Speakers

The conference will feature insightful contributions from our expert speakers within and outside the advice profession. Join us to hear them discuss and debate the most topical issues and find answers to the biggest challenges.

Simon Aucott
founder
Founder Fox Whittle (sold to Bank House Financial Planning)
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Lewis Byford
co-founder
The Financial Planning Club/Antony George
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Adam Carolan
CEO
NextGen Planners
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Clémence Chatelin
ESG integration manager
CCLA Investment Management
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Jack Chellman
chief project officer
Global Returns Projects
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Peter Ditchburn
managing partner, divemaster
Deep Dive Financial Planning
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Ed Dymott
chief executive officer
Benchmark Capital
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Sebastian Elwell
director
SwitchFoot Wealth Limited
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Diana French
retail strategy director
Triple Point
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Tom Ham
CEO
Calton
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Amelia Hamilton
head of community
NextGen Planners
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Ruth Handcock
ceo
Octopus Money
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Cathi Harrison
CEO
The Verve Group
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Dan Haylett
financial planner
TFP Financial Planning
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Gillian Hepburn
commercial director
Benchmark Capital
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Rowan Higgs
lead financial adviser
One Financial Adviser, and EV
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Natalie Holt
content editor
the lang cat
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Claire Jones
head of strategic relationships and new business
Flagstone Group
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David McDonald
senior business development manager
EV
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Ian McKenna
Founder & Director
Financial Technology Research Centre (FTRC)
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Abraham Okusanya
founder/ceo
Timeline
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Charlie Parker
managing director
Albemarle street Partners
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Hayley Rabbets
head of the Verve Foundation
Verve Foundation
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Roderic Rennison
partner
Catalyst Partners
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Vanessa Riboloni
Professional Capability and Insights Manager
Chartered Insurance Institute
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Keith Richards
chief executive officer
Consumer Duty Alliance
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Amyr Rocha Lima
managing director
Strategic Wealth Partners
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Simon Roughsedge
director and chartered financial planner
Clarus Wealth
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Dan Russell
managing director - distribution solutions
SimplyBiz
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Tom Selby
director of public policy
AJ Bell
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Duncan Sherlock
principal partner
Foster Denovo
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Rohan Sivajoti
Co-Founder
NextGen Planners
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Image
coming
soon
Annalise Toberman
associate research director
Platforum
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Nick Watt
journalist & broadcaster
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Tony Wickenden
founder & MD
Technical Connection
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Joseph Williams
co-founder & ceo
zerokey
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Fabrizio Zumbo, MBA
Senior Specialist, Advisory Research Centre
Vanguard
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Money Marketing team

Tom Browne
editor
Money Marketing
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Daniel Cooper
news editor
Money Marketing
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Kimberley Dondo
digital content manager
Money Marketing
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Lois Vallely
chief reporter
Money Marketing
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