hotel at a central location within the UK. Easily accessible from Birmingham International Train Station and Birmingham Airport.



We couldn’t put together a world-class event for you without the support of our Sponsors and Exhibitors.

Gold sponsor
Gold sponsor