Tuesday 8 October 2024 | Convene, 155 Bishopsgate London | #MMInteractive24

MONEY MARKETING INTERACTIVE LONDON

Thank you for attending!


As 2024 hurtles along the stakes are high for the UK advice profession. If the aim is to produce profitable and scalable businesses, that are future-fit, then advice firms will need to leverage their key supplier relationships and find new efficiencies.

If the aim is to do this whilst staying on the right side of the regulator then advisers need to be fully aware of the latest rules, their implementation and how to demonstrate adherence. If the aim is to achieve both profitable, and compliant businesses, whilst protecting clients from hostile tax burdens, fluctuating markets, high interest rates and worsening international turmoil, then financial advisers really do have their work cut out.

MMI London featured practical sessions on key supplier relationships including platforms, back-office systems, and investment management options as well as running the rule over tax planning and investment strategies to help advisers provide value-added advice.

Engaging sessions included:

  • NextGen Planners and their chat show dissecting the implications for advisers of the FCA’s new Sustainability Disclosure Requirements (SDR) proposals and showcasing AI in action with Crash Test Dummies.
  • Journalist & broadcaster Nick Watt outlined what to expect regarding tax and regulatory policy direction from our shiny new government and their big majority.
  • Sessions on succession planning and the consolidator market for those considering selling their business.

Thanks to everyone who attended! If you'd like to register your interest in our 2025 MMI event(s), leave your details by clicking below.

REGISTER YOUR INTEREST FOR 2025

Fantastic seminar in London. Many thanks for sharing your invaluable knowledge & experiences & let everyone attend to your seminar to learn from all your insights. It has been an enormous privilege and pleasure to attend to your seminars.

Noushin Kananian CEO Noushin Consulting

A really good event, with the ability to see a variety of speakers across the financial services industry, each giving something different to help enhance our duty as advisers to our clients. I'll be coming back next year and bringing a friend.

Mike Anthony financial planner Unique Financial Planning

This conference provided such great content; I wrote 15 pages of notes! Now I need to spend a day organising my thoughts before hopefully being able to implement some of the ideas in our business.

Eleanor Clark Financial Planner Ashlea Financial Planning

Very interesting content and speakers. Very relevant to our profession as a whole and the direction we are moving in.

Hana Griffin Financial Adviser Cavendish Ware Wealth Management

I thought the conference covered some of the key issues that the industry is facing at the moment, AI, Consumer Duty and Vulnerable clients. So from this point of view, I thought the conference was a success.

James Alder Divisional Director RBC Brewin Dolphin

This is one of the best conferences within the circuit and leading the way in topics covered

James Glynn Director - Financial Planning Jarrovian

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Sponsorship Opportunities

Money Marketing remains the leading information brand for the financial advice profession. Money Marketing Interactive is widely regarded as the event that really gets under the skin of the UK’s IFA market and allows our sponsors to engage with key decision-makers within the profession.

Whether you want to be recognised as a thought leader through association with one of the in-depth workshops or want to take advantage of the networking opportunities available, talk to Mal Shah about the marketing solution that is right for you and your business.

Mal Shah
+44 (0)208 075 8142
mal.shah@moneymarketing.co.uk