Hilton Birmingham Metropole

29 September - 1 October



ABOUT THE CONFERENCE

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.

Day 1 & 2

Keynotes

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.

Day 1 & 2

Dedicated Streams

Tailor your conference experience with three dedicated content streams focusing on your clients, your business or yourself.

Day 1 & 2

Sponsors & Exhibitors

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

Day 1

Awards Dinner

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

Day 2

CPD... and more CPD

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?

Day 1 & 2

Networking

Catch up with old friends, share best practice and make new friends with over 300 of the top financial planners in the profession. So much about this conference, on top of the world-class content, is about sharing ideas with your peers, who are also financial planners, advisers and/or business owners.

WORLD-CLASS SPEAKERS

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 Nandani

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

DON’T JUST TAKE OUR WORD FOR IT

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.



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.

 
 

BOOK YOUR PLACE NOW

Choose from one of the full packages below which include accommodation, or attend just for the CPD with Conference Only Day Passes.

For Group Bookings (2 or more), please contact our Customer Support Team at customersupport@cisi.org or +44 20 7645 0777.

Full Package (1 Night Accommodation)

Day 1 of the Conference
Gala Awards Dinner
Monday Night Accommodation + Breakfast
Day 2 of the Conference

STANDARD ROOM
£625
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EXECUTIVE ROOM
£685
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Full Package (2 Night Accommodation)

Pre-conference Drinks Reception
Sunday Night Accommodation + Breakfast
Day 1 of the Conference
Gala Awards Dinner
Monday Night Accommodation + Breakfast
Day 2 of the Conference

STANDARD ROOM
£745
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EXECUTIVE ROOM
£865
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Conference Day Passes - Does not include Accommodation, Breakfast, Gala Awards Dinner or Pre-conference Drinks Reception

Day 1 Conference Pass
£300
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Day 2 Conference Pass
£300
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OUR SPONSORS AND EXHIBITORS

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

 
Gold sponsor
Gold sponsor