Speakers

The conference featured insightful contributions from our expert speakers within and outside the advice profession. Thanks to everyone who joined us in hearing them discuss and debate the most topical issues and finding answers to the biggest challenges.

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head of product
Protection Guru
CEO
Capital Asset Management
director
CIExpert
MD
VouchedFor
co-founder
Saturn
head of community
NextGen Planners
chief product officer
Fundment
director
Leading Edge Wealth Planning
CEO
Compare the Platform and Fundscape
managing director
Albemarle Street Partners
founder and CE
Model Office-MO®
director and fellow of PFS
Technical Connection Ltd
head of marketing
NextGen Planners
chartered financial planner and founder
Keep It Easy financial planning
general practitioner
The Tyburn
partner and chartered financial planner
Saltus
head of UK intermediary solutions
Schroders
director of competition
The FCA
founder
AdviserSoftware.com (a division of Financial Technology Research Centre)
chief project officer
Global Returns Project (GRP)
product manager
Ethical Screening
director of financial services
The London Institute of Banking & Finance (LIBF)
key partnerships manager
Octopus Investments
head of business consultancy
SimplyBiz
editor
Money Marketing
digital content manager
Money Marketing
director
ESG Accord Ltd
co-founder
Antony George Recruitment
chief reporter
Money Marketing
managing director
Gunner & Co.
responsible investment analyst
Brooks Macdonald
coach
Collaboration Coach
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ex-principal
Weston Cummins (sold to HFMC Wealth in June 2023)
CEO
Fundment
operations director
TFP Financial Planning
group COO
HFMC Wealth
founder & financial planner
Finova Money
partnership development manager
The Openwork Partnership
partner
Catalyst Partners
co-founder
Saturn
head of platform propositions
Scottish Widows
junior paraplanner
Almond Financial
founder & financial planner
Finova Money
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director
Canaccord Genuity
pensions director
Aegon UK
chartered financial planning manager
Five Wealth